Master of Trust and Wealth Management
 

Master of Trust and Wealth Management Raleigh (RTP Center) Campus Curriculum

 

Summer 2008
Summer I

Course

Hours

TRUST 690 – Southeastern Trust School Seminar (June 6-13, 2008).....................................................3

Summer II

TRUST 710 - Application of Fiduciary Principles (Monday Evenings).....................................................3

BADM 520  Financial Planning Seminar (Wednesday Evenings)..........................................................3

 

Fall 2008

Fall I

BADM 530 - Investment Analysis (Monday Evenings)...........................................................................3

TRUST 720 - Estate Taxation Seminar (Wednesday Evenings)...............................................................3

 Fall II

BADM 531 - Advanced Investment Analysis (Monday Evenings) .........................................................3

TRUST 730 - Gift & Fiduciary Income Taxation Seminar (Wednesday Evenings)...................................3

Spring 2009
Spring I

TRUST 740 - Risk Management Applications (Monday Evenings).........................................................3

ACCT 533 - Advanced Income Taxation (Wednesday Evenings)...........................................................3

 Spring II

TRUST 745 - Wealth Management Sales (Monday Evenings)............. ..................................................3

TRUST 750 - Advanced Retirement Planning (Wednesday Evenings).....................................................3


Summer 2009

Summer I

TRUST 760 - Advanced Estate Planning Seminar (Monday Evenings)....................................................3

 

TRUST 770 - Advanced Wealth Transfer Seminar (Wednesday Evenings).............................................3

Summer II

TRUST 780 - Legal/Regulatory Issues (Monday Evenings)......................................................................3

Total Hours                                                                  42

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