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Cfp Instructor Jobs (NOW HIRING)

Job Title Adjunct Faculty, CFP Education Instructors are responsible for all aspects of CFP© ... The instructor will serve as subject matter experts and student advocates while delivering ...

... instructors to teach undergraduate general education courses related to personal financial planning ... Certified Financial Planner (CFP) designation preferred. * Professional experience in financial ...

... instructors to teach undergraduate general education courses related to personal financial planning ... Certified Financial Planner (CFP) designation preferred. * Professional experience in financial ...

Note preparation time will vary based on instructor experience in teaching that course * Provide ... CFP), Enrolled Agent, etc. * Have experience using diverse methods of classroom technology and ...

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Cfp Instructor information

What are the typical day-to-day responsibilities of a CFP Instructor?

As a CFP Instructor, your daily tasks generally include developing and delivering lectures or workshops on financial planning topics, creating assignments and assessments, and providing feedback to students. You may also hold office hours to support student learning and collaborate with colleagues to update course materials in line with current industry standards. In addition, instructors often participate in curriculum planning meetings and may contribute to professional development events or examine board exam preparation strategies. This blend of teaching, mentoring, and curriculum development ensures a dynamic work environment where you play a vital role in shaping future financial professionals.

What are the key skills and qualifications needed to thrive in the Cfp Instructor position, and why are they important?

To thrive as a CFP Instructor, you need deep expertise in financial planning, curriculum development, and a Certified Financial Planner (CFP) designation, often supplemented by teaching experience. Familiarity with financial modeling software, online learning platforms, and CFP Board standards is typically required. Strong communication, mentorship, and organizational skills help instructors engage students and support diverse learning styles. These abilities are essential for effectively preparing future financial planners and ensuring students master complex financial concepts.

What is a CFP Instructor job?

A CFP Instructor teaches courses related to the Certified Financial Planner (CFP) certification, helping students understand key financial planning concepts. They cover topics like investment planning, tax strategies, estate planning, and risk management. CFP Instructors may work at universities, financial institutions, or online education platforms, preparing students for the CFP exam. Their role includes lecturing, creating course materials, and guiding students through complex financial principles.

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What cities are hiring for Cfp Instructor jobs? Cities with the most Cfp Instructor job openings:
What are the most commonly searched types of Cfp Instructor jobs? The most popular types of Cfp Instructor jobs are:
What states have the most Cfp Instructor jobs? States with the most job openings for Cfp Instructor jobs include:
Infographic showing various Cfp Instructor job openings in the United States as of June 2026, with employment types broken down into 33% Full Time, 57% Part Time, and 10% Contract. Highlights an 88% In-person, and 12% Remote job distribution.
Personal Financial Planning Instructor - UCLA Extension

Personal Financial Planning Instructor - UCLA Extension

University of California, Los Angeles

Los Angeles, CA • On-site

Other

Retirement

Posted 6 days ago


UCLA rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

154th of 539 rated colleges and universities


Job description

Position 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 / Program Description
The Personal Financial Planning program is a CFP Board registered program which focuses on two goals:
  • Providing the student with the knowledge and tools required to prepare a comprehensive financial plan for a client.
  • Provide the student with skills and knowledge necessary to pass the CFP Board Exam.

  • Job Description
    We are looking for instructors who can primarily teach in-person in our Westwood or Downtown locations. A CFP designation is not required but still preferred for Estate Planning if you are a practicing Attorney or for Insurance if you are working in the field. For most of the other courses a CFP designation will be a requirement. The courses offered include:
  • Survey of Personal Financial Planning
  • Financial Analysis in Personal Financial Planning
  • Retirement Plans and other employee benefits
  • Investments in Personal Financial Planning
  • Income Taxation in Personal Financial Planning
  • Estate Planning
  • Insurance in Personal Financial Planning
  • Ethics in Personal Financial Planning
  • The Personal Financial

  • Planning Capstone
    You will work from an existing syllabus but will have the opportunity to create your own content based on that description and learning objectives. Including activities to engage the students, work on real world examples, cases-based exercises and engaging the student's critical thinking skills are a must. A case study runs through-out the programs and each class utilizes at least this one case as part of the curriculum. The instructor is responsible for grading, verifying the textbook being used, updating materials and the syllabus as needed. Most classes are one quarter in length and cover 4 academic units. The equivalent of 3 hours of classroom instruction a week for 11 weeks, in addition to readings, exercise and case study
    assignments.
    Instructor Duties:
    The instructor will be responsible for developing the course content including videos and assignments as applicable. Identifying a textbook or course materials and establishing a grading standard. The instructor will present course content to students in written material, lectures or discussions, video recordings and through feedback on assignments. Student engagement will be a very important component of this course.
    General Employment Information
    Employment as a UCLA Extension Instructor is dictated by contract
    terms and conditions. Please take the time to read the [UCLA Extension
    Instructor Employment Policies]
    ( https://instructor.uclaextension.edu/employment-policies/ ).
    For information on UCLA Extension instructor benefits, please visit
    Pay, Benefits, & Privileges .
    Division: https://www.uclaextension.edu/accounting-finance/personal-financial-planning/certificate/personal-financial-planning
    Instructor Resources: https://instructor.uclaextension.edu/
    Qualifications
    Basic qualifications
    Professional will have hands on experience in the Wealth Management Field.
    Teaching Experience.
    Advanced degree.
    Must be committed to the highest level of academic standards and integrity.
    Highly effective oral and written communication skills, including the ability to convey conceptual and complex ideas and
    information.
    Highly effective interpersonal skills.
    Proficiency in (or willingness to learn) the use of instructional technology and online teaching tools.
    Comfort in dealing with international professionals and students.
    Preferred qualifications
    CFP is preferred.
    Application Requirements
    Document requirements
    • Curriculum Vitae/Resume - Your most recently updated Curriculum Vitae/Resume.
    • Cover Letter

    Reference requirements
    References are requested from candidates after the interviewing stage, and references are only contacted for finalists via SkillSurvey.
    system.
    Apply link: https://recruit.apo.ucla.edu/JPF10798
    Help contact: ehr@unex.ucla.edu
    About UCLA
    As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.
    The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.
    As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct.
    • "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer.
    • UC Sexual Violence and Sexual Harassment Policy
    • UC Anti-Discrimination Policy for Employees, Students and Third Parties
    • APM - 035: Affirmative Action and Nondiscrimination in Employment

    Job location
    Los Angeles, CA

    What UCLA employees say

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