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Financial Planning Program

Financial Planning Program

Plan your financial future.

College of Agriculture & Life Sciences

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2020 Conference Students

Financial Planning Conference

Presented by the Financial Planning Program at Texas A&M University, this two-week event is about networking, learning and engaging. Financial planning firms looking to hire are invited to connect with our students during the Student Connection Week. Industry professionals, students and university faculty/staff are invited to attend the education sessions to learn about leading-edge strategies and explore emerging topics in financial planning.

 

Overview for Student Participants

Week 1
October 12 – 16, 2020
Student-Employer Connection Week

Given our inability to host live events this fall, we have restructured our Interview Day. The Student Connection Week replaces our Interview Sessions and will be open to students in the Financial Planning Program who are on the market for internship and full-time opportunities. There is no cost to participate. Information on how to participate will be shared with students who are currently in our minor program, students currently enrolled in financial planning courses, and students who are members of the Financial Planning Student Association.

Week 2
October 22 & 23, 2020
Financial Planning Conference & Education Sessions

This two day virtual event will briefly highlight our program updates, celebrate scholarship and award winners, and then feature an interactive keynote from two leading behavioral scientists. We are also partnering with financial planning programs across the nation to host professional speakers. There is no cost to participate, but registration is required. All students are invited to participate in these sessions.

Location
All events for the 2020 Financial Planning Career & Education Conference will be held virtually. To help manage logistics and ensure the meeting links are distributed to participants, we will have two separate registration forms. One for the Student Connection Week and one for the Financial Planning Conference & Education Sessions.

Extended 2020 Schedule

Week 1
Student-Employer Connection Week
October 12 – 16

  • Registration: Details will be announced soon via email.
  • Location: Virtual
  • Cost: None
  • About: This replaces our Interview Sessions and will be open to all students affiliated with the Texas A&M Financial Planning Program.
  • Format: Live Virtual Sessions will take place October 12 & 13. Employers are encouraged to connect with students October 14-16 to set up interviews.

 

Week 2
Financial Planning Program Update + Keynote
Thursday, October 22 | 4:00 – 5:30 PM CST

  • Location: Virtual
  • Cost: None
  • Registration: Open now, see registration section below
  • About: This is our main event and will briefly highlight our program updates, celebrate scholarship and award winners, and then feature an interactive keynote from two leading behavioral scientists.

 

National Speakers hosted by Partnered Universities
Friday, October 23 | 9:00 AM – Noon CST

  • Location: Virtual
  • Cost: None
  • Registration: Open now, see registration section below
  • About: We are partnering with financial planning programs across the nation to host professional speakers.

 

Registration

 

Conference Coordinators
Nathan Harness, Ph.D., CFP® | TD Ameritrade Director of Financial Planning
Jeanie Izurieta | Program Manager
Chris Moore, CFP® | Instructor
Contact: financialplanning@tamu.edu | 979.845.5223

 

Carter Financial 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

Department of Agricultural Economics
Financial Planning Program
(979) 393-0886
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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