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
  • Navigating the CFA exam process

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?


Apply here

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


Apply here

Mentees must be members of CFA-STL and meet one of the following requirements:

a) A less experienced CFA Charterholder

b) Passed Level 1 of the CFA exams and are awaiting the experience requirement

c) Be currently registered for a CFA Level 3 exam

Timeline for the 2024 program is listed below (subject to change)

Date Action
February 15 - March 8, 2024 Active recruitment of Mentors
February 2024 Mentee & Mentor Applications open
March 8, 2024 Mentor/Mentee Application deadline
March 8-11, 2024 Mentees receive notice of their acceptance into the program
March 14, 2024 Program kick-off event
October 2024 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