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CFA Society Chicago
Mentorship Program Overview

2023 – 2024 SCHEDULE

Mentor Profile Collection: December 4, 2023 – December 22, 2023

Mentee Application Collection: December 4, 2023 – December 22, 2023
Only CFA charterholders that are current with their CFA Society Chicago dues will be considered for program selection.

Mentee Application Selection: December 22, 2023 – January 5, 2024
The Mentorship Program Subcommittee will select mentees through a blind application review process. Selection and pairing notification emails will be sent out on January 9, 2024.

Mentor-Mentee Matching: December 22, 2023 – January 8, 2024
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: January 16, 2024

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

Program Duration: 6 months from Orientation Meeting (January 2024 through July 2024)

Suggested Meeting Schedule: 1 Mentee-Mentor Mixer + 1 Meeting/Month + optional attendance at one non-Mentorship Program CFA event together

Program Conclusion:

CFA Society Chicago will hold a networking event in July to wrap up the mentorship program including tips for the future and feedback.


  • 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

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 longer term perspective on how you want to navigate your career.

You may only apply for one, mentor or mentee.