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Mentor Application

Please fill out the below form and email to Mentor.Program@cfaaustin.org by October 31, 2021.


Note: The Mentoring Program is to explore, discover, and develop personal and professional goals.


For additional career tools, please visit the CFA Society of Austin website’s Career Tools section.

* Applicants Name (Last, First):
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If applicable, Job Title:
0/50
Company Name:
0/50
* Preferred Email Address:
0/50
* Daytime Phone (with area code):
0/50
* Evening Phone (with area code):
0/50
* Education: Please indicate your university, degree, and graduating year. If more than one, please include all. List all
0/500
Professional Designations (CFA, CPA, CAIA, FRM, CIPM, etc.)
0/250
Name and business of current (or MOST RECENT) employing entity:
0/50
Job Title:
0/50
Start date and end date of position (if applicable):
0/50
Please provide a brief job description:
0/500
Name and business of current of NEXT MOST RECENT employing entity:
0/50
Job Title:
0/50
Start date and end date of position:
0/50
Please provide a brief job description:
0/500
Areas of skill, expertise, and network:
0/500
Why do you want to participate in this program?
0/500
Do you have an industry segment/role preference (ex: institutional sales), or other considerations, concerns or comments?
0/500
To help manage any potential conflicts of interest on behalf of your employer or other parties, please list any specific or type of organizations of mentors/mentees that you prefer to not be paired with. An example could be a mentor who works for an asset manager that may be paired with a mentee who works for a client (or prospect) of the asset manager.
0/500
* Please indicate your preferred CFA Mentorship Kick-Off event location:

If admitted into the program, by signing below I commit to participate fully in the program, get to know my mentee, be open to exploring areas of interest, and maintain a professional demeanor, respect and confidentiality:

* Signature (First and Last Name):
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* Date:
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