The Master of Trust and Wealth Management is a 33 credit hour program consisting of 11courses.
Utilize our Master of Trust and Wealth Management Annual Schedule to see when classes are offered throughout the year.
Offered at Campbell’s Raleigh campus in downtown Raleigh or 100% online, students may complete their scheduled course work in 10 months or may elect the optional two-year program cycle, completing the degree in 22 months. Courses are taught in eight-week terms. In-person courses meet one night per week from 6-10 p.m (Monday and Wednesday evenings; a Tuesday evening course is required during Summer I) and online courses are asynchronous. If completing the program in 10 months you take two courses per eight-week term; the 22 month program is generally one course per eight-week term except for the first and last terms of the program.
An integrative analysis of the financial planning process, including risk and investment management, as well as tax, retirement, and estate planning. Special focus on cutting-edge planning techniques for individuals, culminating in a detailed research project.
A study of security analysis, with an emphasis on fundamental analysis of equities and bonds. Specific topics include market efficiency and anomalies, security valuation, asset pricing models, equity and bond fundamentals, and the use of futures and options markets. Team project involving the analysis of an actual common stock is required.
A study of portfolio management, with an emphasis on customizing asset allocation strategies and tactics for individual and institutional investors. Modern Portfolio Theory is introduced and applied. Topics also include bond management strategies, portfolio performance evaluation, international diversification, and the assessment of alternative investments. Team project involving the development of an investment plan and then the management of an associated investment portfolio is required.
A study of the principles and rationale of the federal income tax laws and their impact on complex tax situations. There will be an emphasis on advanced strategies to minimize the impact of federal income taxes.
JD dual degree students will transfer LAW 713 or LAW 714 for this course.
A comprehensive study of the duties and liabilities of a trustee with special focus on current trends by the judiciary to adapt to the current environment. The remedies to those harmed by fiduciary breaches will be presented in case study format.
JD dual degree students will transfer LAW 660 for this course.
A study of the principles and rationale of federal estate tax law as it continues to evolve in the 21st century. Emphasis on cutting-edge techniques to minimize the impact of the law, while maintaining flexibility to deal with future anticipated changes in the law.
A study of the principles and rationale of federal gift, generation-skipping, and fiduciary income tax laws and their impact on the wealth-transfer process. A focus on cutting-edge techniques to minimize the laws’ impact on efficient wealth-transfer strategies will be presented in case study format.
A comprehensive analysis of the risk management process and its impact on the individual, business, and the economy in the 21st century. Case studies on current trends in risk management will be presented in class.
An advanced analysis of E.R.I.S.A. and its impact on various types of retirement plan offerings. A detailed focus on current trends and employer-liability issues will be emphasized using current real-life scenarios as case studies.
An advanced inter-disciplinary study of the use, conservation, and efficient transfer of wealth. Areas of emphasis include the law of property, wills, trusts, insurance, and taxation. Group case problems require analysis of complex scenarios and development of an appropriate estate plan.
This course provides an integrated study of wealth transfer strategies and the regulatory frameworks that govern fiduciary practice. Students examine estate planning techniques, trust structures, and tax implications alongside federal and state laws affecting wealth management, with an emphasis on compliance, risk management, and ethical decision-making. Using case-based learning and applied analysis, the course develops students’ ability to design and evaluate comprehensive client solutions that align with legal requirements and professional standards. Offered through the Lundy-Fetterman School of Business, the seminar prepares students for advanced roles in trust administration, estate planning, and financial advisory services.