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​​The Board of Directors of the CFA Society of Houston has decided to join other societies across the country in offering a Mentorship Program to its members.  This is an opportunity for seasoned professionals and young professionals to connect, share knowledge and experiences, grow, and create lasting relationships in an atmosphere of confidentiality, trust, and respect. 

The Mentorship Program is not a job placement program.  Therefore, it is highly likely that the mentor and mentee will not share the same career path or industry experience.  Furthermore, it has been the experience of many societies that the number of mentee applications outweighs mentors so not all applicants will be accepted. ​

 Qualifications

Mentor

  • ​CFA Houston Society Member  
  • CFA Charterholder or Experienced Industry Professional 
  • At least 8 years of work experience

 

Mentee

 

  • ​​CFA Houston Society Member
  • ​​Successfully passed the CFA Program Level III exam
  • At least three years of post graduate work experience ​

 Time Commitment
Each mentor/mentee pair shall commit to the following during the 12 month program period:
  • Six in-person meetings
  • Attend the Orientation and Wrap-up event and 
  • Provide feedback as requested by the Committee​

 Applications
​Applications are now being accepted through December 15th:

Mentor application

Mentee application​

 Schedule of Events
December 15th – application deadline

December - January – application review and notification of acceptance


February – Program Commencement

April and August – Mentorship Committee solicits feedback from mentee/mentor

December – Program concludes

 Content Editor
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For more information please download the Handbook and Partnership Agreement:

Handbook

Partnership Agreement​

You may also contact Janko Trenkoski at mentoring@cfahouston.org​