Assistant Professor, Financial Planning and CFP(R)/ChFC Program Director
- Employer
- The American College of Financial Services
- Location
- Pennsylvania, United States
- Salary
- Salary Commensurate with experience
- Date posted
- Jun 24, 2022
View more
- Position Type
- Faculty Positions, Business & Management, Accounting & Finance, Education, Curriculum & Instruction
- Employment Level
- Non-Tenured Track
- Employment Type
- Full Time
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The CFP®/ChFC Program Director is
primarily responsible for developing and managing the content in
the program and overseeing the course delivery process. The Program
Director is a subject matter expert in general principles of
financial planning as well as more specific financial planning
topics (including investment management, risk management, estate
planning, retirement planning, tax planning, and behavioral
finance). This position will require continuing development of
academic content, and programs, and ensuring delivery of the
highest quality professional and advanced education programs and
services to the College’s students.
As an Assistant Professor of Financial Planning, the position is responsible for fulfilling all relevant academic duties required of full-time faculty members, including at a minimum, the development of subject matter expertise, creation of high-quality thought leadership, and/or demonstrating high-quality teaching and instructional delivery. The American College is a leader in financial planning education and the applicant will have a strong interest in maintaining the quality and relevance of our remotely-delivered courses.
Working closely with the Associate Provost and other faculty, the Program Director will: • Evaluate the quality of CFP® / ChFC coursework, maintain course content per policy changes, and improve student learning outcomes.
• Design the program structure in accordance with modern and sophisticated techniques for e-learning and remote delivery. • Serve as the champion for the CFP® / ChFC designation program. • Monitor the education needs of the financial planning profession related to foundational financial planning training and concepts.
• Actively seek out feedback from client companies, industry experts, and internal college stakeholders. • Actively market the program to a broad advisory audience and collaborate with the Marketing and Business Development teams to provide input into the program marketing and business development plans.
• Maintain a visible profile in the relevant professional associations. • Enforce regulations of the University, the relevant collegiate unit(s), and the degree program
• Provide periodic reports on the program and data to the Associate Provost and Provost.
• Serve as the program's representative on collegiate governance committees, as appropriate.
• Reviews annual productivity reports (credit-hour production, degrees awarded etc.)
• Provides oversight for the program budget including teaching and course development funding, in collaboration with the approval of the Associate Provost. 2. DIRECTOR, CFP® EDUCATION PROGRAM (50%) • Maintain the quality in curriculum on an ongoing basis, working in conjunction with the AVP of Curriculum Quality. Ensure
CFP Curriculum is in compliance with CFP® Board standards. • Provide input into developing and executing the marketing strategy for the CFP® designation program and remain in close contact with Business Development to ensure the program generates revenue consistently
• Align research, professional speaking, and thought leadership efforts to the CFP® ChFC designations.
• Recruit and manage subject matter experts (SMEs) to assist with course revisions.
• Research subject matter for course(s). • Develop instructional material and update previously prepared material to reflect and incorporate best practices financial professionals apply to marketing, communication skills, financial planning, financial products, practice management, and technology.
• Provide subject matter expertise in other designation programs as needed.
• Oversee the delivery of the courses in the program. 3. ASSISTANT PROFESSOR OF FINANCIAL PLANNING (20%) • Support other programs where subject matter expertise is needed, such as in the financial planning learning objectives
within, but not limited to, the ChFC®, MSFP, and WMCP® programs. • Further develop subject matter and educational leadership expertise by in industry professional development opportunities. 4. SUPPORT SERVICES FOR STUDENTS/COLLEGE GOVERNANCE (10%) • Participate in College development and governance activities, program development, Committee service, etc. Requirements Education Requirements: • A Terminal degree in financial planning is required with 3 - 6 years of progressive experience in in student facing functions.
• Required designation: CFP®
• Preferred designation: ChFC and/or master’s degree • In-depth knowledge of the professional education industries including a) continuing education programming trends; b) professional level, distance learner and adult education industry; and c) the needs and interests of all students served by the College. Essential Qualifications & Competencies: • Ability to be a visionary and industry leader with advanced analytical, planning and organizational skills; to think critically; address complex problems; and to use modern technologies and information resources so that faculty are prepared to engage and support student learning, strong communication and interpersonal skills to work effectively with peers, corporate clients, and prospects.
• Must be able to work effectively with the College and Academics leadership teams, and the faculty; and to represent The College to the industry, the public and accreditation agency representatives. • Project management skills and demonstrated experience. • Strong organizational, planning and leadership skills. • The candidate is committed to the philosophy of The American College and its educational programs.
