Thank you for your interest in becoming a mentor in the
CFA Society New Zealand Mentoring Programme 2026/27.
Our mentoring programme supports the professional development of emerging finance and investment professionals while helping to strengthen connections across New Zealand's CFA community. By sharing your experience, knowledge and insights, you can make a meaningful contribution to the next generation of investment professionals.
As a mentor, you will be encouraged to:
- Share your career experiences and professional knowledge
- Provide guidance and act as a trusted sounding board
- Support your mentee's professional and personal development
- Demonstrate the highest standards of ethics and professionalism
- The mentoring relationship is led by the mentee, who is responsible for initiating communication, setting meeting agendas and arranging meetings.
CFA Society New Zealand will provide guidance and resources throughout the programme to support both mentors and mentees.
Key dates and commitmentApplications close: Monday 10 August 2026
Programme commencement: September 2026
Applicants will be advised of the outcome of their application following the matching process.
Programme commitmentThe programme runs for one year (September 2026 – August 2027) and requires an estimated commitment of approximately 20 hours, including:
- Attending the programme orientation session
- Participating in six mentor-mentee meetings (scheduled by the mentee)
- Completing programme feedback surveys
- Attending the programme wrap-up event
Please note that some mentoring relationships may be conducted virtually where mentors and mentees are based in different regions.
Mentor eligibilityApplicants should:
- Be a CFA Society New Zealand member
- Ideally have eight or more years' experience in the finance and investment profession
Thank you for supporting the CFA Society New Zealand Mentoring Programme and helping develop the next generation of investment professionals.
