Fulfilling the Financial Planning Education Requirement

We currently have three CFP Board Registered pathways at Texas A&M University in College Station for students to meet the educational requirements for the CFP® Exam:

  1. Bachelor of Science in Financial Planning for students currently enrolled at Texas A&M.
  2. Professional Program in Accounting / Wealth Management track for students admitted into and currently enrolled in the Professional Program in Accounting at Mays Business School.
  3. Extended Learning Certificate Program for continuing education credit through the Financial Planning Program.

Financial Planning Minor

The minor is no longer a CFP Board Registered Program. This means if you enroll in the financial planning minor, you will not meet the educational requirements for the CFP® Exam. If you are interested in qualifying for the CFP® Exam, we invite you to explore one of the options listed above.


Alternatives to the Financial Planning Minor:

Bachelor of Science in Financial Planning

Professional Program in Accounting 

Wealth Management track at Mays Business School

Extended Learning Certificate Program

Courses taken for Extended Learning Credit do not count towards a degree at Texas A&M University and are not transferable to an academic program. These courses are considered continuing education and fulfill the CFP Board’s financial planning education verification requirement to qualify for the CFP® exam. Texas A&M does not award the CFP® marks.