Current instructor

Marshall Lund

What students say

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Classes with Marshall Lund

FINANCE 602

Wealth Management & Financial Planning

3 credits

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 recorded · Spring 2027 · Sources

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.

Marshall Lund

historical GPA · grades

Spring 2023–Spring 2026

Recorded teaching history

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Browse recorded courses
TermCourseTitle
Spring 2027FINANCE 602Wealth Management & Financial Planning

Teaching history may be incomplete. Course pages contain course-specific feedback and citations.

Instructor identity & provenance 
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