The Lundy-Fetterman School of Business hosted the weeklong 55th Annual Trust Advisors Institute (TAI) from May 30 to June 7. A nationally recognized continuing education program for trust bankers, TAI offers participants Certified Financial Planner continuing educational credit and leads to Accredited Trust and Financial Advisor (ATFA) certification.
The ATFA certification program belongs to Campbell University and is rapidly becoming a standard of excellence for fiduciaries nationwide. In addition, TAI graduates meet the education requirements to sit for the Certified Trust and Fiduciary Advisor certification offered by the American Bankers Association.
The TAI faculty is made up of leading attorneys, investment experts and trust managers from around the country. This year, 62 trust officers representing 20 states participated. Attendees were introduced 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 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, JP Morgan Chase, Truist, City National Bank/RBC and First Citizens Bank. More than 95% of Trust graduates are placed within one month of graduation each year.
In addition to the undergraduate program, the School of Business offers the Master of Trust and Wealth Management degree. Students can complete their master’s courses in person or online. Applications are being accepted now for both the undergraduate Trust and MTWM programs for the 2025-2026 academic year which begins in mid-August.
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