Mentor Match FAQs

Welcome! Our CFA Society Boston Mentor Match program reflects our commitment to you and your professional development. This unique online networking and career development tool, helps you find, connect, and share experiences with others. Your mentor or mentee can be in the same city or on the other side of the world.

The Mentor Match program will formally run from November 1st to June 30th each year. Mentors and Mentees will start with an early November Kick Off Reception, check in for a mid-program luncheon, and finally conclude with a late May or early June closing reception. 

Mentors and Mentees should update their profile each year between July 1st and September 30th and opt in to participating for the current Member Year.

Mentors and Mentees should send a Mentor Match request to peers who are aligned to their interests no later than October 15th to allow time to accept a match prior to the early November kick off. 

Mentor Match FAQs

GENERAL

Why cannot I not currently sign up?

Sign ups for the Mentor Match program are currently open. You must be an active Mentor or Mentee in order to request a match. 

What is Mentor Matching?

Mentor Matching is the latest addition to an expanding line-up of our services to support members’ professional development needs. It is an online tool – including a searchable database – that facilitates the establishment of mentoring relationships. It is user-driven, allowing registered Mentees to search among registered Mentors using specified criteria to find individuals whose experience and expertise match areas in which they wish to be mentored. Likewise, registered Mentors can search for and identify potential Mentees.

Is there a fee associated with using Mentor Matching?

Mentor Matching is a benefit of membership and is available only to members. There is no extra charge to use this resource.

When does the Mentor Match Program take place?

The Mentor Match program will formally run from November 1st to June 30th each year. Matched Mentees & Mentor will start with an early November Kick Off Reception, check in for a mid-program luncheon, and finally conclude with a late May or early June closing reception. 

When is the deadline to fill out a Mentor or Mentee Profile?

Mentors and Mentees should update their profile each year between July 1st and September 30th and opt in to participating for the current Member Year. 

When is the deadline to fill out a Mentor or Mentee Profile?

Mentors and Mentees should send a Mentor Match request to peers who are aligned to their interests no later than October 15th to allow time to accept a match prior to the early November kick off.

When is the deadline to accept a Mentor Match?

Participants should plan to accept a Mentee or Mentor request by October 23rd to allow time to accept a match prior to the early November kick off and have an initial meeting

How are Mentors and Mentees matched?

Members must first enroll as a Mentor, Mentee or both. During the enrollment process, members will select preferences for various demographics (including Mentoring Venue and Mentoring Topics) to establish their personal criteria.

A registered Mentee will visit the “Find a Mentor” page and fill in their search criteria to search for possible Mentors. The Mentee will click the names of the potential Mentors to view their profiles. Once the Mentee has decided on a Mentor, they will click on the Mentor badge (seen below the registered Mentor's profile picture) to request that person as their Mentor. An e-mail will be sent to the Mentor alerting them that they have been requested to be a Mentor. The Mentor will be able to accept or decline the request.

A registered Mentor will visit the “Find a Mentee” page and fill in their search criteria to search for possible Mentees. The Mentor will click the names of the potential Mentees to view their profiles. Once the Mentor has decided on a Mentee, they will click on the Mentee badge (seen below the registered Mentee's profile picture) to request that person as their Mentee. An e-mail will be sent to the Mentee alerting them that they have been requested to be a Mentee. The Mentee will be able to accept or decline the request.

FOR MENTORS

How do I become a Mentor?

If you are a member, click here to enroll as a Mentor. You will be instructed to choose your preferences for various demographics and also to complete your member profile.

Who are the Mentees?

Mentees are other members who need you to help support their careers.

Can I have more than one Mentee?

While there is no limit to the number of mentoring relationships you can establish, we recommend that you be judicious in selecting only Mentees who are most suited to learn from your expertise and experience. You can limit the number of Mentee requests you are willing to accept on the Mentoring enrollment page.

How do I find Mentees?

