39TH ANNUAL SOUTHEASTERN TRUST SCHOOL
AT CAMPBELL UNIVERSITY
PRESENTED BY THE TRUST EDUCATION FOUNDATION, INC.

JUNE 6-13, 2008

 

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ACCREDITATION

The Southeastern Trust School is accredited by the Institute of Certified Bankers (ICB) for the first year of study at the National Trust School operated by the Trust Division of the American Bankers Association.  Graduates of the Southeastern Trust School holding the Certified Trust and Financial Advisor (CTFA) designation will receive forty hours of continuing education credit.  Attorneys and CPA's graduating from The Southeastern Trust School may be eligible for continuing education credit depending on requirements in their jurisdiction. 

 

 

CURRICULUM

Fiduciary Law............................................................6
Taxation.....................................................................6
Estate Planning...........................................................4
Financial Planning.......................................................4
Investments................................................................6
Administration............................................................4
Selling/Relationship Management................................2
Compliance................................................................2
Individual Retirement Accounts...................................2
Employee Benefits......................................................2
Operations/Management of Specialty Assets...............2
TOTAL CLASSROOM HOURS.............................40

WORKSHOPS

Administration............................................................2
Estate Planning...........................................................2
Financial Planning.......................................................2
Taxation.....................................................................2
TOTAL WORKSHOP HOURS................................8

 

 

Inquiries should be directed to:

Mr. Jimmy Witherspoon, Director
The Southeastern Trust School
Campbell University
P.O. Box 218
Buies Creek, NC 27506
Phone: 910-893-1387
E-mail: witherspoon@campbell.edu.

 

 
 P.O. Box 218 Buies Creek, NC 27506, 1-800-334-4111                
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