CFA Society of Austin Mentorship Program

The CFA Society of Austin joins societies across the country in offering a Mentorship Program to its members. This is an opportunity for seasoned professionals and aspiring 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.

Mentor Application

Mentee Application



  • CFA Austin Society Member
  • CFA Charterholder or Experienced Industry Professional
  • At least five years of work experience


  • CFA Austin Society Member
  • Successfully passed the CFA Program Level II exam
  • At least one year of post-graduate work experience

Time Commitment

Each mentor/mentee pair shall commit to the following during the program:

  • Six in-person meetings
  • Attend the Orientation and Wrap-up sessions
  • Provide feedback as requested by the Committee

Mentor-Mentee Matching

Mentor/Mentee matches will be made by the Mentorship Program Committee and will consider pairing preferences submitted following mentee and mentor meeting, similarities in professional backgrounds/interests and stated goals for the program.

Enrollment Period

Applications will be accepted from September 15 to October 31st. You will need to complete a Mentor Application or a Mentee Application.

Schedule of Events

September 15 - October 31, 2023
Applications Accepted.

November 16, 2023
Kickoff event at Brewtorium 5:30pm - 8:00pm
RSVP to [email protected]
More Information

December 2023
Application review and notification of acceptance.

January 2024 – June 2024
Program commencement and mentorship meetings.

May-June 2024
Mentorship committee solicits feedback from mentee/mentor.

May - June 2024
Program closing event. Location and time TBD.

June 2024
Program concludes.