The Financial Planning Minor is a six-course (18 credit hour) program that is available to all undergraduate students currently enrolled in a degree seeking program at Texas A&M University. Students interested in adding the minor will need to fill out a Minor Program Application. Visit the Program Admissions section for more information.
Minor Coursework
| Spring 2025 | Summer 2025 | Fall 2025 | Spring 2026 | |
|---|---|---|---|---|
| FINP 435 Financial Planning for Professionals | • | • | • | • |
| FINP 436 Insurance Planning | • | • | • | |
| FINP 437 Tax Planning | • | • | ||
| FINP 438 Investment Planning | • | • | • | |
| FINP 439 Retirement Planning | • | • | • | |
| *FINP 442 Estate Planning | • | • | • |
*For students graduating after Spring 2025, FINP 442 Estate Planning will replace FINP 441 Financial Planning Capstone for the minor requirements. Students completing the new minor will no longer automatically qualify for the CFP® Exam. If your goal is to sit for the CFP® Exam, please schedule a meeting with the Financial Planning Program Office so we can discuss options for meeting the exam eligibility requirements. Email us at financialplanning@tamu.edu.
Program Admission
The Minor in Financial Planning is limited to undergraduate students who have been admitted into a degree-seeking program at Texas A&M University. If you do not need academic credit, then you may be interested in our Extended Learning Certificate Program.
Details at a Glance
- We have a limited number of seats available in the minor. Meeting the minimum requirements does not guarantee acceptance into the minor.
- Minor applications are only accepted at certain times during the academic year.
- Some majors have restrictions or require special permission. Students should check with their academic advisor for any departmental requirements for adding minors.
- Course registration requires junior/senior classification.
- Successful completion of the minor will be certified by a degree audit. The minor will appear on official TAMU transcripts post-graduation.
Course Format
- All courses are available online. Some courses are also available through traditional classroom delivery.
- The Minor Coursework table above shows when courses are typically taught throughout the year.
- The majority of this minor is only offered online. Online courses at the university will sometimes incur additional fees on your tuition statement.
Course Workload
For a 15-week semester (fall and spring), the amount of time a student can expect to spend working on coursework is:
- FINP 435 Financial Planning for Professionals: 4 hours per week
- FINP 436 Insurance Planning: 5-6 hours per week
- FINP 437 Tax Planning: 4-5 hours per week
- FINP 438 Investment Planning: 4 hours per week
- FINP 439 Retirement Planning: 5-6 hours per week
- FINP 442 Estate Planning: 4-5 hours per week
Summer courses are compressed into 10 weeks. The expected time for each course will increase by 1-2 hours per week.
Resources for Undergraduate Students
Undergraduate Catalog
The undergraduate catalog is published annually and provides information about the minor, course descriptions, and prerequisites.
Academic Advising
Need help with your degree plan? Schedule a visit with an academic advisor in the AGLS Advising Hub. They can help plan your schedule and stay on target for graduation.
Professional Development Opportunities
Financial Planning Student Association
If you are considering a career in financial planning, then FPSA is a great opportunity to meet industry professionals and learn more about the profession. The organization meets twice a month.
Visit the Financial Planning Student Association page to learn more.
Networking Opportunities
Getting involved with the program through networking events, student organization meetings, and interview days are some of the best ways to set yourself up for success.
Visit our Networking Opportunities page to learn more about how to get involved.
Become a CFP® Professional
The CERTIFIED FINANCIAL PLANNERTM certification is the best-known certification in the financial planning community. Learn more about this certification from the CFP Board of Standards and the pathways available at Texas A&M University:
