Mentorship Program

CFA Society San Diego Mentorship Program 

CFA Society San Diego joins societies across the country in offering a Mentorship Program to its members. This is an opportunity for seasoned professionals and aspiring 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.



  • CFA San Diego Society Member 
  • CFA Charterholder or Experienced Industry Professional


  • CFA San Diego Society Member
  • Candidate for the CFA Program

Time Commitment 

Each mentor/mentee pair shall commit to the following during the 6-month program period 

  • Attend the Orientation and Wrap-up sessions 
  • Four meetings to be jointly scheduled between Mentor and Mentee, approximately one hour each and monthly 
  • Mentors and Mentees are encouraged to jointly attend at least one regular CFA Society San Diego event 
  • Provide feedback as requested by the Committee 

Mentor-Mentee Matching 

Mentor/Mentee matches will be made by the Mentorship Program Committee and will consider pairing preferences submitted following mentee and mentor meeting, similarities in professional backgrounds/interests and stated goals for the program. 

Enrollment Period 

Applications will be accepted from October 1st to October 31st 

Return the completed application or questionnaire to [email protected]  

Schedule of Events 

October 1 - October 31, 2023 - Applications Accepted
November 1-6, 2023 - Application review and notification of acceptance.
November 13, 2023 - Kickoff Event – University of San Diego - Nexus Theater - 5998 Alcala Park, San Diego, CA  92110

More information 

November 2023 – May 2024 - Program commencement and mentorship meetings.
May 2024 - Mentorship committee solicits feedback from mentee/mentor.
May 2024 - Program Closing Event – date & venue TBD 

To view Frequently Asked Questions - click here!

To view the Mentorship Kick-off slides - click here!

If you have any questions, you can contact Stanley Martinez, CFA, Director at Large, by email at [email protected].