Mentorship Program
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CFA Society San Francisco's Mentorship Program is a year-long volunteer program that pairs experienced mentors with entry- and mid-level professionals in the investment industry. This program is designed to help members network and exchange ideas between professionals of varying degrees of experience. The program length is designed to give sufficient time to build trust and rapport between the mentors and protégés. 

 

The 2017 application cycle is now closed. Contact Michael Reilly if you have any questions or comments.

 

This program is not meant to be an interview platform, but rather an opportunity for mentors to impart wisdom to protégés, provide guidance to protégés who are curious about various aspects of the investment industry, and/or provide perspective to protégés considering a transition from one area of the investment industry to another.

Qualifications

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 protégé. Due to the limited scale of the mentoring program, however, CFASF protégé applicants that are CFA Charterholders will be given priority.

You might be a Mentor candidate if you:

  • Have the desire, ability, and expertise to support and guide a protégé
  • Are open to sharing insights, experiences, words of wisdom, and lessons learned in your career
  • Are willing to facilitate introductions to other members for protégés, help with career decisions, and provide general insight into the industry
  • Can hold conversations in confidence
  • Are an active and willing listener
  • Can challenge yourself and your protégé
  • Are willing to dedicate at least one hour per quarter for one-on-one meetings and attend two society/industry events during the year with your protégé
  • Agree not to use the program as a recruiting tool


You might be a Protégé candidate if you:

  • Recognize that mentoring is a valuable tool for professional development and growth
  • Have a desire to be challenged professionally
  • Can be a proactive participant in meetings and value the mentor’s investment of time and experience
  • Are willing to share insights, experiences, successes, and lessons learned with your mentor
  • Are open to receiving feedback and guidance as well as trying what your mentor has suggested
  • Hold conversations in confidence
  • Are an active and willing listener
  • Can commit to at least one hour each quarter for one-on-one meetings and attend two society/industry events during the year with your mentor
  • Do not use this as a job search opportunity

Time Commitment

The CFASF Mentorship Program will commence late April or early May with a required training session for all mentors and protégés. This session will provide guidelines to enable program volunteers to get the most out of the program as well as feature a mentoring coach as a guest speaker.

Each mentor-protégé pair will meet at least one hour each quarter for one-on-one discussions. Each pair will also attend at least two society or other industry events during the year.

The CFASF Mentorship Program will also host a wrap-up lunch at program close out to highlight successes, lessons learned, and ideas for the next CFASF Mentoring Program year.

Mentor Thought Starters for Meeting Preparation

  • What specific objectives do you want to achieve during the course of your mentor-protégé relationship?
  • What are the protégé’s career goals (3-5 years), performance objectives, strengths, weaknesses, and background?
  • How can you assist your protégé with his or her career goals and help take him or her to the next level?
  • Identify 2-3 topics that your protégé would like to work on with you during the mentorship program.
  • Identify solutions/tasks that your protégé might do differently for success.
  • How can you help your protégé work on both short-term intra-company success goals and long-term career management goals?

Protégé Thought Starters for Meeting Preparation

  • What are your specific goals that you want to achieve during the course of your mentor-protégé relationship?
  • How can you best learn from the mentor’s insights, experiences, words of wisdom, and lessons learned?
  • What areas can a mentor help you with refining your career goals and gaining increased understanding of the industry?
  • Identify 2-3 topics you would like to work on with your mentor during the mentorship program.
  • Identify what skills you would like to improve or change.
  • What challenges has the mentor overcome when he or she was in a similar position?

The 2017 application cycle is now closed. Contact Michael Reilly for more information.