Instructor - Personal Financial Planning Internship

Job description



Instructor - Personal Financial Planning Internship
University of California Los Angeles



Requisition Number: JPF06403


For over a century, UCLA Extension has helped prepare students to live better lives through the power of education. As one of the nation's oldest, largest, and most comprehensive continuing and professional studies providers, UCLA Extension gives people a wide range of options to advance in their career, switch careers, or achieve personal growth.

Course Description:

The internship provides practical experience in a variety of financial planning job
functions within the financial advisory and wealth management sectors, and it is an opportunity to apply the material previously studied in your personal financial planning courses. Students intern with sponsoring companies for a minimum of 120 hours and must secure their internship assignment. This internship is eligible for three months of credit toward CFP Board's work experience requirement.

As the instructor for an internship program, you will help model the student behavior as they adjust from completing assignments in educational setting to proactively getting work done in a work environment. The instructor will help set the standard for professional behavior and how to engage with your supervisors and co-workers depending on the corporate culture within the company. The goal is to allow the firm to provide a valuable work and learning experience to the student with little direct intervention from the instructor. The instructor's role is more of a mentor in this aspect of the responsibility. The other responsibility is to check in with the student at least once a month and the firm as needed to ensure the experience in mutually beneficial and providing value. The final component is to document and assess this experience.

Instructor Duties:
The instructor will meet with the financial planning firm's appointed sponsor and/or other principals of the firm to explain the University's expectations regarding the internship. Experience should provide a minimum of 120 hours of work experience covering the following areas:

  • general office procedures and recordkeeping
  • the financial planning process
  • making recommendations and providing advice
  • legal and regulatory issues
  • client communication skills
  • obtaining information and research
  • preparation of client and/or prospect presentation
  • others, as identified in the sponsor agreement

    Minimum Qualifications:
    Work experience in the field
    Teaching and/or training experience


    To apply, please visit: https://recruit.apo.ucla.edu/JPF06403


    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, https://policy.ucop.edu/doc/4000376/DiscHarassAffirmAction


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    Job No:
    Posted: 5/3/2021
    Application Due: 5/3/2033
    Work Type: Full Time
    Salary: