Who should attend
MTMS is the next step for those who have earned an ATMS Certificate of Achievement. It is also recommended for those who are advanced-level appointed and elected multi-employer, public sector and corporate plan trustees/fiduciaries. MTMS is also for trustees/fiduciaries of all types of plans and trusts.
About the course
The Master of Trust Management Standards (MTMS) is a new educational program for trustees that builds upon the key knowledge areas in FTMS and ATMS, a next step that challenges trustees to take a leadership role in their funds and update their skill sets.
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.
Earning Your MTMS Certificate of Achievement
To earn the MTMS Certificate of Achievement, you must meet the following program element requirements for both sessions.
Session A and Session B
- Prework including a passing score on open-book, untimed, preprogram tests (minimum 70% correct)
- Full attendance at both Session A and Session B, which involves a total of four days of classroom instruction. The program is sequential—Session A is a prerequisite for Session B, which means attendance at two separate offerings/locations.
- A "satisfactory" participation score in group activities from instructors
- A passing score (minimum 70% correct) on the online posttests for Session A and Session B. The posttests are open-book and include multiple-choice questions on the prereadings/prework, on-site slides, exercises, materials and postreadings.
MTMS Session A Topics
Course materials consist of preprogram reading; a video; pretest; on-site presentation materials; and supplementary readings, sample documents and additional information for future reference. Both Session A and Session B include a capstone mock board meeting.
Why You Should Attend
The award of the MTMS credential is the culmination of your successful journey through the trustee/fiduciary education path! It recognizes the commitment involved in completing the suite of trustee education programs (FTMS, ATMS, MTMS). These programs in total represent ten days of education and multiple assessments, including two capstone mock board meetings—fortified by your years of experience as a fiduciary/trustee.
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.