2009-2010

"The Year of the Practitioner"

A Multidisciplinary Network of Credentialed Financial Professionals™


MENTOR PROGRAM

 

What is a Mentor?

  • A mentor is a role model.

  • A mentor is a person who is successful in the industry and has been successful in completing American College designation studies.

  • A mentor is a person who builds professionalism in the industry by encouraging qualified candidates to complete their designation.

  • A mentor is a person who provides guidance and advice on what it takes to be a "professional" and what it takes to set goals and succeed in meeting those goals.

  • A mentor is a person who shares with others and gives back to the industry.


Introduction to Mentorship

Mentorship is a written agreement between mentor and student under which the student promises to earn a specified designation and the mentor promises to assist and support him or her throughout that endeavor.

The Mentorship program is a way for American College graduates to repay the industry by meeting the pledge made at conferment.

"Do everything possible to build your profession by encouraging qualified persons to pursue professional studies, by personally sponsoring new students, and by offering assistance and encouragement until they reach their goals."


Mentor's Responsiblities:

M =

Monitor Student’s Progress

E  =

Encourage

N =

Nurture Student’s Development

T  =

Trust

O =

Opportunity to Foster Future Designee

R  =

Respect Confidentiality

The Mentor Should:

  • Assist student in setting goals and planning designation study

  • Assist in mechanics of matriculation and registration

  • Help in developing a study schedule

  • Monitor progress

  • Provide support

  • Offer encouragement for exam

  • Offer congratulations to student upon passing each exam

  • Provide guidance and encourage retake if student fails an exam

  • Remind student to register for the next course

  • Suggest becoming an associate member of the Society of Financial Service Professionals


To Assist the Mentor, The College will advise when the Student:

  • Passes their first exam

  • Fails an examination

  • Passes an exam that has previously been failed

  • Allows an enrollment to expire without sitting for the exam

  • Has not registered for any courses within the past 9 months


Why have a Mentorship Program?

Statistics on the Mentorship program show that there is a 71% active student rate as opposed to a 32% active student rate for students not being mentored. Simply stated, this means that students being mentored complete their designations at a higher rate than students not being mentored.

 


Mentorship Program Registration

Mentorship is undertaken on either a formal or informal basis. While a great many designees  have been instrumental in encouraging others to begin and to continue their study, it is only formally recorded mentorship which is recognized through participation in the Huebner Personal Mentorship Program. To be recorded, the Mentorship Registration Form must be completed and signed by both the mentor and the student, and then returned to the College.

Many students find a mentor within their own company or associates. To encourage participation in the program, however, each new student is offered help in finding a mentor. It is our Chapter's responsibility to match mentors and students. 

After we match the student with a mentor, they both must sign the Mentorship Registration Card and return it to the Mentorship Department of the American College. Only upon receipt of the completed card can we officially record the mentorship agreement and begin providing the mentor with the pertinent information about the student’s progress.

 

If you are a student and would like a mentor or if you are a mentor looking for a student, please email lynn.getz@sac-sfsp.orgProvide your name, company, and how to best reach you.

 

Mentors Looking for Students:  If you are a current American College student and would like a mentor, and are located in the San Antonio area, please contact:

 

H. Lynn Richards

Lynn Richards Agency

Telephone: (210) 342-1112 

Email:  lynn@lynnrichardscompany.com

 

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