FPA Mentoring Program

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

We are currently running the FPA 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 FPA members with another experienced FPA 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

FPA Women in Financial Planning Mentoring Program Information Pack

How does the FPA Women in Financial Planning Mentoring program benefit participants?

FPA Mentors

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
FPA Mentees

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 FPA 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 FPA
  • 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 FPA
  • 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.

Information session available for interested applicants

There was an online information session hosted by our partner Art of Mentoring on Tuesday 16 November 2022 at 2:00-3:00pm to learn more about what to expect from the program.

Information session slides

How to apply for the FPA 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.

Applications are now open and will close 14 January 2022.

Key Program Dates

Applications OpenTuesday 2 November 2021
Program Information WebinarTuesday 16 November 2021
Applications CloseFriday 14 January 2022
Matches NotifiedBy early February 2022
Program Launch WebinarMonday 14 February 2022
Program Progress Review WebinarsFriday 20 May 2022
Program Close WebinarFriday 19 August 2022

Frequently asked questions