Future Leaders

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

Select Your Session

Summer and Fall 2023 Schedule

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

JULY 6TH / OCTOBER 4TH

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.

JULY 13TH / OCTOBER 11TH

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.

JULY 20TH / OCTOBER 18TH

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

TOOLS FOR SUCCESS: BECOMING THE 1%

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

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

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

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

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

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 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 Missouri

University of Missouri - St. Louis

University of Nevada, Las Vegas

University of North Florida

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-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.