The Extended Learning Certificate Program is registered with the CFP Board of Standards. Students who wish to qualify for the CFP® Exam will need to complete all six courses and earn a ‘C’ or better in each course. Coursework completed through Texas A&M University satisfies the CFP Board’s financial planning coursework requirement. Texas A&M does not award the CFP® marks.
To learn more about the courses and what topics are covered, please visit the Learn more about the courses section.
Extended Learning Certificate Coursework
Spring 2023 | Summer 2023 | Fall 2023 | Spring 2024 | |
FPCC 435 Financial Planning for Professionals | ![]() |
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FPCC 436 Insurance & Estate Planning | ![]() |
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FPCC 437 Tax Planning | ![]() |
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FPCC 438 Investment Planning | ![]() |
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FPCC 439 Retirement Planning | ![]() |
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FPCC 441 Financial Planning Capstone | ![]() |
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Extended Learning Certificate Credit is available to students who do not wish to enroll in a degree seeking program. Courses taken for extended learning credit do not count towards a degree at Texas A&M and are not transferrable to an academic program.
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Course Sequence
Students should start with FPCC 435 Financial Planning for Professionals. FPCC 441 Financial Planning Capstone should be taken last since it applies concepts from the previous five courses. Students are allowed to take one course from the certificate concurrently with FPCC 441. The remaining courses in the program can be taken in any order. Not all courses are offered every semester. Students should check our website for the most up-to-date schedule.
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Course Workload
For a 15-week semester (fall and spring), the amount of time a student can expect to spend working on coursework is:
- FPCC 435 Financial Planning for Professionals: 4 hours per week
- FPCC 436 Insurance & Estate Planning: 5-6 hours per week
- FPCC 437 Tax Planning: 4-5 hours per week
- FPCC 438 Investment Planning: 4 hours per week
- FPCC 439 Retirement Planning: 5-6 hours per week
- FPCC 441 Financial Planning Capstone: 8-10 hours per week
Summer courses are compressed into 10 weeks. The expected time for each course will increase by 1-2 hours per week.
Learn more about the courses:
435 Financial Planning for Professionals +
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436 Insurance and Estate Planning +
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437 Tax Planning +
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438 Investment Planning +
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439 Retirement Planning +
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