Strategic Planning for Estates and Business Transitions

Strategic Planning for Estates and Business Transitions covers wealth preservation, intergenerational transfer, and trust services.

offering recorded3 credits
Recorded instructors · Fall 2026 John Grande

Summary

1 / 3

Recent recorded grades — Fall 2024: 3.92 GPA, 97.4% A/AB (n=39 letter grades); Fall 2025: 3.85 GPA, 92.3% A/AB (n=39 letter grades).

Grade history

average GPA
letter grades
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AB
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All recorded terms · compare terms & instructors

Prerequisites

Course map

(FINANCE 305, 325, and ECON/​FINANCE 320) or FINANCE 700, or declared in the undergraduate Business Exchange program

FINANCE 601

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

Prerequisite text tree

Professors

Fall 2026

Recent recorded grades — Fall 2024: 3.92 GPA, 97.4% A/AB (n=39 letter grades); Fall 2025: 3.85 GPA, 92.3% A/AB (n=39 letter grades).

Historical instructors & teaching patterns

JOHN GRANDE is recorded teaching in Fall 2024, Fall 2025. 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 Instruction42 / 421

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

Recent recorded grades — Fall 2024: 3.92 GPA, 97.4% A/AB (n=39 letter grades); Fall 2025: 3.85 GPA, 92.3% A/AB (n=39 letter grades).

difficulty & workload

No workload feedback recorded.

Topics

  • Estate planning and business succession strategies.
  • Navigating complex family dynamics in wealth transfer.
  • Career opportunities in trust financial services.

Skills

  • Mitigating tax liabilities and structuring customized wealth solutions.
  • Advising clients on wealth safeguarding and transfer.

Grades

Latest available · Fall 2025— 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 Fall 2025

More grade details Grade mix, volume & source data

Where this course fits relative to

Latest available grades · Fall 2025 · 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

1320 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
FINANCE 601 · Fall 2026

Strategic Planning for Estates and Business Transitions

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": "1272:233:026613",
    "course_id": "FINANCE 601",
    "course_uid": "course_c48134fc6d698723a92f9056",
    "term_id": "1272",
    "source_course_id": "026613",
    "source_subject_id": "233",
    "title": "Strategic Planning for Estates and Business Transitions",
    "credits_min": 3,
    "credits_max": 3,
    "typically_offered": "Not Applicable"
  }
]
Rate My Professors

Student reviews

Original comments behind the course and instructor summaries.

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No records available.

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": "00d32d4c3eae81c899a71ef49803dc600c012ae7d805af785f8a75c1d9285c08",
  "requirements_status": "valid",
  "dataset_revision": "e243353dcb7d79b7247ced91d69443ef4c2a6349",
  "observed_at": "2026-09-07 15:55:43.033547+00:00"
}