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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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Current Students

 

Minor in Financial Planning
The minor in Financial Planning is available to all junior and senior undergraduate students enrolled at Texas A&M University. This program prepares students for leadership roles in the financial planning profession. The six-course curriculum (18 credit hours) also satisfies the educational requirements to be eligible to sit for the Certified Financial PlannerTM (CFP®) exam. 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 your transcript after graduation. The minor designation will not appear on your diploma.

Students wishing to add the Financial Planning minor to their degree plan should fill out a Program Application first.

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Extended Learning Certificate in Financial Planning
The Extended Learning program is registered with the CFP Board of Standards, which means those who successfully complete the six courses are eligible to sit for the CFP® exam. To be eligible for the CFP® exam, you must successfully complete the six (6) required courses. Successful completion means earning a ‘C’ or better in each course.

Courses taken for extended learning credit do not count towards a degree at Texas A&M University and are not transferrable to an academic program. The Financial Planning Program issues grade and program progress reports to all Extended Learning students at the end of each semester.

Withdrawal and Refund Policy
There are occasions when an Extended Learning student finds it necessary to discontinue participation in a course. The purpose of this policy statement is to specify the amount of the course fee that will be refunded based on when the Extended Learning student withdraws from the course.

Week of Withdrawal | Percent of Course Fee Refunded:
Before the end of week 1: 90%
After week 1 and before the end of week 5: 60%
After week 5 and before the end of week 10: 30%
After week 10: No refund
* 10% is retained to cover processing costs and course enrollment fees.

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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