CFA Society Houston

A Member of the CFA Institute Global Network of Societies

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

For more information please download the Handbook and Partnership Agreement:

Handbook

Partnership Agreement

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