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2025 DEI Mentorship Program - Mentor Application
Objectives:
● To create a welcoming environment for NAPFA members from under-represented populations to foster professional relationships.
● To maintain a supportive space where NAPFA members can share challenges and strategies to address those obstacles within a mentoring framework.
● To help NAPFA members improve the financial planning profession through our community while embracing our differences throughout the process.
● Connecting members based on the differences that ultimately make us stronger, to create a more inclusive and diverse profession.
● To empower and encourage NAPFA members to strive for excellence.
The deadline for applications is March 30, 2025. Please note that the information you submit will be shared with your match if you are selected.
Name
First
Last
Email
Phone
###
-
###
-
####
Employer
Title
Years of Experience
LinkedIn/Social Media
Age Range
<25
25-34
35-44
45-54
55-64
65+
My pronouns are:
Photo
Please select all DEI areas that apply to you or that you are open to sharing your experiences about:
Neurodiversity/Ableism (serving clients with disabilities or identifying as an individual with disabilities)
LGBTQIA+
Gender Identity
Asian/Pacific Islander
Black/African American
Latino/Latina/Latinae/Latinx
Native American
Ageism
Religious Affiliation (specify in the space below)
Political Affiliation (specify in the space below)
City and State (specify in the space below)
Self Identifies As (specify in the space below)
Other
Have you previously been a mentor/mentee?
Yes
No
If yes, please describe:
Preferred communication
Phone
Email
Text
Virtual Meeting
What is your preferred day(s) of the week to meet?
Monday
Tuesday
Wednesday
Thursday
Friday
Evaluate the following statements.
Not at all interested
Slightly interested
Fairly interested
Most interested
N/A
Positioning myself for career advancement or career transition
Expanding my professional network
Advice on leadership skills and how to get promoted
Help with specific challenges in my current position (such as resolving conflicts, accessing career-relevant resources, working in a male-dominated environment/industry, building relationships inside and outside my company)
Disability Bias in the Workplace
Obtaining introductions to specific people in my industry or profession
Encouragement and guidance related to life and career (help with work-life balance and setting boundaries)
Political or geographic bias in the workplace
Navigating a life or career transition
Income and compensation
Gender bias in the workplace
Mental health in the workplace
Which of the following describes you the best?
Career Changer
Young Superstar
Solo Business Owner
Employee at a small (1-10 employees), medium (11-100), or large (>100) firm
Partner
Please describe your role within your firm in addition to being an advisor, if applicable. For example, are you part of the planning department, investment committee, or involved in any other initiatives?
What is your leadership style?
How do you spend your time outside of work? Please share hobbies, interests, volunteer work charitable activities, community service, or other pursuits.
What does success look like to you in a mentorship program?
Are you interested in obtaining the NAPFA DEI Certification?
Yes
No
Plan to participate
Already completed
