Guidelines for Submitting Scholarship Applications

1. Eligibility Criteria

• Full-time Students: Eligible for CMT Level I only.
• Full-time Faculty Members: Eligible for all three levels (CMT Level I, II, and III).

2. Exam Schedule

• Exams are offered twice a year: in June and December. Please check the exam schedule on https://cmtassociation.org/cmt-program/register/

3. Scholarship Benefits

• CMT Level I Exam Fee: Standard fee is $1075, reduced to $295 after the scholarship (18% OIDAR GST applicable to India).

4. Curriculum Inclusion

• The curriculum for each level will be included with the registration in the CMT Program. There is no need for a separate purchase or additional login details.

5. Registration Process

Professors and faculty members should compile the list of eligible students and faculty members. Submit the list on the form by uploading an excel file containing the following information:

• Full Name: Provide the full name of the student or faculty member.
• Email: Provide the email address of the student or faculty member.
• Mobile Number: Provide the mobile number of the student or faculty member.
• CMT Member ID: Obtain the CMT Member ID by creating a login on the CMT website and finding it under the MyCMT page.

6. Submission Instructions

• Contact Information: Include the full name, email, mobile number, and CMT Member ID for each applicant.

7. Contact for More Information

• For further details or assistance, reach out to the CMT Association at admin@cmtassociation.org

Published by the CMT Association, the Journal of Technical Analysis publishes long-form research that reflects professional interests of the global membership. Please read the below submission guidelines carefully before submitting your research for review.

1 Eligibility

Submissions to the Journal of Technical Analysis are open to anyone with an interest in technical analysis. By submitting a paper, the author consents to the following terms of the Journal’s double-blind peer review process.

2 Deadline

Submissions to the Journal of Technical Analysis are accepted on a rolling basis for publication in the next issue of the Journal that is not currently under review. When the Volunteer Committee tasked with reviewing Journal content closes submissions for an upcoming issue, all research submitted past that closing date will be automatically considered for the next issue.

3 Standards of Review

A.) A paper will be reviewed according to the following standards:

1. The paper is based upon the concepts of technical analysis and provides a complete and practical application of the topic being presented.
2. The subject of the paper should be directly related to a topic included in the Body of Knowledge of the Chartered Market Technician program.
3. If feasible, testing should be done to demonstrate the value of the idea. The test period should include data from at least one complete market cycle to allow for the evaluation of the idea in bull and bear markets. The amount of data needed will vary with the timeframe being tested. Tests of monthly data will usually require a longer test period than tests of intraday data to include a complete market cycle. All tests should include a sufficient number of signals to demonstrate the concept is statistically significant, generally at least 30 signals.
4. All tests should include recent data with the end of the data being no later than one year before the paper submission deadline.
5. The writing meets generally accepted standards of style for professional publications and academic level writing.
6. The analysis and conclusions are useful, and enhance the understanding of market action.
7. A paper should be written so that an audience of knowledgeable technical analysts can apply the principle defined in the paper based solely on the content of the paper.

B.) Materials that have been prepared for specific research purposes, in addition to longer form research previously included in the CMT Association’s monthly newsletter Technically Speaking, are eligible for submission.

Examples of materials prepared for research purposes include: materials prepared for academic websites or academic research journals, materials published on non-commercial sites, and papers prepared as research for clients (i.e. whitepapers).

Work that has been published for commercial exposure (i.e. work that has already been published in non-academic magazines, newspapers, or commercial websites) is not eligible and as such, will not be considered.

4 Authors’ Copyright and Permission to Produce and Distribute Copies

The author(s) of any submissions to the Journal of Technical Analysis shall retain the copyrights to the submission, but shall permit the CMT Association to produce and distribute copies in any medium of all or part of a paper.

5 Waivers for Previously Published Materials

Authors must sign a waiver acknowledging that there are no restrictions of the CMT Association’s publicizing efforts should the paper be included in an issue of the Journal. This shall be signed upon initial submission to the Journal, and finalized when the author(s) is notified of selection.

