Professional Mentorship Program

Each year 60-80 people in our region pass Level 3 and receive their CFA Charterholder Designation. These are the people who have made a commitment to professional excellence and ethics, and who one day will lead our investment community. Many of them are looking for someone willing to offer advice and be a sounding board on topics like:
  • How to set goals for your next career steps
  • Navigating a career transition
  • Work/life balance
  • Management and leadership roles
New CFA Charterholders can benefit greatly from professional mentoring. That mentor just might be you. Give back this year by getting to know a young professional. Share your knowledge and experience in a meaningful way that helps shape the future of our industry.

Who should apply?


Applications closed

Mentors should be experienced investment industry professionals; both CFA Charterholders and non-Charterholders alike are welcome. 


Applications closed

Mentees must be members of CFAMN and meet one of the following requirements: 
a) A less experienced CFA Charterholder 
b) Passed Level 3 of the CFA exams and are awaiting the experience requirement
c) Be registered for a 2023 CFA Level 3 exam


Timeline for the 2023 program is listed below (subject to change)

Date Action
January 26 - February 15, 2023 Active recruitment of Mentors
January 2023 Mentee & Mentor Applications open
February 15, 2023 Mentee Application deadline
Late Feb 2023 Mentees receive notice of their acceptance into the program
March 15, 2023 Program kick-off event
October 2023 Program ends

Past Participants' Takeaways

I think it is very important to help people. You don't need to be an expert; you just need to put yourself out there – Mentor
My mentee began to understand the applicability of his skillset to different types of positions, and how to communicate his capabilities in a manner that potential employers might find appealing – Mentor
I now have a relationship in my field that can provide experienced advice as well as expand my personal network - Mentee
I gained a better understanding of what younger professionals in the Investment industry face – Mentor
It was nice to see that there are so many successful young people with great career goals. I learned more than I thought I would, and that this [experience] was very beneficial for myself as well as my mentee - Mentor