CFA Society Baltimore Mentorship Program


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Every year, approximately fifty new CFA Charterholders join the greater Baltimore investment community, and approximately 300 candidates sit for a CFA exam. These individuals, committed to professional excellence and ethics, will one day lead our investment community. The CFA Society Baltimore Mentorship Program has been developed to allow these young professionals to connect with seasoned charterholders who can offer career guidance and be a sounding board as they begin their journey as CFA Charterholders.




Who is eligible to participate?

Mentee applicants should be CFA Charterholders with less than five years of professional experience or current CFA Candidates. 

Mentor applicants should be members of CFA Society Baltimore and charterholders with more than five years of professional experience. 

Application timeline:

Applications will be open from Nov 20 - Dec 8, 2023. Mentees and mentors will be notified of their match in mid-December, with a kickoff event hosted in person in mid-January.  

Program Duration:

Each mentorship cycle has a six-month (approximately 4-6 hours total) time commitment. Mentors and mentees should aim to meet at least two to three times in the six-month period. Emails with talking/touchpoints and reminders to plan a meeting will be sent periodically.  Communication should be mentee-driven, with the mentee being responsible for setting up all interactions.

Topics of Conversation:

Apply Now:

Topics to be covered: preparing for the CFA exam, career planning, work/life balance, leadership, teamwork, professional challenges, etc. 

The application is now closed. Please check back in late spring for the next round of mentoring. 

To complete an application to be a mentor or mentee, please use the following link:

Mentorship Program Application