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Financial Planning

Financial Planning

Plan your financial future.

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Academic Minor

The Financial Planning Minor is available to all undergraduate students currently enrolled at Texas A&M University (main campus) in a degree seeking program. This program prepares students for leadership roles in the financial planning profession.

Program Admission

Students wishing to take courses for academic credit should fill out a Program Application first. Courses are open to junior and senior undergraduate students enrolled at Texas A&M University. Graduate students wishing to enroll in the program should visit with their advisor prior to enrolling. Registration is available through HOWDY.

Admission into the Financial Planning Program does not guarantee enrollment into an academic program at Texas A&M University. 

Qualifications for the Minor

The Financial Planning minor is available to all junior and senior undergraduate students enrolled at Texas A&M University. The six-course curriculum (18 credit hours) also satisfies the educational requirements to be eligible to sit for the CERTIFIED FINANCIAL PLANNERTM  exam.

Prerequisites for the minor are:

  1. GPR of 2.5 or higher;
  2. Junior or senior classification;
  3. Ability to complete 18 hours of minor coursework before graduation;
  4. And an introductory finance course (AGEC 330, or FINC 409, or FINC 341).

Courses must be taken for academic credit with a grade of ‘C’ or better for each course. Students must be in good academic standing. Successful completion of the minor will be certified by a degree audit in Compass. The minor will appear on official transcripts post-graduation. Students wishing to add the Financial Planning minor to their degree plan must fill out a Program Application first.

Learn More About the Minor

  • Undergraduate Minor Overview
  • Minor Coursework
  • Networking Opportunities
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 Agricultural and Life Sciences Bldg.
College Station, TX 77843-2124

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Department of Agricultural Economics
CFP Board of Standards

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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