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Personal Financial Planning Instructor - UCLA Extension
University of California Los Angeles
Details
Posted: 09-Nov-25
Location: Los Angeles, California
Type: Full-time
Internal Number: 6709676
University of California Los Angeles
Requisition Number: JPF10710
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
The Personal Financial Planning program is a CFP Board registered program which focuses on two goals:
- Providing the student with the knowledge and tools required to prepare a comprehensive financial plan for a client.
- 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:
- Survey of Personal Financial Planning
- Financial Analysis in Personal Financial Planning
- Retirement Plans and other employee benefits
- Investments in Personal Financial Planning
- Income Taxation in Personal Financial Planning
- Estate Planning
- Insurance in Personal Financial Planning
- Ethics in Personal Financial Planning
- 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.
Instructor Duties:
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.
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.
To apply, please visit: https://recruit.apo.ucla.edu/JPF10710
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, https://policy.ucop.edu/doc/4000376/DiscHarassAffirmAction
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UCLA is known worldwide for the breadth and quality of its academic, research, health care, cultural, continuing education and athletic programs. UCLA offers undergraduate degrees in more than 127 majors and graduate degrees in 198 program areas. UCLA has 11 highly regarded professional schools. Eight are ranked among the nation's top 15 in their field by U.S. News & World Report. UCLA is consistently among the most popular campus in the nation for undergraduate applicants. The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, or protected veteran status. Benefits:UCLA offers a comprehensive benefits package, including an average of three weeks' vacation per year; an average of 12 days per year sick leave; 13 paid holidays per year; health, dental and optical benefits; life insurance; disability insurance; the University of California Retirement Plan with 5 year vesting and various voluntary UC Savings Plans. There are also special programs and privileges available, such as accessibility to cultural and recreational programs, athletic events, and the University Credit Union.
More Jobs from This Employer
https://careers.fedbar.org/jobs/21819008/personal-financial-planning-instructor-ucla-extension
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