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Instructor: Investment Planning

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Position description

Course Description

In this online course students learn about the wide variety of investment vehicles that may be included in a client's portfolio, as well as client assessment, tax considerations, economic factors, valuation methods, asset allocation techniques, portfolio performance evaluation, and more. The in-depth curriculum, which includes the use of textbooks and study guides, provides a client-centered, problem-solving methodology that includes case studies, homework assignments, application projects, and group study.

The major topics covered are:

  • Security Markets
  • The Economic Environment
  • Investment Risk and Return
  • Common Stock Valuation and Performance Measurement
  • Security Analysis
  • Features of Fixed-Income Securities
  • Valuation and Analysis of Fixed-Income Investments
  • Derivatives
  • Real Assets
  • Mutual Funds and Foreign Investments

General 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
  • Respond to student questions and learning needs in a timely manner.

Minimum Qualifications

CFP designation, Work experience in the field Teaching and/or training experience.

Qualifications

Basic qualifications (required at time of application)

Minimum Qualifications

CFP designation, Work experience in the field Teaching and/or training experience.

Application Requirements

Document requirements
  • Curriculum Vitae - Your most recently updated C.V.

  • Cover Letter

  • Statement of Research (Optional)

  • Statement of Teaching (Optional)

  • Statement on Contributions to Equity, Diversity, and Inclusion - An EDI Statement describes a faculty candidate’s past, present, and future (planned) contributions to equity, diversity, and inclusion. To learn more about how UCLA thinks about contributions to equity, diversity, and inclusion, please review our Sample Guidance for Candidates and related EDI Statement FAQ document.

  • Misc / Additional (Optional)

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

Please complete the required information.

Apply link: https://recruit.apo.ucla.edu/JPF06786

Help contact: vlarians@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.