public

Becoming a Member

Become an Affiliate

Whether you are pursuing the TAN designation or well past your test-taking days, TAN Association is the global destination for professional development to improve your investment performance and open a world of career opportunities. Become an Affiliate Member today to gain access to the TAN Association’s educational programming, ethics awareness, and networking. Your membership also supports ongoing corporate and regulatory advocacy.
For Candidates enrolled in the TAN Program, Affiliate membership includes reduced pricing on CMT Exam registration.

Become an Affiliate

Key Benefits

Types of Memberships

Affiliate MembershipAffiliate Membership

Affiliate membership is available to anyone interested in technical analysis and for candidates enrolling in the TAN Program. There are no work experience or educational requirements to become an Affiliate member. Affiliates are eligible to take the TAN exams at Affiliate Candidate prices. To upgrade your account to Affiliate Membership, visit “My Account” under the My CMT tab.

Annual dues: $325

Student MembershipStudent Membership

Student Membership is reserved for individuals registered as a full-time college/university student at an AACSB accredited university. Students whose college/university is part of the TAN Association’s Academic Partner Program are eligible for scholarships covering a significant portion of CMT Exam registration fees. To apply for student membership, please send an email to admin@cmtassociation.org reflecting your status as a full-time student at an AACSB accredited university.

Annual dues: $100

EmeritusEmeritus

Emeritus status is reserved for any person aged 60+ who has been a Professional Member for at least five (5) years and is no longer engaged in an active professional practice on a salary or fee basis. Emeritus members have the same voting rights and ability to serve in volunteer leadership positions as Professional Members.

Annual dues: $175

Membership Dues

If you wish to request a refund of your dues, renouncing your membership, your request must take place within 30 days of becoming a member. After you have been a member for longer than 30 days, you are no longer eligible for a refund.

Professional Membership

Professional Membership is reserved for individuals who practice technical analysis professionally. You must be a Member in order to apply for and use the TAN designation. To qualify for Member status you must have a minimum of five (5) years of Approved Professional Work Experience. For applicants who have successfully completed the TAN Program, the five (5) year requirement will be reduced to three (3) years. Approved professional work experience is defined as someone who:

  • Administers, or adds value to, theoretical or practical application of technical analysis as part of the investment decision making process
  • 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

In addition to the three (3) to five (5) years of professional experience, applicants must have three sponsors who have Member Status with the TAN Association and successfully completed all three levels of the TAN exams.

Work must be fulltime, and you must receive compensation for your services. Managing your own or your family and/or friends investments (without compensation) does not constitute Approved Professional Work Experience.

*Sponsors must have Member status with the TAN Association and no more than one sponsor may be affiliated with your current firm.

Annual dues: $325

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.

1

Work Experience

Five years professional work experience; waived to three upon successful completion of the TAN Program.

2

Application & Questionnaires

Sponsors complete questionnaires. Applicants completes the professional member application.

3

Admissions Committee

Completed applications sent to the Admissions Committee for review.

4

Board Approval

Completed applications are sent to the Board for final review. The entire review process can take 6-8 weeks upon receiving a completed application.