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.
Mentor Application
Mentee Application
Qualifications
Mentor
● CFA San Diego Society Member
● CFA Charterholder or Experienced Industry Professional
Mentee
● 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 10 to October 30. You will need to complete a Mentor Application or a Mentee Application and submit to [email protected]
Schedule of Events
October 10 – October 30, 2026- Applications window opens
November 1, 2026 - Application review and notification of acceptance.
November 10, 2026 - Kickoff event
November 2026 – May 2027 - Program commencement and mentorship meetings.
May 2027 - Mentorship committee solicits feedback from mentee/mentor.
May 2027 - Program closing event. Location and time TBD.