Why the FPA of Michigan Mentorship Program was created:
One of the best parts of the financial planning profession is the collaborative culture that exists within the industry. Often, we hear stories of altered career paths or lifelong friendships resulting from an introduction at a conference or other industry event. The FPA of Michigan desires to participate in promoting collaborative and supportive relationships for the next generation of industry talent and to do this, we have created the FPA of Michigan Mentorship Program.
The Mentorship Program pairs seasoned financial professionals with students interested in a career in Financial Planning. The goal of the Mentorship Program is to connect FPA Members with students who aspire to pursue a career in financial planning. The program allows the mentor to provide the mentee with “real world” advice and educate them on the different career paths available to financial professionals. Mentees will look to their mentors as a sounding board as they begin to navigate starting their financial planning careers.
Mentors and mentees will meet in-person or remotely three times between April and October and mentors will be invited to the student’s final capstone financial planning presentations at their schools. If you are a student interested in pursuing a career in financial planning and learning how to get started from a seasoned professional, consider signing up for the Mentorship Program today!
What is expected from the Mentor and Mentee:
The mentors will guide the mentee over a minimum of three phone calls (April, July and October) as they complete their personal financial planning degrees and transition into their financial planning careers.
The program allows the mentor to provide the mentee with “real world” advice and educate them on the different career paths available. Mentees will look to their mentors as a sounding board as they begin to navigate their financial planning careers. As a mentor you will also be encouraged to help the graduating student begin their journey into the FPA of Michigan by inviting them to events and introducing them to NexGen. The mentorship coordinator will provide guidance of topic areas to cover over the three phone calls.
There is no physical requirement, mentors/mentees can live anywhere in the state of Michigan. Mentors will be invited to the students' final capstone financial planning presentations, and invited as guest speakers if they are interested, but it is not required to attend.
The next steps:
- Are you a financial professional and a current FPA Member looking to give back to the next generation of financial advisors? If yes, click here to sign up as a Mentor.
- Are you a student interested in pursuing a career in financial planning? If yes, click here to sign up to be paired with a seasoned financial planner who can help mentor you through the challenges of getting started in this industry.
- In March, after we identify the mentee/mentor match, you will receive an email with contact information and other useful tips for a successful experience!
Questions?
Please email our Career Development Committee at info@fpami.com.