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Welcome ,

Survey of Personal Financial Planning Instructor

  • ... Los Angeles, Capellen, United States
  • ... Full time
  • ... Salary: 3135 per year
  • Posted on: Feb 05, 2024       Expires on: Mar 21, 2024

Survey of Personal Financial Planning Instructor   

JOB TITLE:

Survey of Personal Financial Planning Instructor

JOB TYPE:

Full-time

JOB LOCATION:

Los Angeles Capellen United States

JOB DESCRIPTION:

Job #JPF09173
  • Unex-Business, Management And / Continuing Education / UCLA

POSITION OVERVIEW

Position title: Instructor
Salary range: $3,135 (11 week course) per course, quarterly

APPLICATION WINDOW

Open date: February 5, 2024

Next review date: Wednesday, Apr 17, 2024 at 11:59pm (Pacific Time)
Apply by this date to ensure full consideration by the committee.

Final date: Wednesday, Apr 17, 2024 at 11:59pm (Pacific Time)
Applications will continue to be accepted until this date, but those received after the review date will only be considered if the position has not yet been filled.

POSITION DESCRIPTION

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.

Course / Program Description

This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material.
The course is intended for individuals who wish to become practitioners in financial planning, those considering a career transition, and for professionals currently in the financial services industry seeking to advance their careers- bankers, insurance and security brokers, investment and financial advisors, real estate professionals, CPAs, trust officers and attorneys.
Topics include qualitative and quantitative methods used in the financial planning decision-making process.
Additionally, the course covers principles of income taxation, investment analysis and procedure, insurance, employment benefit plans, estate planning, cash-flow management, ethics, strategies and processes of professional practice.

Job Description

Instructors teach students to understand the fundamentals, technical aspects, and concepts of the subject matter.
More importantly they prepare students to utilize this understanding practically in the workforce.
In addition to teaching proficiency in technical matters, instructors utilize case studies and real- life examples wherever possible to help students take their understanding from the pages of the textbook into the work of the real world.
To accomplish this, instructors foster a collaborative, inclusive learning environment developed to support the success of all UCLA Extension students coming from a wide range of educational, personal, and professional backgrounds.

Instructor Duties:

  • Develop and/or update course syllabus in consultation with the UCLA Extension Program
  • Director as assigned using approved syllabus template
  • Prepare and deliver course materials and learning assessments in assigned format (in-person, online or hybrid)
  • Utilize the Canvas Learning Management System as the course support platform for in-person courses and as the delivery platform for online and hybrid courses
  • Communicate teaching objectives and specific learning outcomes to students and clearly outline the grading policies for the course
  • Evaluate student achievement of specific learning outcomes and assign grades
  • Post final student grades to the transcript system in a timely manner no later than 2 weeks after the last date of course meeting

General Employment Information

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.

Access, Equity, Diversity, and Inclusion (AEDI) is one of UCLA Extension’s guiding principles.
We strive to extend access to UCLA, our programs, and services to underrepresented communities and populations, while serving as a model organization for AEDI in the field of continuing higher education.
Committed to attracting and retaining diverse staff & instructors, UCLA Extension welcomes your experiences, perspectives, and unique identity.

Department: https://www.
uclaextension.
edu/finance-investments/personal-financial-planning/certificate/personal-financial-planning

Instructor Resources: https://instructor.
uclaextension.
edu

QUALIFICATIONS

Basic qualifications (required at time of application)
  • Teaching and/or training experience
  • Ability to be local to teach in-person classes (at UCLA campus).
  • Bachelors degree
  • Master of Arts/Master of Science degree (Preferred)
  • CFP designation(CFP®) (Preferred)

APPLICATION REQUIREMENTS

Document requirements
  • Curriculum Vitae / Resume - Your most recently updated Curriculum Vitae / Resume.

  • Cover Letter

Reference requirements
  • 3-5 required (contact information only)

References will be conducted through SkillSurvey 3rd party service.

Apply link: https://recruit.
apo.
ucla.
edu/JPF09173

Help contact: ehr@unex.
ucla.
edu

ABOUT UCLA

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/Affirmative Action Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.
For the complete University of California nondiscrimination and affirmative action policy, see: UC Nondiscrimination & Affirmative Action Policy.

