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Role Description

Instructors are responsible for all aspects of CFP© education course delivery. The instructor will serve as subject matter experts and student advocates while delivering exceptional classroom experiences to Kaplan students. Kaplan provides the instructor with excellent educational content; the instructor is responsible for delivering that content in a compelling and effective manner. Our goal is to have our students pass the CFP© exam the first time and to become better financial planners.

Primary Responsibilities

• Cover program and course learning outcomes in the College for Financial Planning materials, and ensure instruction is delivered at the appropriate level.
• Use best pedagogical practices to create engaging educational experiences and encourage critical thinking, academic rigor, and intellectual curiosity.
• Remain current with trends, techniques, and advances in technology that are applicable to the program and pedagogy.
• Create outstanding, engaging educational experiences in College courses.
• Stay current in College trainings, including but not limited to annual trainings necessary for continued employment.
• Demonstrate respect for students and set expectations for students to engage in respectful academic discourse.
• Maintain open communication with students, respond promptly, and provide constructive feedback. Refer students with questions regarding their program and/or personal issues or concerns to the appropriate departments.
• Maintain regular communication with the College to stay informed of course schedules, class changes, technological updates, curriculum updates, and other useful information or requests.
• Always be aware of the nature of interaction with students. Avoid conflicts of interest and situations that may give the appearance of such.
• Complete other duties as assigned by or agreed to with deans, chairs, or program coordinators.

Qualifications

• A terminal degree with 18 graduate credit hours in the discipline OR a master’s degree with 18 graduate credit hours in the discipline AND at least five years of financial services industry experience.
• At least 2 of the following:
  • Certifications or licensures directly related to the discipline area (such as CFP®)
  • Publications, presentations, or other intellectual works related to the discipline
  • At least 200 hours of teaching contact hours AND evidence of teaching excellence demonstrated via teaching evaluations, teaching awards, or student letters of support.
• Area of Study:
  • Financial planning process
  • Investments and wealth management
  • Insurance and risk management
  • Income tax planning
  • Retirement and employee benefit planning
  • Estate and legacy planning
  • Behavioral finance
  • Financial analysis
  • Portfolio management
  • Security analysis
  • Economic and quantitative analysis
  • Analysis of alternative investments/classes

Requirements

• 1+ industry and higher education instruction experience
• Exceptional computer skills using Microsoft Office Suite, Google applications, Adobe, and learning management systems
• Excellent oral, written, and interpersonal communication skills, self-starter with high energy and diligent work ethic, ability to meet tight deadlines, extremely high reasoning ability, ability to work in a fast-paced environment

Preferred Qualifications

• A terminal degree with 18 graduate credit hours in the discipline accompanied by Certifications or licensures directly related to the discipline area (such as CFP®)
• Industry and teaching experience

Benefits

• The salary rate for this position is approximately $3K per course dependent on education and experience.

Company Description

Kaplan is committed to cultivating an inclusive workplace that values diversity, promotes equity, and integrates inclusivity into all aspects of our operations. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of age, race, creed, color, national origin, ancestry, marital status, sexual orientation, gender identity or expression, disability, veteran status, nationality, or sex. We believe that diversity strengthens our organization, fuels innovation, and improves our ability to serve our students, customers, and communities.

Kaplan considers qualified applicants for employment even if applicants have an arrest or conviction in their background check records. Kaplan complies with related background check regulations, including but not limited to, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. There are various positions where certain convictions may disqualify applicants, such as those positions requiring interaction with minors, financial records, or other sensitive and/or confidential information.

Kaplan is a drug-free workplace and complies with applicable laws.