Financial planning is one of the fastest-growing career fields, and more people are turning to financial planners to help them make informed decisions to achieve their financial goals.

The Texas A&M Financial Planning Program is designed to prepare you for this exciting profession while fulfilling the core educational curriculum necessary to sit for the CFP® Certification Examination. We pride ourselves in providing knowledge that goes beyond the exam and incorporate real world materials essential to developing skilled, comprehensive financial planners.

A unique program

We strive to prepare you for a career in financial planning by positioning you to be a competitive financial advisor. We teach beyond the exam and incorporate the values of Texas A&M University within our courses, which differentiate our program from others. Emphasis is placed on excellence, integrity, leadership, and entrepreneurship.

A flexible learning experience

The Texas A&M Financial Planning Program is a flexible program that provides a comprehensive curriculum serving current undergraduate and graduate students, former students and working professionals. Our program is registered with the CFP Board of Standards and students who complete a CFP Board-Registered Program are eligible to sit for the CFP® Certification Examination.

Our courses are offered online and through traditional classroom delivery. A team teaching concept involving practitioners and academics brings a unique mix of conceptual frameworks, practical knowledge, application, and rigor to students’ learning experiences. The overall focus is problem solving, applying financial planning principles to real life situations, and helping individuals, families, and businesses achieve their financial goals.

Texas A&M University does not award the CFP® certificate. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.