Great class. Kurt is a very energetic instructor and extremely helpful.

Kurt did a great job of covering lots of material in a short period of time and keeping it interesting and entertaining. Lots of real life examples, He is an excellent instructor and is very knowledgeable. A very enjoyable class overall.

This was an absolutely fantastic class. It was interesting, well taught, and easy to follow if you keep up with the reading. The assignments were fair and useful, and I left feeling like I had really gotten a handle on this field. Kurt is a excellent professor, the best I've come across at UCBE! I can't recommend him enough!

Kurt is a great teacher. He is extremely helpful and is always available for advice.His clarity is unquestionable and his lectures are interactive and fast-paced.I would recommend Kurt to anyone interested in a Finance or Investment class.

Kurt is a great professor. His class is well organized and he has a way of explaining even the most complex concept in a clear format so you can understand it right away. He makes the class fun and possible even if you don't have a financial background. I can't recommend him enough.

Covers a lot of material in 10 weeks. Demanding but fair. Very responsive to student questions both in class and via email. Lots of fun, too.

Kurt is a great professor! He covers a lot in class, but he makes it fun, listens and is super patient with everyone. He is highly regarded by all of his students and a great professor all around.

This is a great class!

Kurt is a fabulous teacher! He is very knowledgeable and clearly communicates the subject matter.

The course is interactive, intuitive, & intriguing--providing the critical tools needed to succeed as an investor. I got knowledge that strengthened my investing. The instructor brought his personalized experience to the class with a great personality. Extremely helpful, timely, & practical. I was challenged. Great learning! Exceeded expectation!!!

Kurt does a great job of navigating the class through complex investment concepts in a thoughtful manner. He is patient with questions and more than willing to help students during the day while he tends to his day job. If he were to teach another investment class, I would be eager to take it knowing I would gain alot from his teaching.

Kurt is a fabulous teacher! He knows the course material inside and out, and is able to expalin very complex topics in a way that makes them comprehensible and applicable to real life situations. He is extremely approachable and never makes students feel like they are asking dumb questions. He was easy to contact despite not having office hours.

Kurt Carrasquilla by far has been the most effective professor in the program. He creates a fun learning environment where everyone participates. He has a great ability to simplify complex material so everyone at all levels can fully understand. I highly recommend him as a professor for people who really want to learn!

Kurt was a great teacher. He was always on topic and sharp in presentation of his information. The additional exercises (outside of text material) was useful and allowed us to use our new skills in real world situations.

Kurt was a very organized and engaging professor. Though the class was quite large, he always had everyone's attention. He was very thorough and demanding, though not unreasonable. He was easily approachable and always available to the students.

Kurt was fabulous. He was personable, approachable, available, intelligent, patient (even with those annoying opinionated classmates). Best instructor I've had in ages! The class was structured and organized. Knew exactly what to expect and when. Refreshing! The material was relevant and easy to understand. Great experience! Highly recommended! A++

Great teacher - very knowledgeable, friendly and organized. Makes a tough subject a whole lot more accessible and enjoyable.

Kurts class was wonderful. He is very patient, very responsive to questions and makes the expectations of class deliverables crystal clear. Subject matter can be hard, but Kurt presents it in a very friendly way. Bravo Kurt, great class.

Best teacher I had at UCB Extension. Very structured and organized. Defined clear expectations. I wish all the teachers for the CFP program were as good as Kurt. Top-notch level.

I enjoyed Kurt's class very much. There was a lot of information to cover like any other class that is condensed to a few meetings. Despite this Kurt is so organized that he was able to cover all topics with sufficient detail to give someone without much knowledge on the subject a very good overview. I would highly recommend Kurt as a teacher!

Kurt, Thanks for making this an interesting class!

Kurt teaches an enjoyable and interesting class. He is knowledgeable, approachable, and interacts well with students.

Kurt is a top notch instructor. He is extremely knowledgeable on the subject and taught in a way that made it very easy to learn.

Kurt is a wonderful and enthusiatic teacher. He presents the university and his profeesion extremely well. His classes were very well organized and lectures very informative. He provided easy access for students to contact him. In his classes he promoted group projects and active student participation

Kurt is a very knowledgeable and dedicated professor. He spends extra energy and time to make sure that all students are on track. I highly recommend taking the investments class.

Kurt's strength is his ability to choose selections from the text that are appropriate for the variety of students in the class and then to explain clearly that exactly these sections, equations, and terms will be on the tests. He doesn't overload you with work yet it is difficult enough so that you are gratified when you do well. Very good prof!

Kurt's teaching style made this class really fun. He used a variety of teaching methods (lecture, small group, class discussion, etc) to make the material seem very relevant and interesting to his students. I'm going to miss being in the class!

Kurt is very knowledgeable about the subject matter & clearly passionate about his field. However, what differentiates him is that he's a natural teacher. Kurt guided us through a subject that was intense & intimidating; he challenged us without breaking us.

Kurt really made the material come alive by using a variety of teaching methods (small group case studies, lecture, class discussion) and by relating the material to real-life situations. He's very organized in how he presents the material and he has a great presentation style. I'll miss the Tuesday night current event discussions!

Kurt takes a very difficult topic and makes it easy to understand by giving very clear parameters of relevant sections of the textbook, in-class group activity, anecdotes from the real world and encouraging students with relevant professional experience to share their opinions.

Kurt is a seasoned security industry expert. He takes a complex subject and makes it fun for someone who has never owned a stock or a bond, to even the most seasoned trader. Once you have completed Kurt?s class you will come away with practical day-to-day knowledge that you can apply immediately and take the CFP exam.

He provides practical exercises to reinforce concepts. He gives a very clear picture of the topic and makes the complex topics easy to understand.

Kurt is really approachable and smart. His tales of how to deal with different situations one encounters with clients are really insightful.

I learned so much in Kurt's class. The subject matter has always been intimidating to me but he breaks it down so easily, that I learned it so quickly. He is extremely supportive and knowledgeable too. Everything that you would want in an instructor.

GIVING COMPANY DATA TO DISCUSS THE INVESTMENT CRITERIA GIVES MORE CONFIDENCE TOWARDS LEARNING THE SUBJECT. HE IS ALWAYS CLEAR AND PRECISE WHILE EXPLAINING THE CONCEPTS. EXCELLENT WAY OF TEACHING.

Kurt was very willing to work for and with me throughout the course. His patience is unrivaled and he does not hesitate to bend over backwards. He is very considerate and the dedication to his profession and is admirable.

Kurt is organized, clear, fair, encouraging, helpful, and nice. He knows what he's doing and brings a fabulous and practical real world aspect to the course. Kurt makes the class interesting and fun. He prepared us well for papers and exams--no frustrating surprises. Highest ratings all around.

Kurt is passionate about investments and committed to helping his students as they learn and grow within the class. I particularly enjoy Kurt's teaching methods which foster a sense of group dialogue when discussing the subject matter. He is an excellent teacher.

Being an advertising professional, I joined this class with a minimal understanding of the material. Kurt was very clear and helpful with the material as well as accommodating with my busy schedule. Kurt is a professor I would highly recommend to anyone interested in an investments course.

