Instructor, Personal Financial Planning (Dual posted with JOB ID 59921)

About the role

This is a non-tenure track, nine-month appointment that will primarily support undergraduate instruction in the Personal Financial Planning (PFP) program. This position will have primary responsibility for teaching upper-division courses that comprise the CFP® Core curriculum, including Employee Benefits and Retirement Planning, Estate and Gift Planning, Tax Planning, Risk Management, Investment Management, and the Financial Planning Capstone. Courses may be delivered via traditional classroom, hybrid, and/or online formats. A central responsibility of the position is preparing students to meet the education requirement to sit for the national CERTIFIED FINANCIAL PLANNER™ exam.

Responsibilities

• Teach upper-division courses in the PFP program, including Employee Benefits and Retirement Planning, Estate and Gift Planning, Tax Planning, Risk Management, Investment Management, and the Financial Planning Capstone.
• Prepare students to meet the education requirement to sit for the national CERTIFIED FINANCIAL PLANNER™ exam.
• Taught selected lower-division courses in personal and family finance to support enrollment growth and provide instructional continuity.
• Contribute to undergraduate and service activities consistent with the instructional mission of the program and division.

Requirements

• A Master's degree in Financial Planning or a related field.
• Certified Financial Planner (CFP) certification.
• Experience teaching the above-described courses.
• Experience working with undergraduate students in a learning and mentoring environment.
• Experience with e-learning and technology-related educational innovation.
• Experience working with undergraduates for advising, recruitment, and industry connections.

Qualifications

• Highest degree earned.
• Certified Financial Planner (CFP) certificate status.
• Experience teaching the above-described courses.
• Experience working with undergraduate students in a learning and mentoring environment.
• Experience with e-learning and technology-related educational innovation.
• Experience working with undergraduates for advising, recruitment, and industry connections.

Skills

• Ability to work effectively with undergraduate students.
• Experience with e-learning and technology-related educational innovation.
• Experience working with undergraduates for advising, recruitment, and industry connections.

Benefits

The position is eligible for University benefits, including medical, dental, and vision plans, retirement, and educational fee discounts for all four UM System campuses. For additional information on University benefits, please visit the Faculty & Staff Benefits website at https://www.umsystem.edu/totalrewards/benefits.

Pay

Details on pay are not specified in the job posting.

Schedule

Details on schedule are not specified in the job posting.