2014 Curriculum

MTWM One Year Program
Fall 2014

Fall I
TRUST 710 - Application of Fiduciary Principles (Monday Evenings)
TRUST 620 - Financial Planning Seminar (Wednesday Evenings)

Fall II
TRUST 630 - Investment Analysis (Monday Evenings)
TRUST 720 - Estate Taxation Seminar (Wednesday Evenings)

Spring 2015

Spring I
TRUST 730 - Gift and Fiduciary Income Taxation Seminar (Wednesday Evenings)
TRUST 740 - Risk Management Applications (Monday Evenings)

Spring II
TRST 631 - Advanced Investment Analysis (Monday Evenings)
TRUST 633- Advanced Income Taxation (Wednesday Evenings)

Summer 2015

Summer I
TRUST 745 - Wealth Management Sales (Monday Evenings)
TRUST 760 - Advanced Estate Planning Seminar
(16 week capstone course -- will meet as necessary on Tuesday Evenings)
TRUST 750 - Advanced Retirement Planning (Wednesday Evenings)

Summer II
TRUST 780 - Legal/Regulatory Issues (Monday Evenings)
TRUST 770 - Advanced Wealth Transfer Seminar (Wednesday Evenings)
TRUST 760 - Advanced Estate Planning Seminar (Continued)

 

MTWM Two-Year Program

Fall 2014

Fall I
TRUST 710 - Application of Fiduciary Principles (Monday Evenings)
TRUST 620 - Financial Planning Seminar (Wednesday Evenings)

Fall II
TRUST 630 - Investment Analysis (Monday Evenings)

Spring 2015

Spring I
TRUST 740 - Risk Management Applications (Monday Evenings)

Spring II
TRST 631 - Advanced Investment Analysis (Monday Evenings)

Summer 2015

Summer I
TRUST 750 - Advanced Retirement Planning (Wednesday Evenings)

Fall 2015
Fall I - no courses

Fall II
TRUST 720 - Estate Taxation Seminar (Wednesday Evenings)

Spring 2016

Spring I
TRUST 730 - Gift and Fiduciary Income Taxation Seminar (Wednesday Evenings)

Spring II
TRST 631 - Advanced Investment Analysis (Monday Evenings)

Summer 2016

Summer I
TRUST 745 - Wealth Management Sales (Monday Evenings)
TRUST 760 - Advanced Estate Planning Seminar
(16 week capstone course -- will meet as necessary on Tuesday Evenings)

Summer II
TRUST 780 - Legal/Regulatory Issues (Monday Evenings)
TRUST 770 - Advanced Wealth Transfer Seminar (Wednesday Evenings)
TRUST 760 - Advanced Estate Planning Seminar (Continued)

 

*Each course carries 3 credit hours

Contact Us

LFSB Undergraduate Programs
Somer Johnson
smjohnson@campbell.edu
(910) 893 - 1380

PGA Golf Management
Matt Roberts
mdroberts@campbell.edu
(910) 814 - 5702

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

Events

Sun, 07 Sep 2014

Business: Church Visits

Mon, 08 Sep 2014

Freshmen Majors Dinners*

Fri, 26 Sep 2014

Putt Putt and Footgolf