Kurt Carrasquilla expertly presents building block investment topics in a way highly suited to financial planning generalist. He is highly attuned to practical decisions by practitioners and their clients, with sense of what it takes to make money, while strictly observing high ethical standards and regulations. Engaging, responsive, prepared.

Kurt was a pleasure to have for the Investment planning course. He was able to explain complicated subjects in understandable terms. The weekly class assignments strongly reinforced the materials taught. If you pay attention in class and ask questions, you will do fine in Kurt's classes. Overall, a great professor to have at UCBX.

Kurt is an extremely knowledgeable and patient instructor to have. He did a great job of navigating class discussion to an audience of wide and varied educational and professional background. His lecture was straightforward and well prepared. Class discussion was insightful and helpful for understanding content. I highly recommend Kurt!!!

Kurt is exceptionally pleasant, approachable, and dedicated to his topic. Of the six courses I've taken in the Financial Planning program, this was the easiest--partly because he made his expectations so clear and provided good guidance in what to study.

Being an international student whose major wasn?t Biz, I joined this class with a minimal understanding Kurt was extremely well prepared for each class and offered me great support and encouragement! His class discussion was also helping me to understand investment. I would highly recommend Kurt to anyone interested in an investments course.

I read Kurt's reviews before taking the class, and I'll confirm that he's a great teacher. I don't work in the financial industry, so I was a little worried at first about the scope and complexity of the material covered. But Kurt presented it in a cogent, clear manner so that it was easy to grasp the concepts and practical applications.

I took Kurts class this last semester. I've been in the brokerage industry for many years and thought this would be a piece of cake. It wasn't.. but it was not "hard" either. He really makes you see the big picture when dealing with people's money/ portfolios. He makes you think and gives you the tools you need to be a good in your profession

Investments in Personal Financial Planning, just finished the course 3/10/11, was extremely helpful and friendly.

Excellent Instructor

Kurt was well prepared, passion about the subject, always available, supportive and brought in current issues. Kurt creates a professional and supportive class environment that dominates his program. He's works hard to bring out the best in his students. I highly recommend a class when Kurt is the instructor.

Great prof. He was interested in the course and made it interesting to learn more.

class: investments in personal finance. i am a nonfinancial person, so the class was challenging, but in a good way, and i learned a lot. kurt was good at applying concepts to everyday life, and mixed up the format to keep it interesting.

Kurt was always very well prepared, helpful and has a way of breaking down complex concepts and making them easy to understand. It was a joy to be in his class.

Kurt was a wonderful professor! I learned so much in his class and now feel so much more confident in the finance industry! He was always kind, helpful, professional and personable.

I just completed the fall Investments in Personal Financial Planning with Kurt. He does an excellent job of teaching the concepts of personal financial planning while also pulling in stories to keep it interesting and relevant to the students. He is an encyclopedia of investing knowledge and knew the answer to every question we posed.

I Just completed the fall Investments in Personal Financial Planning, and I can say that Kurt is a a great teacher. He is very knowledgeable and is able to relate the class to current market situations. I would recommend taking a class with Kurt. I will be a great investment of both your time and money!!

What an enjoyable and informational class. I really appreciated Kurt's organization and good nature. It seems that good teaching is very important to him, and this makes a huge positive impact on the student experience.

Kurt is a fantastic teacher. Subject matter is taught in a clear and understandable way. Discussion of current events ties everything together and allows students to interact with eachother. Highly recommend this class in general and Kurt specifically as the instructor.

Great teacher and makes class very interesting with current events. Would definitely recommend him!

The class was a very enjoyable learning experience. Kurt made a difficult subject much easier to understand. His lectures and materials were very easy to follow. The current event discussion sessions were very helpfu. He often injected real life examples into his lectures, which made the learning much interesting. I highly recommend it.

Kurt is very clear in his expectations for his students. You know what you need to do to earn an A. He is also very clear on the assignments and going over homework questions and study material. Of the three courses I have taken to date toward my CFP, Kurt's was clearly the best teacher.

The instructor is knowledgeable, has a well-organized syllabus and conducts classes covering an extensive amount of material. During each class time is given for discussion, homework correction, lecture and group activities supporting the assigned topics. Tests are relevant.I recommend this friendly, approachable instructor without reservation.

Kurt is a very knowledgeable, fair, well paced and patient teacher. He keeps the class interested in the topics by using different forums to relay the material, i.e.,lecture, group discussions, current events. He also relates the material back to work examples so you can see how the material fit into the big picture. Best teacher I've taken at UC!

I thought Kurt was tough but fair, very encouraging, and would take any course he taught if I could make it work with my schedule.

Kurt's Investments in PFP class came highly recommended, and I have to say that both he and the course lived up to the recommendation! Extremely knowledgeable, helpful, flexible, personable, and accessible. I would absolutely recommend this course to others.

Kurt is an extremely knowledgeable person. He is tough but very fair, patient and very organized. I learnt a lot from the current events, group discussions, class presentations and the homework problems he assigned.Really enjoyed his teaching style! I would highly recommend Kurt and he is one of the best professors at UC Berkeley Ext!

Carrasquilla's class was one the best I've taken at UCB to date. He is approachable and goes out of the way to help students. His class is extremely well organized and structured from week 1 through 10 - course materials & expectations are clearly identified. Great learning experience. I strongly recommend Carrasquilla's Investment class.

Investments Class, required class for the Professional Sequence in Personal Financial Planning at UC Berkeley Extension. If you don't read the text book you will find it hard to follow the lectures, but Kurt is always available for questions. Kurt provides the lecture slides before the lecture so you can see what he emphasizes from the reading.

The course has its academic challenges but Kurt will guide students along the way. Kurt sets the gold standard of excellence in teaching. His passion and commitment to teaching and genuine concern for students sets him apart. An all-time favorite Instructor of many students. He is one of the nicest person you will ever meet.

This was a challenging yet very interesting course. Kurt was a great teacher and was super responsive to all questions. The class was very interactive which really helped me learn the material and apply it in a practical manner. I would absolutely recommend this course to anyone wanting to learn about investments.

Exceptional teacher with an abundance of knowledge. He uses large group, small group and current event discussions to complement his lectures. On top of it all, he is a compassionate person who will support your learning curve.

Kurt is the best instructor I have had at UCB. He is knowledgeable and passionate about the material and his profession. The lectures, handouts, and class discussions are topical, interesting and directly linked to the exams.

This was a great course. It was a good mixture of lecture, current events, group work and presentations. Kurt was also very enthusiastic about the subject matter which is always extremely helpful.

Kurt has a wonderful approach to teaching. I thought he did a great job of balancing lecture, discussion, and group projects. Unlike other classes I've taken, his lecture slides and group activities were well thought-out and interesting. He is able to apply a wealth of real-world experience and always kept class discussion and lecture on topic.

Kurt is an amazing and knowledgeable instructor, by far the best in the program! He is genuinely invested in the students and a willing resource when called upon. He presents all material in a well thought out structure and clearly articulates the expectations for the class.

Solid

Investments in PFP with Kurt probably set my expectations too high for future PFP classes. I especially appreciated how tightly organized it was - each session was engaging and efficient, with excellent lectures and group work. The HW & tests were challenging, but very straightforward and logically connected to the course. Best class in PFP!

