Course Descriptions

This page lists the available Trust & Wealth Management courses.

TRST 620 Financial Planning Seminar

(3 semester hours)
An integrative analysis of the financial planning process, including risk and investment management, as well as tax, retirement, and estate planning. Special focus on cutting-edge planning techniques for individuals, culminating in a detailed research project.

TRST 630 Investment Analysis

(3 semester hours)
A study of security analysis, with an emphasis on fundamental analysis of equities and bonds. Specific topics include market efficiency and anomalies, security valuation, asset pricing models, equity and bond fundamentals, and the use of futures and options markets. Team project involving the analysis of an actual common stock is required.

TRST 631 Advanced Investment Analysis

(3 semester hours)
A study of portfolio management, with an emphasis on customizing asset allocation strategies and tactics for individual and institutional investors. Modern Portfolio Theory is introduced and applied. Topics also include bond management strategies, portfolio performance evaluation, international diversification, and the assessment of alternative investments. Team project involving the development of an investment plan and then the management of an associated investment portfolio is required. Prerequisite: BADM 530.

TRST 633 Advanced Income Taxation

(3 semester hours)
A study of the principles and rationale of the federal income tax laws and their impact on complex tax situations. There will be an emphasis on advanced strategies to minimize the impact of federal income taxes.

TRUST 710 Application of Fiduciary Principles

(3 semester hours)
A comprehensive study of the duties and liabilities of a trustee with special focus on current trends by the judiciary to adapt to the current environment. The remedies to those harmed by fiduciary breaches will be presented in case study format.

TRUST 720 Estate Taxation Seminar

(3 semester hours)
A study of the principles and rationale of federal estate tax law as it continues to evolve in the 21st century. Emphasis on cutting-edge techniques to minimize the impact of the law, while maintaining flexibility to deal with future anticipated changes in the law.

TRUST 730 Gift and Fiduciary Income Taxation Seminar

(3 semester hours)
A study of the principles and rationale of federal gift, generation-skipping, and fiduciary income tax laws and their impact on the wealth-transfer process. A focus on cutting-edge techniques to minimize the laws’ impact on efficient wealth-transfer strategies will be presented in case study format.

TRUST 740 Risk Management Applications

(3 semester hours)
A comprehensive analysis of the risk management process and its impact on the individual, business, and the economy in the 21st century. Case studies on current trends in risk management will be presented in class.

TRUST 745 Wealth Management Sales

(3 semester hours)
A study of effective sales strategies in the current Wealth Management environment. The interdisciplinary approach reviews current product and service offerings across the wealth management spectrum and addresses the sales techniques appropriate for each product and service. The study includes sales cycle dynamics and managing the referral network and prospect pipeline.

TRUST 750 Advanced Retirement Planning

(3 semester hours)
An advanced analysis of E.R.I.S.A. and its impact on various types of retirement plan offerings. A detailed focus on current trends and employer-liability issues will be emphasized using current real-life scenarios as case studies.

TRUST 760 Advanced Estate Planning Seminar

(3 semester hours)
An advanced inter-disciplinary study of the use, conservation, and efficient transfer of wealth. Areas of emphasis include the law of property, wills, trusts, insurance, and taxation. Group case problems require analysis of complex scenarios and development of an appropriate estate plan.

TRUST 770 Advanced Wealth Transfer Seminar

(3 semester hours)
An advanced examination of the appropriate techniques to facilitate wealth transfer through estate and trust administration. Complex case problems examine the risks of fiduciary administration as well as techniques required to fulfill legal requirements of probate proceedings.

TRUST 780 Legal/Regulatory Issues

(3 semester hours)
A comprehensive analysis of the legal and regulatory environment facing the Wealth Management industry. Compliance considerations include; Regulation 9; Sarbanes/Oxley; OFAC; the Privacy Act; and other due diligence issues. Legal and Regulatory matters include the Uniform Trust Code, the Prudent Investor Act, the Uniform Principal and Income Act and their implications for fiduciary administration.

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
mba@campbell.edu
(910) 814 - 4308

Events

There are currently no future events.