Undergraduate Program

Averaging approximately 50 students in each class, the major courses in this program offer a variety of teaching strategies, such as; the extensive use of case studies, and role playing. Virtually all of the graduates of the undergraduate trust program will complete one or more paying summer internships while the majority will participate in the unique 4/1 Program.  They will enter the profession holding both a BBA and an MBA by adding only one additional year of study.  In addition, Campbell graduates are eligible to sit for the CFP and ATFA exams. They meet the educational requirements to sit for the CTFA exam offered by the ABA as well. The credentials of our graduates are unparalleled.

Institutions with formalized internship agreements include Bank of America, Wells Fargo, JP Morgan Chase, Truist, First Citizens Bank, City National Bank, and Merrill Lynch Trust. These internships are located across the U.S. in several cities, including New York, Boston, Chicago, Dallas, Cleveland, Los Angeles, Seattle, and Atlanta.

Because of the uniqueness of the program, students enjoy several special resources. For example, the First Citizens Bank Trust and Wealth Management Center is a state-of-the-art investments and trust technology driven facility.  Students also participate annually in a special session of the Trust Advisors Forum at Pinehurst. As a result of the efforts of the faculty, the placement director, and the Trust Education Foundation, Inc., trust majors enjoy a 95% placement rate upon graduation.

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

You may also contact the Trust Program Director, Jimmy Witherspoon, at 910-893-1387 or witherspoon@campbell.edu.

“On the surface it may appear that the focus of a Trust professional is solely managing assets. Graduates quickly realize the focus of their work is to help people in some of their most critical times of need. During the advisement process, a Trust professional naturally develops a personal relationship with families and individuals.”
Jimmy Witherspoon, Director of the Trust & Wealth Management Program.