Looking for personalised career development? Become a mentor or mentee

Take the next step towards professional growth and apply to be a mentor or mentee in 2020

CFA UK Mentoring is a volunteer-led programme that supports members in developing skills to grow and advance their careers. The programme assigns a suitable investment professional as a mentor to support, nurture, challenge and provide opportunities for mentees to realise their career goals. The programme will run from April 2020 until November 2020.

Watch Minesh Gajjar, CFA, talk about the benefits of becoming a mentor	Watch James Crombie, CFA, talk about the benefits of being a mentee

Why become a mentor? Develop leadership and coaching skills Enhance your communication and networking skills Gain new perspectives and fresh ideas Shape the investment professionals of tomorrow Apply	Why become a mentee? Increase confidence and self-awareness Develop a clear focus on career development goals Access to an impartial sounding board Expand professional and personal networks Apply
Benefits of CFA UK Mentoring Grow your network through different career stages and companies Be part of a community of mentors and mentees Receive training on how to be an effective mentor and mentee Additional networking events such as Summer and Winter Reception Opportunity to get involved in CFA UK's volunteer community
Five steps to successful mentoring Candidates complete the online application form and then send their CV to mentoring@cfauk.org by 8 February 2020 Each candidate is matched based on key criteria, career goals and aspirations Participants attend the launch event and training in London on 31 March 2020 One-to-one relationship starts, with feedback on progress in June and September Participants will be invited to the closing event to share their experiences The CFA UK Mentoring Programme is designed to help mentees with specific goals, which can be achieved through the help of an experienced industry mentor. Please note, it is not intended to be a direct recruitment tool by either mentor or mentee.

Mentors

We are looking for:

An investment professional who is willing to share their knowledge and experience and assist a mentee in identifying their goals and attaining them.

Members of CFA UK who are working in the investment industry
Able to commit to one-to-one mentoring with monthly face-to-face meetings
Personable, a good listener and highly organised
Demonstrable leadership based on the CFA key ethical foundation
Willing to assist in the development of others

Initial training on how to be an effective mentor will be provided at the launch event so do not be concerned if you have not mentored anyone. Apply by completing the application form online and emailing your CV to mentoring@cfauk.org

Deadline: 8th February 2020

Apply

Mentees

We are looking for:

A CFA UK member wishing to expand their current knowledge of the investment industry and can do so with support from a mentor.

Members of CFA UK who hold a CFA, IMC, ASIP, FSIP or Affiliate designation
Willing to commit to one-to-one mentoring in person to gain valuable experience from their mentor
Prepared to drive the programme; establish goals, schedule monthly meetings and set the agenda for those meetings
Is receptive to feedback and ready to assume responsibility for own growth

Mentees are responsible for their own success and are expected to drive the mentoring relationship. Initial training in how to be an effective mentee will be provided at the launch event. Apply by completing the application form online and emailing your CV to mentoring@cfauk.org

Deadline: 8th February 2020

Apply

FAQs

Who is the programme for?

Investment industry professionals who are CFA UK members (CFA, IMC, ASIP, FSIP, Affiliates). The programme is not eligible for candidates. We encourage your application if you are based outside of London and will endeavour to match you with a mentor/mentee from a similar location who can do face-to-face meetings. However, we do expect that the chance of not finding a match is increased for those outside of London.

What are the timings for the programme?

One-to-one Mentoring cycle runs from April to December
Application deadline: 8 February 2020
Launch: 31 March 2020
Closing: Early November 2020

What level of time commitment is required?

It is usual to spend up to an hour meeting between mentor and mentee. Together with preparation and follow-up, the time commitment is approximately three hours per month. However, mentors and mentees can spend more time if agreed between the parties. One meeting per month is recommended, with the initial meeting face-to-face. Training will be provided during the launch on how to be an effective mentor or mentee and how to get the most out of the programme. If requested, additional support will be provided during the mentoring cycle.

How will mentors and mentees be matched?

Participants will be matched based on being best suited in terms of ability to achieve stated goals and their stated criteria. Applicants who clearly defined their objectives and goals will be given priority and consideration will also be given to professional experience, exposure and the stage in an applicant's career. Where there are more candidates than a suitable match, the next best option will be offered. All applicants will be informed end of March 2020. If there is no successful match, we encourage those members to re-apply the following year.

Who are the CFA Mentoring Programme working group?

The programme is delivered and supported by a team of CFA UK volunteers who provide their time and expertise generously. Yenni Leighton (working group lead), Chris Whitcombe CFA, Elena Petrishyna CFA, Francisca van Dijken CFA, Jacopo Gadani CFA, Jenya Brown CFA, Lin Yang CFA and Laurence Beard ASIP.

Questions or queries?

Email mentoring@cfauk.org and someone will be in touch with you.

Mentoring Programme