Mentor / Sponsor Program

Every year the CFA Society of Minnesota welcomes 40 - 60 new members, and every year approximately 700 - 800 Minnesota residents sign up to take the CFA exams.  Many of these people are new to the industry and/or recent college grads, who have few if any connections within the finance community.

The CFA Society of Minnesota recently began a mentoring program to help acquaint new/potential members with the Society's mission, programs and current members.  Mentees must be a member of the society or have passed level 2 of the CFA exams before a pairing will be made.  The role of the mentor is to meet 3-4 times with a mentee over the course of six months, both during and outside of CFA sponsored events.  Mentors are encouraged to introduce their mentee to members of the society, provide background on the mentor's work experience, help with career decisions and provide general insight into the industry. 

We supply every mentor with a coffee shop gift card to have coffee with a new member.  We ask mentors to attend at least one CFA luncheon with the mentee (the mentee's lunch fee will be waived.)  We also encourage attendance at the monthly happy hours, which are free. 

If you are willing to commit just a few hours of your time to Mentor the next generation of finance professionals learn about the industry and our Society please contact Josh Howard at joshowar@comcast.net.   

If you are Sponsoring a CFA Candidate, follow this link for more information.