CFA Society Colorado Professional Mentoring Program

Enrollment Period for the CFA Society Colorado Mentoring Program for 2019 is open for mentor applications until December 31, 2018..  We are no longer accepting protégé applications. 

Mentor Application can be downloaded here. Click here to apply online. 

If you are interested in becoming a mentor, please submit completed application and your resume to by December 31, 2018.


  • Provide a unique, year-long experience pairing CFACO protégés seeking professional growth with seasoned Society mentors.

Please note that this Program should not be used as a direct recruiting or job search tool. Instead, it should be viewed as an opportunity for CFACO members of varying degrees of experience to network, provide/receive guidance, and exchange ideas.

Benefits to the Protégé:

  • Develop skills and work toward personal/professional goals through knowledge sharing and networking.
  • Gain new perspectives on how to accomplish your goals.
  • Career planning.
  • Career growth.

Benefits to the Mentor:

  • Provide a one-on-one relationship built on encouragement, trust, and development for another CFA Society Colorado member.
  • Chance to directly and meaningfully contribute to the development of future leaders and mentors within the CFA Society Colorado.
  • Opportunity to learn and grow your career from “reverse mentoring.”


  • Limited to current members of the CFA Society Colorado (i.e., Charterholders or candidates of the CFA designation). If you are not a member of CFACO, you can learn more about becoming a member here.  

Enrollment Period:  Applications being accepted now until Friday, November 30, 2018.

Protégé Qualifications & Responsibilities

  • Have enthusiasm for the opportunity to develop networking and other professional skills.
  • Have a desire to be challenged professionally.
  • Be proactive in meetings and value mentor’s investment of time and experience.
  • Identify realistic goals and timeframes, communicate effectively, and follow through on commitments.
  • Accept constructive feedback and act in a timely manner.

Mentor Qualifications & Responsibilities

  • Have the desire, ability, and expertise to support and guide a protégé.
  • Be willing to share your personal and professional experience, insights, and network with protégé.
  • Be willing to facilitate introductions to other members on behalf of protégé.
  • Be a good listener, have a sense of humor, and give constructive feedback.
  • Commit to being accessible and engaged for the duration of the Program (one year).
  • There is a preference for mentors to be Charterholders.

Applying to Program, Requirements and Expectations

  • Mentor candidates must complete a written application and submit it, along with a resume, to the CFACO Mentorship Program Committee at, by December 31, 2018
  • Candidates will be interviewed once applications have been received.
  • The target start date for the Program is in early 2019.
  • Once paired, mentors and protégés will attend an orientation/kick-off meeting to meet, to review Program guidelines, and to learn best practices.
  • During the year-long Program, mentors and protégés will be required to meet/speak by phone 1-2 hours a month, at a minimum, and to provide periodic feedback to the Committee.
  • At the conclusion of the Program, both mentors and protégés will submit final results and be invited to attend a celebration event.


Questions regarding the CFA Society Colorado’s Professional Mentoring Program can be directed to