Kurt has the gift of teaching. He is prepared, knowledgeable, a good listener and genuinely cares about students and learning. I was impressed as to how much importance he places on the ethics of investing and educating clients. He models being a CFP extremely well.

Kurt is very knowledgable and generous with his time to help students out. I appreciated his preparedness for each class and his focus. Definitely recommended.

Kurt is an excellent investments teacher. Well organized, uses class time wisely. Very effective teaching methods. Uses relevant grp exercises & class project. Very responsive & motivating. Took the class for personal interest, now exploring PFP as 2nd career due to very positive class experience. I highly recommend Kurt.

Outstanding instructor -- clear, patient, and a great listener. He made a 3 hour night class go by fast -- a very difficult task considering most of the students were coming straight from a long work day. I came in with minimal knowledge on the subject matter, and left eager to invest more and gain more experience in the field. Highly recommended.

Kurt was exemplary and extremely personable! He was punctual, well prepared and organized. The course syllabus and expectations were clearly communicated. He was available before, during, after and outside of class. While the Investment concepts are generally digestible, pay VERY close attention to the formulas, memorize and practice them!!!

Great instructor with very clear expectations. Kurt is organized, well spoken, and approachable. I recommend this class for those both in and out of the industry.

Kurt is very professional and organized. He brings extensive industry experience to the classroom. He utilizes a mix of lectures, in-class projects, outside projects, and current event discussions to cover topics. Tests and grading are fair. He stimulated my interest in investing. Overall I rate Kurt exceptional as an instructor.

Kurt is an excellent teacher. He knows his stuff and it very student-focused. He is very accessible outside of class for questions. I highly recommend Kurt.

Investment in PFP. What a great professor and a great class! After going through many organizations including UC Berkeley and Biotechnology companies I can say with authority that Kurt is an incredible communicator, an expert in his field an a great person. Many professors and leaders should take this class so they learn how to teach. Rare to find

Mr. Carasquilla is a great teacher. He used an advanced level textbook but made the subject understandable by focusing on specific parts of the text. The lectures were precisely tailored to the readings, homework, and exams. He covered a great deal of material very effectively. I highly recommend this instructor.

Kurt brought practical knowledge, investing expertise and personal enthusiasm. His teaching covered conceptual topics, real-life examples and thought-provoking insights that challenged us to think for ourselves. I felt that he prepared us for what's to come for both the CFP exam but also in dealing with clients as CFPs. Thank you, Kurt!

This is not an "easy" class. The exams require the use of many formulas to compute various investment principals. Kurt is very structured & organized. Grading expectations are made absolutely clear, which I appreciated. It is clear from the lectures that Kurt is very knowledgable in the subject matter. Overall, a great class.

Excellent quality

Kurt is an excellent instructor. He has both theoretical and practical knowledge of the subject matter. Kurt has a unique ability to make difficult subjects easier to understand. Kurt takes a wholistic approach to teahcing, with the use of the textbook, lectures, short case studies, and the class project.

I have to say, I enjoyed this class very much and because of it am inspired to continue with the finance series. It was organized in such a thoughtful way and I learned so much more than I had anticipated.

Very knowledgable, experienced and insightful. Highly recommended.

Great introuductory class for those who want to know about the market,very organized lecture materials which keep concepts clear,breakout sessions were helpful to apply theories to real life case studies, learned how to analze invesments and understand necessary vocabulary and principles exactly what the course description said

The prof is organized, timely and he respects his students. He responded to our questions with great consideration and care Additionally, he brought together the textbook material, current events and case studies. It was a challenging class, but thoughtful and well considered. I left the class inspired. Not too many teachers can do that.

Kurt is a very good teacher. He makes the materials interesting with real life examples. He is also very patient and approachable. He makes very clear what is expected of you in order to do well in his exams.

Kurt is the best instructor I have had so far in the extension program so far. His class is interesting because he uses variety of teaching methods (current events, small case studies, lectures). He is very organized and presents subjects very well.

Kurt is a great teacher. Class is well structured; lecture, discussion, small group work and a project. Highly recommend.

This is a fantastic class! Kurt kept the classes interesting with great lectures, interactive discussions about current events and small group work. The project and tests reinforced everything we learned in class. I would highly recommend this class to anyone interested in investments.

Kurt's Investments Class for the PFP program is the best in the series. The class is well structured, organized, and relevant. He covers a great deal of material and does it thoughtfully and effectively. Kurt is very knowledgeable and has a great disposition. I can confidently recommend him as an exceptional instructor.

Kurt's class is very well structured and easy to understand. The tests require only minimum study to pass. I only had time to review the powerpoint, did homework, (I didn't have time to read textbook at all) and i got an A-. If you can commit a little bit more time on studying, of course you can do better than I did!

Kurt is a gifted instructor. He is an exceptional speaker,highly organized and brings relevant professional experiences to his lectures. Class was a good mix of lecture, group projects and current events.

Kurt's Investing class is an insightful class to take. There's a lot of material to cover, yet, with Kurt's well managed time and organization, we were on schedule. His input on the practical aspect of investing is priceless. Learned a lot and can invest better now and better equip to navigate the ups and downs of the financial world.

Kurt's an exceptional instructor who combined lecture, current events & group discussion along with his years of experience into a well organized learning experience. I don't have a finance background & I left wanting to learn more each night. I love my job in Corporate Real Estate & this class increased my interest in this industry & the CFP exam.

Kurt has a special talent in keeping his students engaged for the 3 hour weekly class. His use of lecture, small group discussions, and real life applications helped us understand the material. The group project was invaluable in putting all the investment concepts together. Great class for CFP preparation or to learn about investments.

Kurt is an excellent instructor. You will be tested straight from the course slides and homework. The required reading is overwhelming and you will not be tested on most of the material in the reading. Go to class, do homework and read materials that corresponds to both.

I took this class for personal edification reasons and it was well worth the money/time spent because it forced me to learn a topic that typically bores me to tears. Kurt does an excellent job of making material that was previously intimidating to me approachable, engaging and easy-to-understand. (Hint: Study his exam tips!)

I truly enjoyed the class, especially Kurt's teaching style, practical approach to the topics, and insights on building lasting client relationships. He provides guidance on the content that is important to know professionally, and on what will be tested. He is enthusiastic, encourages class participation and is responsive to questions.

I enjoyed the Essentials of Investment class.Professor Kurt's teaching style, practical approach and in depth knowledge about the subject really help me understand the subject. This is the only class so far in PFP series that is full use of time and money.

Kurt makes this class very interesting. He shares his personal experience, which is really relevant and helpful. Exams are pretty difficult but if you make good notes and do all homework problems, you will be fine. He gives you a list of topics before each exam. He is really good! I would recommend him.

Kurt was great at sharing his own experiences as it relates to investments. He is kind, understanding, and willing to help. I learned a lot in Kurt's class.

Kurt is an amazing instructor with a profound knowledge on the subject. He interacts with the class during lectures by giving students a change to share their experiences on the topic at hand. Even if you are not in the financial industry, the examples and personal stories he shares makes it easy to understand and relate to.

Great professor. Very knowledgeable in the field.

Kurt is one of the best professors I have ever had the pleasure of learning from. His industry experience is second to none. I have had mixed results with part time professors, but Kurt completely eradicated this previously held stereotype. His passion for the financial planning and investments industry is evident in all that he does!

