New Mentor Application - Professional Mentorship Program CFA Society Minnesota Question Title * 1. Please complete the following contact information: Name Company City/Town Email Address Phone Number OK Question Title * 2. What is your current professional role? Please provide a detailed description. OK Question Title * 3. Please rank your interest in supporting a mentee in the following Mentorship Program outcomes areas: 1 2 3 4 5 6 7 8 Refining interpersonal skills 1 2 3 4 5 6 7 8 Building a network 1 2 3 4 5 6 7 8 Sharing general, professional advice 1 2 3 4 5 6 7 8 Establishing a work/life balance 1 2 3 4 5 6 7 8 Developing leadership skills 1 2 3 4 5 6 7 8 Undergoing self-assessment 1 2 3 4 5 6 7 8 Sharing advice for career decisions (including career change) 1 2 3 4 5 6 7 8 Helping explore different roles in the investment industy OK Question Title * 4. How would you like to serve as a mentor? Formal mentorship only (meeting with the same mentee 6-8 times over 8 months) Informal mentorship only (meeting with 3-4 mentees individually, one time) Open to either the formal or informal path Unsure, would like more information OK Question Title * 5. Are you limited to meeting in a particular area of the Twin Cities? If so, please indicate this, and we'll do our best to accommodate your request. OK Question Title * 6. Please select all industry areas you have experience working in: Buy-side Private equity Wealth management Corporate finance RIA (Registered Investment Advisor) Sell-side Investment banking Investor relations Sales/relationship management Other (please specify) OK Question Title * 7. What else should we know about your interest in becoming a mentor? OK DONE