Spring 2027

Retirement Planning for Financial Planners

Introduction to retirement planning concepts and analysis for financial planners, focusing on designing strategies to meet client income needs and household dynamics.

offering recorded3 credits
Recorded instructors · Spring 2027 No instructors listed

Summary

What you’ll be able to do

  • Identify and evaluate assumptions used to analyze retirement needs including retirement cash flow, assets and liabilities, investment return, retirement income sources and Social Security.

  • Describe characteristics of the various types of defined benefit, defined contribution and individual retirement accounts.

  • Illustrate the role of financial mindset and values when developing a retirement plan.

  • Calculate appropriate savings plan to meeting funding needs prior to retirement and withdrawal strategy for retirement.

  • Develop recommendations and evaluate the decision-making regarding retirement planning.

Source: UW Guide

Grade history

↗
average GPA
letter grades

No recorded grade history.

All recorded terms · compare terms & instructors

Prerequisites

Course map

CNSR SCI 275

CNSRSCI 645

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

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

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

Meeting source records
Download part 1

Student experience

the class

An introduction to retirement planning concepts and analysis with attention to designing retirement strategies to meet various client situations. Focus given to plans and approaches to meet retirement income needs while taking into account the dynamics of the household. Explore how values, behaviors and psychological factors influence retirement choices and financial well-being.

difficulty & workload

No workload feedback recorded.

Topics

  • Retirement income needs and household dynamics
  • Psychological factors and behavioral influences on retirement choices
  • Defined benefit, defined contribution, and individual retirement accounts

Skills

  • Evaluate assumptions for analyzing retirement needs including cash flow, assets, liabilities, investment return, and income sources.
  • Describe characteristics of defined benefit, defined contribution, and individual retirement accounts.
  • Calculate savings plans for pre-retirement funding needs and post-retirement withdrawal strategies.
  • Develop recommendations and evaluate decision-making processes in retirement planning.

Grades

Instructor

Grade distribution · % of letter grades

No grades available yet.

More grade details Grade mix, volume & source data

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 645 · Spring 2027

Retirement 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": "1274:271:027248",
    "course_id": "CNSRSCI 645",
    "course_uid": "course_811cbe50abc19445b4e72513",
    "term_id": "1274",
    "source_course_id": "027248",
    "source_subject_id": "271",
    "title": "Retirement Planning for Financial Planners",
    "credits_min": 3,
    "credits_max": 3,
    "typically_offered": "Not Applicable"
  }
]
Rate My Professors

Student reviews

Original comments behind the course and instructor summaries.

Read original reviews

No records available.

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": "c1e294846572f355c08682087b77fd17be6e6b679b5a5cfb051afd84ada11a44",
  "requirements_status": "valid",
  "dataset_revision": "fc1811fa52e581ea57a35c0cf3343f8740a8ffbf",
  "observed_at": "2026-10-14 17:50:09.728220+00:00"
}