Financial Readiness (FINP 335)
The USAA Educational Foundation and the Texas A&M University Financial Planning Program joined forces to launch a first-of-its-kind financial readiness program.
Tailored specifically to the Texas A&M Corps of Cadets, the program is designed to help military leaders of the future make sound financial decisions and prepare them to counsel others about financial decisions.
“Financial stress is an unfortunate reality for many military service members and their families.
Equipping students, and especially future military officers, with financial knowledge and tools can help reduce the number of military families experiencing that stress in the future.
Steve Finley, executive director of The USAA Educational Foundation
Course Curriculum
This 3-credit hour course teaches students about the following financial concepts and more, and frames them within a military context:
- Holistic Financial Planning
- Financial Literacy
- Budgeting
- Cash Management
- Debt
- Credit
- Deployment Finances
- Insurance
- Retirement Planning
- Investing
- Estate Planning
- Taxation
Instructor – Scott Halliwell
Scott Halliwell, joined the Financial Planning Program in 2023. He is a Certified Financial Planner (CFP), with 30 years of industry experience. His specialties are Military Personal Finances, Financial Planning, and Wealth Management.