TAMU Financial Planning Program

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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 essential 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

10/17/2026

Connecting with the profession and championing student success never gets old 🙌

Here’s one final look back at to celebrate another great year gathering with the Aggie Planner community.

We're excited to recognize David Roach as the 2026 recipient of our Outstanding Financial Planning Faculty Award!🎉This a...
10/16/2026

We're excited to recognize David Roach as the 2026 recipient of our Outstanding Financial Planning Faculty Award!🎉

This award, presented at our Fall Conference, is determined by a popular student vote and given to a faculty member who has demonstrated outstanding involvement and dedication to students.

For years, David Roach has generously invested his time, effort, and experience to equip students with the knowledge and confidence to make sound financial decisions in our Foundations of Money Education courses.

We are so grateful for his genuine care for students and teammates and his dedication to seeing them succeed. Congratulations, David!

150 years of Texas A&M University, and a campus mixed with landmarks new and old, yet the one thing that never changes…t...
10/15/2026

150 years of Texas A&M University, and a campus mixed with landmarks new and old, yet the one thing that never changes…the Aggie Spirit pulsing through it all.

Happy fall and belated birthday, Aggieland 🍂 Here are some photos of our favorite campus icons.

We’re pleased to recognize Brien Smith as the 2026 recipient of the Scott '95 and Stephanie '96 Harris Respect Award, pr...
10/15/2026

We’re pleased to recognize Brien Smith as the 2026 recipient of the Scott '95 and Stephanie '96 Harris Respect Award, presented at our Fall Conference on October 1!

Brien has spent more than four decades in financial services demonstrating what it means to make room for others.

From mentoring and answering questions for students to supporting professional organizations, he makes time for the people around him and treats every student as a person worth learning from.

Brien, your commitment to making each person feel valued is a true reflection of the respect this award represents.

Thank you for the countless ways you have supported your clients, the financial planning profession, and for the support you've given to our students since your early investment in our program!

We are pleased to recognize Penny Jones, MLS, CFP® CKA® AFC® AFFP® as the 2026 recipient of the Jeanie Izurieta '07 Self...
10/14/2026

We are pleased to recognize Penny Jones, MLS, CFP® CKA® AFC® AFFP® as the 2026 recipient of the Jeanie Izurieta '07 Selfless Service Award, presented at our Fall Conference on October 1!

Service is at the heart of Penny’s career and community involvement. Whether it’s providing pro bono planning to families in need, or bringing Aggie Planners together across Deep Texas, when Penny sees a need, she takes action.

Her willingness to support others continues to strengthen both the financial planning profession and the Aggie Planner community.

Congratulations Penny, and thank you for setting such a meaningful example of selfless service.

Please join us in celebrating Penny 👍

We are delighted to recognize William Taylor, CPWA as the 2026 recipient of the Bill Carter '69 Leadership Award, presen...
10/13/2026

We are delighted to recognize William Taylor, CPWA as the 2026 recipient of the Bill Carter '69 Leadership Award, presented at our Fall Conference on October 1.

With more than 27 years in the industry, William has built a distinguished career serving families in complex financial situations. Yet, his impact extends far beyond his personal success.

William sits on the board of the Dallas A&M Club. Through his dedication to Texas A&M and continued support of the Financial Planning Program, William has helped forge connections and create opportunities that will empower student leaders for years to come.

Thank you, William, for always going out of your way to pour into our students and faculty. We are grateful for your continued support!

Please join us in honoring William 👏

Last week, CFP Board student liaisons Lexie Crome and Aiden White attended in Las Vegas, NV, October 5–7, alongside Fi...
10/12/2026

Last week, CFP Board student liaisons Lexie Crome and Aiden White attended in Las Vegas, NV, October 5–7, alongside Financial Planning faculty Dr. Tairsa Mathews and Dr. Congrong Ouyang.

Surrounded by financial planning professionals, these students had the opportunity to learn from leaders in the profession and expand their networks, finding value in connecting with like-minded individuals who “care about the future of financial planning and the importance of the CFP® designation!”

For our faculty, the conference was equally rewarding, offering the chance to connect with the latest conversations shaping the profession, exchange ideas with fellow professionals, and watch with pride as our Aggie Planner students represented our program.

Thank you to the CFP Board for providing such an enriching experience for both our faculty and students to learn, grow, and be inspired by the developments shaping the profession.

We are proud to recognize Spencer Gillus, Eleanor Bond, and Gage Secor for their first place finish in the Financial Pla...
10/09/2026

We are proud to recognize Spencer Gillus, Eleanor Bond, and Gage Secor for their first place finish in the Financial Plan Presentation Competition at our 2026 Financial Planning Conference 🥇

We loved getting to see months worth of work come to life as each team presented their plan to a room full of professionals and peers.

Please join us in celebrating Spencer, Eleanor, and Gage for their success in the competition!

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The Financial Plan Presentation was sponsored by Hartmann Taylor Wealth Management.

Please join us in congratulating our 2026 Financial Planning Conference Elevator Pitch Competition winners!🥇1st Place: Y...
10/08/2026

Please join us in congratulating our 2026 Financial Planning Conference Elevator Pitch Competition winners!

🥇1st Place: Yuri Frykholm
🥈2nd Place: Evyn Edwards
🥉3rd Place: Cullen Stichler

We couldn’t be more proud of all our competitors for their dedication to developing the skills to help them excel in their future careers 👏

Join us in recognizing the outstanding recipients of the Financial Planning Awards and Scholarships presented at our 202...
10/07/2026

Join us in recognizing the outstanding recipients of the Financial Planning Awards and Scholarships presented at our 2026 Financial Planning Conference last Thursday 👏

These students have demonstrated a dedication to excellence and a passion for helping others through financial planning. We could not be more proud of the hard work they have put into building a strong foundation for their future careers and are pleased to celebrate their accomplishments.

Congratulations, Aggie Planners! We can’t wait to see what the future holds for each of you.

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Lexie Crome: Two ‘80 Ags in Financial Planning Award
Jaiden Arias: Two ‘80 Ags in Financial Planning Award
Brooke Klekar: Kyle and Brittany Noack Award for Personal Financial Planning
Evan Alizon: Milton Edward Rister ‘74 Student Impact Award
Eleanor Bond: Financial Planning RELLIS Award
Fernando Gallegos: Dalton CFP Exam Review Award
Taylor Tibbs: Daniel B. Jay ‘78 Financial Planning Memorial Scholarship
Andie Saxon: Carter Financial Becky Bell Endowed Scholarship in Financial Planning
Caleb Ayres: Stanton Dean’s Excellence Scholarship in Financial Planning
Caleb Ayres: Founders’ Financial Planning Award
Isabelle Dottolo: Catherine and Todd Amacher ‘90 Endowed Scholarship in Financial Planning
Kaitlyn Palacios: A. Gene Nelson Financial Planning Service and Leadership Award
Kaitlyn Palacios: Holistiplan Financial Planning Endowed Scholarship
Kaitlyn Palacios: Jones Family ‘16 Financial Planning Endowed Scholarship
Kaitlyn Palacios: Daniel D. Clinton ‘21 Memorial Endowed Scholarship
Jazmin Merida: Brian K. Robertson ‘99 Perseverance and Belief Endowed Scholarship
Jason Herington: COADC Julie and Louie Sullins Family Endowed Scholarship
Jason Herington: Gene and Audrey Nelson Endowed Scholarship in Financial Planning

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

Telephone

(979) 845-5223

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