FAAA Mentoring Program

The FAAA Mentoring Program matches mentors and mentees in a unique career development opportunity designed for FAAA members to connect and support each other.

The FAAA Women in Financial Planning Mentoring Program aims to encourage and support women in financial planning. It is a six-month program that matches female FAAA members with another experienced FAAA member in a mutually beneficial development program.

The program involves:

  • Online training, reading material and workshops
  • Three scheduled program webinars to track progress
  • At least monthly contact between mentor and mentee

We are currently seeking sponsors for the next round of the FAAA Women in Financial Planning Mentoring Program. If you would like more information on sponsorship please get in touch at [email protected].

How does the FAAA Women in Financial Planning Mentoring Program benefit participants?

For Mentors

  • Opportunity to give back to the profession
  • Understand current issues relevant to the profession
  • Gain new perspectives and fresh insights, and sharpen your emotional intelligence and communication skills

For Mentees

  • Receive experienced guidance and support in the profession
  • Excellent opportunities for networking
  • Receive feedback and developmental guidance
  • Identify professional growth and develop career planning

Who is eligible to apply for the FAAA Women in Financial Planning Mentoring program?

To join as a mentor, you must be:

  • A male or female within the financial planning profession
  • Member of the FAAA
  • Have at least 3- 5 years’ experience in one or more of the following areas:  client service or associate adviser roles, paraplanning, business development, compliance, practice management, financial planning or advice roles.

To join as a mentee, you must be:

  • A member of the FAAA
  • A female working in the financial planning profession (students are eligible if they are studying a financial planning major and/or if they are working in the profession) who meets one or more of any of the following eligibility criteria:
  1. Young (16 to 34 years old)
  2. Mature (50+ years old)
  3. Aboriginal or Torres Strait Islander
  4. In a rural or remote area
  5. Re-entering the workforce after a career or maternity break
  6. Entering the profession for the first time and/or changing your career to financial planning
  7. Wishing to upskill or refresh your skills in order to achieve leadership roles within the profession
  8. Experiencing financial hardship
  9. A new migrant.

Both mentees and mentors must also be willing to attend program webinars and complete the training provided.