The Lundy-Fetterman School of Business hosted the 55th Institute of Advisors in Annual Fiducy (TAI) from one week from May 30 to June 7. A nationally recognized continuing education program for trust bankers, Tai offers participants a continuing education credit for participants and leads to the certification of a trust and trust and financial opinion (ATFA).
The ATFA certification program belongs to Campbell University and quickly became a standard of excellence for trustee nationally. In addition, TAI graduates meet education requirements to sit for certification Certified Trust and Fiduciary Advisor offered by the American Bankers Association.
The Faculty of Tai is made up of main lawyers, investment experts and trusted managers across the country. Sixty-two trust agents representing 20 states participated this year. Customers have been exposed to the latest regulatory requirements and complex planning strategies in the fields of law, taxation, administration, benefits, financial planning, investments, management of specialized assets, compliance, sales and inheritance planning.
The TAI is one of the many continuing education programs offered by Campbell in collaboration with the Trust Education Foundation, Inc. The mission of the Foundation is to support the programs of higher education and first cycle of trust and wealth management. The profits generated by TAI each year are used to finance scholarships for the majors of the first cycle Campbell Trust trust. More information on the Foundation can be found on www.trustecucingfoundation.com
Graduates in confidence management and wealth are employed each year by major financial institutions, notably Bank of America, Wells Fargo, JP Morgan Chase, Trist, City National Bank / RBC and First Citizens Bank. Trust graduates are in great demand in the United States. More than 95% are placed in the month following the diploma each year.
In addition to the undergraduate program, the School of Business offers master’s degree in trust and wealth management. Courses are offered live and in person at the Campbell Law School in downtown Raleigh. In addition, an online option of 100% is now available for master’s students. Applications are now accepted for the first cycle programs of Trust and MTWM for the academic year 2025-2026 which begins in mid-August.