Advancing the Discipline of Technical Analysis for nearly 50 years

Navigate the Gap between Intrinsic Value and Market Price We provide a disciplined, systematic approach to market behavior and supply and demand

We Are Pioneers

Founded in the late 1960s, the CMT Association has served the financial industry for nearly 50 years. What started as a small group of technical research analysts in NYC, the CMT Association became a beacon for professionals worldwide. Today, we strive to deliver value through diverse education and networking opportunities, member advocacy, career advancement, and the highest standards of professional ethics.

History
1960s Started over 50 years ago
Growth
137 Countries
35k Participants in educational programming
Member Benefits

Navigate The Gap

Ever wonder why a security trades way above or way below intrinsic value? How can it stay depressed or elevated for so long?

Technical analysis provides the tools to successfully navigate the gap between intrinsic value and market price across all asset classes, through a disciplined, systematic approach to market behavior and the law of supply & demand.

The CMT Program charts the course to your investment needs including quantitative approaches to market research and rules based trading system design and testing.

Start Your Journey with CMT

Be the captain of your investment education. The CMT Program is your compass to sound financial decisions with a body of knowledge based in investment risk in portfolio management. Our market philosophy is grounded in behavioral economics and extends quantitative approaches to market research and rules based trading system design and testing.

Earning the CMT Designation demonstrates a vantage of the core body of knowledge and sets our members with tools to successfully navigate the market and their careers.

  • RISK MANAGEMENT

    Identify changes in trends, intermarket relationships, sentiment, or market conditions that allows you to outperform on a risk adjusted basis

  • QUANTITATIVE SYSTEMS DEVELOPMENT

    The tools you need to take your quantitative research from idea generation to signal-testing and performance analysis.

  • PORTFOLIO MANAGEMENT

    Learn how to develop a repeatable process for making decisions about important issues such as investment mix and asset allocation, or balancing risk against performance.

  • APPLIED BEHAVIORAL FINANCE

    Understanding the nature of markets is dependent on your understanding of the nature of irrational market participants.

Member Benefits

As a flagship for the CMT Program, the CMT Association offers broad set of membership benefits including networking, learning resources, and career development. Whether you want to expand your knowledge, publish your research or network with industry professionals, the CMT Association has opportunities for your needs.

Learn More

Learning Resources
17

Live webcasts in 2017 Educational Web Series

508

Hours of Archival Video Video Series

28

Hours added in 2017

Knowledge Base
Career Development
12

New jobs posted monthly Job Board

Professional Networking
Publish Your Research
291

Published issues Smartbrief

123

Published articles Technically Speaking

Global Events

Be in the Know

Gain expert guidance from the industry's top performers and best practices in technical analysis at the CMT Association's 44th Annual Symposium. The 2017 Symposium will explore the theoretical frameworks popularized in behavioral finance through vigorously validated elements of technical analysis; leaving attendees with insights to navigate uncertain global markets across asset classes.

Apr
24
Tue
Spring 2018 ETP Forum in New York City @ New York Athletic Club
Apr 24 @ 8:00 am – 6:10 pm

With more than $2 Trillion in U.S. listed ETF assets, the demand from the Financial Advisor and Institutional communities continues to grow for what many hail as the premiere investment vehicle of the future.

This comprehensive 1 day program has been built upon the premise of allowing Advisors & Institutions the opportunity to take a deep dive into the most relevant investment themes. Our 5-star speaking faculty will be at your disposal to address cutting edge topics and answer questions.

DATE
April 24, 2018

TIME
8:00AM – 6:00PM

AGENDA
8:00-8:45
– Registration/Continental Breakfast – sponsored by Nottingham
8:45-9:00 – Welcome – Chris Romano, Director of Research, ETF Global
9:00-9:30 – Key Note – Doug Peta, Global ETF Strategy, BCA Research
9:35-10:25 – New-to-Market ETF Roundtable – sponsored by US Bancorp Fund Services
10:25-10:45 – Morning Break
10:50-11:40 – Leaders in Wealth Management – sponsored by Alps/Sector SPDRS
11:45-12:35 – The Need to Differentiate Among Smart Beta Strategies
12:35-1:40 – Luncheon & Networking Session sponsored by Innovation Shares
1:40-2:00 – ETF Global® Portfolio Challenge honoring the Fall 2017 Top 5 Winners – Jim Pacetti, Director of Marketing, ETF Global
2:00-2:50 – Today’s Complex World of Investing for Yield
2:55 – 3:10 Afternoon Break
3:15 – 4:05 – Artificial Intelligence in ETFs: A New Frontier? Sponsored by Nasdaq
4:10 – 5:05 – Around the Globe: Best Opportunities for 2018
5:05-5:10 – Closing Remarks – Chris Romano, Director of Research, ETF Global
5:10-6:10 – Networking Cocktail Reception – sponsored by Pacer ETFs
There will be a private reception for attendees immediately following the program.

LOCATION
New York Athletic Club
180 Central Park South
New York, NY 10019
(212) 767-7000

 

Apr
25
Wed
Stocktoberfest East @ Guastavino's
Apr 25 @ 8:00 am – 6:00 pm

Stocktoberfest East is the premiere StockTwits event on the East Coast. Located in the heart of midtown Manhattan, Stocktoberfest East is for traders, investors, fintech entrepreneurs, technologists, media and financial institutions, all discussing “What’s next?” for the financial markets. The event will feature prominent industry leaders, startup company demos, and executive fireside chats. Join us and gain an edge on investing in 2018.

