MENTORSHIP PROGRAM

CFA Society Boston's Mentorship Program offers a unique opportunity for less senior CFA Boston members to connect with, and learn from, seasoned industry professionals. The program leverages the vast experience of its membership to promote professional development and enhance leadership skills. 

In its inaugural year, the program successfully matched 13 pairings from over 50 applications, and since then, the program has increased pairings year-over-year. The Member Engagement Committee works to best match mentors and mentees based on criteria such as work experience, education, industry niche, areas of interest, and education.

With terrific energy and forward momentum, the committee is entreating motivated and conscientious participants to apply to this year's Mentorship Program!

New Program Benefits!
  • Exclusive online LinkedIn Group for Participants
  • Program coupon to attend an event with your Mentor/Mentee
  • More social events sponsored by the Mentorship Committee.
Please enjoy this video detailing our Mentorship Program.
When it was created, CFA Society Boston was known as
The Boston Security Analysts Society (BSAS).

MEMBER TESTIMONIALS

“I’d been involved in many mentor programs in the past – things through college or previous jobs – and you always encounter people who are very like-minded. This program was a chance to get someone that is unbiased and doesn’t really know your situation. You get the ability to explain that to them, and get somebody that’s not thinking in the same way you are, about your opportunities, about where you are now, and how to get where you want to go.”
 – Todd Mulligan,  Past Mentee Participant

“I am really grateful that I was selected for this program and feel very lucky to have been matched up with my Mentor. I started the program with the intention of broadening my network and finding an industry veteran who could help me transition into a new role. [He] was ready and willing to do so and we started talking about career strategies right away. Working with him has been a wonderful experience and I hope that I am able to remain his unofficial mentee when the program wraps up.”                         
- Past Mentee Participant
“If I can be a mentor to someone, I know that it’s an advantage in the long run. My mentee was so eager to learn and so eager to participate it was it was really a perfect match. I couldn’t be more pleased.”                         
- Jack Abbott, CFA, Past Mentor Participant

PROGRAM TIMELINE

  • Mentors and Mentees apply online (see links below).
  • Applications are reviewed by the Mentorship Program Leader in late fall.
  • Mentor/Mentee pairings are made in early winter (matches continue until the conclusion of the membership year in December). 
  • The Mentorship Program Leaders work their best to match mentors and mentees based on criteria such as work experience, education, industry niche, areas of interest, and education. 
  • Mentors and Mentees meet at the “kick-off” reception and attend other organized events during the year. 
  • The program concludes with a Wrap-Up Luncheon for all participants in December.

WHO SHOULD APPLY?

Eligibility is restricted to CFA Boston members.

PROGRAM REQUIREMENTS

  • Mentors and Mentees commit to participate through December and meet 7-10 times over the course of the program year (face-to-face meetings are encouraged whenever possible).
  • Mentors and Mentees are required to sign the Volunteer Code of Conduct.
  • Mentors are expected to allot 1-2 hours per month to meet with their Mentees (at the discretion of each participant).
  • Mentees are responsible for making initial contact (responsibility for scheduling future meetings should be agreed upon by both participants).
  • Mentors and Mentees are expected to attend the Welcome Reception to review program guidelines, meet their program partners, fellow participants, and committee volunteers.

MENTORS

  • 10+ years of industry experience (CFA Charterholder preferred)

As a Mentor you can:
  • Give back -- share your experiences with someone eager to learn and grow as an industry professional
  • Build & develop leadership skills as well as your professional network

(Pairings are made one time per year, generally in the fall.) 

MENTEES

  • Fewer than 9 years of industry experience
  • CFA Charter not required
As a Mentee you will:
  • Gain insight and guidance from an experienced professional
  • Build upon your professional network
  • Meet not only your mentor, but network with other mentees in the program

(Pairings are made one time per year, generally in the fall.) 

For Mentorship Program questions, please contact CFA Society Boston. 








Mentorship Toolkit
(Adobe PDF File)
Suggested Meeting Topics
(Adobe PDF File)