Mentor Application

Please complete this application and attach a current copy of your CV and short bio in order to be matched with a mentee. Applicants will be notified regarding the status of their application by the end of March.

Name:	Name

Member ID#:	CFA UK Membership No.

Email Address:	Email Address

City:	City

Current Role:	Current Role

Current Employer:	Current Employer

# of Years of Investment Industry Experience:	Number of Years of Industry Experience

Field/Specialism (e.g. Buy-side Equity Analyst):	Field/Specialism

Other Professional/Academic Qualifications:	Other Professional/Academic Qualifications

For the in-person/phone meetings with your mentee, would you prefer to meet:

(mark one):	Weekdays	Weekend	No preference/Either is fine

(mark any that apply): Morning	Mid-day/Lunch Afternoon Evening

For additional interactions with your mentee, would you prefer to connect:

(mark all that apply):	As often as needed Weekly	Monthly

Other:

(mark all that apply):	In-person Video-conference	Telephone Email

Please rate your level of interest and rank your preference in mentoring others in the following matters:

Themes	1	2	3	4	5	Preference
(least interest most interest)	(Please rank 1-5)
Helping individuals better understand relevant technical concepts	1	2	3	4	5
Helping individuals better understand different jobs and career paths in the investment management industry	1	2	3	4	5
Helping individuals develop interpersonal, communication, and “soft” skills that will help them succeed in their careers	1	2	3	4	5
Helping individuals to improve their overall understanding of and exposure to particular field within the investment industry	1	2	3	4	5
Providing guidance to individuals to develop or improve management skills	1	2	3	4	5
Providing advice and guidance to an individual navigating workplace politics and conflicts	1	2	3	4	5

Have you previously served in a mentoring capacity either formally or informally? Or, have you previously received mentoring training? (If yes, please tell us about your experience.)
Please identify your top 3 – 5 professional strengths or areas of expertise that you believe might allow you to best support a mentee: 1. 2. 3. 4. 5.

Is there anything else you would like us to keep in mind when we match you with a mentee? (If yes, please explain.)

Please read the below, check the acknowledgement and sign and date your application below:

I acknowledge that by applying to serve as a mentor I am committing to being matched with a mentee and to an engagement with the selected mentee lasting from April 2018 until December 2018.

During the course of the mentoring programme, I commit to a minimum of contact with my mentoring partner on a monthly basis, along with an in-person meeting at least four times over the engagement.

Further, I acknowledge that my primary role as a mentor is to help a mentee identify relevant career goals for him/herself and to help him/her make progress toward those goals.

I understand that confidentiality is important in a mentoring relationship, and I will work with my mentee to establish our common expectations of confidentiality.

If at any point the mentoring relationship becomes unproductive or otherwise compromised, I acknowledge that I will attempt to address the issue with my mentee directly first but will notify the program administration if we are unable to resolve the issue.

I consent for CFA UK to hold the data contained in this application form, along with my CV and bio, and to use for matching with a mentoring partner, monitoring and review as applicable, as part of the CFA UK Mentoring Programme 2018.

Please check this box to acknowledge the above.

Signature: _____________________________________________	Date: _________________

Thank you for applying to participate as a mentor.

Please send this completed form along with a copy of your current 1-page CV and a short bio to mentoring@cfauk.org.