Director, Personal Financial Planning (PFP) Program/Finance Instructor

Boulder, CO
Aug 31, 2017
Executive Administration Jobs
C-Level & Executive Directors
Position Type
Institution Type
Four-Year Institution

The Leeds School of Business is a recruiting Director, Personal Financial Planning (PFP) Program/Finance Teaching Faculty for Fall 2018 (or sooner). Job duties include both directing the PFP program and teaching in the Leeds School.

Job Duties to include:

Teaching, Finance Faculty
• Teaching finance curriculum (undergraduate, graduate, or certificate level) as assigned by the Chair, Finance Division

• Any other duties associated with an Instructor/Senior Instructor appointment (service, etc)

Director, Personal Financial Planning Program

Help create program consistency and continuity
o Work with faculty to deliver high quality, consistent courses
o Identify and promulgate "best practices" in teaching methodologies for PFP/CFP courses
o Conduct faculty meetings to review approaches and discuss quality improvement in program
o Help with student issues and/or complaints related to academics

Curriculum support and development
o Maintain a model to forecast enrollment and course sections needed in all PFP/CFP courses and notify Division Chair accordingly
o Review and report FCQ and grade summary of PFP/CFP courses

o Meet with Division Chair each term to review program activities

Point of contact for CFP Board of Standards
o Serve as registered program director to the CFP Board
o Maintain program approvals with the Board
o Participate in the annual Board conference for CFP program directors
o Be point of contact for CFP Board correspondence as well as provide required program/data reporting to the Board

Participate in marketing and recruitment efforts
o Work with development office to market program and find sponsors and donors
o Attend all meetings needed for recruitment for the program
o Work with undergrad advising to deliver PFP/CFP program information and advising

Point of contact for Schwab grant and relationship
o Update Schwab periodically on program development
o Work with Schwab on educational program for their work force
o Work with Leeds scholarship office and Schwab to award scholarships to appropriate students

Coordinating student professional development
o Work with Leeds staff and community practitioners to maintain networking opportunities for Leeds PFP students
o Work with mentoring office and area practitioners to provide appropriate mentoring for PFP students
o Work with career advising to help provide PFP specific internships as well as career advice and job opportunities

Planner community outreach
o Maintain contact list of community/practitioner supporters
o Help development with sponsorship and donors
o Solicit and develop adjunct faculty

New program development
o Direct development of the recently approved "Graduate Certificate Program for Personal Financial Planning", in conjunction with Schwab partners
o Evaluate the potential for offering an MS Finance track in Personal Financial Planning

Help manage student information system
o Help establish a proper database for PFP/CFP students with staff assistance
o Assist with budgeting and financial results of program
o Develop end-of-program activities, ceremonies, graduation
o Provide regular reports of CFP program activities and financials to administration
o Provide required data to CFP Board

o Develop performance metrics (grades, course progress, CFP exam scores, employment) for the PFP/CFP program and report results periodically


Preferred Prior Experience

Master's or Doctoral degree

University level teaching experience

CFP® certification

Financial planning practitioner experience

Experience directing CFP® registered programs (undergraduate, certificate, master's)

Experience teaching both on-line as well as classroom formats

Special Instructions to Applicants:Consideration of applications will begin upon receipt and will continue until the appointments are made.

Application Materials Required:Cover Letter, Resume/CV, List of References, Additional Attachments - Refer to Application Materials Instructions Below

Application Materials Instructions:Please provide contact information for three references who will be asked to provide letters of recommendation upon invitation. Applicants will be contacted if the search committee would like other supporting documents submitted.

Job Category: Faculty

Primary Location: Boulder

Department: B0001 -- Boulder Campus - 10255 - Leeds School of Business

Schedule: Full-time

Posting Date: Aug 30, 2017

Closing Date: Ongoing

Posting Contact Name: Corlin Ambler

Posting Contact Email:

Position Number: 00738487