DATE
April 25, 2018

TIME
8:00AM – 6:00PM

AGENDA
8:00 am – Breakfast & Networking
9:00 am – Welcome to Stocktoberfest East
9:15 am – Howard’s State of the Market
9:30 am – Technology & Asset Management @ Fidelity
10:00 am – Understanding the Crypto Product Roadmap
10:30 am – Building The First Exchange for Sneakers
10:50 am – Media Trends: All The News That Matters
11:20 am – Law & Coffee with Goodwin Procter
11:40 am – Hedge Fund Development: The Merger of Speed & Data
12:10 pm – Artificial Intelligence Eating Financial Services
12:40 pm – Tinder: Becoming a $13B Company in 5 Years
1:00 pm – Lunch
1:50 pm – Changing Narratives in the Financial Ecosystem
2:10 pm – Perspectives on Regulating Wall Street
2:30 pm – The Arc of Kase Capital
2:50 pm – Venture Capital: FinTech Investing
3:20 pm – Artifical Intelligence & Coffee with Trade Ideas
3:40 pm – Fractionalization & Decentralization of Markets
4:00 pm – Chart Bracket Challenge
4:20 pm – Investing in Cannabis
4:40 pm – Closing Keynote: The Playbook for Digital Currency Group
5:10 pm – Cocktails & Cryptocurrencies with CryptoGlobal

LOCATION
Guastavino’s
409 E 59th St.
New York, NY 10022

 

Webcast: “Profiting from Pullbacks with A Mean-Reversion System” with Arthur Hill, CMT
Apr 25 @ 12:00 pm – 1:00 pm

Pullbacks often seem daunting when they occur, but certain pullbacks provide an opportunity to partake in the bigger uptrend. This webcast will show how to qualify pullbacks and use them in a mean-reversion system. We will compare different exit strategies and also see if stop-losses improve or hurt system performance.

Apr
26
Thu
Denver Chapter of QWAFAFEW featuring Jack Strauss, PhD @ Cactus Club
Apr 26 @ 5:30 pm – 7:30 pm

The Denver Chapter of Quantitative Work Alliance for Applied Finance, Education and Wisdom  invites you to their meeting on Thursday, April 26th.

TOPIC
Bitcoin: Predictability and Profitability via Technical Analysis
We document that Bitcoin returns, while largely unpredictable by macroeconomic variables, are predictable by 5- to 100-day moving averages (MAs) of its prices, both in-sample and out-of-sample. Trading strategies based on MAs generate substantial alpha, utility and Sharpe ratios gains, and significantly reduce the severity of drawdowns relative to a buy-and-hold position in Bitcoin, which already has a Sharpe ratio of 1.9. We explain these facts with a novel equilibrium model that demonstrates, in the absence of cash-flows, rational learning leads to joint predictability of returns by different horizon’s MAs.

PRESENTER
Jack Strauss, PhD
Miller Chair of Applied Economics at the Daniels School of Business, University of Denver

REGISTRATION
Early Bird       $20.00
At the Door    $25.00

May
1
Tue
Dallas Chapter Meeting featuring Paul McLaren @ British Beverage Company
May 1 @ 6:30 pm – 8:00 pm

The Dallas Chapter of the CMT Association invites you to our meeting Tuesday, May 1, 2018. We are pleased to have Paul McLaren, Managing Director of Enhance Your Options Pty Ltd as our guest speaker for this meeting.
We encourage you to bring clients and colleagues interested in technical analysis to this presentation. We look forward to seeing you there!
Vince Regan, CMT
John Suvanto, CMT
Matt Trump, CMT
Dallas Chapter Co-Chairs

DATE
Tuesday, May 1, 2018

TIME
6:30PM

TOPIC
Trading: It’s completely mental!
Paul will demonstrate that trading is completely mental by looking at cognitive biases in two parts:
* How we trade including mechanical versus discretionary trading, decision making and risk management.
* Why and what markets we trade, which trading platform / software we use, which instruments we trade with, which broker we use, and our approach to financial education and training.
Key to the presentation will be an attempt to model the cognitive biases together to demonstrate those we are susceptible to at each stage of the trade, rather than viewing them as distinct phenomenon as is typically the case.

PRESENTER
Paul McLaren

LOCATION
British Beverage Company
2800 Routh Street
Dallas, Texas 75201

REGISTRATION
Free to members and non-members

 

May
10
Thu
New York Public Library featuring Phil Roth, CMT @ Science, Industry & Business Library
May 10 @ 3:00 pm – 4:30 pm

The Science, Industry & Business Library is hosting a seminar for anyone interested in the Financial Markets. Veteran equity analyst Phil Roth, CMT will share insights on Technical Analysis with introductory concepts such as price, trend, and timeframes for investors. This presentation is designed for the novice investor or student.

DATE
Thursday, May 10, 2018

TIME
3:00PM – 4:30PM

TOPIC
Introduction to Technical Market Analysis
Ever wonder why a stock trades way above or way below the company’s valuation? How can it stay depressed or elevated for so long? Technical analysis provides visual tools for understanding the behavior of the market.

PRESENTER
Phil Roth, CMT

LOCATION
Science, Industry & Business Library
188 Madison Avenue @ 34th Street
Lower-Level Meeting Rooms
New York, NY 10016

REGISTRATION
Free to members and non-members
No registration required