Following a recent partnership agreement, CMT Association and CFA Institute now follow a single Code and Standards benefiting the global financial community by setting a high bar for continuing industry education, integrity, and professional excellence. CMT Association welcomes your feedback on potential ethical issues or conflicts within the CMT community of members and candidates, including conduct that violates the obligation to keep confidential the content of the CMT exams and to respect the intellectual property rights of the CMT curriculum. Reporting conduct that does not meet the Code of Ethics and Standards of Professional Conduct helps protect the integrity of CMT Association’s membership and designation.

Those who wish to submit a report of alleged misconduct have several options:

• Send an email to admin@cmtassociation.org to communicate directly with the Ethics and Standards Committee staff liaison
• Submit the Report Misconduct Form
• Send the information by mail:
  • CMT Association, 115 Broadway, Fl 7, New York, NY, 10006

The Ethics and Standards Committee reviews all reports on a confidential basis. Please remember to include a description of the allegation(s) and information and/or documentation supporting the allegation(s).

• Committee Chair
  • Will Geisdorf, CFP, CMT
  • Foram Chheda, CMT
  • John Letizia, CPA, CMT, CFTe
  • Kevin Pietrzyk, CMT, CFTe
  • Lawrence Sharpe, CFA, CMT
• Board Liaison
  • Rob Palladino, CMT
• Staff Liaison
  • Stanley Dash, CMT