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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. ​



  • ​CFA Houston Society Member  
  • CFA Charterholder or Experienced Industry Professional 
  • At least 8 years of work experience




  • ​​CFA Houston 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 12 month program period:
  • Six in-person meetings
  • Attend the Orientation and Wrap-up event and 
  • Provide feedback as requested by the Committee​


Applications are now being accepted through May 15th:

Mentor Application

Mentee Application

 Schedule of Events

May 15th – application deadline

– application review and notification of acceptance

July - April
– Program Commencement

September and January
– Mentorship Committee solicits feedback from mentee/mentor

– Program concludes

 Content Editor

For more information please download the Handbook and Partnership Agreement:


Partnership Agreement

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