Kurt is very knowledgeable on Investments, both as Professor and as Practitioner, and imparts this knowledge clearly. His classes are lively and interspersed with relevant client experiences and current events. Kurt is very organized and accessible, addressing all queries willingly and promptly. By far the best Financial Planning class!

Excellent lecturer. Real-life application of the subject matter.

Kurt is a great professor! Very fair, respectful and supportive. He has great real-life professional anecdotes which make the class more interesting. I would recommend him to anyone interested in the Investments class.

Kurt is a wonderful, understanding, and fair professor. He offers real world context to subject level lessons while conveying a passion and sincere interest in helping his students. I've had a great learning experience with him and totally recommend his classes.

I'm new to the field of financial planning and Kurt paved the way to understanding the basics of investment alternatives. He has a wealth of practical knowledge that he draws upon during the lectures to clarify concepts. Kurt keeps it light, but expects you to engage and contribute. Your effort in this class will be rewarded.

Great teacher - worth the night classes!

Kurt's class is definitely not easy, but it is super helpful in the arena of financial planning. His lectures are organized and clear, filled with great and funny real life examples. He is also one of the most efficient teachers I know - will get your grade right away and respond to emails very quickly.

Kurt is a very good instructor and has great knowledge in the field of personal finance and investment. He was able to take difficult topics and distills them into understandable terms. A good lecturer and communicator - he was able to captivate the attention of the class for over 3-hours in each session. It was an enjoyable experience!

Kurt has a wealth of experience that he shares liberally. He balanced the technical elements with real-life scenarios to be expected in the field very well. Almost all the material was relevant and the textbook was very good. It was challenging but not painful. Really enjoyed this class.

Kurt is one of the best professors I've had in a long time. He made the class go by quickly and the breakout sessions were current, practical applications of the material. His real-life stories also clearly illustrated how a concept would work in real life. Kurt is also also very aritculate, knowledgeable, and knows how to manage classroom time

The format of Kurt's class and lectures were excellent and helpful for learning the material. It's refreshing to have an instructor who is both informed and experienced on the subject but also able to teach it to the class is in a way that is conducive to actually learning the information.

I thought I already knew a lot about investments but I learned a lot in this class. The lectures were dynamic and interesting and the project with my classmate a valuable experience. Great class, great professor.

He's passionate about teaching his investments class and he brings practical real-world experience to his lectures (works as a Financial Advisor at Morgan Stanley). Also, he's crystal clear in what you need to do to succeed in his class, which I always find helpful. I'd recommend his class to finance and non-finance people alike.

Responsibilities and grading criteria are crystal clear. NO curveballs - what you cover in class is what you are responsible to know. Classes are engaging which is saying something for a 630-930pm course schedule. Great Prof.

Kurt's introduction to Investment course at UC Berkeley is well organized for students to succeed. The quarter long course weave through Investment principles and applications very succinctly. I would highly recommend the course to students that need more than textbook knowledge.

Kurt is very clear about what's expected in class. He is very well prepared and lectures really expand on the concepts introduced in the book. Lots of good real-world experience linked up to the concepts in the book. We didn't cover all the concepts in the text, but it's only a 10-week class.

Kurt models a course structures for professionals and armatures looking for insight into the world of investments. If you take the course be prepared to enjoy the material presentation and classroom culture. A ten week experience I would highly recommend.

I work full time so I was concerned that I would drift off and not pay full attention during lectures. I couldn't have been more wrong. Even after a long work day I was fully engaged during all class lectures. I learned a lot in class but feel I have so much more to learn from Kurt. It's really a class that I would consider taking again.

I felt Kurt did a wonderful job presenting and explaining the information. I appreciate that he focused on the material that we were truly tested on and will need to know for this career versus just having to read the entire text book. He is very supportive of people who work full-time and the extra challenges that brings.

Interesting lectures with current events. Lets you know exactly what is expected of you on the midterm & final. Great teacher overall!!

Class lectures were well organized and understandable. All class slides are emailed to students so you have the presentations. Students are expected to know what was covered in class, not the entire 743 pages of the textbook, although you do need the textbook to learn the concepts. Homework problems are relevant and does not take long to do.

I thoroughly appreciated the way Kurt taught from personal experience and brought to life the material in the context of actually working with clients. The current events, in class discussions, and final project all added richness to our learning. Kurt is brilliant but was always available to answer even basic questions with kindness and aplomb.

Investments was a very worthwhile and interesting class. Kurt makes the class time pass quickly by engaging students in discussion of current events and short, group projects in class, and he brings his real world experience to class. The term project to prepare a recommendation on an individual stock was fun and a great learning experience.

The class material was hard for me, but Kurt Carrasquilla broke it down well and made the material interesting. If I take another class, I will check to see if Kurt teaches it.

Kurt sets clear expectations about what each student needs to do to successfully complete the class. He brings a lot of direct experience to his presentation of material. The topic is very dense and getting through it all in a short period of time requires focus and hard work. Kurt's coverage of the topic is thorough. Class activities are fun.

Fast paced lectures. Very knowledgeable on investments. Expects students to work.

If you work hard in Kurt's class, you'll do well and walk away having learned a great deal. Definitely recommend taking his class. He makes the material relatable and useful.

quite clear, enjoyed current events every week, provided a lot of information, clear expectations, and a good guy.

Well-organized class, very little time wasted, detailed feedback to assignments and presentations

Kurt's a great professor! He's got a great disposition in the class, always is ready to answer any questions you have. Down-tempo, friendly environment. Would take classes with Kurt again!

Kurt is a great teacher. His classes are engaging and interesting - a combination of lecture, current events, small group work, and homework problems. He expects participation and the tests are no joke, but if you show up for classes, he teaches you everything you need to know to be successful and get a good grade.

Kurt understands the applicable uses of the information he is teaching in real world work environment.

Really a great professor and class to spark interest into the CFP program

Kurt will teach you real-life practice in financial industry that you would never be able to learn in campus classes. He gives clarification of all the theories using real life examples and the break-out session in each class is super useful.

You will love the subject . He is a verey good communicator with a deep undurstanding of your need.

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!

I thoroughly enjoyed Kurt's Investment class as part of the PFP at Berkeley Extension. I would highly recommend Kurt as I learned a lot from the course content, but also from the way he taught it which was clear and concise. Kurt has many years of industry experiences that he incorporates in class which is highly valuable. Take his course!

An exceedingly friendly and approachable instructor. His teaching methodology is based on adult learning theory, which means that his classes are goal-oriented / collaborative. Class is focused on Investment Theory- a great way to understand the academic side of investing. Group exercises help analyze how to make investment decisions. Great class!

I heartily recommend Kurt as a professor. I learned a lot from him and I really enjoyed the class. Kurt made a real effort to make the class interesting, relevant and that it tied into current events.

Engaged, thoughtful, knowledgeable instruction.

Kurt is a knowledgeable professional and teacher. His classes are engaging and interactive. Course content is exactly what a financial professional can learn to become a better resource for their clients. Highly recommend you take his class if you get a chance!

Very well presented and is geared for the working professional. Kurt's lectures were clear and well presented. Class tends to be math heavy and you are expected to know the various formulas presented. Not an easy course by any means but not the hardest I have ever had. Book is dense and has a lot of information not an easy read but necessary.

