Master of Trust and Wealth Management
 

MTWM Calendar 2008-2009

Evening Program – Raleigh (RTP Center) Campus

 Summer I, 2008 Term

 

TRUST  700   Southeastern Trust School Seminar (SETS)

The Southeastern Trust School is an eight day program offered on the Buies Creek Campus. In its thirty-eighth year of operation, SETS attracts trust professionals nationwide. Sessions run from 8:00 a.m. until 9:30 p.m. MTWM students are required to successfully complete this executive level training program as a requirement for graduation.

 

Calendar

Late Registration (5:00 p.m., Main Campus)..................................................June 6, 2008*

First Required Session (6:00 p.m., Main Campus).........................................June 6, 2008

Program Concludes (11:00 a.m.).....................................................................June 13, 2008

 

 Summer II, 2008

TRUST  710    Application of Fiduciary Principles

Monday, 6:00 -10:00 p.m., RTP Center, Classroom 134

BADM  520    Financial Planning Seminar

Wednesday, 6:00-10:00 p.m., RTP Center, Classroom 134

 

Calendar

Late Registration..........................................................................................June 23/25, 2008*

First Monday/Wednesday Class.................................................................June 23/25, 2008

Last Monday/Wednesday Class..............................................................August 11/12, 2008

  

Fall I, 2008 Term

BADM  530    Investment Analysis

Monday, 6:00-10:00 p.m., RTP Center, Classroom 134

TRUST  720    Estate Taxation Seminar

Wednesday, 6:00-10:00 p.m., RTP Center, Classroom 134

 

Calendar

Late Registration....................................................................................August 18/20, 2008*

First Monday/Wednesday Class............................................................August 18/20 2008

Last Monday/Wednesday Class………………………………….......October 6/8, 2008

 

Fall II, 2008 Term

BADM  531   Advanced Investment Analysis

Monday, 6:00-10:00 p.m., RTP Center, Classroom 134

TRUST  730   Gift and Fiduciary Taxation Seminar

Wednesday, 6:00-10:00 p.m., RTP Center, Classroom 134

 

Calendar

Late Registration................................................................................  October 13/15, 2008*

First Monday/Wednesday Class…………………………………...October 13/15, 2008

MTWM Seminar Series: **

Wealth Managers Forum at Greensboro

Date TBA, November, 2008 8:30 a.m.–5:00 p.m.

Last Monday/Wednesday Class............................................................. December 1/3, 2008

  

Spring I, 2009  Term

 

TRUST 740   Risk Management Applications

Monday, 6:00-10:00 p.m., RTP Center, Classroom 134

ACCT    533   Advanced Income Taxation

Wednesday, 6:00-10:00 p.m., RTP Center, Classroom 134

 

Calendar

Late Registration.......................................................................................    January 5/7, 2009*

First Monday/Wednesday Class.................................................................. January 5/7, 2009


 

MTWM Seminar Series:**

Trust Advisors Forum at Pinehurst

Tuesday, February  2008  8:00 a.m.-5:00 p.m.

Last Monday/Wednesday Class…………………………………February 23/25, 2009

 

Spring II, 2009 Term

TRUST 745   Wealth Management Sales

Monday, 6:00-10:00 p.m., RTP Center, Classroom 134

TRUST 750 – Advanced Retirement Planning

Wednesday, 6:00-10:00 p.m., RTP Center Classroom 134

 

Calendar

Late Registration………………………………………………………March 2/4, 2009*

First Wednesday Class.................................................................................. March 2/4, 2009

Last Wednesday Class................................................................................ April 20/22, 2009

 

Summer I, 2009  Term

TRUST 760    Advanced Estate Planning Seminar

Monday, 6:00-10:00 p.m., RTP Center, Classroom 134

TRUST 770    Advanced Wealth Transfer Seminar

Wednesday, 6:00-10:00 p.m., RTP Center, Classroom 134

 

Calendar

Late Registration.......................................................................................   April 27/29, 2009*

First Monday/Wednesday Class................................................................ April 27/29, 2009

Last Monday/Wednesday Class.................................................................. June 15/17, 2009

 

Summer II, 2009 Term

TRUST 780    Legal/Regulatory Issues

Monday, 6:00-10:00 p.m., RTP Center, Classroom 134

Calendar

Late Registration…………………………………………………..June 22/24, 2009*

First Monday Class…………………………………………………June 22/24, 2009

Last Monday Class………………………………………………August 10/12, 2009

 

*See MTWM Registration Information.

**Participation in MTWM Seminar Series is a requirement for graduation. The Campbell University Wealth Managers Forum and the Trust Advisors Forum are executive level continuing education programs offered to trust professionals nationwide. Leading authorities in the areas of investments, fiduciary law, financial planning and taxation conduct each session.


 

 
 
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