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CFA Society Chicago
Mentorship Program Overview


Mentor Profile Collection: August 6 – September 13, 2019

Mentee Application Open: August 13 – September 13, 2019
Only CFA charterholders that are current with their CFA Society Chicago dues will be considered for program selection.

Mentee Application Selection: September 16 – September 24, 2019
The Mentorship Program Subcommittee will select mentees through a blind application review process. Selection notification emails will be sent out on September 25, 2019.

Mentor-Mentee Matching: September 25 – September 30, 2019
Mentor-Mentee matches will be made by the Mentorship Program subcommittee and will consider similarities in professional backgrounds/interests, stated goals for the program, pairing preferences submitted to the subcommittee following mentee and mentor reviews of program participant bios and meeting location/timing preferences or restrictions.

Program Orientation (Mentor-Mentee Matches Announced): October 2, 2019

CFA Society Chicago will host a networking event that will include a program overview presentation and announcement of Mentor-Mentee pairs and opportunity for pairs to meet and begin planning for the program.  

Program Duration: 8 months from Orientation Meeting  (October through June)

Meeting Schedule: 1 Mentee-Mentor Mixer + 6 meetings (target 1 meeting per month) + optional attendance at one non-Mentorship Program CFA event together

Suggested Meeting Topics

  • Program Orientation and Mentee-Mentor Mixer – CFA Society Chicago staff facilitated event
  • Meeting #1 – Continued Introductions & Discussion of Goals for Program
  • Meeting #2 – Professional Growth
  • Meeting #3 – Work/ Life Balance
  • Meeting #4 – Leadership/Team Work
  • Meeting #5 – Upcoming Professional Challenges
  • Meeting #6 – Program Conclusion & Tips for the Future (CFA Society Staff facilitated event)

Participants (subject to change based on response rates):

  • Mentors: 20-25 (Experienced CFA Society Chicago Members)
  • Mentees: 20-25 (Selected through application process)

Program Benefits

Opportunity to share your expertise and to collaborate with more junior colleagues.

Gain a valuable resource for critical feedback, career insight and networking.