CMT Volunteer R&D
Dual Charter Initiative (Thematic Sub-Committee)
About
The Dual Charter Initiative is a specialized committee focused on building collaborative relationships with other leading credentialing bodies in the financial industry. Its members work to create clear pathways for professionals who see the value in combining the CMT designation with other qualifications, most notably the CFA charter. This initiative formalizes a long-standing spirit of cooperation. John A. Bollinger, made history by becoming the first analyst to earn both the CMT and CFA charters. More recently, our Association’s adoption of the CFA Institute Code of Ethics and the creation of a waiver for the CMT Level I exam for CFA charterholders highlight the powerful synergy this committee works to promote.
Mission
The Dual Charter Initiative is a specialized committee with the mission of strategically advocating for the complementary value of technical analysis alongside other major investment disciplines, such as fundamental analysis (CFA). We focus on building collaborative, formal relationships with other leading credentialing bodies in the financial industry. Our purpose is to create clear, recognized pathways for professionals who combine the CMT designation with other qualifications. We value integration, comprehensive professionalism, and institutional recognition. By showcasing the power of a multi-credentialed approach, we foster greater understanding and acceptance of technical analysis at the institutional level, expanding career opportunities for dual charterholders and advancing the discipline as an essential component of a complete investment strategy.
Media
Leadership & Support
Core Responsibilities
Strategically advocate for the complementary value of technical analysis alongside other investment disciplines.
Focus on building collaborative, formal relationships with other leading credentialing bodies (e.g., CFA Institute).
Create clear, recognized pathways for professionals combining the CMT designation with other qualifications.
Foster greater understanding and acceptance of technical analysis at the institutional level.
Expand career opportunities for dual charterholders.
Call to Service
Understanding Groups and Gigs
What is a Group?
A Group is an ongoing, strategic body of volunteers who collaborate on a defined mission over an extended period. Groups have formal governance, defined membership, and regular meeting cadences. Joining a group means becoming part of a team committed to driving long-term impact within CMT.
What is a Gig?
A Gig is a short-term, tactical assignment with a clear deliverable and timeline. Gigs are ideal for volunteers who want to contribute their expertise to a specific task without a long-term commitment. They are time-boxed and goal-oriented.
(How to Join This Group)
| Group | |
|---|---|
| Ideal Candidate |
Eligible CMT Journey Stages
Members: Active Professional Member; Leaders: Active Charter Holder
Key Competencies
Partnership dev; brand-safe messaging
Suggested Career Age & TA Depth
6+ years experience; 3+ years TA |
| What You'll Do |
Core Activities
Develop marketing and content for dual charter holders. Build relationships and formalize pathways with other credentialing bodies. Support local Chapter events focused on the value of dual charters. Create employer guidance on the value of multi-credentialed professionals. Map cross-credential pathways for transparency. |
| Time Commitment |
Recommended Time Commitment & Cadence
2–4 hrs/month
At least quarterly, or as needed.
Member Appointment & Term
BYLAWS §8.02(E): The members of the committee shall be appointed by the committee chair with the approval of the Board to serve for a term of one (1) year or such longer period as the Board may determine, provided that no individual shall serve as a member of a committee (including anytime as committee chair) for more than four (4) consecutive years.
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Available short-term assignments will be listed here.