{"id":371,"date":"2013-11-21T14:43:16","date_gmt":"2013-11-21T14:43:16","guid":{"rendered":"http:\/\/agrilife.org\/financialplanning\/?page_id=371"},"modified":"2021-10-14T18:10:11","modified_gmt":"2021-10-14T18:10:11","slug":"courses","status":"publish","type":"page","link":"https:\/\/college.agrilife.org\/financial-planning\/courses\/","title":{"rendered":"Courses"},"content":{"rendered":"

We offer two enrollment options: 1) Academic Credit<\/a><\/strong> and 2) Extended Learning Credit<\/strong><\/a>. Courses in both enrollment options are taught 100% online. A select few are available through traditional classroom delivery for students currently enrolled at Texas A&M University in a degree-seeking program.<\/p>\n

Both enrollment options are registered with the CFP Board of Standards.\u00a0Students who wish to qualify for the CFP\u00ae Exam will need to complete all six courses and earn a ‘C’ or better in each course. Texas A&M University does not award the CFP\u00ae marks.<\/p>\n

To learn more about the courses and what topics are covered, please visit the Learn more about the courses<\/a> section.<\/p>\n

<\/a><\/p>\n

Academic Credit & Minor Coursework<\/p>\n

Starting Fall 2021, the prefix<\/strong> for all of our undergraduate courses changed to AGLS<\/strong>. If you do not see courses listed in Howdy, please double check that you are searching under the AGLS prefix.<\/span><\/p>\n\n\n\n\n\n\n\n\n\n
<\/td>\nSpring 2022<\/td>\nSummer 2022<\/td>\nFall 2022<\/td>\nSpring 2023<\/td>\n<\/tr>\n
AGLS 435 Financial Planning for Professionals<\/td>\n\"Course<\/td>\n\"Course<\/td>\n\"Course<\/td>\n\"Course<\/td>\n<\/tr>\n
AGLS 436 Insurance & Estate Planning<\/td>\n\"Course<\/td>\n\"Course<\/td>\n<\/td>\n\"Course<\/td>\n<\/tr>\n
AGLS 437 Tax Planning<\/td>\n<\/td>\n\"Course<\/td>\n\"Course<\/td>\n<\/td>\n<\/tr>\n
AGLS 438 Investment Planning<\/td>\n\"Course<\/td>\n<\/td>\n\"Course<\/td>\n<\/td>\n<\/tr>\n
AGLS 439 Retirement Planning<\/td>\n\"Course<\/td>\n<\/td>\n\"Course<\/td>\n\"Course<\/td>\n<\/tr>\n
AGLS 441 Financial Planning Capstone<\/td>\n\"Course<\/td>\n\"Course<\/td>\n\"Course<\/td>\n\"Course<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Academic credit is limited to students who have applied to Texas A&M University through Apply Texas and were admitted into a degree program at the university. Our Academic Credit program consists of six courses with a total of 18 credit hours.
\n<\/a><\/p>\n

Extended Learning Certificate Coursework<\/p>\n

Starting Spring 2022, the prefix<\/strong> for all of our certificate courses is changing to FPCC<\/strong>. Course names, numbers, and content remain the same.<\/span><\/p>\n\n\n\n\n\n\n\n\n\n
<\/td>\nSpring 2022<\/td>\nSummer 2022<\/td>\nFall 2022<\/td>\nSpring 2023<\/td>\n<\/tr>\n
FPCC 435 Financial Planning for Professionals<\/td>\n\"Course<\/td>\n\"Course<\/td>\n\"Course<\/td>\n\"Course<\/td>\n<\/tr>\n
FPCC 436 Insurance & Estate Planning<\/td>\n\"Course<\/td>\n\"Course<\/td>\n<\/td>\n\"Course<\/td>\n<\/tr>\n
FPCC 437 Tax Planning<\/td>\n<\/td>\n\"Course<\/td>\n\"Course<\/td>\n<\/td>\n<\/tr>\n
FPCC 438 Investment Planning<\/td>\n<\/td>\n<\/td>\n\"Course<\/td>\n<\/td>\n<\/tr>\n
FPCC 439 Retirement Planning<\/td>\n\"Course<\/td>\n<\/td>\n\"Course<\/td>\n\"Course<\/td>\n<\/tr>\n
FPCC 441 Financial Planning Capstone<\/td>\n\"Course<\/td>\n\"Course<\/td>\n\"Course<\/td>\n\"Course<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Extended Learning Certificate Credit is available to students who do not wish to enroll in a degree seeking program. Courses taken for extended learning credit do not count towards a degree at Texas A&M and are not transferrable to an academic program.\u00a0<\/span>
\n<\/a><\/p>\n

Learn more about the courses:<\/p>\n

\n435 Financial Planning for Professionals +<\/small><\/span><\/summary>\n
This course provides a comprehensive overview of financial planning from a professional perspective. Students will learn how to apply basic financial, economic, and institutional concepts to advise individuals, families, and small businesses in achieving their financial goals. Topics covered in this course include the financial planning process, financial analysis, cash flow management, credit and debt management, time value of money, investment strategies and education planning. We will also cover a broad overview of income tax planning, risk management, and retirement and estate planning.<\/div>\n<\/details>\n

