CFA Society Chicago
Mentorship Program Overview

2022 – 2023 Schedule

Mentor Profile Collection: December 5, 2022 – December 23, 2022

Mentee Application Collection: December 5, 2022 – December 23, 2022
Only CFA charterholders that are current with their CFA Society Chicago dues will be considered for program selection.

Mentee Application Selection: December 23, 2022 – January 6, 2023
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, 2023.

Mentor-Mentee Matching: December 23, 2022 – January 6, 2023
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 17, 2023

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 2023 through July 2023)

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.

Suggested Meeting Topics

• 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)