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2026 CFA Society Cleveland Mentee Profile Questionnaire

2026 Mentee 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.Please indicate your CFA Institute status?
5.How many years of professional experience do you currently have?
6.Please provide a description of your current professional role:
7.Briefly describe your past professional roles (if any):
8.Please list and describe 2-3 professional goals, skills, or other topics in which you are seeking guidance or want to explore further through the mentorship program.
9.Please indicate your preferred location for future mentor-mentee meetings
10.Please list any preferences or restrictions with respect to meeting location or time.
11.Mentor - Mentee pairs will be expected to meet at least 5 times over the course of the 6-month program. Do you anticipate any challenges with meeting this commitment?
12.Is there anything else you would like to tell us about your interest in the program or that may inform the matching process? (e.g. professional interest/experience)?