This letter of understanding has been prepared in order to list and clarify expectations of Hastings Community Education enrichment instructors.
Financial Professionals/Instructors Only
1. Instructors will not sell or promote products during class (exempted: class supplies/materials).
2. Instructors will make no specific financial investment recommendations.
3. No follow-up meetings, mailings, or telephone contacts may be initiated by the instructor during or after a class. Any after class contact must be student-initiated.
4. Students are not to be offered any free, reduced price or full price consultations, visits, or meetings during class.
5. Instructors will not gather student addresses, phone numbers, or other personal or financial information during the class.
6. Instructors may offer business cards on a side or back table for students to take at the end of class, if they choose. No other promotional materials will be allowed.
7. Use of Community Education’s evaluation form is required. Community Education will follow-up with instructor if there are any concerns. Additional evaluation or information gathering forms will not be allowed without prior written approval of the Community Education Enrichment Coordinator.
8. Community Education staff may audit classes unannounced.
9. The curriculum must be generic and complete in nature. (No additional sessions with the instructor outside of the scheduled class sessions should be needed to complete curriculum.)
10. Community Education will follow-through on all student complaints/concerns.
11. The Hastings Public Schools prohibits discrimination, harassment and violence on the basis of sex, race, religion, age, disability, sexual preference, marital status or public assistance status. Working as an independent contractor, the instructor will not practice any behavior prohibited by Hastings Public Schools policies. The Instructor should report any harassment against them to a Community Education staff member. Examples of inappropriate behavior included: telling off-color jokes, derogatory language or gestures which demean others, people of color, etc., and touch others except to protect a student from physical harm.
12. Courses must not advance, promote or foster any particular religion. Spiritual Symbolism can be used in teaching and learning about cultures.
—DISCLAIMER—
Hastings Community Education offers financial planning seminars as an optional educational benefit to area residents. The purpose of these programs is to communicate basic personal financial management concepts that will allow attendees to make sound decisions about their financial future.
Hastings Community Education is responsible for neither the development nor the accuracy of the content of these programs.
Hastings Community Education makes no recommendations to use one or another financial advisor or to follow advice given by that advisor.
Hastings Community Education takes no responsibility for investment decisions or investment performance resulting from those decisions made by the attendees based on the information provided in a seminar. Financial decisions are solely the responsibility of the attendee.
Conflict of Interest Practice Statement:
The Community Education Advisory Council has established the following “Conflict of Interest Practice Statement”. When instructors use the Community Education program as a source of new customers for the products they sell, or services they provide, a conflict of interest occurs.
“I, the instructor , agree to offer a program to community individuals regarding the specific subject matter, for the enjoyment of the activity, or as a form of self-expression, or to provide information and education about the topic of interest as promoted by Community Education. I will not use this class to gain new clients/customers or for my own personal self-interest.”
Community Education instructors cannot promote their own products/ services or advertise during the class period. Community Education instructors may not use the class rosters to solicit business before, during and/or after the class has been conducted.
All students enrolled in this class are informed that instructors are prohibited from using classes for their own personal gain. For example, if students request a business card, this IS permissible, but should be handled after class and not as a part of the class curriculum.
Failure to Comply:
Failure to comply with this list of expectations will result in the instructor being barred from teaching Community Education courses in the future.