Academic Catalog 2020-2021

Wealth and Trust Management, Brinkley Financial Group Master of Wealth and Trust Management

NOTE: The Master of Wealth and Trust Management degree program is being revised. The University is not accepting students for this degree at this time. 

The Master of Wealth and Trust Management (MWTM) program offered by the Graduate School of Business provides graduates with the knowledge and skill-set to enter into and progress within the wealth and trust management sectors of the financial industry. In particular, graduates will have obtained firm practical, experiential, and theoretical foundations regarding careers in trust management, financial planning, private banking, investment management, securities and financial regulation, and other financial fields. The degree program is designed for trust or private bankers, investment advisors, and brokers seeking an advanced degree in wealth and trust management, or business administration, accounting, and economics degree graduates seeking a firm foundation in wealth and trust management in order to advance their career opportunities in the financial industry.

The 30-credit-hour curriculum can be accomplished in two years and is offered in a convenient format. The program is comprised of evening and online courses or is available entirely online.

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. Part-time students are also welcome. The two-year rotation of courses has a logical sequence progressing from required courses for this program.

Purpose

The Brinkley Financial Group Master of Wealth and Trust Management is a master’s degree program whose overarching purpose is to prepare the student and provide increased credentials for a successful career in the Wealth and Trust Management field.

A master’s degree program designed expressly for the wealth and trust management professional, students acquire the ability to perform investment analysis and portfolio management, financial planning, retirement planning, and estate planning. Students will not only be conversant, but will enjoy in-depth knowledge and understanding regarding the fields of securities regulation, wealth transfer, and risk management. The curriculum model is consistent with the fields of study required under the Certified Financial Planner (CFP) Certification Examination, and that of a Chartered Financial Analyst (CFA) Institute-recognized university, in addition to providing an in-depth understanding of the fields of study relevant to the Series 7 Examination as administered by the Financial Industry Regulatory Authority.

The program is designed expressly to provide the graduate with a firm foundation for future growth. The wealth and trust management field is stable, fulfilling, and rewarding.

Student Learning Outcomes

To accomplish the mission of Graduate Programs in individual courses within the Godbold School of Business, students completing a course in Wealth and Trust Management will be able to:

  1. Adapt themselves in advanced professional career positions in business, government, and other areas of human endeavor where organizational, managerial, and analytical skills in wealth and trust management are vital for success;
  2. Learn new advanced managerial skills in wealth and trust management that require advanced knowledge of computerized technology applications in business; and
  3. Respond to complex changes in wealth and trust management in a dynamic, global marketplace and demonstrate high Christian ethical standards in their place of work.

MWTM Degree Requirements

  1. Overall minimum grade point average of 3.0 in graduate studies
  2. Satisfactory completion of a total of 30 graduate hours within six calendar years
  3. Application for graduation by the dates published by the Registrar
  4. Participation in hooding ceremony and Commencement exercises if desired

It is the student’s responsibility to be familiar with the preceding requirements for graduation.

MWTM Program Guidelines

All undergraduate course information deficiencies must be made up prior to enrolling in WMGT courses. WMGT 650 Wealth Transfer Seminar (Capstone) should culminate the program. A minimum of 18 hours must be completed prior to taking WMGT 650. A grade of “B” or better is required to successfully pass WMGT 650. A student receiving a final grade of less than “B” must repeat WMGT 650.

It is the student’s responsibility to plan the degree in accordance with the program requirements using the two-year course rotation and the degree planning form available from the advisor.

MWTM Curriculum (30 hours)

The Master of Wealth and Trust Management (MWTM) program consists of 30 credit hours, or 10 three-credit-hour courses. For students maintaining consistent full-time status, normal degree completion time is five consecutive Fall, Spring, and Summer semesters. Students may begin in any semester. Within the MWTM program, a minimum of six hours is required for full-time status. 

Prerequisites

An undergraduate business degree is not required for admission to the Master of Wealth and Trust Management program, but specific prerequisite course material is required. A minimum grade of “C” is required for all prerequisites. The following general business prerequisites are required.


Accounting Principles I

Accounting Principles II

Principles of Finance

Microeconomics

Macroeconomics

Principles of Marketing

Information Systems or Excel proficiency

The foundation courses below are offered to satisfy some or all of the general business prerequisites.

BADM 501Foundations of Accounting and Finance

3

BADM 502Foundations of Marketing and Economics

3

Wealth and Trust Required Courses (30 hours)

WMGT 601Income Tax Planning

3

WMGT 604Transfer Taxation

3

WMGT 605Financial Planning Strategies

3

WMGT 610Investment Strategies

3

WMGT 620Insurance and Risk Management

3

WMGT 621Advanced Investment Strategies

3

WMGT 625Advanced Estate Planning

3

WMGT 630Retirement Planning Strategies

3

WMGT 640Advanced Securities and Financial Regulation

3

WMGT 650Wealth Transfer Seminar (Capstone)

3

Total Credit Hours: 30