CFA Society South Florida's mentor program is an all-volunteer program that pairs up newer stage career professionals with more seasoned individuals to help facilitate a better career experience for both the mentee and mentor. You do not have to be a seasoned veteran to be a mentor and you do not have to be a recent graduate to be a mentee. This program offers great potential to make a very significant positive impact on others in our profession.
This program affords CFA candidates and recent charterholders the opportunity to be paired with more senior members of the local investment community. The program is designed to help members network and exchange ideas between more seasoned members and the next generation of financial professionals. We have secured a number of new mentors in both Palm Beach and Broward Counties who are available to spend time both face to face and via telephone with mentees.
This program is not meant to be an interview platform, but instead an opportunity for mentors to impart wisdom on mentees who are curious about different aspects of the investment business or are looking to transition from one area to another. Mentors will also facilitate introductions to other members for mentees, help with career decisions and provide general insight into the industry.
Mentees are expected to be proactive participants in meetings realizing that having a mentor is a privilege and their time should be respected. Exact meeting locations and schedules will be determined by the parties, but we would suggest lunch or coffee and if practical, mentors can invite mentees to company events or industry gatherings (CFA-sponsored or otherwise).
This program is offered free of cost to CFA Society South Florida members in good standing. Should you be interested in learning more please email
Mentoring@CFASouthFlorida.org for more information.
Please log in with same user ID (usually email address) and password used to log in to CFA Institute's site to
chat with other mentors and mentees,
request a mentor or
sign up to mentor.
Local members with NO CFA Institute Affiliation: Please create an account in CFA Institute's site
using email address you entered to join CFA Society South Florida to set up member area access for this site. Provide
email@example.com with email address used to create CFA Institute account. CFA Society South Florida will then work with CFA Institute to activate your access. You will be notified once site's member access is active.
Mentor and mentee forums and forms are available to
CFA Society South Florida members only.