Mentees – We are thrilled that our new mentorship program is so popular! Make sure to enter your application to be matched for our inaugural cohort before noon ET on Wednesday, 12 August when we need to stop accepting applications. Even if you are not matched for this cohort, you will automatically join our list and be invited to participate in additional opportunities as the program develops.
Mentors – Have you earned the CFA® designation, CIPM® designation, ASIP, or RBA (Netherlands) designation at least six years ago? Share your career experience and advice through the fully supported inaugural cohort of the CFA Institute Global Mentorship Program. Applications are open through 31 August.
Mentors – Have you earned the CFA® designation, CIPM® designation, ASIP, or RBA (Netherlands) designation at least six years ago? Share your career experience and advice through the fully supported inaugural cohort of the CFA Institute Global Mentorship Program. Applications are open through 31 August.
Advance Your Career Through the Global Mentorship Program
The CFA Institute Global Mentorship Program is designed to support members' professional growth, expand connections across the global CFA Institute community, and help participants navigate their careers with greater clarity and confidence. By bringing mentors and mentees together to exchange knowledge, experiences, and perspectives, the program creates opportunities for learning and development that extend beyond traditional professional networks.
Mentorship provides a space for participants to reflect on their goals, explore new ideas, and gain insights that help them grow personally and professionally. Through meaningful one-to-one relationships and shared experiences, mentors and mentees build valuable connections while developing new skills.
The program is not intended to serve as a job placement or recruiting service. Rather, it is designed to help both mentors and mentees develop the knowledge, skills, perspectives, and professional relationships that can support their long-term career growth and preparation for future opportunities.
Participants Will Explore Key Development Areas
Communication & Relationship Building
Strong professional relationships and effective communication are essential to career success. Participants will develop skills such as active listening, communicating clearly and confidently, giving and receiving feedback, and navigating challenging conversations. Mentorship discussions also support building trusted professional relationships, expanding networks, and strengthening collaboration with colleagues, clients, and industry peers.
Strategic Thinking & Problem Solving
Participants will strengthen their ability to analyze information, think strategically, and make thoughtful decisions. Mentorship conversations can explore problem solving, planning and execution, and approaching challenges with a growth mindset. These skills help members navigate career opportunities, contribute more effectively in their roles, and drive meaningful professional outcomes.
Career Development & Professional Growth
Mentorship provides an opportunity to reflect on career aspirations and explore pathways for growth. Participants may focus on career planning, identifying strengths, building confidence, navigating career transitions, and developing the skills needed for future opportunities. Through guidance and reflection, mentees gain greater clarity about their professional direction and the steps needed to advance their careers.
Leadership & Personal Effectiveness
Developing strong leadership habits begins with managing oneself and working effectively with others. Participants can focus on building emotional intelligence, demonstrating adaptability, managing priorities, negotiating and resolving conflict, influencing without authority, and developing the confidence to contribute ideas and lead effectively. Mentors also have the opportunity to strengthen their leadership capabilities while sharing their experience and supporting the development of fellow professionals.
Global Awareness & Cross-Cultural Perspectives
As a global program, mentors and mentees may be matched with participants from different countries, regions, and markets. These relationships provide a unique opportunity to gain insights into how investment professionals work across diverse business environments, regulatory frameworks, and cultural contexts. Through these conversations, participants can broaden their global perspective, develop greater cultural awareness, and build relationships that extend beyond their local market. This global exposure helps members better understand industry trends, challenges, and opportunities from a wider international viewpoint.
Exploring the Investment Management Profession
The investment management industry encompasses a wide range of roles and career paths beyond those participants may encounter in their current positions. Through mentorship, members can learn about different functions across the profession, including portfolio management, research, risk management, wealth management, client relations, operations, technology, and leadership roles. These conversations help participants better understand the breadth of opportunities available within the industry, identify potential career paths, and gain insights into the skills and experiences that support success in different areas of the profession.
The CFA Institute Global Mentorship Program is designed to support members' professional growth, expand connections across the global CFA Institute community, and help participants navigate their careers with greater clarity and confidence. By bringing mentors and mentees together to exchange knowledge, experiences, and perspectives, the program creates opportunities for learning and development that extend beyond traditional professional networks.
Mentorship provides a space for participants to reflect on their goals, explore new ideas, and gain insights that help them grow personally and professionally. Through meaningful one-to-one relationships and shared experiences, mentors and mentees build valuable connections while developing new skills.
The program is not intended to serve as a job placement or recruiting service. Rather, it is designed to help both mentors and mentees develop the knowledge, skills, perspectives, and professional relationships that can support their long-term career growth and preparation for future opportunities.
Participants Will Explore Key Development Areas
Communication & Relationship Building
Strong professional relationships and effective communication are essential to career success. Participants will develop skills such as active listening, communicating clearly and confidently, giving and receiving feedback, and navigating challenging conversations. Mentorship discussions also support building trusted professional relationships, expanding networks, and strengthening collaboration with colleagues, clients, and industry peers.
Strategic Thinking & Problem Solving
Participants will strengthen their ability to analyze information, think strategically, and make thoughtful decisions. Mentorship conversations can explore problem solving, planning and execution, and approaching challenges with a growth mindset. These skills help members navigate career opportunities, contribute more effectively in their roles, and drive meaningful professional outcomes.
Career Development & Professional Growth
Mentorship provides an opportunity to reflect on career aspirations and explore pathways for growth. Participants may focus on career planning, identifying strengths, building confidence, navigating career transitions, and developing the skills needed for future opportunities. Through guidance and reflection, mentees gain greater clarity about their professional direction and the steps needed to advance their careers.
Leadership & Personal Effectiveness
Developing strong leadership habits begins with managing oneself and working effectively with others. Participants can focus on building emotional intelligence, demonstrating adaptability, managing priorities, negotiating and resolving conflict, influencing without authority, and developing the confidence to contribute ideas and lead effectively. Mentors also have the opportunity to strengthen their leadership capabilities while sharing their experience and supporting the development of fellow professionals.
Global Awareness & Cross-Cultural Perspectives
As a global program, mentors and mentees may be matched with participants from different countries, regions, and markets. These relationships provide a unique opportunity to gain insights into how investment professionals work across diverse business environments, regulatory frameworks, and cultural contexts. Through these conversations, participants can broaden their global perspective, develop greater cultural awareness, and build relationships that extend beyond their local market. This global exposure helps members better understand industry trends, challenges, and opportunities from a wider international viewpoint.
Exploring the Investment Management Profession
The investment management industry encompasses a wide range of roles and career paths beyond those participants may encounter in their current positions. Through mentorship, members can learn about different functions across the profession, including portfolio management, research, risk management, wealth management, client relations, operations, technology, and leadership roles. These conversations help participants better understand the breadth of opportunities available within the industry, identify potential career paths, and gain insights into the skills and experiences that support success in different areas of the profession.
