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2026 CFA Society Cleveland Mentor Profile Questionnaire

2026 Mentor Profile Questions

The Mentorship Program has been designed to provide a formal structure for CFA Society Cleveland members to engage one another and develop constructive and beneficial mentor- mentee relationships. It is our goal that the Program will serve as a foundation from which these relationships can grow and continue after its conclusion. Please review Mentorship Program Guidebook for more information.
1.Are you a member of CFA Society Cleveland (if not, please join the local society through the application on our website)
2.Please provide your contact information
3.Please provide your educational background
4.How many years of professional experience do you currently have?
5.Please provide a description of your current and past professional roles:
6.Why are you interested in serving as a mentor?
7.Please indicate your preferred location for future mentor-mentee meetings
8.Please list any preferences or restrictions with respect to meeting location or time for mentor-mentee meetings
9.Mentor-mentee pairs will be expected to meet at least five times over the course of the six-month program. Do you anticipate any challenges with meeting this commitment?
10.Please provide any additional information you think would help in the matching process (i.e. professional and/or personal interests, experiences, etc.)