Mentee Application - Professional Mentorship Program

CFA Society Minnesota

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* 1. Please complete the following contact information:

Name

Company

City/Town

Email Address

Phone Number

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* 2. What is your current professional title?

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* 3. Where are you in the CFA Program?

Level 2 Candidate

Level 3 Candidate

Charterpending

Charterholder

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* 4. Please indicate which Mentorship Program path best suits you.

Formal mentorship (meeting with the same mentor 6-8 times over 8 months; focused on professional/personal development)

Informal mentorship (meeting with 3-4 mentors individually for informational meetings over several months; focused on building your network/learning about different roles in the industry)

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* 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.

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* 6. Please select the top three industry area(s) that you're interested in learning more about.

Buy-side

Private equity

Wealth management

Corporate finance

RIA (Registered Investment Advisor)

Sell-side

Investment banking

Sales/relationship management

Alternatives

Family office

Other (please specify)

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* 7. Please select the top three professional path(s) that you're interested in learning more about.

Portfolio management

Quantitative analysis

Investment analysis

Consulting

Fixed income

Research analysis

Risk management

Product management

Financial advising

Executive leadership

Other (please specify)

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* 8. Membership with CFA Society Minnesota is required for participation in the Professional Mentorship Program. (First-time, Local-Only Society membership is $25 a year for non-charterholders). Please indicate your current membership status.

Local-only member of CFA Society Minnesota

Dual member of CFA Society Minnesota and CFA Institute

In the process of joining the Society

Mentee Application - Professional Mentorship Program

CFA Society Minnesota

Question Title

* 1. Please complete the following contact information:

Question Title

* 2. What is your current professional title?

Question Title

* 3. Where are you in the CFA Program?

Question Title

* 4. Please indicate which Mentorship Program path best suits you.

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.

Question Title

* 6. Please select the top three industry area(s) that you're interested in learning more about.

Question Title

* 7. Please select the top three professional path(s) that you're interested in learning more about.

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* 8. Membership with CFA Society Minnesota is required for participation in the Professional Mentorship Program. (First-time, Local-Only Society membership is $25 a year for non-charterholders). Please indicate your current membership status.

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* 9. What else should we know about your interest in becoming a mentee?

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* 10. Please provide a direct link to your LinkedIn profile if applicable.