Master of Trust and Wealth Management

New for Fall of 2014: a part-time, 2-year option!
 

Our Purpose

The Master of Trust and Wealth Management (MTWM) Program was established in 2002 to enable graduate students to develop the fiduciary skills that will help them to succeed in the wealth management area. Students are expected to gain expertise in the following core areas: personal financial planning, estate and trust administration, risk management, insurance, compliance, portfolio management, tax planning, and sales. The program is oriented toward providing the skill sets necessary for positions within the wealth management field.

Students targeted for the MTWM Program include:

  • College-degreed trust or private bankers/brokers without a formal educational background in the subject.
  • Adults with at least an undergraduate degree seeking a entree to trust management, financial planning, investment planning, investment management, or private banking.
  • Business administration graduates interested in developing a specialization in a finance-related discipline.

The MTWM Program is a part of the Lundy-Fetterman School of Business. Campbell University’s undergraduate and graduate degree programs in Trust and Wealth Management are the only programs of their kind in the United States. The undergraduate program was established in 1968. Graduates of Campbell's Trust and Wealth Management Program are recognized nationwide for having the hands-on training, people skills, and technical expertise to take their place as the leaders in the financial services industy.

Graduates of the MTWM program will benefit from the extensive network of trust alumni and supporters of the Trust Program at Campbell University. The Trust Education Foundation, Inc. was established in 1968 to ensure that the Trust and Wealth Management Program at Campbell University keeps pace with the growing needs of the industry. Professionals representing most of the nation’s leading financial institutions maintain seats on the Board of Directors. The Board is actively involved in the following: curriculum review to ensure it meets the needs of the trust and wealth management industry, sponsorship of continuing education programs nationwide to enhance the name awareness of Campbell University’s Trust Program in the industry, and support in the placement of graduates of the program within the industry.

" The nation’s only graduate level Trust and Wealth Management Degree Program"

Graduates of the MTWM program may choose to pursue the CFP® certification. The MTWM Program is registered with the Certified Financial Planner Board of Standards, Inc. Graduates of the MTWM Program are eligible to sit for the national CFP® Certification Examinations and earn the certification. [Certified Financial Planner Board of Standards, Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP(with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements].

Graduates of the MTWM program may also choose to pursue the prestigious CTFA designation at some point in their career. The American Bankers Association offers the Certified Trust and Financial Adviser (CTFA) designation to trust personnel meeting certain experience and educational requirements. Trust officers wishing to receive the CTFA designation must pass a relevant examination. Students graduating from the MTWM Program are eligible to sit for the CTFA examination upon completion of the work experience requirement.

*Certified Financial Planner Board of Standards, Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)®, which is awarded to individuals who successfully complete the initial and ongoing certification requirements.

Contact Us

LFSB Undergraduate Programs
Somer Johnson
smjohnson@campbell.edu
(910) 893 - 380

PGA Golf Management
Ken Jones
jonesk@campbell.edu
(910) 893 - 1395

LFSB Graduate Programs
Emily Holliday
hollidaye@campbell.edu
(910) 814 - 4308

Events

Thu, 28 Aug 2014

Business: Kickoff Tailgating

Sun, 07 Sep 2014

Business: Church Visits

Mon, 08 Sep 2014

Business Club Fair