Once you have enrolled as a Mentor, go the "Find a Mentee" page and select the criteria you want to use for your Mentee search. Click on the Mentees'' names to view their profiles. Once you have found a good match, click on the Mentee badge (seen below the Mentee's profile image) to send the Mentee an email request.

How will I know if a Mentee has selected me as their Mentor?

You will receive an e-mail from the Mentee requesting you to be their Mentor. You will be prompted to accept or reject the request.

Is it okay to reject a request?

Yes, but there should be a good reason to do so. We encourage you to at least have an initial conversation to explore whether the relationship would be mutually fulfilling. If a potential Mentee has misinterpreted information in your profile, you may find him/her to be an inappropriate match. If you want to decline a request, go to the "My Mentoring Relationships" page and check the “decline” button next to the specific request.

What if I’m going to be on vacation or unavailable for a period of time?

Go to the "Mentor Enrollment" page, click the “Mentor Status” link then click on the check-box next to “Temporarily Not Participating.” Doing this will indicate that you are not accepting any Mentee requests at the moment, and your mentoring profile will not be included in a Mentee’s search for a Mentor.  It is your responsibility to communicate your availability to your existing Mentees.

How do I end a mentoring relationship?

If the mentoring relationship is complete, go to the "My Mentoring Relationships" page and mark the relationship as “completed.”

If the mentoring relationship isn't working out, please kindly discuss your decision to end the relationship with your Mentee. Go to the "My Mentoring Relationships" page and mark the relationship as “completed.”

What are the expectations for participating Mentors?

We expect that you will fulfill your commitment to develop at least one mentoring relationship. We expect you to respond to initial requests from Mentees in a timely manner, and that you communicate with your Mentees as agreed upon by both you and your Mentees.

How much time will I need to invest as a Mentor?

We recommend that you and your Mentees agree on a schedule that works best for both of you. The most important thing is to discuss your mutual expectations about time and communication at the start of your relationship. Keep in mind that mentoring doesn’t necessarily require large amounts of your time. Even brief phone calls or e-mail exchanges with you can make a big difference to your Mentees. The annual meeting also offers a convenient venue for getting together with your Mentees over coffee or lunch.

What benefits do I receive from the organization if I participate as a Mentor in the program?

All Mentors are volunteers. As an active program participant, you will receive a ribbon identifying you as a Mentor.

FOR MENTEES

How do I become a Mentee?

If you are a member, click here to enroll as a Mentee. You will be instructed to choose your preferences for various demographics and also to complete your member profile.

Who are the Mentors?

Mentors are other members who have volunteered their time to support other members' careers.

Can I have more than one Mentor?

Mentees are limited to one Mentor per Mentor Match year.  Please keep in mind that Mentors have limited time to offer and may have other Mentoring relationships. We ask that you only request one Mentor at a time to allow other Mentees the opportunity to also find a Mentor

How do I find a Mentor?

Once you have enrolled as a Mentee, go the the "Find a Mentor" page and select the criteria you want to use for your Mentor search. Click on the Mentors' names to view their profiles. Once you have found a good match, click on the Mentor badge (seen below the Mentor's profile image) to send the Mentor an email request.

What should I do if I don’t hear from the Mentor I requested?

If you don’t hear from the Mentor within one or two weeks, feel free to contact them using the contact information found on their profile page.

What if the Mentor isn’t the right “fit” for my needs?

Sometimes, regardless of the information provided, Mentors and Mentees don’t always "fit."  If this happens, we suggest that you discuss your decision honestly and kindly with your Mentor; thank them for their time then start a new Mentor search.

Where can I meet with my Mentor?

It is up to you and your Mentor to decide how, when and where you want to pursue your mentoring relationship. It is likely that most of your communication will occur by phone or electronically. The annual meeting offers a great opportunity to meet in person.

How long does the mentoring relationship last?

We recommend that you and your Mentor agree on a schedule that works best for both of you. The most important thing is to discuss your mutual expectations about time and communication at the start of your relationship.