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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 December 31st:

Mentor Application

​Mentee Application

 Schedule of Events

December 31st – application deadline

January 2022
– application review and notification of acceptance

January-December 2022
– Program Commencement

July and November
– Mentorship Committee solicits feedback from mentee/mentor

December 2022
– Program concludes

 Content Editor

For more information please download the Handbook and Partnership Agreement:


Partnership Agreement

You may also contact us at [email protected]