Committee•Global Chapter Development Committee•Global•
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Dual Charter Initiative

About

The Dual Charter Initiative is a global subcommittee focused on advancing the integration of the Chartered Market Technician® (CMT) designation with other leading investment credentials, such as the Chartered Financial Analyst (CFA). This group comprises active professional members and charter holders who develop marketing content, build collaborative relationships with credentialing bodies, and support local chapters in promoting dual charter value. They work to establish transparent pathways for professionals combining technical analysis with other disciplines, enhancing institutional recognition and career opportunities. The initiative strengthens the role of technical analysis within comprehensive investment strategies, aligning with the CMT Association's mission to elevate the discipline's professional standing.

Mission

The Dual Charter Initiative advocates strategically for the complementary value of technical analysis alongside other major investment disciplines. The committee fosters collaboration by building relationships with credentialing organizations and creating clear, recognized pathways for professionals holding multiple designations. Upholding values of integration, professionalism, and institutional recognition, the group develops marketing assets, supports chapter events, and provides guidance on multi-credentialed career development. By promoting a multi-disciplinary approach, the initiative aims to increase understanding and acceptance of technical analysis at the institutional level, thereby expanding career opportunities for dual charter holders and advancing the discipline within the broader investment community.
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Cedric ThompsonCedric Thompson

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The Group Experience
SHAPE THE FUTURE OF TECHNICAL ANALYSIS

CMT Association committees are standing bodies of charterholders who steward a specific function of the Association — curriculum, ethics, governance, programming, and more. Committee members are appointed based on qualifications and experience.

Core Responsibilities

  • Advocate technical analysis value
    Promote the complementary role of technical analysis alongside other investment disciplines to enhance its recognition and integration
  • Build credentialing partnerships
    Develop and maintain formal collaborative relationships with leading credentialing organizations such as CFA Institute to support dual credential recognition
  • Establish dual charter pathways
    Create clear and recognized pathways that facilitate professionals in combining the CMT designation with other relevant qualifications
  • Promote institutional acceptance
    Foster greater understanding and acceptance of technical analysis within institutional investment communities to broaden its application
  • Expand dual charter career options
    Identify and support opportunities that enhance career prospects for professionals holding both the CMT designation and other credentials

Core Activities

  • Develop marketing and content for dual charter holders
  • Build relationships and formalize pathways
    Build relationships and formalize pathways with other credentialing bodies
  • Support local Chapter events focused
    Support local Chapter events focused on the value of dual charters
  • Create employer guidance
    Create employer guidance on the value of multi-credentialed professionals
  • Map cross-credential pathways for transparency