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​​​Professional Mentoring Program

Each year 60-80 people in our region pass Level 3​ and receive their CFA Charterholder Designation​. These are the people who have made a commitment to professional excellence and ethics​, and who one day will lead our investment community. Many of them are looking for someone willing to offer advice and be a sounding board on topics like:

        - How to set goals for next career steps
        - Navigating a career transition
        - Work/life balance
        - Management and leadership roles

New CFA Charterholders can benefit greatly from professional mentoring. That mentor just might be you. Give back this year by getting to know​ a young professional.​ Share your knowledge and experience in a meaningful way that helps shape the future of our industry.​ 

Who should apply?

should be experienced investment industry professionals; both CFA Charterholders and non-charterholders alike are welcome. 2020 Mentor Application

Mentees must be members of CFA​​​​MN and meet one of the following requirements: 

a) A less experienced CFA Charterholder 
b) Passed Level 3 of the CFA exams and are awaiting the experience requirement
c) Be registered for the 2019 CFA Level 3 exam

Timeline for the 2019-2020 program is listed below (subject to change)

​Nov 1, 2019 - Feb 1​, 2020​Active recruitment of Mentors
​December 2020​Mentee & Mentor Applications open
​January 31, 2020​Mentee Application deadline
​Late Feb 2020​Mentees receive notice of their acceptance into the program
​March 3, ​2020​Program kick-off lunch event
​October 2020​Program ends​​

Past Participants' Takeaways

I think it is very important to help people. You don't need to be an expert; you just need to put yourself out there – Mentor​

My mentee began to understand the applicability of his skillset to different types of positions, and how to communicate his capabilities in a manner that potential employers might find appealing – Mentor

I now have a relationship in my field that can provide experienced advice as well as expand my personal network - Mentee​​                                                                    

I gained a better understanding of what younger professionals in the Investment industry face – Mentor

It was nice to see that there are so many successful young people with great career goals.  I learned more than I thought I would, and that this [experience] was very beneficial for myself as well as my mentee - Mentor

I enjoyed this.  A lot. - Mentor