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.

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PROGRAM DETAILS

Who is eligible to participate?

Mentee applicants should be CFA Charterholders with less than five years of professional experience or current CFA Candidates. University students who are actively enrolled in the CFA program and current candidates are eligible to participate. 

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 September 3 - 20, 2024. Mentees and mentors will be notified of their match at an in-person luncheon event on October 1, 2024.

Program Duration:

The mentorship cycle runs about seven months (October through April) with approximately a 4-6 hour time commitment. Mentors and mentees should aim to meet at least five to six times in the seven-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 initiating and coordinating interactions.

Topics of Conversation:

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

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

Mentorship Program Application