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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 20—Jul 25
Time: 6:00—8:20 pm (PT)
Refund Deadline: Jun 22
Unit: 1
Tuition: $490
Instructor(s): Kurt Carrasquilla
Class Recording Available: No
Status: Open
Please Note: No class on July 4
DOWNLOAD THE SYLLABUS » (subject to change)
Live Online(About Formats)
6:00—8:20 pm (PT)
Jun 20—Jul 25
5 weeks
Refund Date
Jun 22
1 Unit
Kurt Carrasquilla
Please Note: No class on July 4
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 and might be 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. This course can be useful for anyone interested in gaining a foundation in wealth management that will help guide your financial future.

Senior Vice President, Morgan Stanley

Kurt Carrasquilla initially worked in corporate finance for a Kleiner Perkins–funded tech company that went public and has been with 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 received 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.