Mentorship Program

The mentorship program will match experienced mentors with less experienced mentees. It is a conduit for 2-way sharing, relationship deepening, and community building. The program term is 6 months at a time for mentors (subject to renewal). Mentees can stay in the program until they have more than 5 years of experience, at which point they become mentor eligible. Applications for both mentors and mentees are on a revolving basis.
Each mentor-mentee group is asked to meet once per quarter at a time and place convenient to them.
It will offer mentors the opportunity to give-back to the community, stay current on CFA Program topics, and sneak a peak at the next-generation of talent in the Greater Nashville area.
It will offer mentees the opportunity to receive guidance and experience from seasoned veterans. It should increase accountability and the sense of community through the long journey that is the CFA Program and give a glimpse of the different career paths possible as a CFA ® Charterholder.
CFA Society Nashville will provide materials/content and training if necessary for Mentors for the in-person meetings
CFA Society Nashville Membership & Candidate Services committee will match mentors and mentees. They will consider matching requests made via the application.
Kickoff mixer at the start of each term: early July and early January respectively!
End-of-term feedback medium.

Contact Us with any questions about the Mentorship Program.

Placement is subject to CFA Society Nashville Membership & Candidate Services discretion. Application is no guarantee of placement.

Submit your application by email, instructions below, to the Membership & Candidate Services Chair, Russ Barnard, CFA®, CFP®.

Mentor Requirements and Application

Mentor must be a member of CFA Society Nashville in good standing with more than 5 years of work experience by the start of the term
Application to be submitted by email, link below
Please include your Resume, LinkedIn, or link to website bio in the application email
If applicable, please include any comments, requests, objectives, or feedback in the body of the email
- Common examples: someone at my firm, someone not at my firm, someone in Wealth Management, someone in VC/PE/IB etc.

Mentee must be a CFA Program Candidate or have been a Candidate within the last 6 months
- Or else have passed the CFA Program Level III exam and does NOT meet the work requirement to join CFA Society Nashville
- Or else be a member of CFA Society Nashville in good standing with less than 5 years of work experience by the start of the term
Application to be submitted by email, link below
Please provide proof in the form of a screenshot of your most recent CFA Program registration info, or email indicating you passed the CFA Program Level III Exam, or your CFA Society Nashville membership credentials
If applicable, please include any comments, requests, objectives, or feedback in the body of the email

Common examples: someone at my firm, someone not at my firm, someone in Wealth Management, someone in VC/PE/IB etc.