Professional Mentorship Program

Each year 60-80 people in our region pass Level 3 and receive their CFA Charterholder Designation. These are the people who have made a commitment to professional excellence and ethics, and who one day will lead our investment community. Many of them are looking for someone willing to offer advice and be a sounding board on topics like:

  • How to set goals for your next career steps
  • Navigating a career transition
  • Work/life balance
  • Management and leadership roles
  • Navigating the CFA exam process

New CFA Charterholders can benefit greatly from professional mentoring. That mentor just might be you. Give back this year by getting to know a young professional. Share your knowledge and experience in a meaningful way that helps shape the future of our industry.

Who should apply?

MENTORS

Apply here

Mentors should be experienced investment industry professionals; both CFA Charterholders and non-Charterholders alike are welcome.

MENTEES

Apply here

Mentees must be members of CFA-STL and meet one of the following requirements:

a) A less experienced CFA Charterholder

b) Passed Level 1 of the CFA exams and are awaiting the experience requirement

c) Be currently registered for a CFA Level 3 exam