CFA Society France

A Member of the CFA Institute Global Network of Societies



​Mentoring is a brain to pick, an ear to listen, and a push in the right direction...

John C. Crosby, American politician


Mentoring is the key for developing and sustaining a satisfying professional career, it enables each of us to grow, learn, transform, and accomplish goals.

Whether you are the mentor or the mentee, a mentoring program helps build a dynamic community while ensuring the success of each individual as they achieve personal and professional goals.

As part of our members career development support role, we are launching a brand new Mentoring Program designed to pair Members contemplating a career change, or simply trying to realise their full potential with seasoned professionals interested in accompanying a fellow member in their professional development.


 Who is it designed for?

All CFA Charterholders in France at a changing point in their career in search of support and advice.

Any CFA Charterholder willing to accompany fellow members in their career change.

Suggested areas:

  • Evolution to management or new leadership roles
  • Setting goals for the next career steps
  • Navigating a career transition
  • Achieving work/life balance
  • Navigating company cultural codes
  • Managing changing environments
  • Working in a French environment (for international professionals)


For Mentees:
  • Better know their strengths and weaknesses through a sincere analysis
  • Receive constructive and relevant feedback from a fellow professional with similar experience
  • Learn to ask and receive support
  • Consolidate their professional project
For Mentors:

Being a mentor is a very unique way to develop and practice essential management skills:

  • Active listening
  • Giving feedback
  • Setting goals
  • Performance coaching
  • Encouraging and motivating others
  • Influencing others

It also provides

  • Personal satisfaction from sharing experience and competences
  • Appreciating their own accomplishment
  • Contribute to someone's professional development
  • Develop relationship building skills

 How will it work?

  • Introductory info session organized by CFA Society France:
    • program's goals
    • participant roles
    • mentoring best practices
    • mentoring process
    • mentors and mentees to clarify their own objectives.
    • tools, expertise, and guidance to improve the quality of mentorship.
  • Follow up training session/network meeting for mentors and Mentees selected for the Pilot session 2016-2017
    • ensure all mentorships have goals and action plans.
    • "help resources" (topical content, mentoring best practices, etc.)
  • Monthly Mentor/Mentee meeting to be initiated and organized by mentees
  • Checkpoints/progress reports to help mentors and mentees stay productive.
  • Mentor assistance (if required)
  • Evaluation interviews with mentors and mentees at the end of the pilot
  • Feedback on the benefits of the program and process.

 Interview with:

Alejandro Hiniesto, CFA, Mentor ​​

- Why did you decide to participate in the mentoring program?
I wanted to help someone starting his career the way I would have liked someone to help me as I started mine?

- How has the program corresponded to your expectations?
Indeed ! It did not only meet but rather overdid my expectations. I have also enjoyed getting to know the other mentors.

- How could the mentoring program be improved?
Currently it's geared for young charterholders, it should be upgraded for mentees at mid-career, the challenge being having senior CFA members involved.

- Would you participate in a mentoring program again in the future?
For sure.

- Would you encourage others to participate in mentoring and why?
I would encourage others to participate, it's fun, it does not take a lot of time and, surprisingly, you take out more than you put in.



​Pilot project: 6 months
  • Launch: September 2016
  • Introductory info session open to all interested in participating
  • Follow up session with Mentors and Mentees selected for the Pilot session 2016-2017
  • Closure session/networking event: Spring 2017.
Target: 5-10 pairs depending on interest and resources.