The CFA Society Orange County mentoring program is designed to help OCCFA members network and exchange ideas between experienced professionals and the next generation of leaders. Mentees must be a member of the society or CFA level III candidate. Based on both the mentors’ and mentees’ preferences they will be paired in the mentees’ current or desired career field. Mentors are encouraged to introduce their mentee to members of the society, provide background on the mentor's work experience, help with career decisions and provide general insight into the industry.
The role of the mentor is to meet at least 4-5 times with their mentees over the course of six months, both during and outside of CFA sponsored events. Mentors & their mentees determine the days/times they will meet. Mentors might help their mentees set career goals, determine how to reach these goals and provide positive feedback and support as the mentee moves toward their goals. Working with a mentor helps empower mentees to reach their full potential and develop and reach positive career and personal goals.