FPAMA Mentor Match Mentee Application
RequiredRequired Question(s)
Required 1.
Personal Information:

First Name:
Last Name:
Company Name:
Email Address:
emailaddress@xyz.com

Required 2.
Home Zip Code
 

50 characters left.
3.
Company Zip Code (Mailing address)
 

50 characters left.
Required 4.
The type of firm I work for is best described as:
Broker/Dealer
B/D and RIA
RIA
Wire House
Other  
Required 5.

FPA Member since 
 

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Required 6.

FPA membership type:
CFP Member
Allied Professional
Student
Required 7.

I currently hold the following designations and securities licenses: 
 

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Required 8.

I am currently in good standing with all entities monitoring the designation indicated above. 
Yes
No
Required 9.

How involved are you in the financial planning process at your current firm?
 

50 characters left.
Required 10.

How many years of experience do you have practicing the elements of financial planning?
 

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Required 11.

Are you a career changer, and if so, from which field?
 

50 characters left.
Required 12.

Do you currently work as part of a team or independently? 
Part of a team
Independently
Other  
Required 13.
What areas do you consider to be your strengths?
 

350 characters left.
Required 14.
In which areas would you be looking to develop greater competency?
 

350 characters left.
Required 15.

What would you hope to accomplish by being mentored through the Mentor Match Program?  (Career path development, educational needs, business development, practice management, etc.) 
 

350 characters left.
Required 16.
Have you participated in a mentorship program in the past?  What made it a successful / unsuccessful process?
 

350 characters left.
Required 17.
What might be some limitations regarding your ability to participate in this program?  For example: unable to attend regular meetings, language/cultural barriers, other?
 

350 characters left.
Required 18.
What else would you like the FPA of MA to know that would help them choose you for participation?
 

350 characters left.
Required 19.
First and Last Name
 

50 characters left.
Required 20.

I understand that checking this box constitutes as a legal signature. 
Yes
No