TAMU Financial Planning Program

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College Station, TX
TAMU Financial Planning Program

We are dedicated to preparing students to join the next generation of financial planners. Certified Financial Planner Board of Standards Inc.

Financial planning and services is one of the fastest growing sectors of our economy. The Texas A&M Financial Planning Program is designed to prepare you for this exciting profession while fulfilling the core educational curriculum necessary to sit for the CFP® Certification Examination. We pride ourselves in providing knowledge that goes beyond the exam and incorporate real world materials essent

ial to developing skilled, comprehensive financial planners. The curriculum is available to undergraduate and graduate students enrolled at Texas A&M University, as well as to off-campus students through our Extended Learning certificate program. The off-campus program is designed for individuals desiring to change or advance their careers in personal financial planning or related financial services. The Texas A&M Financial Planning Program is a flexible program that provides a comprehensive curriculum serving current undergraduate and graduate students, former students and working professionals. Our program is registered with the CFP Board of Standards and students who complete a CFP Board-Registered Program are eligible to sit for the CFP® Certification Examination.

-Academic Credit track is available to undergraduate and graduate students.
-Extended Learning track is available to adult learners, former students, and professionals interested in changing or advancing their careers.
-Certificate program consists of six courses with a total of 18 credit hours of coursework.
-All courses are available online.
-Some courses are also available through traditional classroom delivery.
-Applications are being accepted now.

*Note: Texas A&M does not award the CFP® certificate. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. To view the Texas A&M University Facebook Usage Policy, please visit the following link: https://tx.ag/FBUsagePolicy

09/02/2026

Yesterday, we welcomed the newest group of Aggie Planners to the Financial Planning Program at our 2026 Orientation🎉

During the Orientation, students spent time getting to know fellow students and connecting with faculty, staff, and advisors, while also learning more about the resources available to them throughout their time in our program.

We were also grateful to hear from our Dean, Dr. Jeffrey Savell, and our Department Head, Dr. Simon Somogyi, who took the time to share their excitement and wisdom with these students.

We loved getting to bring our students and faculty together, and we look forward to championing them over the next few years of their college journeys!

08/26/2026

Aggie Planners are back!👍

We're excited to have College Station bustling with students again and are looking forward to a great semester.

08/22/2026

The campus is ready, our professors are ready, and our team is excited to welcome our Aggie Planners back to campus! 👍

08/18/2026

Help us welcome the newest member of the Aggie Planner community!🙌

Starting this fall, Dr. Barry Mulholland, Ph.D., MBA, CFP®, ChFC® will serve as an Assistant Professor of Practice for the Texas A&M Financial Planning Program.

Dr. Barry Mulholland received his Ph.D. in Personal Financial Planning from Texas Tech University, after earning an MBA from the University of Wisconsin Oshkosh and a BS in Mechanical Engineering from the University of Miami.

With more than 25 years of experience in the classroom, Dr. Mulholland has served in faculty and leadership roles at several universities, including the Director of the Financial Planning Program and an Associate Professor of Practice at The University of Akron, where he founded Diversitas: Expanding Diversity in Wealth Management, a national program with TAMU as a Partner University.

His extensive academic leadership, industry experience as a financial advisor, and commitment to advancing financial planning education bring a valuable perspective and skill set to the classroom, helping prepare students for successful careers in financial planning.

We are so excited to welcome him to our team!👍

08/12/2026

Intern Spotlight | Meet Brooke Tallas!

Brooke is a Financial Planning minor in the Class of 2027, interning as a Wealth Management Intern for Charles Schwab in Westlake.

When asked what she most enjoys about her summer internship, Brooke shared, “The culture at Schwab and in Schwab Wealth Services is unlike any other!! I am so deeply excited to learn and explore career opportunities here at Charles Schwab.”

We’re happy to hear that you’re having such a great internship experience, Brooke!

08/11/2026

We are excited to announce that Tairsa Mathews, PhD, CFP®, is joining our team as an Assistant Professor of Practice in Financial Planning this fall!

Dr. Mathews earned her bachelor's degree in accounting from Brigham Young University before obtaining her master's in financial planning and analytics from Utah Valley University and her Ph.D. in personal financial planning from Texas Tech University.

Her experience teaching retirement planning and investment management courses at UVU, paired with her experience as a CFP® professional, equips Dr. Mathews to bring valuable industry knowledge and perspective to the program.

Dr. Mathews is dedicated to helping college students build both the technical knowledge and confidence they need for successful careers and meaningful lives, and we are thrilled to have her on our team!

Please join us in welcoming Dr. Mathews 🎉

07/22/2026

Intern Spotlight | Meet Lexie Crome!

Lexie is a Financial Planning major in the Class of 2027, interning as an Advisory Team Associate Intern for Focus Partners in Southlake.

When asked what she most enjoys about her summer internship, Lexie shared:

“One of my favorite parts of this internship has been getting an inside look at the daily routine of a financial advisor and seeing how classroom concepts come to life in practice. I've also enjoyed getting to know the team and making connections with other Aggie planners!”

We're excited to hear about the connections you're building and the hands-on learning opportunities available through your internship, Lexie!🙌

07/10/2026

Yesterday, Aggie Planners gathered in cities across Texas for the Summer 2026 Happy Hour!👍

Whether you stopped by College Station, Austin, San Antonio, DFW, Houston, or East Texas, we love to see the Aggie Planner community come together to network and share meaningful conversations.

A special thank you to First Trust, who sponsored the San Antonio location.

And thank you to the Aggie Planner Advisory Board for their commitment to connecting talented professionals and students from across the Aggie community!

To learn more about their work and how you can get involved, visit http://www.AggiePlanners.com.

07/02/2026

ONE WEEK | The 2026 Aggie Planner Happy Hour is next Thursday (July 9) in DFW, Houston, Austin, San Antonio, College Station, and East Texas! 🙌

Mark your calendar, RSVP, and find a city near you at the link below. We look forward to connecting with the Aggie Planner community!

📅 Date: Thursday, July 9
🕔 Time: 5-7 PM
🔗 https://tx.ag/26HappyHour2

Thank you to First Trust for sponsoring the San Antonio Happy Hour!

06/25/2026

Intern Spotlight | Meet Samuel Medina!

Samuel is a Financial Planning minor in the Class of 2027, interning as a Wealth Management Intern for Cerity Partners.

When asked what he most enjoys about his summer internship, Samuel shared:

“What I have enjoyed most about my internship so far are the 1-on-1 sessions with my colleagues. I am incredibly grateful for their willingness to share their expertise and invest in my professional growth. The wisdom I’ve gained from these conversations has been invaluable, and I am looking forward to applying what I’ve learned during the rest of my time here.”

We love hearing about the hands-on learning and mentorship students like Samuel are receiving from their internship experience!

Address

Texas A&M University, 600 John Kimbrough Boulevard
College Station, TX
77843

Telephone

(979) 845-5223

Website

http://financialplanning.tamu.edu/

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