We are currently running the FAAA Women in Financial Planning Mentoring Program, which 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
FAAA Women in Financial Planning Mentoring Program Information Pack
Applications for the 2023 FAAA Women in Financial Planning Mentoring Program are now open.
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:
- Young (16 to 34 years old)
- Mature (50+ years old)
- Aboriginal or Torres Strait Islander
- In a rural or remote area
- Re-entering the workforce after a career or maternity break
- Entering the profession for the first time and/or changing your career to financial planning
- Wishing to upskill or refresh your skills in order to achieve leadership roles within the profession
- Experiencing financial hardship
- A new migrant.
Both mentees and mentors must also be willing to attend program webinars and complete the training provided.
Information session available for interested applicants
There was an online information session hosted by our partner Art of Mentoring on Monday 6 February 2023 at 12:00pm – 1:00pm to learn more about what to expect from the program
How to apply for the FAAA Women in Financial Planning Mentoring program
Mentees and mentors will be asked to complete a short application form to assess their eligibility for the program and to collect details about what they are looking for in a mentoring partner.
Key Program Dates
Applications Open | 30 January 2023 |
Program Information Webinar | 6 February 2023, 12:00pm – 1:00pm AEDT |
Applications Close | 17 February 2023 |
Matches Notified | Week commencing 27 February 2023 |
Program Launch Webinar | 14 March 2023, 2:00pm AEDT |
Program Progress Review Webinars | Mentees: 10 July 2023, 11:30am AEST Mentors: 10 July 2023, 1:30pm AEST |
Program Close Webinar | 16 October 2023, 12:00pm AEST |
Frequently asked questions
How long will the mentoring program run for?
The 2023 mentoring program will run for 6 months from 14 March 2023.
Is the program open to FAAA members and non-members?
Only members can participate as mentors and mentees.
What's the cost?
Mentors and mentors pay no fees. The program is funded by the Department of Prime Minister and Cabinet as part of the Womens’ Leadership and Development Program.
How many people can participate in the program?
For the 2023 program, a maximum of 50 mentees will be matched with 50 mentors. Applications will be assessed and selected based on the eligibility criteria.
How do I apply?
Visit this website and complete a short application form.
Why do you need me to provide so much information on my application form?
The information you provide will help us ‘match’ the right mentee with the right mentor, based on experience, skills and what you both want to achieve from the program.
When will I know if I’ve been successful, and if so, who I’ve been matched with?
We will contact you via email to confirm whether you’ve been accepted into the program and who has been selected as your mentoring partner.
You should hear from us by late-February 2023 as to whether you have been matched.
What will I have to do if my application is successful?
If your application is successful, you will need to attend three events – Program Launch, Mid-Program Review and Program Close – all of which will be delivered via Webinars. Please see key dates table above.
You will also be asked to complete the Art of Mentoring online training. The training will take 60 – 90 minutes and will help provide you with the knowledge and skills to have a successful mentoring relationship.
It will be up to each pair to establish their own timetables for their one-on-one meetings, which would probably take place at least monthly throughout the program.
Will discussions between mentees and mentors be confidential?
Absolutely! Great mentee/mentor relationships are based first and foremost on trust. Your participation in the program is confidential and you will agree with your mentoring partner how you will handle confidentiality between you.
Will I be able to claim CPD hours in my role as a mentor or mentee?
As mentoring activities are individuated for each mentor / mentee, it is not possible to determine a broad coverage of accredited CPD for the mentoring program. Where an activity in the mentoring program meets qualifying CPD, you may apply the activity to non-accredited CPD (qualifying CPD), up to 12 hours per CPD year, which you self-assess to determine if it meets qualifying CPD. For details of non-accredited CPD (qualifying CPD), please refer to the FPA CPD Policy.
Who do I contact for more information?
If you’re interested in finding out more about the program, please visit the mentoring program management platform in the first instance.
You are invited to attend a free information webinar on 6 February 2023 at 12:00pm – 1:00pm AEDT. Register here.
Questions may be directed to the program manager using the Contact Program Manager button on the program management platform or by emailing [email protected].