Campbell University

What you'll study

The program builds technical and applied skills across core wealth-management topics. Key subject areas include:

• Estate and trust administration
• Personal financial planning
• Portfolio management
• Tax planning
• Insurance

Courses are scheduled in 8-week terms. On-campus evening classes meet Mondays and Wednesdays from 6:00 to 10:00 pm; online classes are asynchronous.

Entry requirements

Specific admission criteria and the application process are provided by the school. Applicants should consult the program office for required materials and any prerequisites.

Career prospects

Graduates are prepared for roles across wealth management and related financial services, leveraging hands-on training and an active industry network. The program reports a 95% job placement rate. Graduates are eligible to sit for the CFP® exam, and—after meeting work-experience requirements—may pursue the CTFA designation administered by the American Bankers Association.

Scholarships & funding angle

Tuition is assessed per credit hour; the program notes an affordable tuition structure with a tuition incentive and a military discount for qualifying applicants. Prospective students should contact the university for details on available financial aid or scholarships.