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Financial Planning

Financial Planning

Plan your financial future.

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Courses

Spring 2021 Summer 2021 Fall 2021 Spring 2022
AGEC 435 Financial Planning for Professionals Course is Available Course is Available Course is Available Course is Available
AGEC 436 Insurance & Estate Planning Course is Available Course is Available Course is Available
AGEC 437 Tax Planning Course is Available Course is Available
AGEC 438 Investment Planning Course is Available
AGEC 439 Retirement Planning Course is Available Course is Available Course is Available
AGEC 441 Financial Planning Capstone Course is Available Course is Available Course is Available Course is Available

 

The Spring 2021 section of AGEC 438 is ONLY available to on-campus students currently enrolled at Texas A&M University in a degree seeking program. This class is not available to students enrolled in the Extended Learning Certificate Program in Spring 2021.

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. 

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Program Structure

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

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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.

Spring 2021

November 5: Registration Opens
January 7: Deadline to Apply
January 13: Registration Closes*
January 19: First Day of Class
May 17: End of Semester
*Extended Learning Certificate only. Academic credit students should refer to the Registrar’s academic calendar for registration deadlines.

Summer 2021

March 5: Registration Opens
May 17: Deadline to Apply
May 24: Registration Closes*
June 1: First Day of Class
August 12: End of Semester
*Extended Learning Certificate only. Academic credit students should refer to the Registrar’s academic calendar for registration deadlines.

Fall 2020

Due to COVID-19, the university has shifted the original start date for fall semester from Aug. 24 to Aug. 19. The updated schedule for Fall 2020 is:

July 5: Registration Opens
August 7: Deadline to Apply
August 12: Registration Closes*
August 19: First Day of Class
December 14: End of Semester
*Extended Learning Certificate only. Academic credit students should refer to the Registrar’s academic calendar for registration deadlines.

Connect with us
979.845.5223
financialplanning@tamu.edu

Mailing Address
Texas A&M University
600 Kimbrough Blvd.
2124 TAMU
College Station, TX 77843

Campus Location
210C Agricultural & Life Sciences Bldg. (AGLS)

TD Ameritrade Institutional, Program Sponsor
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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Financial Planning Program
979.845.5223
financialplanning@tamu.edu

600 Kimbrough Blvd.
210C Agricultural and Life Sciences Bldg.
College Station, TX 77843-2124

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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