Spring 2027

Estate Planning for Financial Planners

Estate Planning for Financial Planners analyzes estate accumulation, conservation, and distribution to accomplish personal tax and non-tax objectives.

offering recorded3 credits
Recorded instructors · Spring 2027 No instructors listed

Summary

1 / 6

Past student reviews · Lisa Andrews

The course prioritized understanding material over over-the-top exams.

What you’ll be able to do

  • Analyze personal financial situations, evaluating clients’ objectives, needs, and values to develop an appropriate strategy within their estate plan

  • Apply the CFP Board Financial Planning Practice Standards to the financial planning process as it applies to estate planning

  • Collect all necessary and relevant qualitative and quantitative information required to develop an estate plan

  • Demonstrate a comprehensive understanding of the content found within the Estate Planning for Financial Planners curriculum and effectively apply and integrate this information in the formulation of an estate plan for sample clients

  • Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to problems found with client situations

  • Effectively communicate the estate plan, including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material

  • Evaluate the impact of economic, political, and regulatory issues with regard to the estate plan

Source: UW Guide

Grade history

↗
average GPA
letter grades
A
AB
B
BC
C
D
F

All recorded terms · compare terms & instructors

Prerequisites

Course map

CNSR SCI 275 or FINANCE/​ECON 300

CNSRSCI 635

This is a best-effort interpretation; check the catalog requirements above.

Prerequisite text tree

Professors

Spring 2027

No instructors recorded for this selection.

Historical instructors & teaching patterns

LISA ANDREWS is recorded teaching in Fall 2018, Spring 2019, Fall 2019, Spring 2020, Fall 2020, Fall 2021, Spring 2022, Spring 2023, Spring 2024. 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

Spring 2027

Schedule loads here as you scroll.

SectionModeEnrolled / capacityWaitlist
LEC 001Classroom Instruction0 / 500
LEC 002Classroom Instruction0 / 500
LEC 003Online Only0 / 500

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

Meeting source records
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Student experience

the class

Past student reviews · Lisa Andrews

Students found the instructor knowledgeable and focused on learning rather than difficult exams.

Recent recorded grades — Spring 2024: 3.29 GPA, 58.1% A/AB (n=105 letter grades); Spring 2025: 3.48 GPA, 76.9% A/AB (n=108 letter grades); Spring 2026: 3.41 GPA, 70.3% A/AB (n=118 letter grades).

difficulty & workload

Past student reviews · Lisa Andrews

The course prioritized understanding material over over-the-top exams.

Past student reviews · Lisa Andrews

The instructor was described as accessible and genuinely cared about student success.

Topics

  • Accumulation, conservation, and distribution of an estate
  • Personal tax and non-tax objectives
  • CFP Board Financial Planning Practice Standards
  • Economic, political, and regulatory impacts on estate plans

Skills

  • Analyze personal financial situations to develop estate plan strategies
  • Apply CFP Board Financial Planning Practice Standards to estate planning
  • Collect qualitative and quantitative information for estate plans
  • Identify strengths and weaknesses of approaches to client situations
  • Communicate estate plans based on research and client interaction
  • Evaluate impact of economic, political, and regulatory issues on estate plans

Grades

Historical instructor

Spring 2027 · 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.

4 earlier forecasts · 0.13 GPA average error.

Grades over time

Through Spring 2027

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

1280 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.

Download part 1
Selected offering source records
CNSRSCI 635 · Spring 2027

Estate Planning for Financial Planners

Recorded 2026-10-14
Raw records 
[
  {
    "run_id": "20261014T203208-0851c9a1",
    "semester": "1274",
    "observed_at": "2026-10-14 17:50:09.728220+00:00",
    "offering_id": "1274:271:023854",
    "course_id": "CNSRSCI 635",
    "course_uid": "course_adb082f411569f4ce3a4e3df",
    "term_id": "1274",
    "source_course_id": "023854",
    "source_subject_id": "271",
    "title": "Estate Planning for Financial Planners",
    "credits_min": 3,
    "credits_max": 3,
    "typically_offered": "Spring"
  }
]
Rate My Professors

Student reviews

Original comments behind the course and instructor summaries.

Read original reviews
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Madgrades

Grade history

Recorded grade distributions by term, section, and instructor.

Explore recorded grades
Dataset & model

Recorded 2026-10-14

View the dataset on Hugging Face
Model outputs & technical records
Qwen/Qwen3.8-27B
LLM outputs across runs
Download part 1
Full model traces

Recorded model configuration, reasoning, and tool conversations.

Download part 1
Model & dataset provenance 
{
  "model": "Qwen/Qwen3.8-27B",
  "model_revision": "1d4bf0f2ff6012fd82039f2fa52739d0dd7c60c0",
  "task_version": "17",
  "output_id": "3835ee602a99e9149ac17b82c626a70c1dfd60e1c46355d58559461153fed8a0",
  "requirements_status": "valid",
  "dataset_revision": "fc1811fa52e581ea57a35c0cf3343f8740a8ffbf",
  "observed_at": "2026-10-14 17:50:09.728220+00:00"
}