Future Leaders

Welcome Future Leaders!

We invite you to attend our 2023 Summer 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 current NAIFA National Young Advisor Team Leader of the Year or YAT for short. The YATs in NAIFA are composed of those members who are under 40 years old.

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, we are 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.

We look forward to meeting you!

Jeff Chernoff, M.S., LUTCF, LACP

Register for the Summer 2023 Session

Summer 2023 Schedule

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

July 6th

Understanding the Industry

John D. Richardson, RICP, LACP

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

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

Choose Your Own Adventure: Career Options in the Industry

Cheryl Canzanella, LUTCF, CLU, ChSNC; & Derek Scheetz

Let 3 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

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

Alabama A&M University*

American University

Appalachian State University

Austin Peay University

Ball State University

Baylor University

Boston University

Bradley University

California State University

Cambridge College

Chippewa Valley Technical College

Clemson University

Colorado State University

Creighton University

Delaware County Community College

Delaware State University*

Delta State College

Denison University

Drake University

Eastern Kentucky University

Excelsior College

Ferris State University

Florida State University

George Mason University

Georgia Institute of Technology

Georgia State University

Harper College

Hondros College

Hutchinson Community College

Illinois State University

Illinois Wesleyan University

Immaculata University

Indiana State University

Indiana Wesleyan University

Iowa State University

Kansas State University

LaSalle University

Loras College

Martin University

Mercyhurst University

Miami-Dade College

Miami University

Michigan State University

Middle Tennessee State University

Minnesota State University

Mississippi State University*

Missouri State University

The Ohio State University

Oklahoma City Community College

Old Dominion University

Penn State University

Polk State Community College

Purdue University

Roosevelt University

San Francisco State University

Seattle University

South Florida State College

St. Cloud State University

St. John's University

Temple University

Texas A&M

Texas Tech University

Thomas Edison State University

Troy University

Tulsa Community College

University of Alabama

University of California-Northridge

University of Central Arkansas

University of Central Michigan

University of Colorado-Boulder

University of Connecticut

University of Illinois

University of Florida

University of Georgia

University of Hartford

University of Louisiana-Monroe

University of Memphis

University of Minnesota

University of Mississippi

University of Missouri

University of Nevada-Las Vegas

University of New Orleans

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 Wisconsin-Madison

Virginia Commonwealth University

Virginia Tech University

Walden University

Washington State University

Western Kentucky University

Wright State University

*Historically Black College or University

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.