Adjunct Faculty - Online

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Adjunct Faculty - Online
The candidate will build out the online course: Asset Management. Analyze hypothetical cases and existing law to determine the best asset management techniques and analyze legal and financial risks. Learn how to collect the necessary information for a full analysis of the client's needs and how to evaluate client assets, client objectives, family dynamics, and family corporations. Prepare a full case study analysis for any given wealth management situation and then provide a complete set of recommendations that are in the best interests of the client. This course involves case study, data collection and analysis, research, writing, legal citations, and a final project. Learn how to put a team together that can facilitate proposals. Topics include investments and jurisdictions and offshore investing, client asset analysis, estate planning analysis, wills and trusts, retirement plans, stock options, retirement analysis, fiduciary duties, asset protection, philanthropy, and international financial products for high net worth persons. The course will be built in 4 phases. Phase 1: Learning the technology and systems. Phase 2: Outlining the course. Phase 3: Recording Lectures. Phase 4: Creating assignments and discussion forum questions. Be able to start immediately and finish the course within the next 8 weeks. Outline a course and create curriculum. Create learning outcomes for course. Develop assessments and grading rubrics within our structured format. Record lectures, assign reading, create syllabus, update the course yearly, hold online office hours, and other duties as necessary. J.D. degree is required. Should preferably have 5+ years of practice experience in asset management.

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