To facilitate financial market practitioners’ understanding of the Code of Conduct and Practice of TMA (TMA Code) in-depth and preparation for the Advanced Level examination on the TMA Code, a crash course will be arranged on Friday, 23 June 2017 while the examination will be held on Thursday, 6 July 2017. Details are as follows: 

The Professional Membership Committee (PMC) of the TMA takes into account the relevant professional qualifications, years of experience and position held of financial market practitioners in considering giving exemption to apply for TMA membership. For the time being, the following qualifications have been considered by the PMC for exemption of the required professional qualifications criteria:

(a) Exemption Policy for holders of relevant internationally recognised qualifications

Without relevant experience:

l         A candidate with the qualifications of Chartered Financial Analyst (CFA), Certified International Investment Analyst (CIIA) or Financial Risk Management (FRM) but without relevant experience should enroll and pass the Code of Conduct and Practice of the TMA examination (Advanced Level) and meeting other prescribed criteria to attain the TMA Full membership requirement.

(b) Exemption Policy for experienced treasury staff without internationally recognised qualifications

With at least 10 years relevant experience:

l         A candidate without qualifications of Chartered Financial Analyst (CFA), Certified International Investment Analyst (CIIA) or Financial Risk Management (FRM) but having at least 10 years relevant experience and holding a managerial or specialist position should enroll and pass the Code of Conduct and Practice of the TMA examination (Advanced Level) and meeting other prescribed criteria to attain the TMA Full membership requirement.

OR
With at least 20 years relevant experience:

l         A candidate without qualifications of Chartered Financial Analyst (CFA), Certified International Investment Analyst (CIIA) or Financial Risk Management (FRM) but having at least 20 years relevant experience, holding a managerial position for at least 10 years and being endorsed from the immediate superior or human resources department should enroll and attend the Code of Conduct and Practice of the TMA crash course (Advanced Level) and meeting other prescribed criteria to attain the TMA Full membership requirement.

Applications under the above exemption criteria will be considered on a case by case basis and will be subject to the final decision and approval of the Membership Sub-Committee and Professional Membership Committee of TMA.  Interested candidates please download the registration form and return it by fax at (852) 2815 9931 or email to tma@tma.org.hk on or before cob of 16 June 2017.  

Registration and Payment

Prior to registration, market practitioners should ensure they have fulfilled the above admission criteria. If you are not sure whether you have met the above criteria, please provide copies of the certificate and transcript for membership pre-vetting procedure. For those who are not willing to provide the certificate and transcript for membership pre-vetting procedure but directly took the TMA Code examination, their membership application may be rejected in case they have not met the above criteria.

Eligible candidates please download the registration form and return it by fax at (852) 2815 9931 or email to tma@tma.org.hk. Seats are limited and will be allocated on first-come-first-served basis, so early registration is encouraged. Reservation will be confirmed upon receipt of payment. Please write a cheque payable to "Treasury Markets Association" and send it to TMA Office at the following address: 

Deadline for Registration and Payment: Friday, 16 June 2017

Should you have any enquiry, please contact the TMA Office at 2543 7667 or email at tma@tma.org.hk.