FPA New England Mentor Match: Mentor Application 2023
1.
First Name
2.
Last Name
3.
Company
4.
Email
5.
Home zip code
6.
Company Zip Code
7.
Type of firm I work for is best described as
Broker/Dealer
B/D and RIA
RIA
Wirehouse
Other (please specify)
8.
FPA Member Since
9.
FPA Membership Type
CFP
Allied Professional
New to the Profession
Student
10.
I currently hold the following designations and securities licenses
11.
I am currently in good standing with all entities monitoring the designation indicated above
Yes
No
12.
How many years of experience do you have practicing the elements
of financial planning?
13.
Please best describe your areas of expertise for mentorship
14.
Have you participated in the mentorship program in the past? if yes, what made it successful or unsuccessful?
15.
Please share if you have any limitations regarding your ability to
participate in the program. i.e. time constraints, language or accessibility barriers.
16.
I understand that clicking this box constitutes as a legal signature
Yes
No
Current Progress,
0 of 16 answered