Kurt was great at mixing up current events with course curriculum. This helped bring a fresh perspective to the lessons that we were learning in class. He also assigned homework that was most relevant to what we were learning. I didn't feel like any problems were over kill to the materials we were learning.

Kurt is very approachable, helpful, and great at making the class very engaging. I really appreciated that there is a strong emphasis on focusing on what is relevant from a practical standpoint, and valued Kurt's insights from his experience with clients a lot. I also really enjoyed the group project and personally learned a lot through it!

It was a good class. Really interesting. Kurt is a great professor. It's good to cross paths with someone that is really good at their craft.

Kurt is good at connecting course material to current, relevant topics that students should be familiar with for practical application. His course covered a ton of ground yet he covered all relevant aspects in concise and understandable format. I would recommend him to anyone who wants a good overview of Investing.

We covered a broad range of topics (some I had experience with and others not). Came away with solid understanding of bonds and options which was one of my goals. I also enjoyed the project and doing company research. The current events each week particularly the past two months were a good way to start each class.

Great instructor. Very knowledgable in the financial services industry and really encourages class discussion which creates a more engaging session.

Kurt was a great teacher and I really enjoyed taking his class. His coursework expectations were really straightforward and he was very knowledgeable on the subject matter. He explained the topics in a way that made them easily understandable. I would definitely take another class taught by Kurt.

I appreciate the feeling of knowing more about investments after the class. The professor was very open minded in listening different views from expert students and participation made the room rich and worth the time and price. I felt lucky to have had Kurt as my investments instructor.

This is one of the best classes in the program and the credit goes to Kurt. The class starts with current events and how that relates to a client's investments.

Great professor! I learned a lot and enjoyed the class. Kurt is also really good at answering questions and explaining the concepts- so don't be afraid to ask!

Kurt was a great teacher for fundamentals of investing. He has over 20 years experience in the field and he is passionate about it.

Without a finance education, its an absolute challenging class for me in so many different ways. The lectures were extremely organized and detailed while the materials were pertinent, practical and challenging. Kurt is a very patient and inspiring instructor and is knowledgeable and passionate about financial investment. Kurt made it fun to learn

This was a great class. The material was challenging yet taught in a way that was easy to understand. I found our instructor Kurt to be knowledgeable, thorough, and most importantly, he created an environment where it was okay to ask questions. I highly recommend taking Kurt's course, Investments in Personal Financial Planning.

Kurt taught us a wealth of Investments knowledge and created a range of ways to learn the material - through class readings, current event discussions, group exercises, a research paper and presentation. He went through each topic content and math problems in-depth to ensure understanding. Classes packed in a lot of info and were fast-flowing.

Kurt is very knowledgable about the subject and industry. He gave great personal stories and examples.

I highly recommend this class. Not only is Kurt immensely knowledgeable in all areas of investments, but he's able to break down the more complex concepts for students to easily learn. Being from the finance industry, I appreciate that Kurt is able to format the class in such a way that keeps everyone interested. The lectures are great!

I would definitely recommend this class to anyone looking to learn more about Investments. Kurt was a great instructor and I learned a lot from him.

Kurt is a great instructor who combines current event discussion, lecture, homework review and group discussion into each 3 hour class meeting, keeping it fast-moving, interesting and fun. He expects you to work, but is very fair and helpful. There is a group project also. I would definitely take any class he teaches. Class: BUS ADM X433.3 - 01

Kurt is an outstanding teacher. His Investments class moves pretty quickly, but as long as you ask questions Kurt is very good at framing things in an understandable manner. Also the case studies he uses do a great job of turning the textbook formulas into real life client experiences. I would highly suggest taking any class he teaches.

Kurt has a very engaging, approachable style that keeps energy levels up and kept me returning to class. His lectures are completely additive to (and in most cases, clearer than) the reading material-- he makes content relevant to real-world scenarios. I found the course appropriate for people without a finance background, who are transitioning.

This professor has been in the industry a very long time and knows his stuff. It shows clearly in his teaching. Though extremely knowledgeable, he's also very approachable and respectful. He's the right balance of technical knowledge and practical application.

Kurt is a great instructor. Each of his classes includes a current events discussion, a lecture, and a group breakout in which we analyze different case studies. He's very passionate about investments, and is always happy to answer questions, speak from his experience in the industry, and do what he can to help his students succeed.

Great teacher

Prof Kurt is a good Professor to take if you want to learn. He cares about his student and is will to explain further if you do not fully understand the lecture.

Accessible via email

Kurt is a great instructor and guy. Very knowledgeable, looks at material from all perspectives, and is spot on when fielding questions. Learned a lot and definitely would recommend if you have the opportunity to take this class.

Good overview of the subject. Kurt was able to clearly explain concepts and answer related questions.

Professor's expectations were clear and straightforward - something I really appreciated. His examples to bring subject matter into the real world were very helpful.

The teacher has real world experience for those entering the investment advisor space. He appropriately focuses both on financial investments and on communicating these to an prospective or existing client. Real world breakout sessions teach the art of exploring investment options for both fit and confort by clients.

Kurt is an amazing teacher. His lectures relate to a broad spectrum of budding advisers and planners, regardless of experience. Extremely accessible w/ a huge knowledge base. He's very engaging and his use of real-world examples with a tilt towards how to interact with clients and prospects were helpful. Would take any of his classes again. A+

Kurt was a great instructor. He was prepared for class and had material to go through within the class time. I felt Kurt always made the student felt heard and listened carefully while answering student questions. Kurt has many years of experience and was always able to provide anecdotal stories of course material. It made the topics feel real.

Professor Carrasquilla is an entertaining educator with a strong wealth management background. His passion about his work truly shows in the classroom with tons of anecdotal examples. Highly accessible with a wealth of theoretical and practical knowledge, I would highly recommend taking his course!

Kurt has decades of experience in the investment management field, and it shows. One of the most practical and beneficial finance courses Ive ever taken. Cool to get insights from a investment professional. Highly recommend!!!

Kurt has a lot of great examples and real world scenarios that engage the class and push the subject forward. He's very knowledgeable and an excellent instructor

You'll enjoy this class. Kurt is a very engaging speaker whose day job is a real-life investment advisor. His classes move along quickly, he explains the material very well, and he clearly signals what's important to know for the tests. His in-class exercises are fun and he supplements the material with anecdotes from the real world.

Kurt is one of the best professors I have ever had. He is extremely knowledgeable and has a true gift of teaching complex content to students of all backgrounds/levels. He has a great mix of interesting lectures, discussion of current events, take home reading/homework and group case-study work with field application. His passion is evident.

Fantastic Professor! He really knows his trade, provides great feedback and overall is a great instructor. Kurt really knows how to make complex matters simple to understand and apply. I would take any of his classes again.

Great course! Kurt is able to make concepts avout investing very easy to understand. I learnt a lot! Would definitely take another class with Kurt Carrasquilla.

Professor Carrasquilla is an amazing professor. He is readily available outside of class to answer any questions you have and seems to genuinely enjoy the subject matter and teaching it to you. He is incredibly knowledgeable but is very patient reviewing concepts you don't understand. I would highly recommend his class.

