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BUS 195 — The Essentials of Wealth Management

Quarter: Summer
Day(s): Mondays
Course Format: Live Online (About Formats)
Duration: 5 weeks
Date(s): Jun 28—Aug 2
Time: 6:00—8:05 pm (PT)
Refund Deadline: Jun 30
Unit: 1
Tuition: $455
Instructor(s): Kurt Carrasquilla
Class Recording Available: No
Status: Registration opens May 17, 8:30 am (PT)
Please Note: No class on July 5
DOWNLOAD THE SYLLABUS » (subject to change)
Live Online(About Formats)
6:00—8:05 pm (PT)
Jun 28—Aug 2
5 weeks
Refund Date
Jun 30
1 Unit
Kurt Carrasquilla
Registration opens May 17, 8:30 am (PT)
Please Note: No class on July 5
DOWNLOAD THE SYLLABUS » (subject to change)
Wealth management is much more than just investment advice. It encompasses all parts of our financial life, focusing on current and future needs. Whether you accomplish this on your own, with the assistance of professionals, or using a combination of the two, it’s important to possess the confidence and knowledge to navigate through this complex maze.

In just the past two decades, we have witnessed the tech bubble (2000), the financial crisis (2007), and now the pandemic. When markets are moving up, there understandably can be less emphasis on planning. However, as we know, markets do not always go up. It’s not uncommon for investors to question their overall wealth plan during these downturns. Worried that our net worth could fluctuate, we tend to focus more on our finances—estate planning, investment allocation, tax modeling, and philanthropic strategies. This course is tailored for those who want a clearer understanding of how their personal finances work, but are feeling confused or overwhelmed about where to begin.

We will address the core wealth management concepts: goal-setting, customizing an investment policy statement, cash flow modeling, risk assessment, liability management, the pulls of behavioral finance on decision-making, alternative investments, equity and fixed income analysis, benchmarking, employee benefits, basic option strategies, and retirement planning. Students will leave this course with a foundation in wealth management to help guide their financial future.

Senior Vice President, Wealth Management, Morgan Stanley

Kurt Carrasquilla assists clients with all aspects of their wealth management. He has been at Morgan Stanley since 1993, has taught finance courses since 1998, and has received multiple teaching-excellence awards. Carrasquilla received an MBA in finance from Golden Gate University.

Textbooks for this course:

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