.<\/p>\n

\n436 Insurance and Estate Planning +<\/small><\/span><\/summary>\n
This course covers the core Risk Management and Insurance Planning topics outlined by the CFP Board as well as a portion of the Estate Planning topics. The main focus is on insurance and estate planning for individuals, families, and small businesses. Students will learn how to apply risk management principles to evaluate various insurance products, including life, disability, long term care, health, homeowners, auto, and liability. The estate planning process, as well as tools and considerations, are also covered in this course.<\/div>\n<\/details>\n

.<\/p>\n

\n437 Tax Planning +<\/small><\/span><\/summary>\n
This course walks students through how to apply the principles of income tax planning to enhance household income after taxes. Emphasis is placed on understanding tax laws, concepts, and rules, as well as opportunities for planning. Students will learn how to identify and implement useful tax planning strategies while focusing on practical application for tax professionals and financial planners. The remaining Estate Planning topics are covered in this course.<\/div>\n<\/details>\n

.<\/p>\n

\n438 Investment Planning +<\/small><\/span><\/summary>\n
This course teaches students how to apply investment principles while considering families\u2019 goals, time horizons, risk tolerance, and tax implications to build investment portfolios. Other topics covered in this course include attributes of various asset classes; asset allocation, selecting securities, and portfolio management; developing successful investment programs for personal investors and financial planners. This course covers the Investment Planning topics outlined by the CFP Board of Standards.<\/div>\n<\/details>\n

.<\/p>\n

\n439 Retirement Planning +<\/small><\/span><\/summary>\n
This course provides students with an overview of retirement planning basics. Topics covered include: retirement plans (both qualified and nonqualified), Social Security provisions, and government healthcare plans along with the basics of employee benefits. We focus on both quantitative (i.e. calculating retirement needs and plan limits) and qualitative (i.e. retirement age decisions, retirement income management) aspects of retirement. This course covers the Retirement Savings and Income Planning topics outlined by the CFP Board of Standards.<\/div>\n<\/details>\n

.<\/p>\n

\n441 Financial Planning Capstone +<\/small><\/span><\/summary>\n
This course pulls together all of the concepts from the previous coursework and walks students through the creation of a comprehensive financial plan for a real client. Students need to have a firm grasp of education planning, tax planning, retirement planning, investment planning, risk management, and estate planning before enrolling into this course. Core areas we focus on in this course include all areas in the financial planning process, data gathering, approaches to financial planning, analysis of financial statements, and client presentation. We also incorporate case analysis, ethics and professional conduct, use of financial planning software, advanced financial calculator usage, and usage of Microsoft Excel. This class is required for anyone who wishes to qualify for the CFP\u00ae Exam.<\/div>\n<\/details>\n","protected":false},"excerpt":{"rendered":"