BUS ADM X433.3 020 Investments in personal financial planning: general principles and methods. Kurt was one of the best teachers i had in the CFP course. I would deff recommend his class.

Kurt is very knowledgeable and made every minute of the class interesting and interactive. I definite learned a lot and the class agenda with the current events, break out sessions, the project report all helped with the learning process. I would definitely recommend him as an excellent teacher and also a financial advisor!

Kurt is an incredible professor, perhaps the best I have ever had. He is extremely knowledgable and clearly skilled at taking complex subjects and delivering them in a clear way to his students. I learned a ton in this class, it's a must! I felt that the class had a little of everything, group work, lectures, readings and an individual project.

Kurt is a very great professor. He is one of the most well respected faculty in the program and I thought it was just people just raving. But no, he is a good professor because hes straight forward. Teaches what you need to know on the CFP. Teaches heavy from his lecture come to class. Do the homework for practice but honestly, not. Fair grading

Kurt, The professor , is very knowledgeable with his experience in the industry. He shared with students for the actual case to deal and work with clients. Also, he inspires and cares about student career to be ethical and knowledgeable FA or financial planing . Wonderful Professor ! Wish he would teach more PFP classes.

The professor managed to provide a good balance between lecturing, group discussion, assignments, case studies and class participation. He encouraged all students to bring and discuss in class any topics that we might find relevant to the course (namely, financial planning). I found quite experienced in the field od our course.

Kurt was an excellent instructor in a complex subject. His instructional style is layered - in any given class, we'd have lecture, discussion, group exercises, homework problems to review, etc. - all reinforcing the topic at hand. He sets clear expectations, provides insight from his own career, and breaks down complex ideas and formulas.

Professor Carrasquilla is a great professor. The concepts were new to me and I struggled at first since the course is quite dense and we go through the materials at a faster pace than I'm used to. However, he explained the materials thoroughly and I really enjoyed the group discussions. I learnt so much from him and my classmates!

Great lectures and dynamic classes. Good in class group exercises that helped to further understanding of investments. The three hour class flew by. Each class had an ambitious agenda-even with ample time for class discussion we completed the agenda and more. Prof. Carrasquilla was very clear about class expectations and grading. Great class!

Kurt was one of the best teachers in the CFP program. His knowledge is vast in the world of Investing and he presented the materials in a easy way to understand.

Professor Carrasquilla is an excellent teacher. He knows the subject well as he is a practitioner. I learned a lot in this class from the professor.

Professor Carrasquilla is a fantastic teacher. He has deep knowledge of the subject and he is excellent in making complex concepts understandable and clear. He is always available to answer any question and I loved his passion for teaching. The classes are great being a mix of lecture, exercises, team work, projects, and current events review.

Kurt is an awesome teacher in the UC Berkeley Extension's Personal Financial Planning Program. I particularly enjoy his personal stories from 20+ years in the field. As someone who is not yet in the field, it's good to learn more about the profession through stories. The only con of the class is too much focus on active investing.

I learned so much in this class and have a good grasp of the areas I'd like to learn more about. Kurt has creating a well organized and thoughtful course.

Kurt is a fantastic professor. He is an expert in his topics. He is capable of transmitting not only knowledge but also a passion. He is also caring and engaging. He is probably the best business professor I have ever had. His courses are an excellent mix of lectures, exercises, group projects, homework.

It's apparent to anyone who has taken Professor Kurt Carrasquilla's course that he's genuinely interested in helping his students (and clients) succeed. Not only is he well-versed on the subject matter, he's able to elucidate even the most complex theories with real-life examples so that they're understandable.

Kurt is fantastic! Not only is he a great communicator and very knowledgable on the subject, but also, he clearly cares about his students. The concepts aren't easy, but Kurt will go out of his way to help you understand. If you ever have an opportunity to take his class, don't pass it up. PS - There's often a wait-list so sign up early!

Kurt is an incredible teacher who really cares about his students. He is proactive in sharing his experience from 20+ years in the industry and goes above and beyond to support students. His class was really interesting and enjoyable and I learned a ton. Can't recommend him enough!!

Kurt is an amazing instructor and an accomplished Financial Advisor at Morgan Stanley. His deep knowledge of the financial services industry shows in his lectures. He makes complex investment theories, products and strategies easy to understand, interesting and fun. Be prepared to participate and you will learn a lot from Kurt during the class.

I liked this class more than other business school courses because of the application to set up the working professional for success. We ran through makeshift client scenarios based on current events, explained financial documents (10Ks, IPOs, Morningstar reports) to our clients and presented investments. Take this class if you want to pursue fin

The class is well strucrured with a good mix of lexcture, breakouts, tests and projects. Kurt does a great job of integrating real life examples and experiences into the lectures and assignments albeit from a broker/dealer advisor perspective. Kurt was well liked, respected and seemed to truly care about student learning.

Kurt was an amazing professor. He weaves in real world examples to make the content more digestible. The course was for obtaining a financial planning certificate and Kurt made sure we were thinking of how a client would react or respond to a current event or investment. I recommend taking him for anyone wanting a teacher that works in the field.

Kurt is a great instructor. He makes it very clear what we will be tested on and gives clear outlines for how he will grade assignments. He also provides a review before each exam to ensure that we know exactly what will be covered. Great instructor and great experience.

It was a real pleasure learning from Kurt's real world professional experience and stories. He's truly one of the best instructors I've had on my educational journey towards attaining the CFP designation. Take his class, you will be better for it!

Kurt gave really good lectures and was very accessible. The class activities were also great. He balances well what you need to know for the CFP with real-applications. I do wish that there was more instructions for the pair project. Kurt also doesnt record lectures or use Canvas, so its very important to keep up with the class and always attend.

Kurts investment class was great. Theres weekly reading, homework questions and breakout session to discuss why you would or would not recommend a client to buy an asset. These all aided in my understanding of the material. I found the structure and content very well organized and effective. I would absolutely take this class again.

Despite it being his first online course, it was really easy to follow Professor Kurt's lectures and his positive attitude towards the class made it even more enjoyable. You can really tell he cares about the student's learning and always gave positive feedback to whatever we had to say during discussions. He is very knowledgable and inspiring!

I've an Ivy League MBA so I've had great professors - Kurt is as well!

Great insight to profession.

Very engaging and positive. Would def take another class with.

The course helped me to see in more detail how the theoretical concepts are applied in reality. Kurt is a teacher who encourages students to participate in class and I consider that his teaching methodology is optimal for learning new concepts and putting them into practice.

I loved Kurt's class. Although this was a 10 week course (compared to 16 week semester courses), I learned more in this class than any other class I've ever taken. Kurt is very intelligent and engaging and I really enjoyed his lectures. I looked forward to his class every week, he had a good combination of homework, group work, and tests!

Kurt has fantastic professional experience with investing, and working with clients, that he shares generously. His guidance is highly actionable. The textbook seemed extraneous, more of a reference source than useful to read. Other than the reading, the workload was thoughtfully designed for maximum understanding rather than creating work.

It's clear that Kurt brings a ton of real world applicable knowledge to this class. He does a great job weaving examples from his professional career to help create the context of how the material shows up in his day to day. This helps make the content easier to understand and much more relatable. Would certainly take another class from him again.

