Fall 2026

Introduction to Personal Financial Planning

Introduction to personal financial planning covering cash flow, asset/liability management, investment, tax, retirement, and estate planning.

offering recorded3 credits
Recorded instructors · Fall 2026 Linda Francetic Lepe

Summary

1 / 6

Historical reviews of Melody Harvey: Quizzes were open-note and not too difficult, though one reviewer noted they did not learn much from the course content.

Grade history

average GPA
letter grades
A
AB
B
BC
C
D
F

All recorded terms · compare terms & instructors

Prerequisites

Course map

None

“Used by” includes alternatives; linked courses may have other requirements. This is a best-effort interpretation; check the catalog requirements above.

Prerequisite text tree
  • None

Professors

Fall 2026

Recent recorded grades — Spring 2025: 3.14 GPA, 65.2% A/AB (n=115 letter grades); Fall 2025: 3.51 GPA, 80.8% A/AB (n=104 letter grades); Spring 2026: 3.22 GPA, 58.7% A/AB (n=63 letter grades). Includes jointly taught sections.

Historical instructors & teaching patterns

Historical reviews for Melody Harvey are sharply divided. One student found her funny and enjoyable, while others criticized her for laziness, lack of engagement, and recycled content. Some reported learning little due to minimal lecture materials and delayed responses.

LINDA FRANCETIC LEPE is recorded teaching in Spring 2014, Fall 2014, Spring 2015, Fall 2015, Spring 2016, Fall 2016, Spring 2017, Fall 2017, Spring 2018, Fall 2018, Spring 2019, Fall 2019, Spring 2020, Fall 2020, Fall 2021, Spring 2022, Fall 2022, Spring 2023, Fall 2023, Fall 2024, Spring 2025, Fall 2025, Spring 2026. Recorded history may be incomplete and does not establish a future schedule.

MELODY HARVEY is recorded teaching in Fall 2020, Fall 2021, Spring 2022, Fall 2022, Spring 2023. Recorded history may be incomplete and does not establish a future schedule.

Recorded history may be incomplete and does not establish a future schedule.

Calendar & sections

Fall 2026

Schedule loads here as you scroll.

SectionModeEnrolled / capacityWaitlist
LEC 001Classroom Instruction56 / 600
LEC 002Classroom Instruction60 / 600

Times are Central. Select a meeting for details; export includes recorded dates for the selected sections. Enrollment reflects scan time.

Meeting source records

Student experience

the class

Reviews for historical instructor Melody Harvey are sharply divided, with one student praising her humor while others criticize her lack of effort and engagement.

Recent recorded grades — Spring 2025: 3.14 GPA, 65.2% A/AB (n=115 letter grades); Fall 2025: 3.51 GPA, 80.8% A/AB (n=104 letter grades); Spring 2026: 3.54 GPA, 76.5% A/AB (n=136 letter grades).

difficulty & workload

Historical reviews of Melody Harvey: Quizzes were open-note and not too difficult, though one reviewer noted they did not learn much from the course content.

Historical reviews of Melody Harvey: Students reported frustration with outdated or missing lecture videos, recycled materials, and slow instructor responses during online delivery.

Topics

  • Personal cash flow
  • Asset and liability management
  • Life cycle financial planning
  • Investment management
  • Tax planning
  • Retirement and estate planning

Skills

  • Personal cash flow management
  • Asset and liability management
  • Life cycle financial planning
  • Investment management
  • Tax planning
  • Retirement and estate planning

Grades

Historical instructor

Fall 2026 · Projected

Before grades are released

average GPA

Approximate 80% prediction interval

About this estimate

The course’s semester-average GPA, not an individual student’s grade. The center uses 5 same-season terms, weighted toward recent results.

The range uses the finite-sample 80th-percentile rank of absolute errors from earlier same-season forecasts. Each forecast uses only records from earlier terms. At least four forecasts are required; bounds are rounded outward and limited to 0–4. This is an empirical estimate: changing instructors or grading policies can reduce its coverage.

8 earlier forecasts · 0.22 GPA average error.

Grades over time

Through Fall 2026

More grade details Grade mix, volume & source data

Where this course fits relative to

Latest available grades · Spring 2026 · all course levels

GPA

Higher than % of other courses in this group.

Course GPAs · red marks this course’s range

letter grades

More recorded grades than % of other courses in this group.

Typical course in this group: letter grades.

About this comparison

1283 courses over the same term, each with at least 30 recorded letter grades. Cross-listed courses count once. GPA is not a measure of difficulty or teaching quality. The typical course is the median by recorded grade count; tied values are not counted as lower. Grade counts describe course scale, not unique students or typical section size.

Descriptions compare GPA with this group’s average: at least 0.20 higher or lower; otherwise close to average. Section size uses median recorded enrollment: small up to 30, mid-sized 31–99, large 100+. Lectures and discussion/lab sections are described separately.

Sources & history

UW–Madison

Catalog & offerings

Descriptions, prerequisites, and recorded course offerings.

Catalog observation history

Observations at scan time; dates do not imply when a catalog change took effect.

Selected offering source records
CNSRSCI 275 · Fall 2026

Introduction to Personal Financial Planning

Recorded 2026-09-07
Raw records
[
  {
    "run_id": "20260907T155543-ce3781c4",
    "semester": "1272",
    "observed_at": "2026-09-07 15:55:43.033547+00:00",
    "offering_id": "1272:271:004624",
    "course_id": "CNSRSCI 275",
    "course_uid": "course_bc61e79da96215de764ee362",
    "term_id": "1272",
    "source_course_id": "004624",
    "source_subject_id": "271",
    "title": "Introduction to Personal Financial Planning",
    "credits_min": 3,
    "credits_max": 3,
    "typically_offered": "Fall, Spring, Summer"
  }
]
Rate My Professors

Student reviews

Original comments behind the course and instructor summaries.

Read original reviews
Madgrades

Grade history

Recorded grade distributions by term, section, and instructor.

Explore recorded grades
Model outputs & technical records
nvidia/Qwen3.6-35B-A3B-NVFP4
LLM outputs across runs
Full model traces

Recorded model configuration, reasoning, and tool conversations.

Model & dataset provenance
{
  "model": "nvidia/Qwen3.6-35B-A3B-NVFP4",
  "model_revision": "1355db6a052410cfd62085d94b58866fd0f2c3c5",
  "task_version": "14",
  "output_id": "6a746a1631258fd1dd5051b7248e207c1eefa2f99d51ee365a41fc4982a8c909",
  "requirements_status": "valid",
  "dataset_revision": "e243353dcb7d79b7247ced91d69443ef4c2a6349",
  "observed_at": "2026-09-07 15:55:43.033547+00:00"
}