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

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!

06/20/2026

The Summer Aggie Planner Happy Hour is happening in THREE WEEKS (Thursday, July 9) in DFW, Houston, Austin, San Antonio, College Station, and East Texas!

Find RSVP & Details Below 👇

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

Locations are listed in the comments.

06/18/2026

Intern Spotlight | Meet Jazmin Merida!

Jazmin is a Financial Planning major in the Class of 2027, interning as a Financial Assistant for IMG Financial Group.

When asked what she most enjoys about her summer internship, Jazmin shared, “What I enjoy the most about my internship is the welcoming, family-like environment and seeing the things I've learned in class come to life in real-world situations.”

We’re glad to hear you’re having such a great experience, Jazmin! 🙌

06/16/2026

During this spring semester, Mark Mielke, founder of Texas A&M's first financial literacy program (The Money Wise Aggie), stepped in as a visiting lecturer to teach our FINP 335 course, Financial Readiness for the Military.

As a veteran, Mark knows the profound impact that solid financial foundations can have in the life of a service member.

We want to take a moment to honor his continued commitment to student success and share our gratitude for the time he generously gave in support of our program.

Thank you, Mark!

06/08/2026

Intern Spotlight | Meet Evyn Edwards!

Evyn is a Financial Planning Student in the Class of 2028, currently serving as a Paraplanning Intern for Paragon Financial Advisors in College Station.

Reflecting on her internship experience so far, Evyn shares: “I really enjoy the weekly learning session I have with Stephen McGee, one of the partners at Paragon. It’s dedicated time to ask questions and break down some complicated financial topics. Paragon’s focus on education and continuous learning is something I am really grateful for!”

Keep up the good work, Evyn! 👍

06/01/2026

Our students recently returned from the first Texas A&M Financial Planning study abroad✈️

During their two week visit to the U.K., students (1) toured London’s Financial District, (2) met with local industry leaders, (3) explored the historic cities of York, Cambridge, and Bath, (4) visited the ancient ruins of Stonehenge, and more!

While visiting Cambridge American Cemetery And Memorial, which commemorates those lost in WWII, students were also able to honor a late relative of faculty advisor Dr. Nathan Harness.

It was a blast to connect with peers, be immersed in history, and learn how international financial markets compare to our own.

05/20/2026

And the countdown begins!🙌 On July 9, the Summer 2026 Aggie Planner Happy Hours are coming to a location near you.

Join us to connect with former students, current students, and program supporters as we enjoy good food, good drinks, and great company.

Save the date and stay tuned! Additional details regarding RSVPs and happy hour locations will be shared soon. We hope to see you there.

📩 Save the Date!
📅 Date: July 9
🕒 Time: 5 - 7 PM

05/19/2026

Please join us in thanking the student workers who help make the daily success of the TAMU Financial Planning Program possible🙌

From supporting classroom operations to assisting with program outreach, so much of what we do would not be possible without their hard work and dedication.

We are grateful for the time and effort each of them invests to support the faculty, their peers, and the program as a whole.

Students, thank you for all your hard work!

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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