Professional Membership is reserved for individuals who are currently, or were previously, employed in a professional capacity that relates to the field of Finance and who comply with the Association’s Code of Ethics. You must be a Professional Member to apply for and use the CMT designation.
To qualify for Member status, you must have attained a minimum of three (3) years of Approved Professional Work Experience prior to applying for membership. Approved professional work experience is defined as someone who:
- Has worked professionally in a job role that relates to the field of Finance, including financial management, corporate finance, investment banking, accounting, audit, advisory services, research and analysis, banking, insurance, and other roles.
- Supervises, oversees, or manages individuals or teams who practice such activities.
- Teaches, trains, or coaches such activities.
- Publicizes such activities as a member of the media.
Work may be either full-time or part-time, but prospective members must have received compensation for their services. For example, managing personal investments or those of family and/or friends’ investments (without compensation) does not constitute Approved Professional Work Experience, nor does volunteer activity.
You are not required to have technical analysis related work experience to apply for Member status. Read our President’s Letter explaining this requirement in more detail here.
To apply for Professional Member Status, you must:
- Obtain three (3) sponsors who have Member status with the Association.
- No more than one sponsor can be affiliated with a prospective member’s current employer.
- Submit a Membership application.
Once a Member Application it submitted, it will not be possible to change sponsors. Each sponsor will receive a unique link, sent directly from the Submittable website, through which they will be able to complete a Sponsorship Questionnaire. Therefore, it is crucial that prospect members have explicit confirmation of sponsors’ willing to participate before submitting the application.
The CMT Association (or Board of Directors or Admissions Committee) recommends that prospective members seek out sponsors early in the CMT Program candidacy to foster relationships with them as mentors. Contact [email protected] for assistance in finding sponsors.
Professional Membership is reserved for individuals who practice technical analysis professionally. You must be a Member in order to apply for and use the CMT designation.
To qualify for Member status, you must have a minimum of three (3) years of Approved Professional Work Experience. Approved professional work experience is defined as someone who:
- Administers, or adds value to, theoretical or practical application of technical analysis as part of the investment decision making process
- Supervises, oversees, or manages individuals or teams who practice such activities
- Teaches, trains, or coaches such activities
- Publicizes such activities as a member of the media
Work must be fulltime, and you must receive compensation for your services. Managing your own or your family and/or friends’ investments (without compensation) does not constitute Approved Professional Work Experience. Read our President’s Letter explaining this requirement in more detail here.
To apply for Professional Member Status, you must:
- Confirm three (3) sponsors who have Member status with the Association
- No more than one sponsor can be affiliated with your current firm
- Submit your Membership application
Once you submit your Member Application you will not be able to change your sponsors. Each sponsor will receive a unique link, sent directly from Submittable, through which they will be able to complete their Sponsorship Questionnaire. Therefore, it is crucial that you have explicit confirmation before submitting your application.
Best Practices
- Save your application as a draft until you receive confirmation from your three (3) sponsors.
- Wait until all three (3) sponsors are confirmed before you enter their emails in your application and submit it.
- Applications with less than three (3) sponsors will not be accepted
- Once you submit your application, notify your sponsors that they will receive an email directly from Submittable to complete their questionnaire. If your sponsor has difficulty locating this email, they may need to check their “spam” or “promotional” folders.
- Revisit your application to check on the status of your outstanding sponsorship questionnaires.
- Remind sponsors to complete their questionnaire if it has not been received after 7 days.
Check the Status of Your Application
You can check the status of your application in Submittable.
Membership Applications Received Before June 2021
If you submitted a Membership Application, or Sponsorship Questionnaires in support of a future application prior to June 2021, you must reach out to [email protected] for information and instructions on how to upload your application to the new system.
