Becoming a CMT Charterholder

The Path to Professional Membership
and Maintaining your Credential

For finance professionals who have successfully navigated the rigorous three levels of the Chartered Market Technician (CMT) exams, the journey doesn’t end with passing the tests. Achieving this milestone is just the beginning of becoming a recognized CMT Charterholder. The next critical step is to apply for Professional Membership through CMT Association, which formally grants the CMT designation and integrates individuals into a community of esteemed professionals. Here’s what aspiring CMT Charterholders need to know about this process and the ongoing responsibilities that come with maintaining their credential.

APPLY NOW

The Path to Professional Membership
and Maintaining your Credential

For finance professionals who have successfully navigated the rigorous three levels of the Chartered Market Technician (CMT) exams, the journey doesn’t end with passing the tests. Achieving this milestone is just the beginning of becoming a recognized CMT Charterholder. The next critical step is to apply for Professional Membership through CMT Association, which formally grants the CMT designation and integrates individuals into a community of esteemed professionals. Here’s what aspiring CMT Charterholders need to know about this process and the ongoing responsibilities that come with maintaining their credential.

APPLY NOW

Professional Membership FAQs

• What qualifies for Approved Professional Work Experience?

  To qualify for Professional 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. 

• What is the requirement for Professional References?

  In addition to the three (3) years of professional experience, applicants must name three (3) references, at least two (2) of whom have Member Status with the CMT Association. The third reference does not have to be a Professional Member of CMT Association as long as they serve as the individual’s immediate supervisor at their current job. 

  Note: No more than one sponsor may be affiliated with your current firm. 

  CMT Association (Board of Directors and Admissions Committee) recommends that prospective members seek out references early in the CMT Program candidacy to foster relationships with them as mentors. You can find a directory of Members willing to support CMT candidates and prospective members here: https://cmtassociation.org/profile/membership-directory/  Simply click on the envelope icon to email them directly. 

  You may also contact local volunteers https://cmtassociation.org/networking/ to request support in your application process. Or, contact admin@cmtassociation.org for assistance in connecting with members in your field, or geography. 

• What is expected of CMT Professional Members serving as a reference?

  {This requires a detailed explanation of the role of “references”} 

• How do I submit a Membership application?

  Once a Member Application is submitted, it will not be possible to change sponsors. Each sponsor will receive a unique link, sent directly from the Submittable platform, through which they will be able to complete a Reference Questionnaire. Therefore, it is crucial that prospective members have explicit confirmation of sponsors’ willing to participate before submitting the application.

  Annual dues: $325

  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.