University Programs in Fiduciary Studies Announced

Center for Board Certified Fiduciaries

Image credit: © Bryan Pollard | Dreamstime.com

The Center for Board Certified Fiduciaries (CBCF) announced Tuesday that it has affiliated with the School of Professional Studies (SPS) at Wake Forest University to provide the industry’s first executive education certificate in fiduciary studies. Courses will be taught by faculty from both CBCF and Wake Forest.

Don Trone

CBCF claims more than 17.5 million individuals serve others in a lay fiduciary capacity and $26.5 trillion in pension plans, foundations, endowments, health and welfare plans, and personal trusts.

“As critical as their function is to the fiscal health of the country, currently no university offers programs to support the critical leadership and stewardship roles of these key decision-makers,” the announcement read.

In addition, there are hundreds of thousands of professional fiduciaries who serve as investment advisors and investment managers to institutional and individual investors.

Founded in 1834, Wake Forest has campuses in North Carolina in Winston Salem and uptown Charlotte, a major hub of banks and other financial services and insurance firms.

“We are excited to affiliate with such a top university that has such a long history of serving our target industries,” CBCF CEO Don Trone said in a statement.

“As Wake Forest continues to grow its professional program and certificate offerings, we realize the importance of offerings like fiduciary studies and the industries fiduciaries serve,” added Dr. Charles Iacovou, Wake Forest University Vice Provost of Charlotte Programs and Dean of the School of Professional Studies. “We believe this compelling program will address important learning needs for such professionals.”

Professional mark

The Board Certified Fiduciary (BCF) is a professional mark awarded by the CBCF and recognizes an exemplary fiduciary leader’s knowledge, skills, work experience, and special expertise. The CBCF’s purpose is three-fold:

Exit mobile version