EXPLORE UNDERGRADUATE EDUCATION
in the Texas A&M Financial Planning Program
Undergraduate Programs
The Financial Planning Program at Texas A&M University is more than just a degree. We build leaders and prepare students to excel as trusted wealth management professionals.
Our CFP® Board-registered curriculum combines the technical side of financial planning with the human element. You will learn how money works through courses in investing, tax strategy, retirement, estate planning, and insurance. At the same time, you will explore why people make financial decisions by studying client communication, behavioral finance, and the psychology of money. The result is a well-rounded education that prepares you to put the client first, build trust, and serve clients with confidence.
Professional Credentials
The Bachelor of Science in Financial Planning at Texas A&M is a CFP Board-registered program, recognized as the gold standard for preparing future financial advisors. Our curriculum meets the rigorous education requirements for the Certified Financial Planner™ designation, ensuring you graduate with the knowledge, skills, and credibility to succeed in the profession. Upon completion of your degree, you’ll be fully eligible to sit for the CFP® Exam and take the next step toward becoming a trusted financial planner.
Learn more about the Certified Financial Planner™ certification process by visiting the CFP Board of Standards.
BEYOND THE CLASSROOM
Getting involved outside the classroom will supercharge your college experience and set you apart in the job market. Connect with industry leaders, showcase your public speaking skills, and build confidence through events like the Financial Planning Career & Education Conference, Elevator Pitch Competitions, and leadership roles in FPSA.
Financial Planning Student Association (FPSA)
Learn more about FPSA
The Financial Planning Student Association (FPSA) connects you with fellow students, faculty, and industry professionals who are shaping the future of financial planning. As a member, you will have opportunities to explore career paths, ask questions, find mentors, and expand your network. FPSA offers access to guest lectures, national competitions, and the annual Financial Planning Career & Education Conference—all designed to help you build skills, gain experience, and get the most out of your academic journey.
If you are a former student, program supporter, or industry professional who would like to engage with our students, please contact us. We would love to hear from you!
Contact the Financial Planning Student Association at aggieFPSA@gmail.com.
Meet the Fall 2025 FPSA Officers
Financial Planning Career & Education Conference
Learn more about our Annual Conference
Students are invited to attend the annual Financial Planning Career & Education Conference, held each October in College Station.
The Financial Planning Career & Education Conference offers students a dynamic opportunity to connect with potential employers and engage with industry professionals. You can explore emerging topics and trends shaping the future of financial planning while learning directly from both industry leaders and academic experts. Plus, it’s an ideal opportunity to discover your next internship or full-time position.
Attending National & International Conferences and Competitions
Learn more about attending conferences
Professional industry organizations routinely invite our students to attend conferences, participate in career day events, and compete on national case study teams or other international competitions.
These experiences open doors to travel across the country, connect with students from other universities, and engage with leading professionals in the field. Along the way, you’ll develop leadership, communication, and networking skills that will set you apart as you prepare for a successful career in financial planning.
Pictured to the left are students who attended the annual Financial ConNEXTions cruise competition
Get to Know Us Beyond the Classroom
Follow us on social media for a behind-the-scenes look at student life, professional events, alumni stories, and insights into the financial planning profession. Whether you’re curious about the career path or just want to see the energy behind our community—you’ll find it here.
