Mentoring plays a key role in the investment industry, helping younger professionals develop essential skills needed for success in the capital market. Through the experience and support of mentors, finance professionals can better understand the complexities of investments, risk management, and market fluctuations. Mentoring also fosters leadership skills and facilitates building valuable professional relationships—crucial in the rapidly changing financial environment. Therefore, a mentoring program like To Be More provides significant support for those wishing to advance their careers in the investment sector.
About the To Be More Mentoring Program
The To Be More mentoring program, organized by CFA Society Poland, is designed for professionals in the financial sector, providing invaluable support for career development and personal growth. The program connects experienced mentors with emerging financial professionals, fostering knowledge exchange and building strong relationships.
Participants in the program gain unique insights into the financial markets, investment strategies, and leadership through tailored one-on-one mentoring sessions. With a focus on enhancing the skills and competencies needed in today’s dynamic financial landscape, the To Be More mentoring program is the perfect platform for professionals looking to advance their careers in areas such as investment management, capital markets, and financial analysis.
Benefits of the To Be More Mentoring Program
The To Be More program offers participants the opportunity to:
- Learn from experienced financial leaders who have deep expertise in investment management and financial strategy.
- Expand their professional network by connecting with industry experts, including portfolio managers, financial analysts, and CEOs.
- Develop leadership and decision-making skills that are essential for success in the financial industry.
- Advance their careers with personalized guidance on professional development and goal-setting.
Who is the Financial Mentoring Program for?
The mentoring program is open to:
- Mentees: Junior professionals in the financial sector, particularly those aspiring to obtain the CFA charter, who seek guidance on how to navigate their career paths.
- Mentors: Experienced professionals, including CFA charterholders, who are eager to share their knowledge and expertise with the next generation of finance leaders.
Mentors in the To Be More Program: Industry Leaders in Poland's Financial Sector
Leader in Investment Fund Management
- Specialization: Investment fund management, capital markets, leadership.
- Profile: A mentor with many years of experience in asset management at institutions such as Investment Fund Companies (TFI), Pension Fund Societies (PTE), private banking, and brokerage houses. Holds executive and managerial positions in various investment funds, overseeing teams and the development of investment products. Focuses on developing leaders in the financial sector.
- Typical Positions: President, Board Member, Investment Director.
Expert in Valuations and Mergers
- Specialization: Company valuations, mergers and acquisitions (M&A), team management.
- Profile: A mentor specializing in valuations and M&A strategies, with experience in strategic consulting and working in both state-owned and private companies across various economic sectors. Additionally, an expert in team management and motivating employees toward self-development.
- Typical Positions: Finance Director, Strategic Advisor.
Expert in Capital Markets and Compliance
- Specialization: Capital market regulations, regulatory lobbying, compliance.
- Profile: A mentor with experience in creating regulatory strategies and compliance frameworks for financial institutions. Actively participates in lobbying for EU regulations and is an expert in managing strategic projects and capital market regulations.
- Typical Positions: Compliance Director, Fund Manager, Member of the Supervisory Board.
Expert in Strategic Management and Digital Transformation
- Specialization: Strategic management, digital transformation, technological investments.
- Profile: A mentor with international experience in managing technological institutions and capital markets. Holds managerial positions in global technology companies and investment banks. Specializes in digital transformation and innovation.
- Typical Positions: President, Advisor to the Board for Digital Transformation.
Consultant in Recruitment and Diversity
- Specialization: Talent management, DEI (Diversity, Equity, Inclusion), executive recruitment.
- Profile: A mentor specializing in executive search and supporting the development of diversity within organizations. Has extensive experience in recruiting board members and directors for international companies. Promotes equality and diversity in the workplace.
- Typical Positions: Partner at a recruitment firm, Talent Management Advisor.
By connecting with these seasoned professionals, participants in the To Be More program gain invaluable insights and mentorship to advance their careers in the investment sector.
Stay Updated on the To Be More Mentoring Program
The 2024 edition of the To Be More mentoring program will conclude in December this year. The next edition will be announced in the upcoming year. We encourage you to follow us on Facebook, Instagram, LinkedIn, and X to stay informed about future recruitment and activities within our mentoring program.
CFA Society Poland powstało w 2004 roku i jest jednym ze 157 lokalnych stowarzyszeń międzynarodowego CFA Institute. Organizacja obecna jest w 70 krajach i zrzesza blisko 200 tys. przedstawicieli branży finansowej, obecnych w ponad 164 krajach. CFA Society Poland rozpowszechnia i realizuje najwyższe standardy etyczne oraz edukacyjne w zakresie działań branży inwestycyjnej w Polsce.