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Instructor: Financial Planning Process and Insurance

Application Window

Open date: August 13th, 2021

Next review date: Friday, Oct 15, 2021 at 11:59pm (Pacific Time)
Apply by this date to ensure full consideration by the committee.

Final date: Friday, Oct 15, 2021 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

Course Description

This online course presents the basics of the financial planning process, as well as the legal, ethical, and regulatory issues affecting financial planners. Time value of money concepts are also covered. The course continues with a discussion of the principles of risk management and insurance, identifying a client's risk exposure, and selecting appropriate risk management techniques. 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:

  • Introduction to the Financial Planning Process
  • Regulatory and Ethical Considerations for Financial Planners
  • Introduction to Time Value of Money
  • Introduction to the Insurance Industry and Introduction to Risk Management and Related Legal Issues
  • Introduction to Life Insurance and Annuities and The Life Insurance Selection Process -Disability Income

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

Minimum Qualifications

Work experience in the field Teaching and/or training experience

Qualifications

Basic qualifications (required at time of application)

    Minimum Qualifications

    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‚Äôs 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/JPF06799

Help contact: vlarians@unex.ucla.edu

Campus Information

As a condition of employment, you will be required to comply with the University of California SARS-CoV-2 (COVID-19) Vaccination Program Policy. All Covered Individuals under the policy must provide proof of Full Vaccination or, if applicable, submit a request for Exception (based on Medical Exemption, Disability, and/or Religious Objection) or Deferral (based on pregnancy) no later than the applicable deadline. For new University of California employees, the applicable deadline is eight weeks after their first date of employment. (Capitalized terms in this paragraph are defined in the policy.)

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.