Fall 2026

Estate Planning for Financial Planners

CNSRSCI 635 teaches estate planning analysis for financial planners, focusing on accumulation, conservation, and distribution to meet tax and non-tax objectives.

no offering record for this termCredits unavailable
Recorded instructors · Fall 2026 No instructors listed

Summary

1 / 5

Historical reviews of Lisa Andrews: Exams are not overly difficult, as the instructor focuses on material comprehension rather than rigorous testing.

Grade history

average GPA
letter grades
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AB
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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

Fall 2026

No instructors recorded for this selection.

Historical instructors & teaching patterns

Historical reviews of Lisa Andrews: Lisa Andrews is described as a knowledgeable CFP and firm owner who prioritizes student learning over difficult exams. Reviewers note she is accessible, cares about students, and is highly rated, though this course was her first time teaching it at the time.

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

Fall 2026

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SectionModeEnrolled / capacityWaitlist

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

Meeting source records

No records available.

Student experience

the class

Historical reviews of Lisa Andrews: Lisa Andrews is a highly rated, accessible instructor who prioritizes student learning over 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

Historical reviews of Lisa Andrews: Exams are not overly difficult, as the instructor focuses on material comprehension rather than rigorous testing.

Historical reviews of Lisa Andrews: Students find the instructor extremely knowledgeable, caring, and accessible, making it a favorite course experience.

Topics

  • Estate accumulation, conservation, and distribution.
  • Personal tax and non-tax objectives in estate planning.

Skills

  • Analyzing estate planning processes from a financial planner's perspective.
  • Planning estate accumulation, conservation, and distribution.
  • Achieving personal tax and non-tax objectives through estate planning.

Grades

Latest available · Spring 2026— not enough history to project Fall 2026.

average GPA
A / AB grades
letter grades
Instructor

Grade distribution · % of letter grades

A
AB
B
BC
C
D
F

Grades over time

Through Spring 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

No offering records for the selected term.

Raw records
[]
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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": "e94755e5f140e8f1bef15aea7db429ee548b45ece490ca5ff2735bddcb94ea55",
  "requirements_status": "valid",
  "dataset_revision": "e243353dcb7d79b7247ced91d69443ef4c2a6349",
  "observed_at": "2026-09-07 15:55:43.033547+00:00"
}