CMT Association Membership Application

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:

• 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.

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 as long as the third reference is one’s immediate supervisor at their current job.

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.

Sponsors must have Member status with the CMT Association and no more than one sponsor 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.