NAPFA Mentoring Programs

Women’s Initiative Mentoring Program

The goal of the Women’s Initiative Mentorship Program is to provide women a structured opportunity to accelerate personal and professional development through a mentor/mentee relationship with a female NAPFA member.

The mentorship program focuses on pairing advisors, paraplanners, and associates with experienced NAPFA members as mentors who may have had a similar set of professional and personal experiences or goals. Mentors and mentees will be selected by the Women's Initiative Mentoring Committee. The program will take place from May-October.

Program flyer and detailed timeline coming soon!

Apply here

DEI Mentoring Program

The goal of the DEI Initiative Mentoring Program is to provide underrepresented members in NAPFA a structured opportunity to advance in their careers with the help of a mentor/mentee relationship.

Objectives:

To create a welcoming environment for NAPFA members from under-represented populations to foster professional relationships
To maintain a supportive space where NAPFA members can share challenges and strategies to address those obstacles within a mentoring framework
To help NAPFA members improve the financial planning profession through our community while embracing our differences throughout the process
Connecting members based on the differences that ultimately make us stronger, to create a more inclusive and diverse profession
To empower and encourage NAPFA members to strive for excellence

Apply to be a mentor Apply to be a mentee

If you have any questions about mentoring at NAPFA, please contact the NAPFA Membership Department.