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Financial Planning Program

Financial Planning Program

Plan your financial future.

College of Agriculture & Life Sciences

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Registration for Spring 2025 is open through January 12.

Important Dates for Spring 2025

January 12Last Day to Register for Classes
January 13First Day of Class
May 4Last Day of Class
May 5 – 11Final Exams
May 12Final Grades Submitted

Spring 2025 Textbook List:
Download textbook list (opens in a new window as a PDF)

Withdrawal & Refund Schedule:
Date of Withdrawal | Percent of Course Fee Refunded
On or before January 19: 90%
After January 19 and on/before February 16: 60%
After February 16 and on/before March 23: 30%
After March 23: No refund
To initiate the withdrawal process, you must contact us directly via email. We cannot issue a refund otherwise.

How to register for Spring 2025 Courses:
Each course has an individual registration link and those links are provided below. If you are registering for multiple courses, you will have to click each individual link, add the course(s) to your cart, and then checkout. Links open in a new window.

Course Access
You will access the course through https://tamu.instructure.com.

The course registration system will automatically place you into the course but you will not see content until the first day of class. The username and password that you select during the course registration process will be the same credentials you use to access the course.

FPCC 435 Financial Planning Fundamentals

This course provides a comprehensive overview of financial planning from a professional perspective. Topics covered include financial analysis, budgeting, credit management, time value of money, investment strategies, income taxes, risk management, retirement, and estate planning.

Register for FPCC 435 | $575

FPCC 436 Insurance & Risk Management

This course covers the core Risk Management and Insurance Planning topics outlined by the CFP Board. Topics include risk management, how insurance works, legal aspects of insurance, life and disability insurance, annuities, health and long term care insurance, property and liability insurance.

Register for FPCC 436 | $575

FPCC 439 Retirement Planning & Employee Benefits

This course covers the considerations involved in preparing for those important retirement years. There are both qualitative (i.e. retirement age decisions, retirement income management) and quantitative (i.e. calculating retirement needs and plan limits) aspects to this planning process.

Register for FPCC 439 | $575

FPCC 440 Estate Planning

This course covers the core Estate Planning topics outlined by the CFP Board. Students will learn how to create and apply complex estate planning methodologies within financial planning.

Register for FPCC 440 | $575

FPCC 441 Financial Plan Development & Capstone

This course provides an overview of all areas in the financial planning process, data gathering, approaches to financial planning, analysis of financial statements, and client presentation.

Register for FPCC 441 | $575

Disclaimer
Courses taken for Extended Learning Credit do not count towards a degree at Texas A&M University and are not transferrable 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.

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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