JOB LOCATION

Los Angeles, CA

Position Details

POSTED:

Feb 05, 2024

EMPLOYMENT:

Full-time

SALARY:

3135 per year

SNAPRECRUIT ID:

S-1707477969-80ef214046df89ff519c9fbd19f50dda

LOCATION:

Capellen United States

CITY:

Los Angeles

Job Origin:

jpick2

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Job #JPF09173
  • Unex-Business, Management And / Continuing Education / UCLA

POSITION OVERVIEW

Position title: Instructor
Salary range: $3,135 (11 week course) per course, quarterly

APPLICATION WINDOW

Open date: February 5, 2024

Next review date: Wednesday, Apr 17, 2024 at 11:59pm (Pacific Time)
Apply by this date to ensure full consideration by the committee.

Final date: Wednesday, Apr 17, 2024 at 11:59pm (Pacific Time)
Applications will continue to be accepted until this date, but those received after the review date will only be considered if the position has not yet been filled.

POSITION DESCRIPTION

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.

Course / Program Description

This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material. The course is intended for individuals who wish to become practitioners in financial planning, those considering a career transition, and for professionals currently in the financial services industry seeking to advance their careers- bankers, insurance and security brokers, investment and financial advisors, real estate professionals, CPAs, trust officers and attorneys. Topics include qualitative and quantitative methods used in the financial planning decision-making process. Additionally, the course covers principles of income taxation, investment analysis and procedure, insurance, employment benefit plans, estate planning, cash-flow management, ethics, strategies and processes of professional practice.

Job Description

Instructors teach students to understand the fundamentals, technical aspects, and concepts of the subject matter. More importantly they prepare students to utilize this understanding practically in the workforce. In addition to teaching proficiency in technical matters, instructors utilize case studies and real- life examples wherever possible to help students take their understanding from the pages of the textbook into the work of the real world. To accomplish this, instructors foster a collaborative, inclusive learning environment developed to support the success of all UCLA Extension students coming from a wide range of educational, personal, and professional backgrounds.

Instructor Duties:

  • Develop and/or update course syllabus in consultation with the UCLA Extension Program
  • Director as assigned using approved syllabus template
  • Prepare and deliver course materials and learning assessments in assigned format (in-person, online or hybrid)
  • Utilize the Canvas Learning Management System as the course support platform for in-person courses and as the delivery platform for online and hybrid courses
  • Communicate teaching objectives and specific learning outcomes to students and clearly outline the grading policies for the course
  • Evaluate student achievement of specific learning outcomes and assign grades
  • Post final student grades to the transcript system in a timely manner no later than 2 weeks after the last date of course meeting

General Employment Information

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.

Access, Equity, Diversity, and Inclusion (AEDI) is one of UCLA Extension’s guiding principles. We strive to extend access to UCLA, our programs, and services to underrepresented communities and populations, while serving as a model organization for AEDI in the field of continuing higher education. Committed to attracting and retaining diverse staff & instructors, UCLA Extension welcomes your experiences, perspectives, and unique identity.

Department: https://www.uclaextension.edu/finance-investments/personal-financial-planning/certificate/personal-financial-planning

Instructor Resources: https://instructor.uclaextension.edu

QUALIFICATIONS

Basic qualifications (required at time of application)
  • Teaching and/or training experience
  • Ability to be local to teach in-person classes (at UCLA campus).
  • Bachelors degree
  • Master of Arts/Master of Science degree (Preferred)
  • CFP designation(CFP®) (Preferred)

APPLICATION REQUIREMENTS

Document requirements
  • Curriculum Vitae / Resume - Your most recently updated Curriculum Vitae / Resume.

  • Cover Letter

Reference requirements
  • 3-5 required (contact information only)

References will be conducted through SkillSurvey 3rd party service.

Apply link: https://recruit.apo.ucla.edu/JPF09173

Help contact: ehr@unex.ucla.edu

ABOUT UCLA

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/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status. For the complete University of California nondiscrimination and affirmative action policy, see: UC Nondiscrimination & Affirmative Action Policy.

JOB LOCATION

Los Angeles, CA

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