4.9
Quality2.6
Difficulty100%
Would Retake90
Reviews100%
Would Retake
90
Reviews
Rating DistributionOfficial
5
81
4
9
3
0
2
0
1
0
What Students Say
“BUS 195 content will be greatly helpful to most families and individuals as well so highly recommend everyone to take this course”
BUS195 - 5.0 rating“Professor Carrasquilla is an outstanding lecturer who has the ability to teach a complex subject matter with clarity”
BUS195 - 5.0 ratingClass Info
Online Classes
100%
Attendance Mandatory
57%
Textbook Required
38%
Grade Predictor
Your expected effort level
Predicted Grade
A+
Grade Distribution
Common Tags
Rating Trend
Stable
+0.05 avg changeRatings by Course
BUS120
5.0
(2)SCSBUS195
5.0
(2)BUS204
5.0
(1)BUS195
4.9
(85)Difficulty by Course
BUS120
3.0
BUS204
3.0
BUS195
2.6
SCSBUS195
2.0
Reviews (90)
Carrasquilla has a wonderful approach to teaching. It was a great course! He was very good at applying concepts to everyday life. I would highly recommend him.
Very well designed course that covers a lot for only 5 classes. Really should be mandatory of all college grads for their successful life planning. Everyone will get something different out of this course and if you want more depth than one particular topic covers, Kurt seems to be quite generous with his time to spend with you after class.
Prof. Carrasquilla was very approachable and would stay after class until all questions were answered. I would highly recommend taking his course to anyone looking to understand personal finance/investments.
Very good lecturer. Good material, good presentation. I highly recommend for anyone who wants to understand better their financial questions.
Though only 5 sessions long, this course provided a thorough overview the various aspects of managing wealth, from increasing it through various investments, to protecting it from high fees and unnecessary taxes, to dispensing it to family and charity. PowerPoints were also received well before class and lectures followed them scrupulously.
To tell the truth, I enjoyed Kurt's lectures very much. He is an experienced professional as well as an excellent teacher who is patient and practice-oriented. He definitely knows how to clearly interpret complicated financial things to our ordinary people in a plain and interesting way. This course is very useful, helpful, and rewarding:D~
Quite a useful class. The teacher is very professional and regard the class seriously.
It's a clear,helpful and well organized class.
Super proficient in his knowledge of subject. Open to QnA, just jump right in. Would take again.
Great class! Professor Carrasquilla was very knowledgeable and clearly communicated the subject matter. I highly recommend this class.
I took Essentials in Wealth Management at Stanford with Professor Carrasquilla. The class was a great overview of all things we should be doing for our financial house. Professor Carrasquilla presents the material in a straightforward manner, and is extremely knowledgeable. He has a perfect background for the valley finance, and is a great guy!
Prof Carrasquilla is an extremely competent and professional instructor and wealth manager. He explains concepts clearly and concisely and always more than willing to help. I really enjoyed his objective and ethical methods to the many subjects in this course. Certainly hope he is available for more classes at Stanford. Thanks for a terrific course
Well organized materials. No textbooks, just powerpoint presentations that he sends out a week early. It really helps to read the powerpoint before class and look up any definitions you don't know. Excellent overview of wealth management. The final (and only project) is essential for someone just getting started and needs that extra incentive.
Great overview class for wealth management. Creating an investment policy statement was great: it got me to think about an overall plan to use as a guide moving forward. Planning based on Values and goals is a good approach. Getting questions answered immediately was very helpful
Kurt has so much to offer. He is a very dedicated teacher with a deep knowledge of the subject and real-life experiences. I really enjoyed every and each lesson he taught.
The course is really interesting. I was motivated to learn a lot about wealth management after attending this course. Thanks a lot Kurt!
As a financial master back to my home country, tough I know all the concepts in the lecture, I really learnt a lot about the wealth management in the real US, like how important it is for each individuals.
Professor Carrasquilla has a wealth of knowledge that he can pass on to you. Wish I would have taken this course about 20 years ago, I believe it would have made a difference in what or how I invested. Everyone should take this course and if you have not been for a while take it again as a refresher.
I enjoyed classes of Kurt Carrasquilla. The approach to family and individual wealth management was rational and properly structured. The way of teaching was not only academical but practical. Kurt was always available after the class answering all the questions. This course helped me to reevaluate my approach to wealth, values and future planing.
Wealth Management with Prof Carrasquilla was one of my favorite lectures. His effective teaching methods helped students understand finance in a simple way. Great class if you want to be exposed to wealth management and dig deeper into finance.