We offer two enrollment options: 1) Academic Credit and 2) Extended Learning Credit. Courses in both enrollment options are taught 100% online. A select few are available through traditional classroom delivery for students currently enrolled at Texas A&M University in a degree-seeking program. Both enrollment options are registered with the CFP Board of Standards.\u00a0Students who […]<\/p>\n","protected":false},"author":272,"featured_media":2490,"parent":0,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-371","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nCourses - Financial Planning Program<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/college.agrilife.org\/financial-planning\/courses\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Courses - Financial Planning Program\" \/>\n<meta property=\"og:description\" content=\"We offer two enrollment options: 1) Academic Credit and 2) Extended Learning Credit. Courses in both enrollment options are taught 100% online. A select few are available through traditional classroom delivery for students currently enrolled at Texas A&M University in a degree-seeking program. Both enrollment options are registered with the CFP Board of Standards.\u00a0Students who […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/college.agrilife.org\/financial-planning\/courses\/\" \/>\n<meta property=\"og:site_name\" content=\"Financial Planning Program\" \/>\n<meta property=\"article:modified_time\" content=\"2021-10-14T18:10:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2016\/05\/FeaturedImage_Courses.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"285\" \/>\n\t<meta property=\"og:image:height\" content=\"160\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"11 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/courses\\\/\",\"url\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/courses\\\/\",\"name\":\"Courses - Financial Planning Program\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/courses\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/courses\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/wp-content\\\/uploads\\\/sites\\\/47\\\/2016\\\/05\\\/FeaturedImage_Courses.jpg\",\"datePublished\":\"2013-11-21T14:43:16+00:00\",\"dateModified\":\"2021-10-14T18:10:11+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/courses\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/courses\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/courses\\\/#primaryimage\",\"url\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/wp-content\\\/uploads\\\/sites\\\/47\\\/2016\\\/05\\\/FeaturedImage_Courses.jpg\",\"contentUrl\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/wp-content\\\/uploads\\\/sites\\\/47\\\/2016\\\/05\\\/FeaturedImage_Courses.jpg\",\"width\":285,\"height\":160,\"caption\":\"Our financial planning courses are offered online and through traditional classroom delivery.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/courses\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Courses\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/#website\",\"url\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/\",\"name\":\"Financial Planning Program\",\"description\":\"Plan your financial future.\",\"publisher\":{\"@id\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/#organization\",\"name\":\"Financial Planning Program\",\"url\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/wp-content\\\/uploads\\\/sites\\\/47\\\/2025\\\/11\\\/agrilife-a-mark.svg\",\"contentUrl\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/wp-content\\\/uploads\\\/sites\\\/47\\\/2025\\\/11\\\/agrilife-a-mark.svg\",\"caption\":\"Financial Planning Program\"},\"image\":{\"@id\":\"https:\\\/\\\/college.agrilife.org\\\/financial-planning\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Courses - Financial Planning Program","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/college.agrilife.org\/financial-planning\/courses\/","og_locale":"en_US","og_type":"article","og_title":"Courses - Financial Planning Program","og_description":"We offer two enrollment options: 1) Academic Credit and 2) Extended Learning Credit. Courses in both enrollment options are taught 100% online. A select few are available through traditional classroom delivery for students currently enrolled at Texas A&M University in a degree-seeking program. Both enrollment options are registered with the CFP Board of Standards.\u00a0Students who […]","og_url":"https:\/\/college.agrilife.org\/financial-planning\/courses\/","og_site_name":"Financial Planning Program","article_modified_time":"2021-10-14T18:10:11+00:00","og_image":[{"width":285,"height":160,"url":"https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2016\/05\/FeaturedImage_Courses.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"11 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/college.agrilife.org\/financial-planning\/courses\/","url":"https:\/\/college.agrilife.org\/financial-planning\/courses\/","name":"Courses - Financial Planning Program","isPartOf":{"@id":"https:\/\/college.agrilife.org\/financial-planning\/#website"},"primaryImageOfPage":{"@id":"https:\/\/college.agrilife.org\/financial-planning\/courses\/#primaryimage"},"image":{"@id":"https:\/\/college.agrilife.org\/financial-planning\/courses\/#primaryimage"},"thumbnailUrl":"https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2016\/05\/FeaturedImage_Courses.jpg","datePublished":"2013-11-21T14:43:16+00:00","dateModified":"2021-10-14T18:10:11+00:00","breadcrumb":{"@id":"https:\/\/college.agrilife.org\/financial-planning\/courses\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/college.agrilife.org\/financial-planning\/courses\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/college.agrilife.org\/financial-planning\/courses\/#primaryimage","url":"https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2016\/05\/FeaturedImage_Courses.jpg","contentUrl":"https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2016\/05\/FeaturedImage_Courses.jpg","width":285,"height":160,"caption":"Our financial planning courses are offered online and through traditional classroom delivery."},{"@type":"BreadcrumbList","@id":"https:\/\/college.agrilife.org\/financial-planning\/courses\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/college.agrilife.org\/financial-planning\/"},{"@type":"ListItem","position":2,"name":"Courses"}]},{"@type":"WebSite","@id":"https:\/\/college.agrilife.org\/financial-planning\/#website","url":"https:\/\/college.agrilife.org\/financial-planning\/","name":"Financial Planning Program","description":"Plan your financial future.","publisher":{"@id":"https:\/\/college.agrilife.org\/financial-planning\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/college.agrilife.org\/financial-planning\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/college.agrilife.org\/financial-planning\/#organization","name":"Financial Planning Program","url":"https:\/\/college.agrilife.org\/financial-planning\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/college.agrilife.org\/financial-planning\/#\/schema\/logo\/image\/","url":"https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2025\/11\/agrilife-a-mark.svg","contentUrl":"https:\/\/college.agrilife.org\/financial-planning\/wp-content\/uploads\/sites\/47\/2025\/11\/agrilife-a-mark.svg","caption":"Financial Planning Program"},"image":{"@id":"https:\/\/college.agrilife.org\/financial-planning\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/college.agrilife.org\/financial-planning\/wp-json\/wp\/v2\/pages\/371","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/college.agrilife.org\/financial-planning\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/college.agrilife.org\/financial-planning\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/college.agrilife.org\/financial-planning\/wp-json\/wp\/v2\/users\/272"}],"replies":[{"embeddable":true,"href":"https:\/\/college.agrilife.org\/financial-planning\/wp-json\/wp\/v2\/comments?post=371"}],"version-history":[{"count":0,"href":"https:\/\/college.agrilife.org\/financial-planning\/wp-json\/wp\/v2\/pages\/371\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/college.agrilife.org\/financial-planning\/wp-json\/wp\/v2\/media\/2490"}],"wp:attachment":[{"href":"https:\/\/college.agrilife.org\/financial-planning\/wp-json\/wp\/v2\/media?parent=371"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}