Great exposure for newbies to get on the track such as catching up on the current events, learning how to reach financial reports.

Very knowledgeable and nice. Lectures are actual and interesting. Lot's of group activities. Always available to students to answer questions. Excellent teacher. I highly recommend this course.

Kurt really knows the material and provides great real-world examples. The class was a good mix of lecture, in-class discussion, and out-of-class project work. Kurt is very responsive to questions and gives feedback fast.

Professor Carrasquilla's teaching is based on his in-depth industry and professional experience. I especially appreciate his use of current events to help illuminate key concepts with the goal of preparing students for the profession.

Kurt is awesome! Each lecture is peppered with tons of relevant news & real world events which made it fun to participate and follow along (even if the subject matter isn't easy). Also for a Zoom class, you really get to know your peers because each class has a group session - another cool way to make each class interactive and exciting. Def rec!

Great class and thorough lectures. The reading is dense and the subject matter expansive. Kurt does a great job explaining concepts and their application in the real world.

It was a treat to take a class from a true professional like Kurt. He is an expert in his field and not only knows the content, he uses it every day to help his clients at Morgan Stanley. Kurt was a master at engaging everyone in the class; it's impossible not to get involved. Great class!

Kurt really takes what you learn and applies it to the real world. He is knowledgeable and has so much practical advice. The subject matter is a bit difficult, especially if you're not a financial professional yet, but the way he creates the class helps you to really learn the material and he's always willing to explain further/answer questions.

Wonderful class. Lecture was split between theory, real world application, and how to handle clients in the Personal investment space. Homework and current events were not difficult and well paced. Exams were a bit tough, but manageable with Homework, PowerPoint slides, and reading review. Very enjoyable class!

Kurt is a phenomenal instructor. His class was an actual treat to attend, well worth the tuition.

There are not many classes that you take and wish the semester didnt end, but Kurts Investment class falls into that category. Kurt blends his industry know-how with readings and current events to make the class interesting and challenging. Hes fair and respectful of his students and encourages participation.

Professor Carrasquilla is highly knowledgeable in the field of investments yet he teaches the material with ease and in terms everyone can understand. All questions are valid in his class and he spends time answering everyones each class, and makes himself available outside class for anyone who needs additional support. Participation is important.

I really enjoyed the course and Kurt's teaching style. It's hard to take a 3 hour class after working all day but he kept it engaging with a mixture of open discussion, lecture, and group work.

Kurt made the class fun and engaging by interactive sessions, a group project and requiring active participation. He is extremely knowledgeable and really enjoys teaching and sharing his experience. Additionally, he always stayed after class to speak to students and quick to respond..

Kurt Teaches through experience in the industry which I respect and appreciate. He's seen everything , been successful and communicates clearly. He knows his stuff and tells interesting stories to keep you engaged. He is very approachable and facilitates a comfortable environment for class participation and questions.

Kurt is knowledgeable and encouraginga great combo! He reviews every homework problem in class so you can make sure you understand what you're doing. He will also tell you exactly what to expect on the exams (midterm and final), so if you understand the material and you're willing to put in the study time, you will ace them.

I learned a tremendous amount about stocks and bonds and how each works in the marketplace. I would definitely recommend this course and look forward to taking other courses from Kurt Carrasquilla in the future.

Kurt was a great professor! He covered a lot of ground in 10 weeks and clearly outlined exactly what would be on the midterm and final so no surprises there. If you participate and take notes the class is very manageable.

It's so clear that he cares about his students. The textbook and his lectures fit together nicely- if you're someone who learns best by listening, reading, or doing, you'll be just fine with a combo of lecture, reading, and the problem sets. I enjoyed the course!

Kurt was a wonderful professor, very accessible, friendly and engaging. He balanced lectures with activities to help apply and engrain the principles we reviewed in class. The course grade is heavily based on the midterm, final, class participation and a final project.

It's great to learn from someone with decades of real life experience. It is clear that Kurt cares about helping students prepare for and succeed with clients and as professionals. Tests/grading are straight forward and clear. Tests are not difficult, however a lot of material is covered - pay attention to lecture and do the reading/HW.

Kurt is dedicated to teaching- I believe he's done particularly well adapting the class to an engaging Zoom format. I enjoyed his lecture style and learned a lot- I particularly love the examples when he talks about how this might relate to a client's psyche and how a financial planner might communicate through that episode.

Very knowledgeable in subject matter, kept students engaged with stories and humor :) Overall wonderful teacher that really connected with his students and helped us understand course information. Wish Kurt taught more classes at Berkeley :)

Solid professor, pay attention and all will be well.

Kurt was an amazing professor and really took the time to explain complicated topics in an easy to understand way. He made the class fun by sharing personal anecdotes and was accomodating to every student's questions and needs.

Very knowledgeable and has many interesting experiences to share about the field of financial planning. Will recommend students who would like to learn more about investment planning to take this course

Carrasquilla is an awesome educator. He is kind, approachable, smart and direct. His investments in personal finance course covers a vast spectrum of complex topics, yet he makes the material seem less daunting through his comprehensive teaching style. I would recommend Carrasquilla to anyone looking to expand their knowledge of finance.

The approach to the Investments in Financial Planning course was a combination of text review, exercises, lectures, case studies, class discussion and a project. Prof. Carrasquilla brings clarity to explain the concepts, shares his practical experience as a CFP and top level advisor in a world class company. Top Notch Professor!

Kurt has a great teaching style - course material discussion on prepared slides, homework review and analysis, followed by small group discussions and report outs. We learned vast amounts of interesting AND relevant material - directly practical to investments and the general world of business. Kurt has vast experience teaching and it shows.

Professor Carrasquilla brings out the best in his students. He sets a comfortable, friendly but information-rich tone. His subject matter expertise and experience are exceptional but his communication is clear and relatable. He is generous and attentive and solicits participation while keeping the entire class in a safe container and on target.

Kurt does a great job with this class. He brings real world examples to the class. The content is engaging and broadly covers investing. Overall I enjoyed the class.

I really enjoyed this module. It was dense but Kurt incorporated real-life scenarios which made it so relatable. The combo of textbook reading, pop quizzes, company presentation, and the final project allowed us to navigate general principles and methods utilized in the financial planning model. I really learned a lot!

Kurt taught us analytical skills, but he also showed us how to be a great financial planner:He does the right thing even when it's tough, he demonstrates empathy, calmness, and courage to share his unbiased professional perspective even when it gets uncomfortable.He always has client's best interest in mind. Kurt thank you for being who you are!

Kurt did a fantastic job of taking complex information and making it understandable and applicable to real world scenarios. He was extremely approachable and you can tell that he genuinely cares about his students. I hope I am able to take more classes from Kurt!

Kurt is a great instructor. His weekly lectures kept everyone engaged and learning. He mixed review of home work with lectures and group break outs. There is a fair amount of reading and homework, I spent a few hours 2-3 times per week. The exams (2) require serious studying, but Kurt is really clear with everyone as to what to expect on the exam.

This class covers a lot of good material & Professor Carrasquilla makes it clear & easy to understand. He is aware that some students know a lot already & others are just learning about the topics. I felt supported, welcome & encouraged. There was never a question about what parts of the lecture/text we needed to absorb. Great class, great teacher!

