Certified Financial Planner Instructor
Contracted | Non-Credit | Online | Open Until Filled
UNC Charlotte's School of Professional Studies invites applications for contracted instructors to support the new Certified Financial Planner Certificate Program. Qualified professionals may apply to teach one or more courses aligned with their expertise. Applicants should indicate the specific course(s) of interest in their application materials. This is a contract-based, non-credit instructional role delivered in a structured online format using Canvas LMS.
Qualified candidates committed to professional excellence, ethical financial planning practice, and high-quality online education are encouraged to apply. To apply, please email your resume and cover letter to the Program Director, Taylor Faulkner at [email protected]
Program Overview
This program prepares working professionals to meet the education requirement for certification. The curriculum emphasizes applied financial planning, fiduciary responsibility, ethical reasoning, quantitative analysis, and client-centered communication.
General Responsibilities (All Courses)
All instructors are expected to:
Online Instruction & Engagement
• Deliver high-quality online instruction using Canvas LMS and Zoom.
• Demonstrate fluency with modules, discussions, assignments, grading tools, and rubric-based feedback.
• Apply adult learning principles to support working professionals.
• Maintain consistent instructor presence and timely communication.
• Provide substantive, actionable feedback that strengthens analytical reasoning and professional communication.
Professional Standards
• Ensure alignment with CFP Board Principal Knowledge Topics, Practice Standards, and Code of Ethics and Standards of Conduct.
• Reinforce fiduciary responsibility and appropriate professional scope boundaries.
• Incorporate current regulatory, tax, and market developments.
• Use financial planning software and spreadsheet modeling where appropriate.
Course-Specific Opportunities
Applicants may apply for one or more of the following courses:
1. Foundations of Financial Planning, Ethics & Client Communication
Focus Areas:
• CFP Board Practice Standards and client discovery process
• Net worth and cash flow statement construction
• Financial ratios and benchmarking
• Behavioral finance and client decision-making
• Ethical dilemmas and fiduciary standards
Ideal Experience:
• Comprehensive financial planning practice
• Strong client communication and discovery experience
• Demonstrated application of fiduciary standards
2. Insurance & Risk Management Planning
Focus Areas:
• Risk identification and structured risk analysis
• Life, health, disability, and long-term care needs analysis
• Policy comparison and suitability evaluation
• Client communication of insurance recommendations
Ideal Experience:
• Insurance planning or risk management specialization
• Quantitative insurance needs analysis
• Product evaluation and suitability determination
3. Investment Planning
Focus Areas:
• Investment Policy Statement development
• Portfolio construction and asset allocation
• Rebalancing strategies
• Performance measurement using benchmarks and risk-adjusted metrics
• Cost and tax considerations
Ideal Experience:
• Investment advisory or portfolio management
• Asset allocation strategy development
• Performance analytics and evaluation
4. Income Tax Planning
Focus Areas:
• Tax implications of financial planning decisions
• Tax-aware investment and retirement strategies
• Planning-level considerations for business owners
• Professional referral boundaries
Ideal Experience:
• Tax planning within financial advisory practice
• CPA, EA, or tax-focused background preferred
• Ability to translate tax concepts into planning strategy
5. Retirement Savings & Income Planning
Focus Areas:
• Retirement needs analysis
• Longevity, inflation, and sequencing risk
• Qualified and non-qualified plan strategies
• Social Security and Medicare integration
• Retirement income modeling
Ideal Experience:
• Retirement income planning
• Accumulation and distribution modeling
• Client communication of retirement trade-offs
6. Estate Planning
Focus Areas:
• Estate planning strategies and wealth transfer techniques
• Beneficiary coordination and titling
• Estate tax and liquidity considerations
• Professional scope and referral standards
Ideal Experience:
• Estate planning coordination within financial planning practice
• JD or estate-focused experience preferred
7. Capstone: Comprehensive Financial Plan Development & Integration
Focus Areas:
• Integration of all planning domains
• Synthesis of qualitative and quantitative client data
• Evaluation of alternative strategies
• Written and oral presentation of comprehensive financial plans
• Application of CFP Board Code of Ethics
Ideal Experience:
• Extensive experience developing and presenting full financial plans
• Strong analytical reasoning and evaluation skills
Required Qualifications
• Active CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in good standing
• A Bachelor’s degree in financial planning, finance, business, or a closely related discipline
• Minimum five (5) years of professional experience in comprehensive financial planning
• Demonstrated expertise consistent with CFP Board education standards
• Experience teaching, training, or mentoring adult learners
• Demonstrated effectiveness delivering instruction in online environments
• Fluency with Canvas LMS or comparable learning management systems and Zoom
• Strong technical proficiency, including financial planning software and advanced spreadsheet modeling
• Excellent written and verbal communication skills
Preferred Qualifications
• Graduate degree from a regionally accredited institution in financial planning or related discipline
• Additional professional certifications or licensure relevant to area of instruction (CPA, CFA, JD, EA, etc.)
