LER.me

Make All Learning Count.

Get Connected

  • What is a LER?
  • FAQs (opens in new tab)
  • Partner with Us
  • Visit EBSCOed (opens in new tab)

View our Policies

  • Accessibility (opens in new tab)
  • Standards (opens in new tab)
  • Terms of Use (opens in new tab)
  • Privacy Policy (opens in new tab)
  • Opt out (opens in new tab)

Get the app

Get it on Google PlayDownload on the App Store

© 2026 All rights reserved.

Powered by EBSCOed

Skip to main contentSkip to footer
  • Live Data
My LER
My LER
  1. Programs
  3. Financial Planning - BS

Financial Planning - BS

Texas A & M University-College Station

Bachelor's DegreeAcademic

Become a contributor for free to openly demonstrate student outcomes, industry alignment & eligibility criteria.

This program prepares students to create personalized financial strategies for clients, covering topics like savings, investments, tax planning, retirement, debt management, estate planning, risk management, and client communication. Financial planning is the study of financial decision-making throughout the life cycle of individuals, families, and organizations. Financial planning is ranked among the fastest-growing careers in the nation.

Credits

120 credits

Format

In-Person

Loading Skills & Competencies
Program Pathways

Credentials this program stacks toward

No program pathways.

Loading What You'll Learn
Course Pathway

13 courses in this program

18 courses
MATH 140
3 credits
FINP 443
3 credits
FINP 439
3 credits
FINP 435
3 credits
FINP 235
3 credits
FINP 201
1 credits
FINP 101
3 credits
AGEC 315
3 credits
24 courses
FINP 442
3 credits
FINP 438
3 credits
FINP 437
3 credits
FINP 436
3 credits
31 course
FINP 441
3 credits
Program Requirements

Courses required to complete this program

FINP 101Introduction to Personal Finance
3 cr
MATH 140Mathematics for Business and Social Sciences
3 cr
FINP 235Foundations of Money Education
3 cr
AGEC 315Food and Agricultural Sales
3 cr
FINP 201Professional Development in Financial Planning
1 cr
FINP 435Financial Planning for Professionals
3 cr
FINP 437Tax Planning
3 cr
FINP 436Insurance Planning
3 cr
FINP 438Investment Planning
3 cr
FINP 439Retirement Planning
3 cr
FINP 442Estate Planning
3 cr
FINP 443Technology Applications in Financial Planning
3 cr
FINP 441Financial Planning Capstone
3 cr
Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.

Visit Program Website
Locations

Where this program is offered

  • Texas

    Texas

Loading Student Outcomes
Related Programs

Programs related to this one

No related programs.

Skills & Competencies

Skills developed through this program

Auto-populated·from O*NET via SOC 13-2051.00

Skills

Active ListeningReading ComprehensionSpeakingCritical ThinkingWritingJudgment and Decision MakingComplex Problem SolvingActive Learning

Knowledge

English LanguageCustomer and Personal ServiceMathematicsAdministration and ManagementComputers and Electronics

Tasks

  • Collect fees, commissions, or other payments, according to contract terms.
  • Send samples of clients' work and other promotional material to potential employers to obtain auditi
  • Keep informed of industry trends and deals.

Technology

Accounting softwareHuman resources softwareFinancial analysis softwareBusiness intelligence and data analysis softwareAnalytical or scientific software

Tools

10-key calculatorsComputer data input scannersDesktop computersLaptop computersLaser facsimile machinesMulti-line telephone systemsNotebook computersPersonal computersPhotocopying equipmentTablet computers
Career Pathways

Occupations this program prepares you for

Auto-populated·from O*NET + BLS
Occupations matched to this program, with median wage, top wage, growth, and openings
SOCOccupationMethodWageGrowthOpenings
Match confidence: high13-2051.00Financial and Investment Analyststitle_inference$101,350 median$180,550 top+5.73%2,110
What You'll Learn

Key competencies developed through this program

Auto-populated·from NSX Competency Framework

Mastery: proficient (Level 3)(based on Bachelor's Degree)

  • Full-scope investment analyses — execute independently across equity, fixed income, and alternative asset classes, integrating complex financial models with macroeconomic context.
  • Non-routine valuation challenges — resolve through advanced analytical and scientific software techniques, drawing on inductive and deductive reasoning without supervisory guidance.
  • Client promotional materials and investment proposals — craft persuasive, polished written and visual content that effectively positions strategies to sophisticated institutional audiences.
  • Fee negotiation and contract management — lead discussions with clients and counterparties to structure commission and payment terms that align organizational and client interests.
  • Candidate or counterparty evaluation — design and conduct rigorous assessment interviews, synthesizing qualitative and quantitative signals to make high-confidence selection decisions.
  • Sector and market intelligence — develop and maintain a continuously updated knowledge base of industry trends, M&A activity, and competitive dynamics to inform portfolio strategy.
  • Cross-functional financial problem solving — integrate information from accounting, legal, technology, and operations domains to address multifaceted investment challenges autonomously.
  • Risk and judgment frameworks — apply disciplined, evidence-based decision-making processes to assess portfolio risk, validate assumptions, and recommend actionable strategies.
  • Regulatory compliance and governance — ensure all analytical work, client communications, and reporting adhere fully to applicable legal, government, and administrative standards.
  • Advanced data and BI platforms — leverage database management, business intelligence, and analytical software to generate proprietary insights that drive competitive advantage.

Some details on this page are auto-populated from public workforce data sources: O*NET (opens in new tab), BLS (opens in new tab), College Scorecard (opens in new tab), DOL Training Provider Results (opens in new tab), NSX (opens in new tab). Provided in partnership with LER.me Career Intelligence.

Student Outcomes

Performance metrics for this program

Completion Rate
Not reported
Placement Rate
Not reported