• A deep personal commitment to continuing professional education. The American College implemented a COVID-19 vaccine mandate which requires all Faculty and Professional Staff to be fully vaccinated against COVID-19 unless a medical or religious exemption is approved. The American College of Financial Services is committed to applying financial education through teaching, research, and innovation in program delivery and design. As a nonprofit, accredited education institution, our courses are researched and written by a faculty of the nation's top thought leaders in personal finance. To learn more, visit The American College. In policy and practice, we encourage diversity and provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job. We are committed to maintaining a welcoming and inclusive environment.
As an Assistant Professor of Financial Planning, the position is responsible for fulfilling all relevant academic duties required of full-time faculty members, including at a minimum, the development of subject matter expertise, creation of high-quality thought leadership, and/or demonstrating high-quality teaching and instructional delivery. The American College is a leader in financial planning education and the applicant will have a strong interest in maintaining the quality and relevance of our remotely-delivered courses.
Job Scope
Expected Contributions
1. STRATEGIC AND ANNUAL PROGRAM PLANNING (20%)Working closely with the Associate Provost and other faculty, the Program Director will: • Evaluate the quality of CFP® / ChFC coursework, maintain course content per policy changes, and improve student learning outcomes.
• Design the program structure in accordance with modern and sophisticated techniques for e-learning and remote delivery. • Serve as the champion for the CFP® / ChFC designation program. • Monitor the education needs of the financial planning profession related to foundational financial planning training and concepts.
• Actively seek out feedback from client companies, industry experts, and internal college stakeholders. • Actively market the program to a broad advisory audience and collaborate with the Marketing and Business Development teams to provide input into the program marketing and business development plans.
• Maintain a visible profile in the relevant professional associations. • Enforce regulations of the University, the relevant collegiate unit(s), and the degree program
• Provide periodic reports on the program and data to the Associate Provost and Provost.
• Serve as the program's representative on collegiate governance committees, as appropriate.
• Reviews annual productivity reports (credit-hour production, degrees awarded etc.)
• Provides oversight for the program budget including teaching and course development funding, in collaboration with the approval of the Associate Provost. 2. DIRECTOR, CFP® EDUCATION PROGRAM (50%) • Maintain the quality in curriculum on an ongoing basis, working in conjunction with the AVP of Curriculum Quality. Ensure
CFP Curriculum is in compliance with CFP® Board standards. • Provide input into developing and executing the marketing strategy for the CFP® designation program and remain in close contact with Business Development to ensure the program generates revenue consistently
• Align research, professional speaking, and thought leadership efforts to the CFP® ChFC designations.
• Recruit and manage subject matter experts (SMEs) to assist with course revisions.
• Research subject matter for course(s). • Develop instructional material and update previously prepared material to reflect and incorporate best practices financial professionals apply to marketing, communication skills, financial planning, financial products, practice management, and technology.
• Provide subject matter expertise in other designation programs as needed.
• Oversee the delivery of the courses in the program. 3. ASSISTANT PROFESSOR OF FINANCIAL PLANNING (20%) • Support other programs where subject matter expertise is needed, such as in the financial planning learning objectives
within, but not limited to, the ChFC®, MSFP, and WMCP® programs. • Further develop subject matter and educational leadership expertise by in industry professional development opportunities. 4. SUPPORT SERVICES FOR STUDENTS/COLLEGE GOVERNANCE (10%) • Participate in College development and governance activities, program development, Committee service, etc. Requirements Education Requirements: • A Terminal degree in financial planning is required with 3 - 6 years of progressive experience in in student facing functions.
• Required designation: CFP®
• Preferred designation: ChFC and/or master’s degree • In-depth knowledge of the professional education industries including a) continuing education programming trends; b) professional level, distance learner and adult education industry; and c) the needs and interests of all students served by the College. Essential Qualifications & Competencies: • Ability to be a visionary and industry leader with advanced analytical, planning and organizational skills; to think critically; address complex problems; and to use modern technologies and information resources so that faculty are prepared to engage and support student learning, strong communication and interpersonal skills to work effectively with peers, corporate clients, and prospects.
• Must be able to work effectively with the College and Academics leadership teams, and the faculty; and to represent The College to the industry, the public and accreditation agency representatives. • Project management skills and demonstrated experience. • Strong organizational, planning and leadership skills. • The candidate is committed to the philosophy of The American College and its educational programs.
• A deep personal commitment to continuing professional education. The American College implemented a COVID-19 vaccine mandate which requires all Faculty and Professional Staff to be fully vaccinated against COVID-19 unless a medical or religious exemption is approved. The American College of Financial Services is committed to applying financial education through teaching, research, and innovation in program delivery and design. As a nonprofit, accredited education institution, our courses are researched and written by a faculty of the nation's top thought leaders in personal finance. To learn more, visit The American College. In policy and practice, we encourage diversity and provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job. We are committed to maintaining a welcoming and inclusive environment.
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