Campbell Business served as the host for the 56th Annual Trust Advisors Institute from May 29-June 6. A nationally recognized continuing education program for trust bankers, TAI offered participants Certified Financial Planner continuing education credit and led to Accredited Trust and Financial Advisor (ATFA) certification.
The ATFA certification program belonged to the University and was rapidly becoming a standard of excellence for fiduciaries nationwide. In addition, TAI graduates met the education requirements to sit for the Certified Trust and Fiduciary Advisor certification offered by the American Bankers Association.
The TAI faculty is comprised of leading attorneys, investment experts, and trust managers from around the country. Forty-eight trust officers representing 13 states as well as officers from Quebec and Dubai participated this year. Participants are exposed to the very latest in regulatory requirements and complex planning strategies in the areas of law, taxation, administration, employee benefits, financial planning, investments, the management of specialty assets, compliance, sales, and estate planning.
TAI is one of several continuing education programs offered by Campbell University in conjunction with the Trust Education Foundation, Inc. The mission of the Foundation is to support both the graduate and undergraduate Trust & Wealth Management degree programs. Profits generated by TAI each year are used to fund scholarships for undergraduate Campbell Trust majors. More information about the Foundation can be found at www.trusteducationfoundation.com
Trust and Wealth Management graduates are employed each year by major financial institutions including Bank of America, Wells Fargo, Truist, BNY, City National Bank/RBC and First Citizens Bank. Trust graduates are in very high demand all around the United States. Over 95 percent are placed within one month of graduation each year.
In addition to the undergraduate program, Campbell Business offers the Master of Trust and Wealth Management (MTWM) degree. MTWM courses are offered live and in-person at Campbell Law School in downtown Raleigh. In addition, a 100 percent online option is available to MTWM students as well.
Applications are being accepted now for both the undergraduate Trust and MTWM programs for the 2026-2027 academic year which begins in mid-August.