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Estate Planning Instructor

Position overview

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

Application Window

Open date: January 18, 2024

Next review date: Sunday, Jun 30, 2024 at 11:59pm (Pacific Time)
Apply by this date to ensure full consideration by the committee.

Final date: Sunday, Jun 30, 2024 at 11:59pm (Pacific Time)
Applications will continue to be accepted until this date.

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 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 and Long Term Care Insurance and Health Care Plans; and Property & Liability Insurance.

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

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.

Qualifications

Basic qualifications (required at time of application)
  • Work experience in the field
  • Teaching and/or training experience
  • Bachelors degree
  • Masters degree (preferred)
  • CFP designation (preferred)
Preferred qualifications
  • Masters degree (preferred)
  • CFP designation (preferred)

Application Requirements

Document requirements
  • Curriculum Vitae / Resume - Your most recently updated C.V. / 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/JPF09139

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 University of California’s Affirmative Action Policy, please visit https://www.ucop.edu/academic-personnel-programs/_files/apm/apm-035.pdf.

For the University of California’s Anti-Discrimination Policy, please visit https://policy.ucop.edu/doc/1001004/Anti-Discrimination.

Job location

Los Angeles, CA