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. 

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].

More Information - 

May 23, 2024 - Program Closing Event 
5:00 -7:00 pm 
Chandler Asset Management - 9255 Towne Center Dr. #600, San Diego, CA 92121
Register Now

We also ask that everyone that participated in the program complete our post-program surveys.  Your feedback will help future iterations of our Mentorship Program.  Time and effort are greatly appreciated! Please complete by May 23rd. 
Mentor Feedback 
Mentee Feedback