CMT Sponsorship
The Next Step – Sponsorship
Congratulations on passing all your exams! There are now three important steps left. You’ve worked so hard to this point, don’t let it slip here.
STEP 1: Take the time to put together a Sponsorship Packet.
STEP 2: Find 3 sponsors and make sure that they are happy to fill out the sponsorship form when the CMTA prompts them.
STEP 3: Fill out your application to become a professional member of the association.
STEP 1: Sponsorship Packet
The following are my requests/suggestions for building a sponsorship packet that you can send to all your sponsors:
- Take the time to put together a sponsorship packet. Please do not rush this. I (and other sponsors) will reject analysis that is not detailed enough or looks like it was quickly put together. The turn around for your application to go before the board for approval is over a month, so you have time.
- Make the Sponsor’s job easy. Address these two questions that a sponsor has to fill in and suggest some things that they can add.
1. Technical Work : Describe the type of work that you do. Who are your clients? How do you communicate with them?
2. Application of Technical Analysis : What types of TA do you use? - Start with a bio. Tell us about the work that you do and the type of analysis that you do. Who are your clients and how you communicate with them? They may be external clients or they may be a portfolio manager that you work with. When we know the context of who you work with, we can understand the type of analysis that you do.
- Include your name and email that is used by the CMTA as they use that to match the sponsorship to you.
- Write up, at a minimum, a 1-2 paragraph report as if you were sending it to a client. Personally, I like to see multiple time-frames as it shows that you understand the different trend lengths. You have to explain to the reader why they should trust your call and invest their life savings/career by listening to you.
- Send your sponsors the packet – blow them away with how thorough you are.
Sponsorship Packet Example
The following attachment is the ultimate example of a packet which you should send to your sponsors. Again, particularly if they do not know you. Obviously do not copy this word-for-word, use this as a template but make your own.
STEP 2: Find Sponsors
You need to have at least 3 sponsors to become a professional member of the association — and be permitted to use the CMT designation. If you have done our CMT3 prep course, then we are happy to be a sponsor for you. Hopefully you know other CMTs at work or in your local chapter. It is always best practice to get their permission first before you attach their names in your application.
If you are using us as one of your sponsors, then use the following details:
Name: Mathew Verdouw
Email: [email protected]
If you need to find more sponsors, there is a directory of CMTs who are willing to be sponsors. My suggestion is that you have your packet ready to send them before you contact them. Send them the packet straight away and ask that they respond immediately if they are not able to so you can find other sponsors. You can find a Member Directory in the My CMT menu on the CMTA portal when you log in. You can filter a search for those who are “Willing to Sponsor”.
STEP 3: Submit your application
Once you have three sponsors, you can fill out your application on the CMTA website. As part of the process you will put in the details of your sponsors and the system will prompt them to fill out their sponsorship of your application.
If you are using us as one of your sponsors, then use the following details:
Name: Mathew Verdouw
Email: [email protected]
When your sponsors have responded, you should be notified by the CMTA. Now all you need to do is wait for the board to meet and approve your new membership status.
Congratulations
Congratulations again on getting through the exams and welcome to the CMT family.
Hopefully you have seen through our courses how dedicated we are to the field of Technical Analysis. If there is anything we can help you with —technology / software / education —let us know.