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Jun 22, 2024
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2022 Undergraduate Bulletin [ARCHIVED CATALOG]
Course Descriptions
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Trust Management |
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TRST 441 - Operational Functions of a Trust Department
(3)
A study of organization staffing, policies, control procedures, and administration of a trust department. Provides the student with a foundation for understanding the role of effective management in achieving adequate profitableness in a trust department. Emphasis is placed on the application of Regulation 9 of the Comptroller of the Currency and techniques for the development of new trust business, including prospecting techniques, sales talks, establishment of new business goals, and maintenance of records. Prerequisite(s): TRST 412 and TRST 421 .
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TRST 442 - Trust and Estate Administration
(3)
An examination of the administration and distribution of property in estates and trusts. The course will enable the student to understand and apply the state and federal statutes that govern such administration, including the Uniform Trust Code and the Uniform Probate Code. Particular attention will be paid to the understanding and implementation of trust documents and wills. The course will be highly practice oriented. A senior level course for trust and trust pre-law majors. Prerequisite(s): TRST 430 .
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TRST 443 - Investments and Portfolio Management
(3)
A study of the creation and management of investment portfolios. The course will study portfolio valuation and measurement concepts, asset allocation and diversification, and investment strategies in tax-advantaged accounts. The course will also examine such investment strategies in tax-advantaged accounts. The course will also examine such investments theories as the efficient market theory, the capital asset pricing model, and modern portfolio theory. The course will be highly practice oriented. The course will be designed for implementation of strategies within a financial institution, consistent with such institution’s policies and procedures. Prerequisite(s): TRST 439
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TRST 444 - Trust Sales and Marketing
(3)
A practical investigation of sales process and the marketing process from the trust banker’s perspective. Topics include the evolution of the market for trust services, market opportunity assessment, market segmentation, development of marketing strategies, pricing of services, and personal selling. Prerequisite(s): Senior standing in the Trust and Wealth Management Program.
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TRST 450 - Estate Planning Seminar
(3)
A study of the principles of intestate law, taxes, and techniques of planning the disposition of property by will and trust. Fields covered include wills, inter vivos trusts, insurance trusts, pension and profit-sharing trusts, and business buy-sell agreements. Semester case problem requires analysis and development of a plan and presentation to live participants. Considerable emphasis is placed on new business development and post mortem planning. Prerequisite(s): TRST 430 and TRST 431 , or approval of instructor.
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TRST 490 - Trust Internship
(1-3)
A trust or financial planning-related employment experience with an approved organization. Related term paper required. Prerequisite(s): Junior standing (at least), declared major in Trust Management, overall grade point average of 2.0 or greater, and completion of an independent study contract.
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