I want to be a mentee

Applications for cohort two, beginning February 2023, have now closed. 

All CFA UK members can apply to be a Mentee

CFA UK Mentees should display the following qualities:

  • A CFA UK member wishing to expand their current knowledge of the investment industry, gain personal development or hoping to achieve a particular goal/objective in their career
  • Willing to commit to one-to-one mentoring with monthly online / face-to-face meetings
  • Prepared to drive the programme, establish goals, schedule monthly meetings and set the agenda for those meetings
  • Receptive to feedback and ready to assume responsibility for their own growth

Why become a mentee?

Anil Gademsetty, CFA, Portfolio Manager, shares his experience as a CFA UK mentee.

Anil Gademsetty, CFA

  • Increase confidence and self-awareness
  • Develop a clear focus on career development goals
  • Improve technical and/or soft skills
  • Expand professional and personal networks 



What are the timings for the Mentoring Programme 2022?

The 2022 Mentoring Programme opens for recruitment twice a year for mentees, expected to bring up to 100 mentees in total from November 2022.

 Cohort two opens January 2023

A limited number of places are open with each recruitment drive and it is hoped in a 3 month window that a suitable mentor match will be found for all mentee applicants, though on the odd occasion this may take slightly longer.

What level of time commitment is required?

It is the responsibility of the mentee to drive the mentoring relationship and it is expected that you will:

  • spend time organising meetings with your mentor
  • prepare for your sessions
  • do any follow up assigned by your mentor

The average time spent by mentees is roughly 3 hours per month, though only 1 hour is spent with your mentor.  Mentoring pairs are asked to commit to meeting for 1 hour a month for a period of 6 months.

How do I apply?

Applications for mentees will be open for the following periods or until the targeted number of mentee places has been filled.

Number of Mentee places

Open for recruitment



Complete an application form which will ask for information about your goals, the areas you wish for support in, the type of mentoring you are looking for and a link to your LinkedIn profile. If you do not have a LinkedIn profile, we will ask you to upload the latest version of your CV.


How will I be matched?

 The matching will be facilitated by the Mentoring Programme Working Group, which is a dedicated group of CFA UK member volunteers, based on your application information and needs as a mentee.

You will be offered 1-3 alternatives and will be asked to select the mentor of your choice. Information on mentors will be via their LinkedIn profile or CV.

 The Mentoring Programme working group will aim to match you within 3 months of your application but this may take longer depending on when a suitable mentor comes forward.

What training is available for Mentees?

All mentees will be asked to attend mandatory mentee training once their application has been accepted and before you have been matched. If you apply, we ask that you hold this date in your diary (in case of any update we will inform you throughout the onboarding process).

Throughout the Mentoring Programme, there will also be a selection of 2h personal development training made available for both mentees and mentors on the topics of:

  • Networking
  • Influencing
  • Tools for facilitation
  • Difficult Conversations
  • Managing change
  • Understanding EI

A schedule of training will be made available at the start of the programme,

Questions or queries?