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.
| Code | Title | Semester Credit Hours |
|---|---|---|
| AGEC 435 | Financial Planning for Professionals | 3 |
| AGEC 436 | Insurance and Estate Planning | 3 |
| AGEC 437 | Tax Planning | 3 |
| AGEC 438 | Investment Planning | 3 |
| AGEC 439 | Retirement Planning | 3 |
| AGEC 441 | Financial Planning Capstone | 3 |
| Total Semester Credit Hours | 18 | |
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.