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.
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
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
UCLA is known worldwide for the breadth and quality of its academic, research, health care, cultural, continuing education and athletic programs. UCLA offers undergraduate degrees in more than 127 majors and graduate degrees in 198 program areas. UCLA has 11 highly regarded professional schools. Eight are ranked among the nation's top 15 in their field by U.S. News & World Report. UCLA is consistently among the most popular campus in the nation for undergraduate applicants. The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, or protected veteran status. Benefits:UCLA offers a comprehensive benefits package, including an average of three weeks' vacation per year; an average of 12 days per year sick leave; 13 paid holidays per year; health, dental and optical benefits; life insurance; disability insurance; the University of California Retirement Plan with 5 year vesting and various voluntary UC Savings Plans. There are also special programs and privileges available, such as accessibility to cultural and recreational programs, athletic events, and the University Credit Union.