Career Mentorship Program

What is our mission?  

To provide a unique, year-long mentoring program pairing CFALA members who seek skill development and personal and professional growth with an experienced professional in the society.

Who are we looking for? 

Young & experienced professionals alike.  If you are a young professional looking for guidance in developing your career objectives with the help of a mentor then please apply as a mentee.  If you are an experienced professional looking to give back to the investment community and help young professionals navigate the industry, please apply as a mentor. 

What should I expect? 

Once your application is submitted, the Mentorship Program Committee members will be hard at work to find the best mentee/mentor match.  They will host an orientation workshop in September to help define mentor/mentee roles, the mentoring process and goal setting.  They will also share key success factors to make this experience the most rewarding possible for all parties involved.  A mentorship committee member will check in with the mentor/mentee regularly to make sure the relationship is working throughout the year.  At the end of the year both the mentor and the mentee will submit a review of the program. 

Application deadline: July 31st, 2020

Program Duration: One year commitment – September 1, 2020 to August 31, 2021

Requirements: Applicants must be active CFALA members; mentors preferred minimum of 10 years work experience, mentees preferred minimum of 1 year work experience


  • Make a personal commitment to making the time to meet at least once a quarter for one year.
  • Mentors and Mentees both commit to proactively stay in touch with one another throughout the year.
  • Must keep the content of conversations confidential.
  • Participate in the program orientation. 
  • Complete and submit a mentoring partnership agreement and goals task sheet.
  • At conclusion of program, provide feedback, and submit a program results sheet.

Download the 2020-2021 Mentorship Program Application

All prospective mentors and mentees must complete this updated application form.

For more information, contact the Mentorship Program Committee Co-Chairs:

Roxanne Cheng, CFA                            Michael Koop, CFA        

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