Job Abstract

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.

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.

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.

• 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

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. Please visit our website dedicated to our AEDI efforts as an organization: Equity, Diversity, & Inclusion @ UNEX.

• Work experience in the field of financial planning
• Teaching and/or training experience
• Bachelor's degree
• CFP designation

• 3-5 required (contact information only)

As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs – With Updated Interim Amendments. All Covered Individuals under the policy must provide proof of receiving the COVID-19 Vaccine Primary Series or, if applicable, submit a request for Exception (based on Medical Exemption, Disability, Religious Objection, and/or Deferral based on pregnancy or recent COVID-19 diagnosis and/or treatment) no later than the applicable deadline. All Covered Individuals must also provide proof of receiving the most recent CDC-recommended COVID-19 booster or properly decline such booster no later than the applicable deadline. New University of California employees should refer to Exhibit 2, Section II.C. of the SARS-CoV-2 (COVID-19) Vaccination Program Attachment for applicable deadlines. All Covered Individuals must also provide proof of being Up-To-Date on seasonal influenza vaccination or properly decline such vaccination no later than the applicable deadline. Please refer to the Seasonal Influenza Vaccination Program Attachment. (Capitalized terms in this paragraph are defined in the policy.) Federal, state, or local public health 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.