Financial Planning - Minor

The minor in Financial Planning prepares students for leadership roles in this growing profession. Financial planners advise their clients about financial decisions, including budget management, insurance, investment, taxes, retirement and estate planning. Their goal is to assist clients in achieving their financial  goals in an increasingly complex economy. The six-course curriculum (18 credit hours) also satisfies the educational requirements to be eligible to sit for the exam portion of the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation conferred by the CFP Board of Standards. Professionals who have earned this designation are in high demand in the financial services sector.

The minor in Financial Planning is available to all junior or senior undergraduate students enrolled at Texas A&M University, who have completed an introductory finance course and have an overall GPA of 2.5 or higher. Successful completion of the minor requires the courses to be taken for academic credit with a grade of C or better for each course. Coursework is offered both online and in the classroom to meet students' learning preferences. Visit our website for more information about this minor and the career opportunities in Financial Planning.

AGEC 435Financial Planning for Professionals3
AGEC 436Insurance and Estate Planning3
AGEC 437Tax Planning3
AGEC 438Investment Planning3
AGEC 439Retirement Planning3
AGEC 441Financial Planning Capstone3
Total Semester Credit Hours18

Students must make a grade of "C" or better in all courses.

Students must have completed an introductory finance course and have an overall GPA of 2.5 or approval of the program director.