Spring 2027

Wealth Management & Financial Planning

A capstone in wealth management and financial planning where students develop a comprehensive client financial plan, reviewing CFP Board topics including ethics, communication, and counseling.

offering recorded3 credits
Recorded instructors · Spring 2027 Marshall Lund

Summary

1 / 3

Recent recorded grades — Spring 2024: 3.71 GPA, 89.3% A/AB (n=28 letter grades); Spring 2025: 3.82 GPA, 94.9% A/AB (n=39 letter grades); Spring 2026: 3.96 GPA, 100.0% A/AB (n=41 letter grades).

What you’ll be able to do

  • Demonstrate a comprehensive understanding of the content found within the Financial Planning curriculum and effectively apply and integrate thisinformation in the formulation of a financial plan.

  • Effectively communicate the financial plan, both orally and in writing,including information based on research, peer, colleague or simulated client interaction and/or results emanating from synthesis of material.

  • Collect all necessary and relevant qualitative and quantitative informationrequired to develop a financial plan.

  • Analyze personal financial situations, evaluating clients' objectives, needs,and values to develop an appropriate strategy within the financial plan.

  • Demonstrate logic and reasoning to identify the strengths and weaknesses of various approaches to a specific problem.

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

  • Apply the CFP Board Financial Planning Practice Standards to the financialplanning process (including applying the regulations and ethical behavior that governs the relationship between the planner and the client).

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

Consent of instructor

  • Consent of instructor
FINANCE 602

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

Prerequisite text tree
  • Consent of instructor

Professors

Spring 2027

Recent recorded grades — Spring 2025: 3.82 GPA, 94.9% A/AB (n=39 letter grades); Spring 2026: 3.96 GPA, 100.0% A/AB (n=41 letter grades). Includes jointly taught sections.

Historical instructors & teaching patterns

MARSHALL LUND is recorded teaching in Spring 2025, Spring 2026. 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 / 240
LEC 002Classroom Instruction0 / 240

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

Recent recorded grades — Spring 2024: 3.71 GPA, 89.3% A/AB (n=28 letter grades); Spring 2025: 3.82 GPA, 94.9% A/AB (n=39 letter grades); Spring 2026: 3.96 GPA, 100.0% A/AB (n=41 letter grades).

difficulty & workload

No workload feedback recorded.

Topics

  • Comprehensive financial planning for clients
  • Ethics, communication, and counseling principles in financial planning
  • CFP Board financial planning curriculum topics
  • Impact of economic, political, and regulatory issues on financial plans

Skills

  • Developing and formulating comprehensive financial plans for clients
  • Acquiring and collecting relevant qualitative and quantitative client information
  • Analyzing personal financial situations and evaluating client objectives, needs, and values
  • Applying logic and reasoning to evaluate strengths and weaknesses of financial planning approaches
  • Evaluating the impact of economic, political, and regulatory issues on financial plans
  • Applying CFP Board Financial Planning Practice Standards, regulations, and ethical behavior
  • Communicating financial plans orally and in writing using principles of counseling

Grades

Latest available · Spring 2026— not enough history to project Spring 2027.

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

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
FINANCE 602 · Spring 2027

Wealth Management & Financial Planning

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": "1274:233:025189",
    "course_id": "FINANCE 602",
    "course_uid": "course_e9ef1c27e9ea387e29542309",
    "term_id": "1274",
    "source_course_id": "025189",
    "source_subject_id": "233",
    "title": "Wealth Management & Financial Planning",
    "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
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": "37ead30220f6824c85cfacd5bfd3df5ff76731368a5a1908900bb371d7b00db4",
  "requirements_status": "valid",
  "dataset_revision": "fc1811fa52e581ea57a35c0cf3343f8740a8ffbf",
  "observed_at": "2026-10-14 17:50:09.728220+00:00"
}