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BUS 195 — The Essentials of Wealth Management

Quarter: Summer
Day(s): Mondays
Course Format: On-campus
Duration: 5 weeks
Date(s): Jun 25—Jul 23
Time: 6:45—8:50 pm
Drop Deadline: Jul 8
Unit: 1
Tuition: $435
Instructor(s): Kurt Carrasquilla
6:45—8:50 pm
Jun 25—Jul 23
5 weeks
Drop By
Jul 8
1 Unit
Kurt Carrasquilla
During the past two decades, we have seen huge investment swings in both directions—down and up. As a result of these events, investors have questioned their overall strategy and how it relates to investing, tax, and estate planning as wealth levels fluctuate. Do you possess the confidence and knowledge to navigate this complex maze? This course is tailored for those students seeking a basic foundation in wealth management. During the course, we will address goal-setting, customizing an investment policy statement, cash flow analysis, risk assessment, liability management, the pulls of behavioral finance on decision-making, alternative investments, equity and fixed income analysis, benchmarking, employee benefits, basic option analysis, and retirement planning. By the end of the course, you will have a solid knowledge of the core components that can help guide your financial future.

Kurt Carrasquilla, Vice President, Wealth Management, Morgan Stanley

Kurt Carrasquilla initially worked in corporate finance for a Kleiner Perkins-funded tech company that went public, and he has been at Morgan Stanley since 1993. He assists clients with all aspects of their wealth management from portfolio construction to life planning. He has taught finance courses since 1998, and has won multiple teaching-excellence awards. He received an MBA in finance.

Textbooks for this course:

There are no required textbooks; however, some fee-based online readings may be assigned.