Professional Mentorship Program

Our 2026 program has been revamped!
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 your 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?

MENTORS

Applications are open

Apply

Mentors should be experienced investment industry professionals; both CFA Charterholders and non-Charterholders alike are welcome. 

MENTEES

Applications are open

Apply

Mentees must be members of CFAMN and meet one of the following requirements: 

  1. A less experienced CFA Charterholder 

  2. Passed Level 3 of the CFA exams and are awaiting the experience requirement

  3. Be currently registered for a CFA Level 3 exam

Those who have passed Level 2 will be considered based on mentor availability, but placement is not guaranteed.

The timeline for the 2026 program is listed below (subject to change)

Date Action
May/June 2026 Active recruitment of Mentors
May/June 2026 Mentee & Mentor Applications open
August 2026 Mentor/Mentee Application deadline
Mid-Late August 2026 Mentees receive notice of their acceptance into the program
September 10, 12-1:00 pm Program kick-off event
January 2027 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