Define Your Future in Capital Markets To Be More Mentoring Program: 6th Edition
Mentoring plays a pivotal role in the investment industry, empowering young professionals to develop the essential skills required for success in capital markets. Through the guidance and expertise of mentors, finance professionals can better navigate the complexities of the financial sector. Furthermore, mentoring fosters leadership development and the cultivation of valuable professional networks, assets that are crucial in today’s rapidly evolving financial landscape. Consequently, the To Be More mentoring program serves as a vital resource for those aspiring to advance their careers in the investment sector.
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Goal: Capital Market Integration
Capital market mentoring program
To Be More is a proprietary mentoring program initiated by CFA Society Poland, currently conducted in partnership with the Polish Private Equity and Venture Capital Association (PSIK). Our capital market mentoring program is designed for finance professionals, including local CFA Society members in Poland and practitioners from the private equity and venture capital sectors.
The program aims to support participants’ professional development and facilitate valuable mentoring relationships with experienced experts across the financial industry, spanning both public and private capital markets. To Be More offers a unique growth opportunity for both mentors and mentees, emphasizing a bilateral exchange of knowledge and experience.
Who is financial mentoring for?
The program is dedicated to:
- Mentors — Experts with a minimum of 15 years of experience, ready to foster the development of future leaders in the investment and financial industry.
- Mentees — Emerging professionals in the finance sector with less than 15 years of experience. This group primarily includes CFA Society Poland members and professionals working in Private Equity and Venture Capital (PE/VC) funds.
Language Requirement: The program is conducted exclusively in Polish.
Benefits of participating in the mentoring program
Born in late 2019, the program’s core mission is to integrate the investment community. To Be More is more than just mentoring; it is a platform for knowledge exchange, engaging C-level professionals, including portfolio managers, CEOs of investment and pension funds, capital market enthusiasts, as well as bank executives and division directors.
Two perspectives: A unique combination of the public market perspective (CFA Society Poland) and the private market (PSIK).
Industry experts: We connect professionals holding prestigious CFA, ACCA, and FRM designations.
Quality & safety: The process is overseen by experienced supervisors and coaches who ensure the proper methodology and framework.
Proven formula: Over 5 years of experience, hundreds of mentoring pairs, and top ratings in post-program evaluation surveys.
2026 Edition Schedule
January 21 — Recruitment launches for the 6th edition of the To Be More Capital Market Mentoring Program
February 9 — Recruitment closes for the To Be More program
February 10–20 — Application review and Mentor-Mentee matching process
February 23 — Announcement of results and notifications sent to qualified Mentees
February 24 — Kick-off workshop for Mentors
March 2 — Program Inauguration at the CFA Charter Awards & Mentoring Ceremony
March 10 — Kick-off e-workshop for Mentees
June 1–8 — Evaluation survey covering the initial months of the program
June 16 — Supportive e-workshop for both groups (Mentors and Mentees)
September — Networking at the Late Summer Drinks event in Warsaw
November 23–27 — Final evaluation survey covering the entire mentoring process
December 3 — Official conclusion of the To Be More Capital Market Mentoring Program 2026
The schedule provided above is for reference purposes only and may be subject to modification by the organizer.
Registration
Our program is of a prestigious and elite nature. Recruitment is conducted exclusively by invitation from the organizers. This guarantees collaboration within a group of the most committed professionals in the market.
Who is eligible to apply?
Regular, Affiliate, or Society CFA Society Poland members — those building their standing within the society’s structures.
Private equity & venture capital professionals — practitioners invited directly by the Polish Private Equity and Venture Capital Association (PSIK).
Please note: Participation in the program requires verification and receipt of a dedicated invitation. The program is conducted exclusively in Polish.
We encourage you to follow us on Facebook, Instagram, LinkedIn, and X to stay informed about the recruitment process 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.