Prof Carrasquilla is very knowledgable on the subject matter. But his structure and teaching style adds a lot of value to the subject and help grasp concepts easily and effectively. I gained a lot from the class and meaningful discussions with him during and after class.
The Professor is very nice and the class is interesting,I really enjoy it and benefit from the class a lot.
Professor Carrasquilla does an amazing job of connecting with the students. As a finance professional at Morgan Stanley, he has sceen all types of financal struggles and success. His experience coupled with exciting lectures gives students an opportunity to learn a wide variety of topics. Kurt is highly recommended!! Learned many great strategies.
Classes were well taught. Intructor was very responsive and offer slides which are inevaluable.
Kurt is very knowledgeable and dedicated to teaching. He was already very prepared for the classes and answering all the questions students asked during, after classes and even with emails.
He is an amazing professor. I learned so much and really enjoyed the class. He cares about getting to know his students and goes out of his way to help them. He is very prompt at replying the emails and explaining the topics. He knows so much about the subject and makes the material interesting and comprehensible. Can't wait to take another class.
Kurt is an outstanding professor and provides great information in all of his lectures. He is always prepared for every lecture and does a great job of providing the class with information before class starts. He does a great job of fielding questions and gives great responses with clarity in answering them. I will likely take future courses w him
Great professor, incredibly helpful to explain concepts. Very engaging presentations. Covered a ton of material in a very clear and understandable manner. Would definitely take classes from Kurt again!
It was a great overview class, I got a lot of information out of it, exactly what I was looking for.
Well structured class. We covered all course material in an efficient, clear and speedy manner. Comments and questions were encouraged and well integrated into the lecture. Great communication via email with regard to readings and homework assignments. Good balance between facts, explanations, market history and personal stories from the field.
Kurt delivered exceptional lectures based on real life experience. This course was a great benefit to me both on a personal finance level and a professional level.
Professor Carrasquilla is an outstanding lecturer who has the ability to teach a complex subject matter with clarity. His depth and breadth of knowledge was incredible and when challenged on specifics of data was professional, precise and accurate. He was always highly prepared & punctual. He is a role model for Stanford & the Banking industry.
The professor was very honest, direct, well-spoken and informative. He always made sure everyone question was answered. If a student had a question the professor would repeat the question prior to answering the question. This process brought the class together. Everyone felt part of the process. I think the professor is an asset to Stanford.
I found Kurt's class to be very valuable in my own financial planning. He is an excellent instructor. His lectures were very clear and well-organized, and he gave many real world examples. He would always answer and address questions from the class, and he made everyone feel involved.
Clear, but long lectures. A lot of information. Useful if you already have some basic financial knowledge.
I took Kurt's class, Essentials of Wealth Management, over the summer to learn more about managing my own wealth. Kurt was absolutely excellent. He teaches in a very clear manner and it is quite obvious that he is an expert on the subject. Kurt was able to keep everyone interested and engaged throughout his lectures. I would highly recommend him.
Kurt was great. You can tell he is extremely knowledgeable in the personal finance arena and has good real world experience. He has a lot of material that he covers over the course of the several weeks, but is very patient with students as they liked to ask a lot of questions during class. I'd take a class from him again!
Brilliant professor. I thoroughly enjoyed his course Essentials of Wealth Management at Stanford. I would recommend him to anyone looking to learn from an expert in that particular area of Finance!
I took his class to stop paying a fee to the investment firm I'm relying on and go DIY. Funny enough though, the course was so complete and crystal clear, I realized how overwhelming investing right can be, with all these options, tradeoffs, seasonalities, tax implications, etc etc. Therefore my takeaway was that the fees I'm paying are worth!
I took "Essentials of Wealth Management" at Stanford Continuing Studies this Summer. Kurt is an excellent instructor, a wonderful person and above all, a gem of a man. I was very sad when the course ended because it was such a wonderful learning experience. I will definitely sign up for any class that Kurt teaches. He is absolutely one of the best!
Professor Carrasquilla was great. He was very approachable and often reiterated that he was available outside of class if we had any questions for him. I would definitely recommend this class and am certainly glad I took it!
Kurt was a great professor. He was always there for any questions his students had before or after class. His lectures were both insightful and lively. I would definitely recommend this course to family and friends.
I thoroughly enjoyed professor Carrasquilla's class! He has a ton of experience in personal financial planning/wealth management and was able to transfer that in an easy-to-understand format in the matter of 5 weeks. He covered the most important aspects of financial planning and painted some really important big pictures.
