NAPFA Mentor Engage reflects our commitment to your professional development and the fee-only financial planning community.
- Find and connect with other NAPFA Members.
- Grow professionally and give back to the industry.
- Your mentor or mentee can be right down the street or on the other side of the world.
- Share best practices as you guide the next generation of advisors into the world of fee-only financial planning.
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START
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Get started by completing your profile
Make sure your contact information is up to date, add a recent professional profile picture, expand on your bio and import your education and job history information from LinkedIn. Having a complete and accurate profile is crucial to the success of selection and matching. Profile complete? Return back to this page and move on to step 2.
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ENROLL
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Are you looking to be a mentor or mentee? Perhaps both? Sign up:
Enroll as a mentor
Enroll as a mentee
Make selections for each of the program demographics to set your preferences. Please note that some fields are required for enrollment. The more information you provide, the easier it will be to make the best match. Keep in mind in order to request a mentor or mentee, you must be enrolled in the program.
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SEARCH
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Search to find mentors and/or mentees with whom you can connect online, by phone or in person. You can take advantage of features to help you find and recruit matches:
• Find a Mentor
• Find a Mentee
• Track your mentoring relationships
• Participate in discussion forums on mentoring topics
• Search for helpful mentoring resources
Congratulations! You're all set. You completed steps 1-3 and are now ready for the fun stuff. Let the mentoring begin. Do one search or multiple searches. If you're unsure of the search criteria, select "Search for ALL of the selected values." The NAPFA Mentor Engage Program Directory will do the work for you and populate the results.
Next click on the member's name that you're interested in establishing a mentor/mentee connection with. The link will bring you to their profile page. Look around. If you think it's a desired match, look under their profile image for the Mentor Engage badge, which when clicked will you allow you to request a connection. If it's not a desired match, you can simply select the back button to return to your previous search results.