Mentoring

Mentoring Programme

Looking for personalised career development? Become a mentor or mentee

** Mentoring programme closed

Apply to join CFA UK's mentor programme. New for 2018, this CFA UK volunteer-led programme will match mentees with mentors who are best suited in terms of ability to achieve stated goals and their professional experience.

The CFA UK Mentoring Programme 2018 will run from 9 months from April 2018 until December 2018.

The programme will provide an environment for impartial advice from mentor to mentee and facilitate the exchange of knowledge and experience.

Why become a mentor? 

Develop leadership and coaching skills

Enhance your communication and
networking skills

Build new networks with your fellow
mentors and the mentees

Give back to the investment industry community

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Why become a mentee?

One to one coaching towards a personal
career goal

Guidance from a more experienced investment professional

Build new networks with your fellow mentees
and the mentors

 

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 Benefits of joining the CFA UK mentoring programme 

Kick-off event featuring initial training
Additional networking events
Become part of CFA UK's volunteer community
Invitation to CFA UK's annual volunteer recognition event

How does the programme work?

  1. Apply as either a mentor or mentee by the deadline of 18 March 2018.
  2. Mentors and mentees will be matched based on suitability in terms of career stage, role type and identified goals.
    Please note that for 2018 the programme will be running a limited number of pairs.
  3. Applicants will be contacted by the end March 2018 to let them know if they have been successfully matched.
  4. All matched mentors and mentees will be asked to attend the kick-off event in London on the evening of 10 April 2018.
  5. Each pair will agree on the mentee goals and outcomes for the Mentoring Programme along with a timetable and framework for regular contact throughout the programme.
  6. Mentors and mentees will then get in contact on a regular basis to progress towards achievement of the mentee’s goals.
  7. All participants will be invited to a closing event at the end of the programme and will be asked to review their experience.

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, this programme is intended to help mentees develop their professional skillset. It is not intended to be a direct recruitment tool by either mentor or mentee.

Mentors

We are looking for mentors with:

  • 10+ years’ experience in a senior position within the Investment industry.
  • Able to commit to one-to-one mentoring with mentee with contact at least monthly with face-to-face meetings at least every two months.
  • Must be members of CFA UK, CFA charterholders and resident in the UK

If you would like to express interest or have any questions, please email mentoring@cfauk.org 

Apply by completing the application form and emailing it, along with a CV and short bio, to mentoring@cfauk.org

Deadline: 18th March 2018

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Mentees

We are looking for mentees with:

  • Around 5 to 7 years’ experience within the investment industry.
  • Have a specific goal they would like to work on which requires mentor guidance.
  • Looking for mentor support to advance their career to the next stage.
  • Must be members of CFA UK, CFA charterholders and resident in the UK

Apply by completing the application form and emailing it, along with a CV and short bio, to mentoring@cfauk.org

Deadline: 18th March 2018

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FAQs

Who is the programme for?

Investment industry professionals who are CFA UK members.

In 2018, this is limited to members who are CFA charterholders and resident in the UK.

 

What are the timings for the programme?

CFA UK Mentoring Program is a 9 month program, running from April 2018 until December 2018.

Application deadline: 18 March 2018

Kick off event: 10 April 2018

What level of time commitment is required?

Mentors and mentees will need to commit to meeting face to face every two months and for monthly catch-ups via phone or email over the duration of the program. Although more frequent meetings or emails are actively encouraged; the more you put in, the more you will get out!

How will mentors and mentees be matched?

Matching aims to match mentees with mentors who are best suited in terms of ability to achieve stated goals and their professional experience.

In the event that there are more applications than available spaces, applicants will be matched on a best fit basis.

Priority will be given to mentees who:

  • Fit the experience/career stage criteria (see mentee role description for details).
  • Have clear identified and achievable goals for the mentoring partnership.
  • Do not have an appropriate mentoring or buddy programme with their current company.

If a place is not found for an applicant, they will be informed by the end of March 2018. Please note that this does not constitute a rejected or failed application and we will encourage those who do not get a place to re-apply in future.

Who are the CFA Mentoring Programme working group?

The working group was formed by members of the CFA UK Careers Committee.

It is led by Chris Whitcombe, CFA, and the other members are Brad Beardsell, CFA, Anna Salim, CFA and Alastair Dean, CFA.

Questions or queries?

Please contact the working group by emailing mentoring@cfauk.org with specific interests or queries.