Financial Planning Program

Financial Planning Program

Plan your financial future.

College of Agriculture & Life Sciences

Summer 2024 Course Registration

Registration for Summer 2024 is open April 5 – May 27.

Important Dates for Summer 2024

May 27: Last day to register for classes
May 28: First day of class
August 4: Last day of class
August 7-10: Final exams
August 13: Final grades submitted

Withdrawal & Refund Schedule
Date of Withdrawal | Percent of Course Fee Refunded
On or before June 2: 90%
After June 2 and on/before June 23: 60%
After June 23 and on/before July 21: 30%
After July 21: No refund

Course Access
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.

Summer 2024 Textbook List (opens in new window):

View the courses offered by expanding the drop down menu

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 to your cart, and then checkout. Links open in a new window.

This course provides a comprehensive overview of financial planning from a professional perspective. Topics include a range of subjects such as financial analysis, debt management, credit management, time value of money, investment approaches, income taxes, risk management, retirement, and estate planning. As a result of your participation in this course, you will be able to:

  • Analyze a client’s present financial position.
  • Calculate present value and future value of single amounts, annuities, annuities due, uneven, and serial payments.
  • Assess investment strategies using different types of securities.
  • Estimate the impacts of income tax planning strategies.
  • Evaluate how a client’s values, including cultural and religious values and attitudes will affect his/her goals and a planner’s recommendations.

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. As a result of your participation in this course, you will be able to:

  • Explain the risk management process.
  • Identify the critical planning elements related to life, disability, health, and long-term care insurance and annuity products.
  • Explain the factors that affect policyholder premiums and recommend appropriate methods for reducing household insurance costs.
  • Identify appropriate insurance coverages for property, automobile, liability, and business insurance products.
  • Explain the role of personal and business liability insurance in comprehensive financial planning.

This course walks students through how to apply the principles of income tax planning to enhance household income after taxes. Emphasis is placed on understanding tax laws, concepts, and rules, as well as opportunities for planning. As a result of your participation in this course, you will be able to:

  • Describe and apply the federal income tax system to the calculation of gross income and tax liabilities for households and small businesses.
  • Describe the tax implications of property transactions, including depreciation, sales and other dispositions.
  • Explain the alternative minimum tax and its effects on tax liability, and describe the characteristics and taxation of various legal business entities, such as partnerships, LLCs, and C and S corporations.
  • Apply the concepts of gift and estate taxation to the development of plans for estate planning planned giving to achieve the benefactor’s goals.

This course gives a comprehensive overview of the financial planning process, including data collection, techniques for financial planning, examination of financial statements, and presenting to clients. As a result of your participation in this course, you will be able to:

  • Demonstrate a comprehensive understanding of the content found within the financial planning curriculum to formulate a written financial plan for a client.
  • Collect all necessary qualitative and quantitative information required to develop a financial plan.
  • Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within the financial plan.
  • Evaluate the impact of economic, political, and regulatory issues with regard to the financial plan.
  • Effectively communicate the financial plan, both orally and in writing.
  • Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem.
  • Apply the CFP Board Financial Planning Practice Standards to the financial planning process.

Important information about this course:

  • Before enrolling in this course, you will need to complete: Financial Planning Fundamentals, Insurance & Risk Management, Tax Planning for Professionals, Estate Planning, Investment & Portfolio Management, and Retirement Planning.
  • We allow students to take one course concurrently with the Capstone course. We do not recommend taking Tax Planning or Retirement Planning concurrent with Capstone.

Expected Time Commitment

  • The Capstone course is the most time intensive course in our program. Only you know how much time you have each week to dedicate to the course requirements.
  • For Fall and Spring semesters (15-weeks in length), students can expect to spend 8-10 hours per week.
  • For Summer semesters (10-weeks) students can expect to spend 10-12 hours per week.

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.

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