CFA Society Chicago
Mentorship Program Overview

2021 – 2022 Schedule – Enrollment is Closed

Mentor Profile Collection: November 17, 2021 – December 17, 2021 

Mentee Application Collection: November 17, 2021 – December 17, 2021
Only CFA charterholders that are current with their CFA Society Chicago dues will be considered for program selection.

Mentee Application Selection: December 17, 2021 – January 5, 2022
The Mentorship Program Subcommittee will select mentees through a blind application review process. Selection and pairing notification emails will be sent out on January 7, 2022.

Mentor-Mentee Matching: December 17, 2021 – January 5, 2022
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 19, 2022

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 2022 through July 2022)

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)