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Welcome Future Leaders!

I would like to invite you to attend our 2023 Summer and Fall Future Leaders Program. This program is 45 minutes a week for 4 weeks. While we encourage you to participate live, you can also catch up on-demand.

I am the 2022 NAIFA Young Advisor Team Leader of the Year, which we call YAT. The YATs in NAIFA are composed of those members who are either under 40 years old, or have been in the business 5 years or less.

We are the next generation of possible state chapter presidents and members of the National Board of Trustees. Our role is to ensure that NAIFA develops the programming and culture to attract and retain young advisors.

On behalf of the YATs, I am delighted to welcome you into our fold and help you on your educational journey as you consider a career in financial services. We understand that this industry can be daunting. This program is designed to break it down for you and help you determine where you best fit.

Students attending all sessions will receive a certificate and a recommendation from NAIFA.

I look forward to meeting you!

Jeff Chernoff, M.S., LACP, LUTCF
Tampa, FL

Download The Future Leaders Flyer

Select Your Session


Register for Summer 2023 Course

Register for Fall 2023 Course

Summer and Fall 2023 Schedule

Each session runs from 12:00-12:45 pm eastern

Understanding the Industry
As you prepare for a career in the financial services industry, what do you need to know upon graduation? Hear from NAIFA members about the things they know now, that they wished they would have known when they started their careers.
Finding Your Best Fit
Evelyn Gellar, LUTCF, RICP, CLTC
Getting started with a career in the financial services industry often can be overwhelming. It means figuring out what you want to do and where you fit. In this session, hear from a recruiter about finding your passion and where it fits into the industry so you can hit the ground running upon graduation.
Choose Your Own Adventure: Career Options in the Industry
Cheryl Canzanella, LUTCF, CLU, ChSNC, Mimie Yoon-Lee, Derek Scheetz & John D. Richardson, RICP, LACP
Let 4 financial services professionals pitch you to follow in their footsteps by telling you what they do, how they got there & why they love it.
July 27th / October 25th
Chris Gandy, LACP
Hear from former NBA player and the top producer at OneAmerica, Chris Gandy, on his best practices for getting started and staying ahead. In a competitive industry, learn tips and discover tools to differentiate yourself.

participating schools

American University
Amherst College
Appalachian State University
Ball State University
Baylor University
Benedict College
Boston College
Bradley University
Brown University
Buffalo State University
Business & Management
Butler University
California State University
Cambridge College
Cheyney University of Pennsylvania
Chippewa Valley Technical College -
Claflin University
Clark Atlanta University
Clemson University
College of Business and Social Sciences
College State of Business
Colorado State University
Columbia University
Commonwealth Metropolitan Boston-Boston
Community College of Allegheny County
Community College of Aurora
Community College of Aurora
Creighton University
Daytona State College
Delaware County Community College
Delaware State University 
Delta State University 
Drake University
Eastern Kentucky Universit
Eastern New Mexico University
Elizabeth City State University
Empire State College
Excelsior College
Florida A&M University
Florida State University
Fort Valley State University
George Fox University 
George Mason University
Georgia State University
Hampton University
Harper College
Harvard University
Hondros College
Howard University
Howard University
Hutchinson Community College
Illinois State University
Illinois Wesleyan University
Immaculata University
Indiana State University
Indiana University
Indiana Wesleyan University
Iowa State University
Jackson State University
Johnson C. Smith University
Kansas State University
Kentucky State University
LaSalle University
Liberty University
Loras College
Loras College
Massachusets College of Liberal Arts
Massachusets Insitute of Technology
Mercyhurst University
Miami Dade College
Miami University
Michigan State
Michigan State University
Middle Tennesse State University
Minnesota State University - Mankato
Mississippi State University
Missouri State
Missouri State
Morehouse College
Morgan State University
New Mexico State University
North Martin-Indianapolis
North Carolina Agricultural and Technical State University
Northeastern University
Northwest Iowa Community College
Northeastern University






Oklahoma City Community College
Old Dominion University
Old Dominion University 
Penn State 
Polk State Community College
Princeton University
Purchase College
Purdue University
Roosevelt University-Chicago
Roosevelt University-Schaumburg
San Francisco State University
Seattle University
Shippensburg University
South Florida State College
Southern Maine University
Southern University
Spelman College
St. Cloud State University
St. John's University
State University of New York at Geneseo
State University of New York at Oswego
State University of New York at Potsdam
Stetson University
SUNY Brockport
SUNY Cortland
SUNY Fredonia
SUNY New Paltz
SUNY Old Westbury
SUNY Oneonta
SUNY Plattsburgh
Temple University
Texas A&M
Texas Tech University
The American College of Financial Services
The Lincoln University
The Ohio State University
Thomas Edison State University
Troy University
Tufts University
Tulsa Community College
Tuskegee University
University of Akron
University of Alabama
University of Alabama
University of California - Northridge
University of Central Arkansas
University of Central Michigan
University of Central Oklahoma College of Business
University of Colorado - Boulder 
University of Connecticut
University of Delaware  
University of Florida
University of Georgia
University of Hartford
University of Houston
University of Illinois
University of Louisiana at Lafayette
University of Maryland Eastern Shore
University of Memphis
University of Minnesota
University of Mississippi
University of Mississippi
University of Missouri
University of Missouri - St. Louis
University of Nevada, Las Vegas
University of North Florida
University of North Texas
University of North Texas
University of Northern Iowa
University of Pennsylvania
University of South Carolina
University of St. Thomas
University of Utah  
University of Wisconsin-Madison
University of Wisconsin-Madison
University of Wisconsin-Whitewater
Utah Valley University
Virginia Commonwealth University
Virginia State University
Virginia Tech University
Virginia Union University
Washington State University
Western Kentucky
Winston-Salem State University
Winthrop University
Wright State University
Xavier University of Lousiana

Interested in Getting Your School Involved?

We look forward to learning more about you and how we can partner together to transition more students into careers in the financial services industry.