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Financial Planning

Financial Planning

Plan your financial future.

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WELCOME


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.

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.

Certificate

Earn a certificate in financial planning from Texas A&M.

Minor

Earn a minor in financial planning.

Courses

Our financial planning courses are offered online and through traditional classroom delivery.

This is My Profession

Carter Financial
Carter Financial Management, Founder's Club member
KMH Wealth Management, Founder's Club member
Paragon Financial Advisors, Founder's Club member
Jorge A. Bermudez, Founder's Club member
Traditions Wealth Advisors

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Financial Planning Program
979.845.5223
financialplanning@tamu.edu

600 Kimbrough Blvd.
210C Agricultural and Life Sciences Bldg.
College Station, TX 77843-2124

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.

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