Excellent class. Professor Carrasquilla was very engaging. I learned a lot and would strongly recommend him to anyone wishing to expand their knowledge in Wealth Management.
Kurt is an effective, engaging, and knowledgeable teacher. Through him I gained a very good general understanding of wealth management. In each class he incorporates his professional experience, which makes the subject matter easier to learn. I can confidently recommended him to any student who wants to learn about wealth management.
Kurt was good presenter and knows his material along with solid industry experience.
Great course and great professor. Would like to take more of Kurt's courses in the future.
After taking this class, there is a clear framework of wealth management tools in my mind. I strongly recommend this professor. In his class, I learn a lot!
I took Kurt's 5 week wealth management class in summer 2017 and loved it. Wealth management is obviously a broad topic, but he did a great job of distilling the information into 5 interesting lectures. He also helped me develop a sense of "vision" for my finances. I would recommend this class to anyone with low confidence managing their money.
Such a wonderful and rewarding class. I truly enjoyed his presentations and he made the concepts easier to understand. Highly recommend this professor and taking this excellent course!
Kurt is a clear teacher, helpful, and always ready to help. He really wants us to learn and is always being motivational.
Kurt is a very friendly professor to discuss openly with!
Professor Kurt is one of those teachers you will come to realize truly cares about his students well-being. He was helpful throughout the entire 5 week course, and I highly recommend taking a class with him.
Same after the course, I have sure that I will use the topics that I had been learn at class, on my work in Brazil. Kurt demonstrated a big knowledge about wealth management, market in a macroeconomics context, I have no doubt that was one of the best teachers for me. As a conclusion, kurt helped me to achieve my goals at 2017.
Kurt was a great teacher, he has so much knowledge about wealth management. He explained the material very well and tied it to concrete examples. Great class he kept the lectures interesting and made it fun and easy to participate.
I thoroughly enjoyed Kurt Carrasquilla's class ESSENTIALS OF WEALTH MANAGEMENT. I found his presentation of the more complex concepts to be amazingly simple. I'm certain that every member of our class gained a great deal from his expertise and teaching style!
Professor Kurt gave us not only an overall yet detailed guided tour through wealth management but also some inspirations thats I have never thought of before concerning finance. It is definitely a great course. Students can ask questions in the class and will get clear answers right away.
Overall, Professor Carrasquilla's Essentials of Wealth Management's class was inspirational, informational, and well organized. The one main thing that stood out in Professor Carrasquilla 's class is his caring and positive attitude in answering our questions. The handouts and emails were very helpful. Thank you for a wonderful class!
I will definitely take another course given by Kurt. His communication is very clear and understandable. He give the students chance to ask questions and does his best to explain it in a way that everyone understands. He gives us handouts to help us understand the course better and also he uses real life examples to put everything in perspective.
Kurt is amazing! He explains the different concepts of personal wealth really comprehensively and gave real-life examples. Also, he's available after class, allowing opportunities for individual conversations and questions!
Kurt was an excellent listener. This is often overlooked by professors as talented as himself. He listens to peoples questions and gives thoughtful responses. He uses clear language that is applicable to the audience and doesn't attempt to overwhelm them with his knowledge. Highly recommend the wealth management course taught by him.
He is super knowledgable and caring. He has the best presentation skill I've ever seen. Great interaction, great examples, great class material.
Professor Kurt is always very care about every student and always gives good feed back for our questions right away. And he and the text are very professional and very helpful for our wealth management. Specially how to care taxes and how risk or safe we taking to choice. Thank you so much.
Kurt's class gave a good overview of wealth management and gave me the high level tools to go do more. He was very accessible and gave good advice when asked.
Kurt is extremely knowledgable about investment, wealth management, and provided a very origranized approach, and platform, for developing effective wealth management strategies. He clearly enjoys teaching, and wants his students to do well. Hioghly recommend this short session summer class (SCS BUS 195)
Great teacher and amazing course!
Professor Carrasquilla did an excellent job conveying the components of Wealth Management in an easy to follow format. I appreciated hearing examples from his decades of experience in the field. Very engaging, and I would strongly recommend his course.
Kurt was a great professor, and covered so many timely topics. I thought the pace was excellent, and enjoyed getting a better understanding of what I need to be focusing on for my finances. Wish he was teaching more courses!
Great material and informative lectures. Caring with ensuring questions were answered. Patient with students.