• Experience supporting career development or coaching emerging professionals
• Active participation in academic or professional organizations related to personal financial planning
• Experience serving on professional committees, advisory boards, or industry initiatives
• Active Member of Charlotte FPA
Position Details
• Contracted professional development role
• Non-credit certificate program
• Fully online delivery
• Development compensation available as needed in addition to instructional compensation
Apply Now
Apply Now
UNC Charlotte's School of Professional Studies invites applications for contracted instructors to support the new Certified Financial Planner Certificate Program. Qualified professionals may apply to teach one or more courses aligned with their expertise. Applicants should indicate the specific course(s) of interest in their application materials. This is a contract-based, non-credit instructional role delivered in a structured online format using Canvas LMS.
Qualified candidates committed to professional excellence, ethical financial planning practice, and high-quality online education are encouraged to apply. To apply, please email your resume and cover letter to the Program Director, Taylor Faulkner at [email protected]
Program Overview
This program prepares working professionals to meet the education requirement for certification. The curriculum emphasizes applied financial planning, fiduciary responsibility, ethical reasoning, quantitative analysis, and client-centered communication.
General Responsibilities (All Courses)
All instructors are expected to:
Online Instruction & Engagement
• Deliver high-quality online instruction using Canvas LMS and Zoom.
• Demonstrate fluency with modules, discussions, assignments, grading tools, and rubric-based feedback.
• Apply adult learning principles to support working professionals.
• Maintain consistent instructor presence and timely communication.
• Provide substantive, actionable feedback that strengthens analytical reasoning and professional communication.
Professional Standards
• Ensure alignment with CFP Board Principal Knowledge Topics, Practice Standards, and Code of Ethics and Standards of Conduct.
• Reinforce fiduciary responsibility and appropriate professional scope boundaries.
• Incorporate current regulatory, tax, and market developments.
• Use financial planning software and spreadsheet modeling where appropriate.
Course-Specific Opportunities
Applicants may apply for one or more of the following courses:
1. Foundations of Financial Planning, Ethics & Client Communication
Focus Areas:
• CFP Board Practice Standards and client discovery process
• Net worth and cash flow statement construction
• Financial ratios and benchmarking
• Behavioral finance and client decision-making
• Ethical dilemmas and fiduciary standards
Ideal Experience:
• Comprehensive financial planning practice
• Strong client communication and discovery experience
• Demonstrated application of fiduciary standards
2. Insurance & Risk Management Planning
Focus Areas:
• Risk identification and structured risk analysis
• Life, health, disability, and long-term care needs analysis
• Policy comparison and suitability evaluation
• Client communication of insurance recommendations
Ideal Experience:
• Insurance planning or risk management specialization
• Quantitative insurance needs analysis
• Product evaluation and suitability determination
3. Investment Planning
Focus Areas:
• Investment Policy Statement development
• Portfolio construction and asset allocation
• Rebalancing strategies
• Performance measurement using benchmarks and risk-adjusted metrics
• Cost and tax considerations
Ideal Experience:
• Investment advisory or portfolio management
• Asset allocation strategy development
• Performance analytics and evaluation
4. Income Tax Planning
Focus Areas:
• Tax implications of financial planning decisions
• Tax-aware investment and retirement strategies
• Planning-level considerations for business owners
• Professional referral boundaries
Ideal Experience:
• Tax planning within financial advisory practice
• CPA, EA, or tax-focused background preferred
• Ability to translate tax concepts into planning strategy
5. Retirement Savings & Income Planning
Focus Areas:
• Retirement needs analysis
• Longevity, inflation, and sequencing risk
• Qualified and non-qualified plan strategies
• Social Security and Medicare integration
• Retirement income modeling
Ideal Experience:
• Retirement income planning
• Accumulation and distribution modeling
• Client communication of retirement trade-offs
6. Estate Planning
Focus Areas:
• Estate planning strategies and wealth transfer techniques
• Beneficiary coordination and titling
• Estate tax and liquidity considerations
• Professional scope and referral standards
Ideal Experience:
• Estate planning coordination within financial planning practice
• JD or estate-focused experience preferred
7. Capstone: Comprehensive Financial Plan Development & Integration
Focus Areas:
• Integration of all planning domains
• Synthesis of qualitative and quantitative client data
• Evaluation of alternative strategies
• Written and oral presentation of comprehensive financial plans
• Application of CFP Board Code of Ethics
Ideal Experience:
• Extensive experience developing and presenting full financial plans
• Strong analytical reasoning and evaluation skills
Required Qualifications
• Active CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in good standing
• A Bachelor’s degree in financial planning, finance, business, or a closely related discipline
• Minimum five (5) years of professional experience in comprehensive financial planning
• Demonstrated expertise consistent with CFP Board education standards
• Experience teaching, training, or mentoring adult learners
• Demonstrated effectiveness delivering instruction in online environments
• Fluency with Canvas LMS or comparable learning management systems and Zoom
• Strong technical proficiency, including financial planning software and advanced spreadsheet modeling
• Excellent written and verbal communication skills
Preferred Qualifications
• Graduate degree from a regionally accredited institution in financial planning or related discipline
• Additional professional certifications or licensure relevant to area of instruction (CPA, CFA, JD, EA, etc.)
• Experience supporting career development or coaching emerging professionals
• Active participation in academic or professional organizations related to personal financial planning
• Experience serving on professional committees, advisory boards, or industry initiatives
• Active Member of Charlotte FPA
Position Details
• Contracted professional development role
• Non-credit certificate program
• Fully online delivery
• Development compensation available as needed in addition to instructional compensation
Apply Now
Apply Now