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. Scheduled class work could be completed in twelve months. The MTWM Program is offered both “live and in-person” at Campbell University’s School of Law in downtown Raleigh and as a 100% online program for the convenience of working professionals nationwide.
MTWM graduates are eligible to sit for the CFP and ATFA certification exams. In addition, they meet the educational requirements to sit for the CTFA exam offered by the ABA. The credentials of our graduates are unparalleled.
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 firstname.lastname@example.org. For questions about the Masters Program contact MTWM Program Director, Tyler Britton, at 910-814-4355 or email@example.com.