Mentorship

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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.

Qualifications

Mentor

  • CFA Houston Society Member
  • CFA Charterholder or Experienced Industry Professional
  • At least 7-10 years of work experience


Mentee

  • 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 2026 program 

  • Four meet ups
  • Attend the Orientation and Wrap-up sessions (these are part of the four meetings)
  • Provide feedback as requested by the Committee

Schedule of Events

October 2026
Mentor Social - Thank you 2026 cohort and kickoff 2027 applications

December 11, 2026

Application deadline for 2027 cohort

January 2027

Application review and notification of acceptance by mentorship committee.

February-December 2027

Program commencement and mentorship meetings.

March 2027

Mentorship Program Orientation event

December 2026

Program concludes for 2026 cohort.