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Mentoring programme 2026/27 - Mentee application

Thank you for your interest in joining the CFA Society New Zealand Mentoring Programme 2026/27.

Our mentoring programme is designed to support the professional development of emerging finance and investment professionals while strengthening connections across New Zealand's CFA community.

As a mentee, you will have the opportunity to learn from an experienced investment professional, gain valuable career insights, expand your professional network, and become more involved with the CFA Society New Zealand community.

The mentoring relationship is led by the mentee. You will be responsible for initiating communication, setting meeting agendas and arranging meetings throughout the programme. Successful mentoring relationships are built on mutual respect, honesty, trust and confidentiality.

Please note that the purpose of this programme is to support your professional development and career growth. It is notintended as a job placement or recruitment programme.

Acceptance into the programme will depend on the number of mentor applications received and our ability to make suitable mentor-mentee matches. Some participants may be matched with mentors from different regions, with meetings held virtually where appropriate.

CFA Society New Zealand will provide guidance and resources throughout the programme to support both mentors and mentees.

Key dates and commitment
Applications close: Monday 10 August 2026

Programme commencement: September 2026

Applicants will be advised of the outcome of their application following the matching process.

As part of the application process, we may contact you for a brief discussion (either by phone or online) to help us make the best possible mentor match. Please note that participation in this discussion does not guarantee a place in the programme.

Programme commitment
The 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 (arranged by the mentee)
  • Completing programme feedback surveys
  • Attending the programme wrap-up event
  • Mentee eligibility
Applicants should:
  • Have at least two years' experience in the finance and investment profession
  • Be a CFA Society New Zealand member (Regular or Associate Member)
We look forward to receiving your application and supporting your professional development through the CFA Society New Zealand Mentoring Programme.
1.Your details
2.What are the top 3 goals you hope to achieve through this programme?
Note: These goals can be refined further with your mentor, but providing an initial indication will help us match you with the most suitable mentor.
3.Please provide a brief summary of your work history, e.g., number of years in profession, and recent role(s).
4.Is there anything in particular you would like in a mentor, e.g., experience, role, interests?
5.Please tell us a little more about yourself, in 300 words or less.
6.The mentees will be required to organise the meetings with their mentor.  Would you be able to do this?
7.Please share any comments, questions or concerns.