GWU Wealth and Trust class

A Master of Wealth and Trust Management will prepare you for a financial management career and future advancement opportunities by equipping you with an in-depth understanding of the field, a certified financial planner status, and opportunities for reality-based learning through connections with business professionals.

Graduate Admissions

By completing the Master of Wealth and Trust Management degree, you will obtain firm practical, experiential and theoretical foundations in a variety of financial industry fields. Through the program you will gain skills in investment analysis and portfolio management, and financial, retirement and estate planning, as well as in-depth knowledge of securities regulation, wealth transfer and risk management.

The program includes two face-to-face courses each fall and spring during evenings at Gardner-Webb’s campus in Charlotte, N.C., a city that is second only to New York City in banking assets headquarters nationwide. It also includes two online courses each summer. In addition to internship and mentorship opportunities, you will apply your classroom knowledge in a state-of-the-art financial laboratory that offers global market data and interactive technologies in GWU’s Charlotte center.

A master’s degree in Wealth and Trust Management from Gardner-Webb provides you with the knowledge and skills to enter and progress within these and other careers in the financial industry:

  1. trust and wealth management
  2. financial planning
  3. private banking
  4. investment management
  5. insurance planning
  6. estate planning

Students in this program are employed by major financial institutions in the Charlotte region, including Bank of America, BB&T, Wells Fargo, TIAA-CREF, LPL Financial, Fifth Third Bank and Northwestern Mutual.

In addition to the University’s prerequisites, the Master of Wealth and Trust Management requires the completion of 36 graduate credit hours within six calendar years, including a Capstone “Wealth Transfer Seminar” course. Additional information, including specific courses and their corresponding credit hours, is available in the Academic Catalog.

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Graduate Admissions