Career Mentorship Program

What is our mission?  

To provide a unique, year-long mentoring program pairing CFA Society Los Angeles 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.  THERE IS NO GUARANTEE THAT YOU WILL BE MATCHED.  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, 2024

Program Duration: One year commitment – September 1, 2024 to August 31, 2025

Requirements: APPLICANTS MUST BE ACTIVE CFALA MEMBERS at the time of application and pairing. Mentees are recommended to have at least 1 year work experience. Mentors are recommended to have a minimum of 10 years work experience in the financial services or academic fields.


  • 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.

 2024-2025 Mentorship Program Application - NOW OPEN

All prospective mentors and mentees must complete this form. The link above will take you to SurveyMonkey, if you are unable to access SurveyMonkey due to company security, please email for a fillable form.

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

Roxanne Cheng, CFA                            Michael Koop, CFA        

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