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Financial Planning

Financial Planning

Plan your financial future.

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College of Agriculture & Life Sciences

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About Us

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.

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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Contact us

Financial Planning Program
(979) 845-5223
financialplanning@tamu.edu

600 Kimbrough Blvd.
210C AGLS Bldg
TAMU 2124
College Station, TX 77843-2124

Links & Resources

CFP Board of Standards
Texas A&M University
College of Agriculture & Life Sciences
Department of Agricultural Economics

Disclaimer

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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