Foundations of Trust Management Standards (FTMS®) Images/2019/foundations-of-trust-management-standards-ftms.jpg

Due to the Coronavirus (COVID-19) this program is being canceled. If you have immediate concerns, please reach out to us directly at (888)334-3327, option 2 or email at

Foundations of Trust Management Standards (FTMS) is the first step, focused on the needs of new Canadian trustees. FTMS is for those who must learn and understand basic principles of effective trust fund management.

Together, FTMS, ATMS and MTMS provide the ideal blend of knowledge, skill and experience needed for effective management of trusts. To get the most value out of this education, it is recommended that individuals leave enough time between each step on the path to practice and apply their classroom learning.

FTMS Topics

FTMS focuses on baseline knowledge and understanding of the four key knowledge areas listed below, ensuring that particpants comprehend the foundational information necessary to fulfill their responsibilties as trustees.

  • Legal
  • Administration
  • Governance
  • Funding/Investment/Finance

Great forum to network with peers, and the educators are very experienced.

David Owen Ralph Account ManagerThe PBAS Group

Benefits of Attending

  • Understand health and retirement needs of plan members.
  • Gain knowledge in trust operations, including health and welfare plan structure.
  • Learn about the increasing general concerns of regulators regarding the significance of health and welfare and pension trust management.

Who Should Attend

Newly appointed/elected multi-employer, public sector and corporate plan trustees, benefit office staff and individuals returning to trustee service after an extended absence. Also, potential trustees (as part of your succession planning), providers of service to trust fund plans and trustees of both pension and health and welfare trust funds.


  • Ross I. Arsenault, CEBS, CD Vice President Benefit Consulting Benefit Plan Administrators (Atlantic) Ltd.
  • Peter C. Hayes, FCIA, FSA Trustee and Board Co-Chair UPEI Jointly Sponsored Pension Plan
  • Alan M. Minsky, QC Partner Koskie Minsky LLP
  • Nadia Savva, CFA Director of Institutional Sales, Canada MFS Investment Management
  • Lisa M. Watt, CEBS, ISCEBS-Fellow Partner Manion Wilkins & Associates Ltd.


Attend sessions by various instructors who specialize in trust funds and the role of trustees. Visit our instructor page for more information. 

​Additional Information

Stay tuned for more info!

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Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

Registration Information

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