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.

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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.

Follow these steps to apply for this program:

  1. Submit a completed GOAL-Degree Completion Program Application

  2. Send Official Transcripts of previously attended institutions to:

    Gardner Webb-University
    Digital Learning
    P.O. Box 1896
    Boiling Springs, NC 28017
    Or electronic official copies to: dcp@gardner-webb.edu

  3. Submission of official transcripts from any institution attended during the interim if applying for readmission as a former student.

Applicants must have earned at least 24 hours of college credit; those with 48 or more transferable hours may be admitted without additional review. Applicants with fewer than 48 transferable hours will work with their assigned Success Coach in collaboration with the academic program leadership of the applicant’s chosen major program of study to produce a written curriculum plan establishing a clear path to graduation.


  • 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).

Gardner-Webb partners with community colleges in NC for our Pathways program, which offers the opportunity for community college students to transfer credits from their Associates in an Applied Science degree toward a corresponding Bachelor’s degree offered by GOAL-The Degree Completion Program.

Additionally, Gardner-Webb University is a participating institution in the North Carolina Community College Articulation Agreement for an Associates of Arts and Associates of Science degree, offering greater transfer opportunities for continuing your education. Visit our transfer equivalency database to find out more about which courses will transfer to GWU.

The University also participates in the North Carolina RN to BSN Uniform Articulation Agreement, allowing registered nurses who hold an Associate in Nursing degree from a NC Community College to complete a BSN in as little as 1 year following the NCCC RN-BSN 5 block degree program.

Additional resources:

 

Upcoming Start Dates

  • October 14, 2019 (Second Fall term)
  • January 8, 2020 (Spring term)
  • March 14, 2020 (Second Spring Term)