University of Delaware Launches Innovative Peak Trust Management Certificate Program

University of Delaware Launches Inaugural Peak Trust Management Certificate Program

Overview

The University of Delaware's Professional and Continuing Studies (PCS) is preparing to welcome the first cohort of its Peak Trust Management Certificate program on April 21, 2025. This initiative aims to bridge the gap in education for aspiring professionals in the trust management industry.

The Drive Behind the Program

Initiated through a generous $550,000 donation by Peak Trust Company, made possible by the Horejsi Charitable Foundation, the Peak Trust Management Certificate is designed to equip students with the necessary skills and knowledge required in this complex field. The program comes at a crucial time as estate planning and trust management continue to evolve.

Jennifer Zelvin McCloskey, the program's director, highlighted a longstanding issue in the industry: the lack of accessible training resources for new entrants in trust and estate planning. McCloskey emphasized, "There were more roadblocks than accessible, specialized and substantive entry points for the next generation. With the visionary support of Peak Trust, our inaugural certificate cohort is more than just a class; it's a bridge to the future of this industry."

Program Structure

The certificate program consists of five well-defined online modules delivered over a span of three months. Students will explore critical subjects such as trust law, fiduciary income taxation, and trust investment management. This structure not only assists professionals looking to transition into the industry but also caters to those aiming to deepen their existing careers in Wealth Management and Trust Administration.

Matthew Blattmachr, President and CEO of Peak Trust Company, expressed pride in being part of such a vital educational initiative. He remarked, "The strength of any industry lies in the quality of the talent it nurtures. As the Great Wealth Transfer has already begun, this certificate will be crucial for sustaining and evolving the industry during these pivotal times."

Support and Accessibility

In addition to the program's innovative approach, Peak Trust Company has demonstrated commitment to supporting students through geographic flexibility and potential financial assistance. This accessibility ensures that a diverse group of students from across the nation can embark on this journey, preparing them for essential roles in trust management upon graduation.

Peak Trust’s dedication to investing in the future has also been evident in their sponsorship of programs at institutions like the University of Alaska Anchorage. Their ongoing contribution to educational initiatives demonstrates a commitment to addressing the industry's urgent need for qualified professionals.

Conclusion

With applications open until April 16, 2025, the Peak Trust Management Certificate program stands as an essential beacon for those looking to enter the trust management profession. By fostering new talent in a growing field, the University of Delaware, in collaboration with Peak Trust Company, is helping to shape the future of trust management across the United States.

For more information about the Peak Trust Management Certificate program and how to apply, you can visit the University of Delaware's website at PCS.udel.edu.