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.
|Spring 2023||Summer 2023||Fall 2023||Spring 2024|
|FPCC 435 Financial Planning Fundamentals|
|FPCC 436 Insurance, Risk & Estate Planning|
|FPCC 437 Tax Planning for Professionals|
|FPCC 438 Investment & Portfolio Management|
|FPCC 439 Retirement Planning & Employee Benefits|
|FPCC 441 Financial Plan Development (Capstone)|
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.
Students should start with FPCC 435 Financial Planning Fundamentals. FPCC 441 Financial Plan Development 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.
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 Fundamentals: 4 hours per week
- FPCC 436 Insurance, Risk & Estate Planning: 5-6 hours per week
- FPCC 437 Tax Planning for Professionals: 4-5 hours per week
- FPCC 438 Investment and Portfolio Management: 4 hours per week
- FPCC 439 Retirement Planning & Employee Benefits: 5-6 hours per week
- FPCC 441 Financial Plan Development (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.
435 Financial Planning Fundamentals +
436 Insurance, Risk and Estate Planning +
437 Tax Planning for Professionals +
438 Investment and Portfolio Management +
439 Retirement Planning & Employee Benefits +
441 Financial Plan Development (Capstone) +
In this advanced course, students will integrate the concepts learned in previous coursework to create a comprehensive financial plan for a client. Students will work on a final project where they will prepare and orally present a comprehensive financial plan to faculty, which will be recorded as a self-recorded video. Additionally, students will gain hands-on experience with financial planning software, advanced financial calculators, and Microsoft Excel. A solid understanding of education planning, tax planning, retirement planning, investment planning, risk management, and estate planning is essential for enrollment.