CFA Society Singapore 2026 Mentorship Programme (Mentor Application form)

Thank you for your interest in applying to be a MENTOR for the CFA Society Singapore 2026 Mentorship Programme.

Please take note of the following points before submitting your application:

Applicants must be fully paid Regular members of CFA Society Singapore.
Applicants should have a minimum of 10 years of full-time work experience in the investment or finance sector.
Mentors who are based in Singapore, particularly those who are able to support in-person meetups with their mentees where possible are preferred.
Please note that mentors are expected to commit to the programme from March to November 2026, with regular engagement throughout the period.
First-time mentors will be required to participate in a mandatory mentor training session to familiarise themselves with the programme structure and mentoring expectations.
Where possible, mentors may be invited to provide feedback on the programme to help us continuously improve the mentorship experience.

More information about the 2026 Mentorship Programme can be found on https://cfasocietysingapore.org/mentorship-programme/

Registrations will close on 27 February 2026.

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* 1. Personal Details

First name

Last Name / Family Name

Preferred Name

CFA Institute ID

Gender (e.g. Male / Female)

Contact number / Mobile number

Email address

Linkedin Profile URL (if any)

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* 2. Employer / Firm Name

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* 3. Job Title

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* 4. Years of experience
(*Mentors need be a CFA charterholder with at least 10 years of working experience in the financial industry)

Number of years of WORKING EXPERIENCE

Number of years of WORKING EXPERIENCE IN THE FINANCIAL INDUSTRY

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* 5. Have you been a Mentor for CFA Society Singapore Mentorship programme ?

Yes, I was previously a mentor for CFA Society Singapore

No, I have not been a mentor for CFA Society Singapore

I was a past CFA Society Singapore Mentorship Programme Mentee

If you are a mentor of other associations, please indicate the name of association

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* 6. I am open to taking on a CFA candidate as a mentee:

Yes

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* 7. Areas of Focus - which of the following areas do you have experience in?
(Please provide minimum 3 to maximum 5 . Rank them accordingly to : 1 - Core Focus ; 5 - Minor Focus)*

	Choice(s)
1st Area Focus (Core)	1st Area Focus (Core) Choice(s) menu
2nd Area Focus	2nd Area Focus Choice(s) menu
3rd Area Focus	3rd Area Focus Choice(s) menu
4th Area Focus	4th Area Focus Choice(s) menu
5th Area Focus (Minor)	5th Area Focus (Minor) Choice(s) menu

If you have other areas of industrial experience(s) which you could offer, please specify.

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* 8.
How comfortable would you be in sharing your experience in these areas?
(*Please rank in order of preferences from 1 to 3)

Industry Knowledge

N/A

Functional Skills

N/A

Interpersonal Skills

N/A

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* 9. Please share any other information you would like us to know.

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* 10. I am aware of the following Mentor Requirements:
(Please go through the Mentor Requirements and ensure that all boxes are ticked after reading.)

Fully paid up Regular member of CFA Society Singapore
(*A valid membership with CFA Society Singapore between 1 July 2025 to 30 June 2026)

Current CFA Charterholder

Have a passion for supporting and giving back to the younger generation in our community

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* 11. Membership Status
(Note: To be eligible for the programme, a potential mentor must have a valid membership with CFA Society Singapore between 1 July 2025 to 30 June 2026)

I am currently a fully paid-up member of CFA Society Singapore
(*A valid Membership with CFA Society Singapore between 1 July 2025 to 30 June 2026)

I am not a member of CFA Society Singapore. Please contact me via email on the details to join CFA Society Singapore.

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* 12. Whatsapp Community Group

I agree and want to be added into the Whatsapp Community Group with other Mentors

I disagree and do not want to be added into the Whatsapp Community Group with other Mentors

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* 13.
CFA Society Singapore Privacy Policy

* I consent to CFA Society Singapore collecting, using, disclosing and processing my personal data.

* I understand that my personal data will be used and retained in accordance with the CFA Society Singapore's Personal Data Policy available at https://cfasocietysingapore.org/data-protection-policy/.
* I guarantee that I will maintain confidentiality in respect to the discussions with my Mentee.

By ticking the box you confirm you have read and agreed to the commitment required to participate as a Mentor in the CFA Society Singapore 2026 Mentorship programme and the Data Protection Disclaimer(s).

Kindly note that any photos and information provided may be used on our website, newsletter, social media, publicity, and other related purposes by CFA Society Singapore.

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* 1. Personal Details

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* 2. Employer / Firm Name

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* 3. Job Title

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* 4. Years of experience(*Mentors need be a CFA charterholder with at least 10 years of working experience in the financial industry)

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* 5. Have you been a Mentor for CFA Society Singapore Mentorship programme ?

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* 6. I am open to taking on a CFA candidate as a mentee:

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* 7. Areas of Focus - which of the following areas do you have experience in?(*Please provide minimum 3 to maximum 5 . Rank them accordingly to : 1 - Core Focus ; 5 - Minor Focus)

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* 8. How comfortable would you be in sharing your experience in these areas?(*Please rank in order of preferences from 1 to 3)

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* 9. Please share any other information you would like us to know.

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* 10. I am aware of the following Mentor Requirements:(Please go through the Mentor Requirements and ensure that all boxes are ticked after reading.)

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* 11. Membership Status(Note: To be eligible for the programme, a potential mentor must have a valid membership with CFA Society Singapore between 1 July 2025 to 30 June 2026)

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* 12. Whatsapp Community Group

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* 4. Years of experience
(*Mentors need be a CFA charterholder with at least 10 years of working experience in the financial industry)

* 7. Areas of Focus - which of the following areas do you have experience in?
(Please provide minimum 3 to maximum 5 . Rank them accordingly to : 1 - Core Focus ; 5 - Minor Focus)*

* 8.
How comfortable would you be in sharing your experience in these areas?
(*Please rank in order of preferences from 1 to 3)

* 10. I am aware of the following Mentor Requirements:
(Please go through the Mentor Requirements and ensure that all boxes are ticked after reading.)

* 11. Membership Status
(Note: To be eligible for the programme, a potential mentor must have a valid membership with CFA Society Singapore between 1 July 2025 to 30 June 2026)