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Member Benefits
How To Join
Renew
Find a CFA© Charterholder
Programs
Overview
Education
Mentorship Program
Next Gen Program
Volunteer Program
Hillsdale Investment Management – CFA Society Toronto Research Award
Resources
Overview
The Analyst
On Demand Videos
White Papers & Research
Blog & News
CFAI Research & Policy Center
CFA Societies Canada Advocacy Updates
Student Resources
Resources for Faculty & Educators
Ask an Expert
Career Centre
Overview
Current Available Jobs – Members only access
Job Resources
Purchase Job Posting/My Packages
Events
Overview
Upcoming Events
CareerFest
October 14, 2026
Career in Venture Capital
October 22, 2026
Insurance Asset Manager’s Summit 2026
October 27, 2026
See All Events
Insurance Asset Manager's Summit 2026
About Us
Overview
Leadership & Staff
Committees
Strategic Plan
Annual Report
Annual Meeting
Governance
Contact Us
Partnerships
Overview
Corporate Sponsorships
Event Sponsorships
Advertising Opportunities
Facility Services
Become a member
Log In
Welcome,
Contact Us
FAQ
Follow us on LinkedIn
Follow us on YouTube
Follow us on Instagram
Follow us on X
Follow us on TikTok
Candidate Protégé Application
Candidate Protégé Application
Candidate Protégé Application
Candidate Mentor Program – Protégé Application for 2027 Cycles
Section 1: Applicant Information
Name
First
Last
Preferred Name
Email
Phone
Country
Phone Number
LinkedIn URL
City of Residence
Section 2: Membership and Candidate Status
Are you currently an Associate Member of CFA Society Toronto?
Yes
No
Membership ID
Are you currently enrolled in the CFA Program?
Yes
No
Which level are you currently pursuing or preparing for?
Level 1
Level 2
Level 3
Have you previously written a CFA exam?
Yes
No
Which level(s)?
Section 3: Current Status
Which best describes your current status?
University student
Recent graduate
Early-career professional
Mid-career professional
Career changer
Current Employer or Educational Institution
If applicable
Current Job Title or Program of Study
Briefly describe your current professional or academic situation.
Section 4: Mentorship Goals
Which mentorship cycle are you interested in?
Winter/Spring (Jan-Apr 2027)
Fall/Winter (Sep-Dec 2027)
Why do you want to participate in the Candidate Mentor Program?
What kind of support are you hoping a mentor can provide through this program?
Which areas would you most like support with?
Select all that apply.
Exam study habits, tips, and guidance
Time management
Staying motivated
Balancing work and study
Exam and professional mindset / confidence
Career advice
Networking
Soft skill development (i.e. leadership, interpersonal skills, emotional intelligence, etc.)
Understanding the industry and career pathways
Using CFA Society Toronto opportunities effectively
What is the biggest challenge you are currently facing in your CFA journey or career development?
What would a successful mentorship experience look like for you?
Why would mentorship be especially helpful to you at this point in your CFA journey or career development?
Section 5: Match Preferences
Do you have any preference for mentor background?
Similar career path
Similar industry sector
Similar life stage
No strong preference
Other (please specify below)
If other, please specify.
Are there specific industries or functions you are interested in learning about?
Preferred meeting format
Virtual
In Person
Either
What locations are practical for you?
What days/times are usually easiest for you?
Is there anything that wasn’t covered in this application that you would like the Candidate Mentor Program Committee to know?
Section 6: Commitment
Are you able to commit to approximately one meeting per month over a four-month cycle?
Yes
No
Are you willing to take initiative in scheduling meetings and preparing discussion topics?
Yes
No
How do you plan to make the most of this mentorship opportunity over the four-month cycle?
Do you agree to abide by the program expectations, code of conduct, and confidentiality requirements?
Yes
No
Do you understand that this program is intended to provide guidance and member-to-member connection, and is not an exam prep service, counselling service, or job placement service?
Yes
No
Do you consent to being contacted by CFA Society Toronto regarding the Candidate Mentor Program or other similar offerings?
Yes
No