Personal Financial Planning Instructor - UCLA Extension

UCLA Extension is considered one of the top programs of its kind, offering to more than 35,000 students per year approximately 4,500 classes and non-degree certificate programs to meet the professional development, continuing education, and personal enrichment needs of the full spectrum of nontraditional students as well as companies and organizations throughout and beyond the Los Angeles region.

The Personal Financial Planning program is a CFP Board registered program which focuses on two goals:

1. Providing the student with the knowledge and tools required to prepare a comprehensive financial plan for a client.
2. Provide the student with skills and knowledge necessary to pass the CFP Board Exam.

We are looking for instructors who can primarily teach in-person in our Westwood or Downtown locations. A CFP designation is not required but still preferred for Estate Planning if you are a practicing Attorney or for Insurance if you are working in the field. For most of the other courses a CFP designation will be a requirement. The courses offered include:

1. Survey of Personal Financial Planning
2. Financial Analysis in Personal Financial Planning
3. Retirement Plans and other employee benefits
4. Investments in Personal Financial Planning
5. Income Taxation in Personal Financial Planning
6. Estate Planning
7. Insurance in Personal Financial Planning
8. Ethics in Personal Financial Planning
9. The Personal Financial Planning Capstone

You will work from an existing syllabus but will have the opportunity to create your own content based on that description and learning objectives. Including activities to engage the students, work on real world examples, cases-based exercises and engaging the student's critical thinking skills are a must. A case-study runs throughout the programs and each class utilizes at least this one case as part of the curriculum. The instructor is responsible for grading, verifying the textbook being used, updating materials and the syllabus as needed. Most classes are one quarter in length and cover 4 academic units. The equivalent of 3 hours of classroom instruction a week for 11 weeks, in addition to readings, exercise and case study assignments.

The instructor will be responsible for developing the course content including videos and assignments as applicable. Identifying a textbook or course materials and establishing a grading standard. The instructor will present course content to students in written material, lectures or discussions, video recordings and through feedback on assignments. Student engagement will be a very important component of this course.

Employment as a UCLA Extension Instructor is dictated by contract terms and conditions. Please take the time to read the UCLA Extension Instructor Employment Policies.

For information on UCLA Extension instructor benefits, please visit Pay, Benefits, & Privileges.

Division: https://www.uclaextension.edu/accounting-finance/personal-financial-planning/certificate/personal-financial-planning

Instructor Resources: https://www.uclaextension.edu/teaching-at-ucla-extension

• Professional will have hands on experience in the Wealth Management Field.
• Teaching Experience.
• Advanced degree.
• Must be committed to the highest level of academic standards and integrity.
• Highly effective oral and written communication skills, including the ability to convey conceptual and complex ideas and information.
• Highly effective interpersonal skills.
• Proficiency in (or willingness to learn) the use of instructional technology and online teaching tools.
• Comfort in dealing with international professionals and students.

• CFP is preferred.

References are requested from candidates after the interviewing stage, and references are only contacted for finalists via SkillSurvey system.

As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct, are currently being investigated for misconduct, left a position during an investigation for alleged misconduct, or have filed an appeal with a previous employer.

• "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer.
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