|Spring 2020||Summer 2020||Fall 2020||Spring 2021|
|AGEC 435 Financial Planning for Professionals|
|AGEC 436 Insurance & Estate Planning|
|AGEC 437 Tax Planning|
|AGEC 438 Investment Planning|
|AGEC 439 Retirement Planning|
|AGEC 441 Financial Planning Capstone|
All courses are offered online through eCampus. A select few are offered in a traditional live classroom setting for students who are enrolled at Texas A&M University as a degree-seeking student. Online courses can be taken for academic credit or for extended learning credit. The registration process for extended learning credit is managed by our office.
Our program consists of six courses with a total of 18 credit hours. All courses are offered online and a select few are available through traditional classroom delivery. Our online courses are instructor-led and content is released on a weekly schedule. Courses are offered three times a year: spring, summer, and fall semesters. Spring and fall courses are 15-weeks in length, summer courses are 10-weeks in length. General start and end time frames for each semester are as follows:
Spring semester: mid-January through the first week of May
Summer semester: Tuesday after Memorial Day through the first week of August
Fall semester: last week of August through the first week of December
Learn more about the courses
AGEC 435 Financial Planning for Professionals
Financial planning from a professional perspective; applying basic financial, economic, and institutional concepts to advise individuals, families, and small businesses in achieving their financial goals. Tools and topics include financial analysis, budgeting, credit management, time value of money, investment strategies, income taxes, risk management, and retirement and estate planning.
AGEC 436 Insurance and Estate Planning
Insurance and estate planning for individuals, families, and small businesses; applies risk management principles to evaluate various insurance products, including life, disability, long term care, health, homeowners, auto, and liability; estate planning process, tools, and considerations.
AGEC 437 Tax Planning
Applies the principles of income tax planning to enhance household income after taxes; understanding tax laws, concepts, and rules, and opportunities for planning; identify and implement useful tax planning strategies; focus on practical application for tax professionals and financial planners.
AGEC 438 Investment Planning
Applies investment principles considering families’ goals, time horizons, risk tolerance, and tax implications to build investment portfolios; attributes of various asset classes; asset allocation, selecting securities, and portfolio management; developing successful investment programs for personal investors and financial planners.
AGEC 439 Retirement Planning
Overview of retirement planning basics, retirement plans – both qualified and nonqualified, Social Security provisions, and government healthcare plans along with the basics of employee benefits; Focus on both quantitative (i.e. calculating retirement needs and plan limits) and qualitative (i.e. retirement age decisions, retirement income management) aspects of retirement.
AGEC 441 Financial Planning Capstone
Overview of all areas in the financial planning process, data gathering, approaches to financial planning, analysis of financial statements, and client presentation. Case analysis, ethics and professional conduct, use of financial planning software, advanced financial calculator usage, and usage of Microsoft Excel.