• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Financial Planning

Financial Planning

Plan your financial future.

  • Email
  • Facebook
  • LinkedIn
  • Twitter

College of Agriculture & Life Sciences

  • Home
  • About Us
    • Become a CFP® Professional
    • Faculty & Staff
    • Vision & Mission
    • Financial Planning Student Association
  • Undergraduate
    • Undergraduate Minor Overview
    • Minor Coursework
    • Networking Opportunities
    • Apply to the Minor
  • Extended Learning
    • Certificate Program Overview
    • Certificate Coursework
    • Frequently Asked Questions
    • Capstone for Accelerated Path
    • Apply to the Extended Learning Program
  • 2022 Conference
    • Sponsorship
    • Students

Course Descriptions

curriculum > course descriptions

 

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.

 

//

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

Subscribe to our email list





Contact us

Financial Planning Program
(979) 845-5223
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.

  • Compact with Texans
  • Privacy and Security
  • Accessibility Policy
  • State Link Policy
  • Statewide Search
  • Veterans Benefits
  • Military Families
  • Risk, Fraud & Misconduct Hotline
  • Texas Homeland Security
  • Texas Veterans Portal
  • Equal Opportunity
  • Open Records/Public Information
Texas A&M University System Member