How Campbell Leads
The nation’s first Master of Trust and Wealth Management program is offered 100% online and in-person at our downtown Raleigh Campus.
95% job placement
Extensive industry connections mean our graduates get hired within one month of graduation.
A legacy of success
More than 2,000 alumni work for the nation’s premier financial institutions. Successful graduates can be found in nearly every major city in the United States.
Our program boasts a large network of alumni and supporters, as well as an active Board of Directors from the Trust Education Foundation Inc.
Graduates are eligible to pursue the nation’s leading two Trust professional certifications — CFP ® and CTFA.
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A senior professional who provides team or technical supervision. Responsibilities include customized and sophisticated banking, investment, liquidity and credit management, tax, financial and estate planning for the affluent clients of the institution.
Estate Planner or Tax Attorney
Anticipates and arranges for the disposal of an estate during a person’s life. Estate planning typically maximizes the value of the estate by minimizing taxes and other expenses. A knowledge of tax law, trust law and the administration of trusts and estates is essential.
Prepares financial plans for clients. These plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning.
Guides asset management of various securities (stock, bonds and other securities) and other assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions or private investors.
Connect with a Counselor
Schedule a meeting to discuss the Master of Trust & Wealth Management program and the admissions process. Sara Leak, assistant director of graduate programs, is happy to answer your questions and provide guidance.Schedule a meeting today