Engage in Mentoring

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.

You can apply to our CFA Society Boston Mentor Match program in four simple steps


Complete your CFA Society Boston profile. Make sure your contact information is up to date, add a recent professional profile picture, expand on your bio and import your education and job history information from LinkedIn. Having a complete and accurate profile is crucial to the success of selection and matching. Profile complete? Return back to this page and move on to step 2. 



Are you looking to be a mentor or mentee? Perhaps both? Sign up: 

  •   Enroll as a Mentor
  •   Enroll as a Mentee

Make selections for each of the program demographics to set your preferences. Demographics include: topics, venue, specialties, career stage and start/end date. Please note that some fields are required for enrollment. The more information you provide, the easier it will be to make the best match. Keep in mind in order to request a mentor or mentee, you must be enrolled in the program. 



Use the Mentor Program Directory to input your search criteria. Start by selecting the topic(s) of interest which include: 

  • Career Stage
  • Communication Preference
  • Experience & Interests
  • Frequency to Participate
  • Geographic Location

You can also take advantage of features to help you find and recruit matches: 

  •   Track your mentoring relationships
Participate in discussion forums on mentoring topics
Search for helpful mentoring resources 



Congratulations! You're all set. You completed steps 1-3 and are now ready for the fun stuff. Let the mentoring begin. Do one search or multiple searches. If you're unsure of the search criteria, select "Search for ALL of the selected values." The Mentor Program Directory will do the work for you and populate the results. 

Next click on the member's name that you're interested in establishing a mentor/mentee connection with. The link will bring you to their profile page. Look around. If you think it's a desired match, look under their profile image for the Mentor Match badge, which when clicked will allow you to request a connection. If it's not a desired match, you can simply select the back button to return to your previous search results. 

Also, don't forget to view our Mentor Match FAQs!

Mentor Match Resources to Get Started