MENTORING PROGRAM
TO BE MORE
2024 EDITION
ORIENTED • SELF-CONFIDENT • PROFESSIONAL
Dedicated to CFA Society Poland members & candidates only:
Participation is free of charge.
Access to senior mentors with deep and vast knowledge of the industry
Improvement of soft skills and transfer of knowledge as a mentor and a mentee
A strong network of CFA professionals to support the financial community

TO BE MORE,
means more than numbers
EDITION 2022/23
31
senior mentors
33
members
19
candidates in the CFA® exam process
40
mentoring pairs at two levels
42
NPS score on overall satisfaction with program participation
MENTORING PROGRAM
TO BE MORE
Unique because of its double role structure.Develop your professional skills as a mentor and mentee!
The original mentoring project designed by CFA Society Poland and created specifically for our CFA® Community. Decide why our Program is for you!
Cost
Participation is free of charge for our members and candidates. Participation is qualified
Time
The program spans January through December 2024. We advise scheduling a minimum of six to seven meetings, ideally every four weeks, excluding the summer hiatus from July to September 2024. Each meeting should last between 60 and 90 minutes, potentially extending longer as needed.
Double role
A CFA® charterholder, who wants to strengthen their personal branding through an active participation in the program and share their experience with a younger professional, or who also wants to be a mentee in relation to a senior mentor.
Certification
All participants will receive certificates of participation once the Program is finished.
TO BE MORE
Discover the potential as a mentee and mentor.
The program offers three possible forms of participation:

SENIOR MENTOR
Senior mentor – an experienced professional whose jobs include key positions in financial companies and include a long-lasting career.
MENTOR
Mentor – a CFA® charterholder, who wants to strengthen their personal branding through an active participation in the program and share their experience with a younger professional, or who also wants to be a mentee in relation to a Senior mentor.
MENTEE
Mentee – a candidate in the CFA® Program. A Mentee can be also a CFA® charterholder, who is assigned their Senior Mentor.
AS A MENTOR IN THE TO BE MORE MENTORING PROGRAM YOU WILL…
CAREER DEVELOPMENT
- Identify specific areas for career development to assist the Mentee’s career aspirations
- Train the Mentee specific skills
- Provide honest feedback on the Mentee’s professional conduct (if applicable)
- Help expand Mentee’s professional network
LEADRESHIP DEVELOPMENT
- Identify areas where the Mentee needs to develop leadership skills
- Train the Mentee specific leadership skills
- Give objective feedback regarding the Mentee’s leadership practice
- Provide examples and share experiences of effective leadership
PERSONAL DEVELOPMENT
- Act as a sounding board for the Mentee to seek professional and career advice
- Assist Mentees in articulating their ideas
- Provide encouragement and ongoing support
- Share insight into organizational culture and politics
AS A MENTEE IN THE TO BE MORE MENTORING PROGRAM YOU WILL RECEIVE:
- Invaluable access to the knowledge of people with a well-established career
- Individual chance to improve leadership skills
- Better grasp of their strong and weak points
- Realising their professional goals based on the mentor-protégé relation
MEET OUR
SENIOR MENTORS
IS THE ONLY PROGRAM WITH ACCESS TO POLISH
AND INTERNATIONAL C-LEVEL MENTORS
- MANY YEARS OF EXPERIENCE
- GLOBAL COVERAGE
- LEADERSHIP

Jarosław Dominiak
President
Stowarzyszenie Inwestorów Indywidualnych

Ludmiła Falak-Cyniak, CFA
President
Aegon PTE

Paweł Homiński, CFA
Board Advisor
Noble Funds TFI

Łukasz Kędzior
President
Pekao TFI

Agnieszka Kulikowska
Senior Partner
Page Executive

Ewa Małyszko
President
PFR TFI

Katarzyna Majchrzak
Business & Operations Director
Franklin Templeton International Services S.à r.l.

Waldemar Markiewicz
President
The Polish Chamber of Brokerage Houses

Olivier P. Müller, CFA
Board Member
CFA Society Switzerland

Remigiusz Nawrat, CFA
Vice President
PKO TFI

Izabela Olszewska
Board Member
The Warsaw Stock Exchange

Marcin Petrykowski
President
Atende Group

Piotr Prażmo
Board Member/CFO
Erste Securities Polska
Chairman of the Supervisory Board, The Polish Chamber of Brokerage Houses

Tomasz Prusek
President
The Friendly State Foundation

Beata Sax, CFA
Vice President/COO, Investors TFI
Chair, The Chamber of Fund and Asset Management

Andrzej Stec
Editor-in-Chief
Bankier.pl

Agnieszka Surmacka
Business Advisor

Tomasz Wiśniewski
Partner
KPMG Advisory

Zbigniew Wójtowicz
President
Investors TFI

Grzegorz Zawada, CFA
Director
The Brokerage House of PKO Bank Polski
PROGRAM TO BE MORE
YOUR NEXT STEPS.
- Fill in the form. Check the form below this webiste
- Get selected. We will keep you updated with the status of your application.
- Meet your Mentor/Mentees. Pairs will be introduced to each other by email to initiate the first contact between mentee and mentor.
- Meet other mentors and mentees at our official onsite inauguration.
- Set your goals. We will organize a summary of the Program in a next few months.
- Once the program is finished, participants will receive certificates confirming their engagement.
2024
-
29 stycznia – 14 lutego 2024
Recruiting mentors and mentees on the basis of their applications
-
February 29, 2024
The official onsite
inauguration -
June 2024
A halfway of the program & meeting evaluation
-
December 2024
Follow-up for mentors and mentees, program final and handing out certificates
CFA Society Poland will provide access to some supporting workshops for developing soft skills. All the information will be shared during the Program.
Program TO BE MORE
Let us to develop your potential.
FILL IN THE FORM
Receipt of applications is now complete.