About the Trust Advisors Institute

As its name suggests, the Trust Advisors Institute originated as a program for bank trust officers, and it retains a strong focus on the fiduciary side of the trust and wealth management industry. 

It also offers value to managers and other employees of investment firms, trust companies, credit unions, RIAs, accounting and law firms, retirement plan providers, supervisory agencies and non-profit administrators.

The annual Institute is sponsored by Campbell University the nation’s leader in trust and wealth management education. Find out more about Campbell’s Trust and Wealth Management degree program and the supporting Trust Education Foundation, Inc. by visiting trustedcationfoundation.com.

Admission

Open to professionals from a variety of institutions, including but not limited to banks, trust and investment companies, credit unions, supervisory agencies, accounting firms, law firms, financial planning companies, RIA’s, retirement plan providers, benefits administrators and non-profit administrators. 

  •  Fiduciary Fundamentals: $1,695 covers tuition, room and board, meals and classroom materials
  • Advanced Practices: $900 covers tuition, room and board, meals, classroom materials and the ATFA examination. 
  • Attend both programs for $2,495.

The application deadline to attend the Trust Advisors Institute is May 15, but we encourage applicants to submit their materials early as space is limited to 80 students.

Admissions decisions are made by the TAI/ATFA Advisory Committee. 

Apply Online

Cancellations received after May 15 will be refunded the application fee minus $100 to cover the cost of materials and handling.

What to Expect

The Trust Advisors Institute is held on Campbell University’s main campus in Buies Creek, North Carolina. Located about 30 miles south of Raleigh, Campbell offers a quiet and pleasant atmosphere for both study and recreation. The campus is located on Highway 421, four miles east of the intersection with Highway 401. 

If traveling by air, fly into Raleigh/Durham International Airport (RDU), which is located approximately 45 miles from campus. A limited number of pickups from the airport are available. Contact Jimmy Witherspoon by May 20 at 910-893-1387 or witherspoon@campbell.edu to reserve. 

Students stay in Luby Wood Hall, constructed in 2017. Each student is assigned a private room with a private bathroom.

All meals are covered in the program fee and served at a private dining room on campus. Two off-campus group dinners are scheduled to provide networking opportunities.

All classes will be held in state-of-the-art classrooms in the Lundy-Fetterman School of Business. Students will also have access to the First Citizens Bank Wealth Management Center while on campus. 

Casual attire is appropriate.

Facilities for golf, tennis, softball, swimming, fishing and jogging are available. Students should bring their own sports equipment and clothing.