This program is designed to connect new planners with the Minnesota FPA chapter who are seeking advice and counseling with experienced financial planning professionals. The committee will match mentors and mentees based on their needs and experience. The mentoring process is a rewarding way to develop as an individual planner, whether you are giving or receiving. The following information provides guidelines about the mentoring program and sets the framework for a successful mentoring relationship. We welcome you to join in this worthwhile program to help promote and enhance the advancement of the financial planning profession.
Requirements to be a Mentee:
- Must be a member of the Minnesota FPA
- Program is positioned for the new financial planner (0-4 years experience) but can be used by mid-career financial planners
- You sign up to be a part of the program by completing the Mentoring Program Participation Agreement. Be sure to include whether you are starting your own business, working for someone else, or are a new planner starting just out of college.
- Prepare for the initial meeting by reviewing the Basic Guidelines and Mentoring Questions for the First Meeting. This list of questions is intended for those that are not sure what questions they should be asking or as a thought provoker for questions they may have not considered.
- Prepare for your contact by reading an excerpt from So You Want to Be a Financial Planner, by Nancy Langdon Jones, CFP®, President - NLJones, Inc. This contains a good checklist for those seeking a mentor.
Requirements to be a Mentor: