Master Program

The Master of Trust and Wealth Management (MTWM) Program was established to enable graduate students to develop the fiduciary skills needed to succeed in the wealth management industry. Students are expected to gain expertise in the following core areas: personal financial planning, estate and trust administration, risk management, insurance, compliance, portfolio management, tax planning, and sales. The program is designed to provide the knowledge necessary for positions within the wealth management industry. Schedule class work could be completed in twelve months.

The MTWM Program targets:
  • College-degreed trust or private bankers/brokers without a formal educational background in trust and wealth management
  • Professionals (with an undergraduate degree) seeking to enter the trust management, financial planning, investment planning, investment management, or private banking fields
  • Business administration graduates interested in developing a specialization in a finance-related discipline

For more information on Campbell University’s Trust and Wealth Management Degree Programs click here.

You may also contact the Trust Program Director, Jimmy Witherspoon, at 910-893-1387 or [email protected].

“Certainly breaking into the Wealth management sector of the financial industry can be accomplished without formal training over time. However, for me, the MTWM program has propelled my career at an exponential pace. The depth of training, accreditation opportunities and networking though Campbell in my opinion is unmatched.”
–William S. Crews III, CTFA
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