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Become a member
Membership
Overview
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 Mentor Application
Candidate Mentor Application
Candidate Mentor Application
Mentor Application for Candidate Mentor Program
Section 1: Applicant Information
Full Name
First
Last
Preferred Name
Email
Phone
Country
Phone Number
Linkedin URL
City of Residence
Current Job Title
Current Employer
Section 2: Membership and Background
I am a…
CFA Charterholder
CFA Candidate
When did you receive your charter?
Which level exam did you most recently pass and when?
Are you currently a member of CFA Society Toronto?
Yes
No
Membership Type
Charterholder Member
Professional Member
Associate Member
Affiliate Member
How many years of work experience do you have?
Have you previously participated in CFA Society Toronto's Professional Mentor Program?
Yes
No
In what capacity?
Protégé
Mentor
Both
Have you previously volunteered with CFA Society Toronto?
Yes
No
In what roles or committees?
Section 3: Professional and Mentoring Profile
Please briefly describe your professional background or upload your most recent C.V.
C.V
Max. file size: 100 MB.
Which of the following areas are you comfortable mentoring on?
Navigating the CFA journey
Exam study habits, tips, and guidance
Time management
Balancing work and study
Motivation and mindset
Exam and professional mindset / confidence
Career mentoring
Networking and relationship-building
Soft skills (i.e. leadership, interpersonal skills, emotional intelligence, etc.)
Career pathways in investment / finance
Other
Which candidate profiles do you feel best suited to mentor?
Select all that apply.
Level I candidates
Level II candidates
Level III candidates
Recent exam writers / re-writers
University students
Working professionals
Career changers
Open to all
What industries / functions are you best able to speak to?
Please briefly describe your personal approach to mentoring.
Section 4: Availability and Logistics
Which mentorship cycle(s) are you available for?
September–December
January–April
Both
Are you available to commit to approximately one meeting per month over a four-month cycle?
Yes
No
Preferred meeting format
Virtual
In Person
Either
What locations are practical for you?
What days/times are usually easiest for you?
Section 5: Fit and Commitment
Why are you interested in serving as a mentor in this program?
What do you hope candidates gain from the experience?
Is there anything the committee should know that would help make a strong match?
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
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