Master of Trust and Wealth Management

Raleigh (RTP Center) Campus Curriculum

Course                                                                                                                           Hours

Summer 2007

Summer I

TRUST 700    Southeastern Trust School (June 1-8, 2007)…………………………....3

Summer II

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

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

Fall 2007

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 and Fiduciary Income Taxation Seminar (Wednesday Evenings)......3

Spring 2008

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 2008

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