Adjunct Faculty, Financial Analysis and Investment Management

Job Title

Job 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 have our students pass the CFP© exam the first time and to become better financial planners.

• 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.

Minimum 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 AND 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  

Additional 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

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

Location

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