I really enjoyed Professor Carrasquilla's class on investments. I was intimidated by the subject but he made himself available to answer questions, even staying after class. He was always super responsive by email and offered his help to make sure I felt supported.

Great lectures and class structure using online format for break out sessions. Students were encouraged to participate and it made class go by quickly. Really enjoyed the final project. Highly recommend for anyone working towards the CFP or who would like some general investment knowledge. Review sessions were great for test preparation guidance.

Professor Carrasquilla is an exceptional educator who blends theory with real-world examples, making his lectures engaging and insightful. I highly recommended for anyone interested in the program to take his course.

Kurt Carrasquilla was the best professor I've had! His lectures are entertaining and easy to follow. Kurt is extremely knowledgeable about Investments; it's clear that he enjoys teaching these concepts to his students. I was always able to reach him quickly if any questions came up. He did a great job prepping us for our tests and also for the CFP.

Professor Kurt Carrasquilla was an excellent professor. His lecture style and industry experience help him to add value to students trying to obtain the CFP. He provides great anecdotal examples about the difficult conversations that client correspondence may have. I hope I have a future CFP class with Kurt!

Kurt brings a lot of highly relevant real world, practitioner experience to the class. The course has a good balance between reading, lecture, discussion, small group problem/discussions and one larger team project. Also, there is a good balance between fundamental investment concepts and quantitative formulas. Great class - excellent instructor.

Professor Carrasquilla brings his rich experience as a professional financial advisor and planner to the course, providing a lot of practical guidance. He covers the theory that's important, explains what is done in the real world, and has us work through current evaluation exercises. Excellent overview of the investment universe.

I particularly enjoyed his insights from client dealings and recommendations for adding value for clients.

Kurt is a great professor. Tests matter is laid out well ahead of time and there are no surprises. He wants participation in class and the small group breakout sessions are very beneficial. Project work is fun and he will help as best he can along the way. 10/10 would take another class of his again.

Kurt was a great professor and gave us a clear vision of what the class entailed from the first day of class making the midterms / finals easier as well as gave us enough time to work on the final project. Kurt really encouraged group discussion and was super friendly. Would reccomend taking Kurt's class if you have the chance.

Best Professor I have had in the CFP program. Made a difficult topic accessible, group activities for understanding. He's human in a way I haven't seen with other professors. Best part he'll tell you exactly whats on the exams and CFP so you're not tormented trying to guess.

Kurt was an excellent professor. He was able to reach the variety of experience levels in the class by providing the basics and detailed/technical real-world examples. He did a great job of engaging the class which made it feel like a community. He prepares you well for the exams. I would absolutely recommend this class.

Kurt is a great instructor - he kept lectures interesting by including his own real-world knowledge and encouraging class interaction. He fostered an engaging class environment through weekly current news review and case studies, which we completed as groups and then presented to the class. I would recommend his class to other students.

Great professor! Best professor in the Certificate of Financial Planning certificate. Great energy and use of real life experiences.

Invstmts in Personal Fin Planning is a heavy subject. There are a lot of basics you need to grasp in order to complete the course confidently. He shares his experiences a lot on similar cases he encountered. Classes were not recorded. He welcome discussions/opinions/questions, and responsive to emails. Pay attention to midterm and final reviews.

Professor Carrasquilla's class was engaging and informative. He blended theory with real-world examples, making the content accessible. The weekly discussions and group projects were super helpful. I'd recommend his class - and don't forget to use unstuckstudy ai for extra study prep!

practical case sharing

Kurt is an exceptional professor! His ability to share industry insights and real-world stories brings financial concepts to life. He frequently ties course material to current events, which helps to illustrate the practical application of what we're learning. The class structure is clear and well-organized. I highly recommend.

Kurt's guidelines on the curriculum, grading criteria, and exams are unambiguous, so there are no surprises. He is very knowledgeable and experienced in the financial investment industry. I learned so much from this course. This course taught me how to put textbook knowledge into real practice. He is also caring and understanding.

The class is laid out right at the beginning. The lectures were easy to follow and it's very important to take your own notes. Participation is important and it was helpful to practice talking about the material in class and hear other opinions. Prof. Kurt is great at explaining the information in detail. Great mix of ease and challenges.

Professor kurt is an outstanding instructor who genuinely cares about their students' success. Their lectures are clear, well-organized, and engaging, making even challenging topics easy to understand. The menthusiasm for the subject creates a motivating and enjoyable learning environment. Highly recommend taking their class!

Highly energetic and dedicated to passing along as much information as possible. He uses every minute of class time to give students as much opportunity to learn as possible.

He is an incredible teacher and breaks down concepts very well. He is always available for extra help outside of the class and ensures success for his students. I would definitely recommend taking classes taught by hiM!

It was an excellent class with a wonderful professor. I enjoyed it and learned a lot.

Kurt is an outstanding investment professor whose passion, expertise, and real-world insights make learning engaging and practical. Always approachable and supportive, he genuinely cares about student success and offers guidance that extends beyond the classroom. I highly recommend Kurt!

I really appreciate Kurt sharing his experiences and expertise in lecturing. It's important for online courses, as we are practitioners, not just studying theories. He makes the class engaging and incorporates great case studies and group projects. The rubric is also very clear, which helps with course planning and studying.

He is an excellent professor. He is fair and clear. The class is very interesting and flies by. He mixes lecture, breakout rooms current events. There is a fair amount of work and reading outside of class hours. There is a group project with a presentation and written paper. There is a midterm and final. Class participation is required.

A highly knowledgeable professor with extensive work experience in the industrial and expertise in client management

He is an excellent lecturer and brought examples from his practice that explained the concepts being taught. Tests were challenging but reasonable. He gave good advice on what to study in advance. I enjoyed the class project, working with another student to analyze a company from an investment perspective. Overall, a very worthwhile class.

The class combines lectures, breakout rooms and a project. Kurt's experience as an investment advisor adds valuable insights. The pace is fast, covering 2–3 chapters per class, making preparation essential. While exams are closed-book, he guides students on key topics. Overall, your learning experience will match the effort you put into the course.

An exceptional lecturer who is able to connect a wide range of concepts to his professional experiences. His teaching style not only makes complex topics easier to understand but also inspires you to think critically. He is incredibly patient and willing to help outside of class hours. I highly recommend taking this course!

Although I had learned a lot of the investment concepts before, this class helped me learn how to apply them in the real world. Kurt did an amazing job focusing more on the analysis and evaluation of various instruments. His examples from his experience were very helpful to anticipate client behaviors. Highly recommend taking his class!

The class I took with Mr. Carrasquilla was a once a week 3 hour online lecture. A lot of my academic career has been in this style so I can say with confidence that Kurt makes these classes fly by. I learned a lot even though I work in the industry, and 10/10 would take a class from him again.

Kurt is a wonderful professor. His classes are participatory, you get to know classmates via weekly case studies and a group project. He has been in the industry for 20 years so is very knowledgeable, and genuinely cares about student success, in class and in their careers. Other professors could learn from his ability to engage students.

Very experienced and imparted a lot of goo useful practical information.

This professor not only knows a lot about investing, he is passionate about it! I would recommend taking any of his classes