MENTORSHIP PROGRAM - 2017 Mentor Application

Note: While every effort will be taken to match as many applicants as possible, matching is not guaranteed and will depend on the number of applications received. Applicants who are not matched in the current year may be given priority the following year.

Personal Information

Prefix ____ First Name ______Last Name ______

CFA Member ID # ______Year Charter Obtained ______

Total Years in the Finance Profession ______

Preferred Email Address ______

Preferred Phone Number ______

Company Name ______

Position ______

Education/Designations

University Name ______Degree Earned ______

Other Professional Designations Held: ______

Experience – check (or highlight) all that apply

Alternative Investments Corporate Finance Financial Statement Analysis

Equity Investments Trading Portfolio Management

Fixed Income Investment Banking Risk Management

Private Wealth Management Quantitative Methods Economics

Standards, Ethics & Regulation

Other ______

Areas of Focus – which of the following areas would you be able to provide mentoring on?

Page | 1 Leadership and Team Management Investment Research / Financial Modeling

Networking Effective Presentations

Negotiation / Conflict Resolution Work / Life Balance

Project Management Effective Communications (verbal & written)

Organization / Time Management Business Development

Other ______

______

Required Documents

This completed form

Your professional biography

Protégé Matching Questionnaire To further assist in the matching process, please answer the questions on Pages 3-4 as concisely as possible.

Application Submission

Please submit the documents by email with the subject line “Mentor Application” to Suzanne Martin [email protected] before 5:00 PM on October 14, 2016.

Late or incomplete submissions will not be accepted.

Protégé Matching Questionnaire Page 1 of 2

1. Why are you interested in becoming a mentor?

Page | 2 ______

______

2. Do you have any previous mentoring experience?

______

3. Please outline a couple of key areas of responsibility in your current work?

______

4. What are the top three preferred criteria (position, experience, background, skills, values, etc) that you would like your protégé to have?

______

Protégé Matching Questionnaire Page 2 of 2

5. What personality traits challenge you in a professional setting?

______

Page | 3 ______

6. What two important values do you try to live by?

______

7. What five or six adjectives describe you most accurately?

______

8. What benefits do you think you and your protégé will derive from this program?

______

Page | 4