Undergraduate Minor

The Financial Planning Minor is a six-course (18 credit hour) program that is available to all undergraduate students currently enrolled in a degree seeking program at Texas A&M University. Students interested in adding the minor will need to fill out a Minor Program Application. Visit the Program Admissions section for more information.

Announcements

At the beginning of Fall 2024, *FINP 442 Estate Planning will replace *AGLS 441 Financial Planning Capstone. All students entering the minor in Fall 2024 and beyond will be required to update their catalog to 2024-2025 and follow the new minor degree plan. The Capstone course is required for CFP® Exam eligibility.

All AGLS course prefixes will be changing to FINP for Fall 2024. The AGLS prefix will remain in place for Summer 2024 courses.

Minor Coursework

	Spring 2024	Summer 2024	Fall 2024	Spring 2025
AGLS 435 Financial Planning for Professionals	•	•	•	•
AGLS 436 Insurance Planning	•	•	•	•
AGLS 437 Tax Planning		•	•
AGLS 438 Investment Planning	•		•	•
AGLS 439 Retirement Planning	•		•	•
*FINP 442 Estate Planning	•		•	•
*AGLS 441 Financial Planning Capstone	•		•	•

*For students entering the minor in Fall 2024 and beyond, AGLS 441 Financial Planning Capstone will no longer be required. FINP 442 Estate Planning will replace AGLS 441 Financial Planning Capstone. If your goal is to sit for the CFP® Exam, please schedule a meeting with the Financial Planning Program Office so we can discuss options for meeting the exam eligibility requirements. Email us at financialplanning@tamu.edu.

Program Admission

The Minor in Financial Planning is limited to undergraduate students who have been admitted into a degree-seeking program at Texas A&M University. If you do not need academic credit, then you may be interested in our Extended Learning Certificate Program.

Details at a Glance

The Financial Planning minor can be added to a student’s degree plan at any time.
Some majors have restrictions or require special permission. Students should check with their academic advisor for any departmental requirements for adding minors.
Admission into the Financial Planning Program does not guarantee enrollment into an academic program at Texas A&M University.
Course registration requires junior/senior classification.
Successful completion of the minor will be certified by a degree audit. The minor will appear on official TAMU transcripts post-graduation.

Before completing the Minor Program Application, please read through the requirements and prerequisite sections below:

GPR of 2.5 or higher.
Ability to complete 18 hours of minor coursework before graduation.
Admission into a degree program at Texas A&M University. General Studies majors must be accepted into a major first before the minor can be added to a degree plan.
Courses must be taken for academic credit with a grade of ‘C’ or better in each course.
Approval for adding the minor to your degree plan is a two-step process. The first step is to submit an online Minor Program Application . If your application is approved, our team will send additional information and instructions for adding the minor to your degree plan.

Junior or senior classification.
Completion of –or– concurrent enrollment in ONE introductory finance course (AGEC 330 or FINC 409 or FINC 341). Enrollment in the introductory finance course can be concurrent with AGLS 435. For concurrent enrollment, students will need to submit a force request form for AGLS 435.
AGLS 435 is the prerequisite course for AGLS 436, AGLS 437, AGLS 438, AGLS 439, AGLS 441, and FINP 442.
Enrollment in AGLS 441 requires the completion of AGLS 435, AGLS 436, AGLS 437, AGLS 438, AGLS 439, and FINP 442. We allow students to take one of our courses concurrent with AGLS 441, but a force request form will have to be completed for AGLS 441.
Contact us at financialplanning@tamu.edu to learn more about the force request process.

Additional Information:

Students can register for minor courses without having the minor on their degree plan. However, students should verify any restrictions, requirements, or financial aid impacts with their academic advisor.
All students should verify course pre-requisites for the financial planning coursework and their degree plan through the Texas A&M Course Catalog.
It is recommended that students spread the coursework out over 3 semesters. We do not allow students to take more than one of our courses concurrent with AGLS 441 Financial Planning Capstone.

Graduate students can take our courses for academic credit, but the minor is restricted to undergraduate students. Students should visit with their academic advisor prior to enrolling. A course override or a force request may be necessary.

Course Format

All courses are available online. Some courses are also available through traditional classroom delivery.
The Minor Coursework table above shows when courses are typically taught throughout the year.
The majority of this minor is only offered online. Online courses at the university will sometimes incur additional fees on your tuition statement.

Course Workload

For a 15-week semester (fall and spring), the amount of time a student can expect to spend working on coursework is:

AGLS 435 Financial Planning for Professionals: 4 hours per week
AGLS 436 Insurance Planning: 5-6 hours per week
AGLS 437 Tax Planning: 4-5 hours per week
AGLS 438 Investment Planning: 4 hours per week
AGLS 439 Retirement Planning: 5-6 hours per week
AGLS 441 Financial Planning Capstone: 8-10 hours per week
FINP 442 Estate Planning: 4-5 hours per week

Summer courses are compressed into 10 weeks. The expected time for each course will increase by 1-2 hours per week.

Resources for Undergraduate Students

Undergraduate Catalog

The undergraduate catalog is published annually and provides information about the minor, course descriptions, and prerequisites.

Academic Advising

Need help with your degree plan? Schedule a visit with an academic advisor in the AGLS Advising Hub. They can help plan your schedule and stay on target for graduation.

Professional Development Opportunities

Financial Planning Student Association

If you are considering a career in financial planning, then FPSA is a great opportunity to meet industry professionals and learn more about the profession. The organization meets twice a month.

Visit the Financial Planning Student Association page to learn more.

Networking Opportunities

Getting involved with the program through networking events, student organization meetings, and interview days are some of the best ways to set yourself up for success.

Visit our Networking Opportunities page to learn more about how to get involved.

Become a CFP® Professional

The CERTIFIED FINANCIAL PLANNER^TM certification is the best-known certification in the financial planning community. Learn more about this certification from the CFP Board of Standards and the pathways available at Texas A&M University: