Bachelor of Science in Wealth and Trust Management

wealth and trust management students at Gardner-Webb

The Bachelor of Science in Wealth and Trust Management will prepare students for a professional financial planner career in one of the nation’s fastest growing sectors.

GOAL - The Degree Completion Program Admissions

Through the program, you will gain skills and knowledge in investment analysis and portfolio management, corporate finance, financial markets, financial planning, retirement planning, estate planning, and insurance and risk management. A supportive learning environment allows students to grow professionally and engage in a wide variety of course materials designed to teach the skills and abilities needed for success in the field of wealth management, including the opportunity to be certified as a Financial Planner. Since 1978, Gardner-Webb University’s GOAL - The Degree Completion Program provides working adults with a unique opportunity to complete a bachelor’s degree by offering accommodating class times, locations, and formats.

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.

Curriculum Topics:

  • Principles of Financial Planning
  • Financial Management
  • Risk Management and Insurance Planning
  • Estate Planning
  • Retirement Planning
  • Investment Planning
  • Tax Planning Capstone Case in Financial Planning
  • Wealth Management Markets and Strategies

A bachelor’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 Bachelor of Wealth and Trust Management requires the completion of 128 credit hours including a capstone financial planning course. Additional information, including specific courses and their corresponding credit hours, is available in the Academic Catalog.

  • The 128-hour major is offered either face-to-face or online.
  • The program culminates in a financial planning capstone course.
  • Graduates from the program meet the educational requirements for certification as a Certified Financial Planner (CFP).