Estate Planning Instructor
Summary
Title:Estate Planning Instructor
ID:1537
Department:Business, Management & Legal Programs
Description
UCLA Extension is considered one of the top programs of its kind, offering to more than 35,000 students per year approximately 4,500 classes and non-degree certificate programs to meet the professional development, continuing education and personal enrichment needs of the full spectrum of nontraditional students as well as companies and organizations throughout and beyond the Los Angeles region.
 

Course Description:

This course is designed to aid accountants, trust officers, attorneys, life insurance underwriters, and financial planners in solving estate planning problems. Topics include tax objectives, wills and living trusts, the unlimited marital deduction, saving the "second tax," holding title to property, lifetime gifts and trusts, life insurance and annuities, employee benefit plans, business interests, and post-death problems. Recent tax law changes are also covered.

Job Summary:

Instructors teach students to understand the fundamentals, technical aspects, and concepts of the subject matter. More importantly they prepare students to utilize this understanding practically in the workforce. In addition to teaching proficiency in technical matters, instructors utilize case studies and real life examples wherever possible to help students take their understanding from the pages of the textbook into the work of the real world.

To accomplish this, instructors foster a collaborative, inclusive learning environment developed to support the success of all UCLA Extension students coming from a wide range of educational, personal, and professional backgrounds.

Instructor Duties:

  • Develop and/or update course syllabus in consultation with the UCLA Extension Program
  • Director as assigned using approved syllabus template
  • Prepare and deliver course materials and learning assessments in assigned format (in-person, online or hybrid)
  • Utilize the Canvas Learning Management System as the course support platform for in-person courses and as the delivery platform for online and hybrid courses
  • Communicate teaching objectives and specific learning outcomes to students and clearly outline the grading policies for the course
  • Evaluate student achievement of specific learning outcomes and assign grades
  • Post final student grades to the transcript system in a timely manner no later than 2 weeks after the last date of course meeting
  • Respond to student questions and learning needs in a timely manner

Minimum Qualifications:

  • Work experience in the field
  • Teaching and/or training experience
  • CFP designation
  • Looking for a candidate who can teach online in our Accelerated PFP program


For information on UCLA Extension instructor benefits and privileges, please visit https://instructor.uclaextension.edu/pay-benefits-and-privileges/.

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.

This opening is closed and is no longer accepting applications