6 Style & Format

The text must be a persuasive and conclusive presentation of the subject. Charts, tables, and figures should be used to exemplify or supplement the text and should not be the primary means of conveying the author’s points.

Charts, tables, and figures should be placed in appropriate sections of the text and shall be individually labeled in numerical sequence. When it is not possible to do so, they shall be presented in appendices.

Statistical supplements are encouraged. Papers should generally be between 4 and 20 pages in length with additional supporting material placed in statistical supplements as needed.

All references to the author’s name shall be removed from the text, footnotes and all supplementary material. All references to other materials and indicators created by the author shall be removed or disguised in such a manner that the editorial board of reviewers cannot identify the author.

The submission committee will not consider any paper that does not comply with these guidelines.

7 Submission Process

To submit a paper for review, complete the submission process below.

8 Double-Blind Peer Review Process

The Editor of the Journal will receive research submissions, void of the author’s identifying information, at the start of the peer review process. The Editor will then distribute the submissions to members of the Editorial Board, who will review the papers and decide whether to recommend them for publication or rejection. Members of the Editorial Board will generally be presented with papers within their realm of technical specialization, to provide readers with the most advanced degree of review possible within the broader discipline of technical analysis.

No author shall ask for or receive assistance of any kind from a member of the Editorial Board after submitting their final work.

9 Decisions of the Editorial Board

After a work has undergone the peer review process, the Editorial Board will recommend to the Editor whether the work should be published or whether publication should be declined. The Editor will then make the final decision on which submissions are included in the Journal. The decisions of the Editor are final and without recourse for reconsideration by any member of the CMT Association or the author’s sponsoring organizations. Prior to announcing a decision on publication, the Editor may in their discretion ask an author to revise a submission.

10 Decisions of the CMT Association

The CMT Association may publicize the Journal of Technical Analysis, its authors’ names (but not necessarily their places of employment) and all or part of the content of the Journal Issues. Published Journal authors may publicize their research in an appropriate manner without undue enhancement.

Once you are an Affiliate Member, you can begin the process of becoming a Professional Member. There are 2 different tracks you can take.  

1. You can sit for and pass all 3 exam levels of the CMT Program. If you do so, then you only need to provide evidence of 3 years of approved work experience and 3 acceptable references.  
2. You can choose not to sit the CMT Program exams, in which case you will need to provide 5 years of approved work experience and 3 acceptable references.  

Approved professional work experience is defined as someone who:

• Has been employed in a job role within the field of Finance. This includes any aspect of a company’s business that relates to Finance, including functions related to accounting, marketing, actuary, portfolio management, compliance, financial planning, insurance, and numerous others.
• Additionally, those who have supervised, overseen, or managed individuals or teams who practice activities within the field of Finance would also qualify.
• Those who have taught, trained, or coached individuals about subjects related to Finance.
• Those who have publicized Finance-related material as a member of the media.
• You must have received compensation for your services. Managing one’s own or one’s own family and/or friends’ investments (without compensation) does not constitute Approved Professional Work Experience.

This application is used to approve both Professional Membership and CMT Charterholder use. Individuals approved for Professional Membership are able to refer to themselves as CMT Professional Members. 

Individuals who a) have passed all 3 exam levels of the CMT Program, b) been approved for Professional Membership, and c) are in good standing are designated by the Board of Directors as CMT Charterholders. They are the only people able to use the CMT designation and refer to themselves as CMT Charterholders.  

In addition to the professional work experience, applicants must name three (3) references who have Member Status with the CMT Association. One reference without Member Status may be used as long as that reference is one’s immediate supervisor at their current job. No more than one reference may be affiliated with your current firm.

If you wish to check on your own membership status, charterholder renewal status, or the status of another member, please send an email with the details of your request to admin@cmtassociation.org.