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Master of Wealth and Trust Management (MWTM)

Now accepting applications

 

Apply Now!

 

Strategically located to the Charlotte financial community, Gardner-Webb University’s Godbold School of Business offers the Master of Wealth and Trust Management from the GWU Charlotte campus.

 

The Master of Wealth and Trust Management is a singularly unique master’s program designed for those seeking to gain or enhance their working knowledge of investment analysis, financial planning, estate planning, insurance planning, trust and fiduciary management, client servicing and consultative skills. Students are eligible to sit for the Certified Financial Planner CFP® certification examinations upon graduation, as the program is registered with the Certified Financial Planner Board of Standards, Inc.

 

Master’s Degree in Wealth and Trust Management from GWU provides a graduate with the knowledge and skill set to enter into and progress within the wealth and trust management sectors of the financial industry.  

  • Trust and Wealth Management
  • Financial Planning
  • Private Banking
  • Investment Management
  • Insurance Planning
  • Estate Planning

 

Secure Your Financial Future by Becoming a Successful Client Advisor 

In addition to the rigorous curriculum, Gardner-Webb's Brinkley Financial Group Master of Wealth and Trust Management program teaches students what it takes to become a trusted advisor in the Wealth and Trust Management field.  The program emphasizes real-world application of curriculum topics.  Lively classroom discussions and presentations focus on developing relationship management skills that are critical to effectively servicing high-net-worth clients.  Learn what it takes to succeed in this prosperous industry by helping clients achieve their financial goals.

 

Current MWTM students are employed by major financial institutions in the Charlotte region, including: Bank of America, BB&T, Wells Fargo, TIAA-CREF, LPL Financial, Waddell and Reed, Fifth Third and Northwestern Mutual.

 

Program FAQ's

  • Two year, master's degree program.
  • Twelve, three credit hour courses--two courses per semester is considered full-time.
  • Courses are offered in the evenings and online.
  • Approved education curriculum for the CFP® certification examination.
  • Program emphasizes Christian values and fiduciary principles.
  • Active local advisory board of industry professionals.
  • Internships and mentorships are available.
  • State-of-the-art financial laboratory in Charlotte.

 

Curriculum (Three credit hours each):

WMGT 601 Income Tax Planning
WMGT 604 Transfer Taxation Seminar
WMGT 605 Financial Planning Strategies
WMGT 610 Investment Strategies
WMGT 620 Advanced Insurance and Risk Management Strategies
WMGT 621 Advanced Investment Strategies
WMGT 625 Advanced Estate Planning Strategies
WMGT 630 Advanced Retirement Planning Strategies
WMGT 640 Advanced Fiduciary, Securities and Financial               Regulation
WMGT 650 Advanced Financial Planning Seminar (Capstone)
Two Elective Courses

 

Charlotte is second only to New York City with more than $2.3 trillion in banking assets headquartered in the city, and according to the Charlotte Chamber of Commerce, “financial services may be the most widely recognized sector of Charlotte’s economy.” Charlotte Chamber data shows that five of the nation’s top 25 banks have operations in Charlotte, as do more than 348 mortgage bankers, more than 51 commercial finance and factoring firms, and 13 leasing companies, and a branch of the Federal Reserve. More than 49,000 people are employed in finance and insurance in Charlotte alone, and the number is growing steadily.

 

The curriculum model is consistent with the fields of study required under the CFP® Certification Examination in addition to having an in-depth understanding of the fields of study relevant to the Series 7 Examination as administered by the Financial Industry Regulatory Authority.

 

A State-of-the-Art Financial Laboratory

Complete with Bloomberg/MorningStar Direct market data access, two 110” 2x2 LED Video Walls and interactive 65” LED display technology, global market chronometers, webvideo/podcast capability, along with a 32 Pixel Premium LED trading ticker surrounding 24 dual-monitor workstations, along with a board room equipped with interactive display and videoconferencing, the student will benefit from a cutting-edge Financial Laboratory which delivers real-time market data.

 

For more details on the program, please download the program brochure.

 

A master’s degree program designed to be accomplished in a timely manner and convenient format. Students who begin the program and successfully complete:

 

  • two face-to-face courses each fall and spring offered evenings at GWU’s Charlotte campus
  • two online courses each summer

 

will graduate just two years after beginning the program. Furthermore, the program’s rolling admissions enable the student to enroll starting in either the Fall, Spring or Summer sessions. Additionally, the courses are offered in repetitive rotations such that any missed coursework may be brought current.

  

Program Guidelines

All undergraduate course information deficiencies must be made up prior to enrolling in WMGT courses. WMGT 650 Advanced Financial Planning Seminar (Capstone), should culminate the program. A minimum of 24 hours must be completed prior to taking WMGT 650. A student receiving a final grade of less than a "B" must repeat WMGT 650.

 

Admission Requirements

  • GPA: Minimum cumulative undergraduate (or last 64 hours) GPA of 2.5
  • Standardized scores (GMAT or GRE), which may be waived upon three years’ experience within the financial industry or a relevant industry sector.
  • Three references
  • A bachelor’s degree from a regionally accredited institution of higher education, preferably in a business related field.

 

Prerequisites

  • Principles of Accounting I (3 hours)
  • Principles of Accounting II (3 hours)
  • Financial Management (3 hours)
  • Microeconomics (3 hours)
  • Macroeconomics (3 hours)
  • Principles of Marketing (3 hours)
  • CISS 300 (or Excel proficiency) (3 hours) 

 

The following courses satisfy the above prerequisites:
  • BADM501 Foundations of Accounting and Finance
  • BADM502 Foundations of Marketing and Economics 

 

Degree Requirements

  • Overall minimum grade point average of 3.0 in graduate studies
  • Satisfactory completion of the total of 36 graduate hours within six years for the MWTM
  • Application for graduation by the dates published by the Registrar
  • Participation in the Hooding Ceremony and Commencement exercises if desired

 

Visitors to the University in Boiling Springs are welcome at all times; administrative offices are open Monday through Friday from 8:00 a.m. until 5 p.m. For more information, please call the Graduate Business Director of Admissions: (704) 406-4489 or (877)-498-4723.

 


Student Learning Outcomes                                           


Contact

 

Admissions::

Director of Admissions

Graduate School of Business

Gardner-Webb University

Campus Box 7308

Boiling Springs, NC 28017

(877) 498-4723

Local: (704) 406-4489

Fax: (704) 406-3895

 

Program Coordinator:

Professor Michelle T. Garey

Campus Box 7303

Boiling Springs, NC 28017

(704) 406-2353

mgarey@gardner-webb.edu