I enjoyed my class and found the information to be very helpful. Kurt took to the time to explain concepts and answer any questions. He was also available after hours for additional questions or clarifications. I would happily take another class if taught by Kurt.
What I appreciated most about Kurt is that he was always ready to answer questions, and he never got frustrated by the questions asked. Online classes can sometimes feel impersonal, but Kurt was available during class as well as after hours for additional questions or clarifications. I would happily take another class taught by Kurt.
Highly recommend taking any course with Kurt. Kurt is really knowledgeable in the FA/CFP space and has a deep background in financial advising. His lectures are also extremely interesting and thought provoking, he does a great job answering questions your questions live or over email, and really gets you to engage throughout the class.
Kurt is great and I would hands-down take another class with him: (a) He is an expert + explains things easily (b) The course is well designed, material is easy to cover (c) He is patient with students' questions. Suggestions: - Share students' LinkedIns and emails. Allow opt-out. - In-class practical training e.g. build portfolio on Vanguard
Kurt does an amazing job of breaking down various financial concepts and making them relatable through anecdotes and through his extensive industry experience. His ability to answer questions on-demand and tie them back to the flow of the lecture helps cement the understanding of nuanced concepts.
Prof. Carrasquilla's Wealth Management course is very organized and informational. He covered a lot of ground in just a few weeks, but his lecture is very easy to follow and the suggestions he gave are practical and actionable. I I will definitely take more classes with Prof. Carrasquilla again in the future.
Professor Carrasquilla is highly informative and very motivating. He makes otherwise complex topics very easy to understand and is creates a very inspired environment. I highly recommend this class and this one of a kind professor!
Mr Carrasquilla is a patient instructor that cares about his students. BUS 195 content will be greatly helpful to most families and individuals as well so highly recommend everyone to take this course.
Taking it because i aspire to a career in wealth management. Kurt provided timely feedback on everything career related. The content itself could be a bit dry, but if you are invested in the topic you will pull through.
The professor is well-versed in his field, with thirty years of industry experience, which is highly valuable
Professor Kurt was well organized professor he always prepared enough and good lecture resources for his student. He always gave good and insightful answers and guideline when students (including me) asked questions during the class.
Class "Essentials of Wealth Management". The course provided me with a solid foundation in U.S. finance, making it ideal for anyone looking to understand the basics of the financial market and how to enter it. Prof. Carrasquilla is an excellent teacher, always ready to help and answer questions with his deep knowledge and experience.
The profressa manages the class very well. Takes all questions and does not allow the class to run over. Very respectful to all students and uses great examples to relate to the students.
Very clear and precise throughout his lectures
Kurt is an amazing teacher! His explanations are very clear and he's always open to outside-of-class discussion and support. He catered the topics so no matter what your level of familiarity with the contents is, there will be something interesting and new to learn. Would definitely take a class with him again!
I took 'Essentials of Wealth Management' over the summer, which is a short five week class. Kurt covered a lot of content in that time. The course was well organized and Kurt was great at taking questions and stayed at the end of class for people to follow up if they wanted. If he taught a follow-up class at some point I would take it.
Great course taught by a professional with loads of experience. Found a lot of overlap between this course and Bus 64 (taxes), and would choose Bus 195 with Kurt if you're on the fence between the two.
By difficult, I do not mean hard to understand or similar. It is the information presented and the challenge given for a grade that motivates me. The more difficult it is, the more challenging and motivational it is
I highly recommend Professor Carrasquilla. Not only does he have a wealth of industry knowledge, but he communicates the material clearly and with enthusiasm. In addition, he makes himself as available as possible for students with questions, and is patient and intentional to any student that struggles with concepts. He's a top professor.
Kurt is a very knowledgeable professor and lecturer with well-connected experiences that add more color to lectures.
Having Kurt as a professor in "Essentials of Wealth Management" has been an incredible experience. I've had the opportunity to learn a lot from him about both basic and more advanced personal finance, and Kurt has also supported me with my personal projects to create an investment fund. Highly recommended.
Class Info
Online Classes
100%
Attendance Mandatory
57%
Textbook Required
38%
Grade Predictor
Your expected effort level
Predicted Grade
A+
Grade Distribution
Common Tags
Rating Trend
Stable
+0.05 avg changeRatings by Course
BUS120
5.0
(2)SCSBUS195
5.0
(2)BUS204
5.0
(1)BUS195
4.9
(85)Difficulty by Course
BUS120
3.0
BUS204
3.0
BUS195
2.6
SCSBUS195
2.0