Advancing the Discipline of Technical Analysis for nearly 50 years

Providing a disciplined, systematic approach to market behavior to help you navigate the gap between intrinsic value and market price.

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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 has matured into an industry 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

Start Your Journey with CMT

Be the captain of your investment education. The CMT Program is your compass to sound financial decisions, equipping you with a body of investment risk knowledge to inform your portfolio management. Our market philosophy is grounded in behavioral economics to extend a quantitative approach to market research and rules-based trading system design.

Earning the CMT Designation demonstrates a vantage of this core body of knowledge, a distinction that aids our members in successfully navigating the market and their careers using industry-leading tools.

  • RISK MANAGEMENT
    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
    QUANTITATIVE SYSTEMS DEVELOPMENT

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

  • PORTFOLIO MANAGEMENT
    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
    APPLIED BEHAVIORAL FINANCE

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

Start Your Journey with CMT

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 Learning Resources
17

Live webcasts in 2018 Educational Web Series

508

Hours of Archival Video Video Series

28

Hours added in 2018

Knowledge Base Knowledge Base
Career Development Career Development
12

New jobs posted monthly Job Board

Professional Networking Professional Networking
Publish Your Research Publish Your Research
291

Published issues Smartbrief

123

Published articles Technically Speaking

Global Events Global Events

Be in the Know

Our exclusive networking and education advantages help steer our members toward greater professional opportunities. With live events held globally throughout the year and educational webinars for members worldwide, we are committed to building bridges, both in person and online.

See All Events

Oct
22
Tue
New York Chapter Meeting featuring Sam Stovall, CFP @ WeWork Offices
Oct 22 @ 5:30 pm – 7:00 pm

The New York Chapter of the CMT Association invites you to our next chapter meeting on Tuesday, October 22, 2019. We are pleased to have Sam Stovall as our guest speaker.

We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!

Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
Jay Woods, CMT
Tom Bruni, CMT
New York Chapter Chairs


SPEAKER

Sam Stovall, CFP
Chief Investment Strategist
CFRA Research

TOPIC
The Rules Rule!  (Rules-Based ETF Rotation Strategies that Beat the Market)
Emotions are an investor’s worst enemy, causing them to buy at the top, sell at the bottom, and play “whack a mole” in between. However, history shows that by embracing a rules-based investment approach, one can extract their emotions from the investment process, improve performance, and reduce volatility.

Sam Stovall will discuss market-beating sector-rotation strategies that leverage seasonality, momentum and correlation. For instance, “Sell in May and Go Away” is more than an old Wall Street axiom that reminds investors of summertime softness. It also shows that rotating among sectors, rather than retreating from stocks entirely, would have beaten the market by more than 500 basis points per year. Come hear Sam talk about whether investors should “let their winners ride” by investing in last year’s top performing S&P 500 sub-industries or “buy low and sell high” by constructing a portfolio of last year’s worst performing groups. Finally, he will show us that pairing tech – the best performing sector over the past 20 years – with a less volatile group not only substantially reduced volatility but also improved results.

REGISTRATION
You must register before 2:00PM on 10/22/2019 to get through Security in the Lobby.
Free to members and non-members.

Oct
23
Wed
Webcast: “Efficient Portfolios Based on Technical Analysis Principles” with Tom Hardin, CMT, CFP and Brandon Bischof, CMT
Oct 23 @ 12:00 pm – 1:00 pm
Webcast: "Efficient Portfolios Based on Technical Analysis Principles" with Tom Hardin, CMT, CFP and Brandon Bischof, CMT

The efficient portfolio is the one that has the highest return vs. risk (volatility) taken. The most efficient portfolio is a moving target because prices, correlations and volatility are dynamic. We will introduce how an efficient portfolio can be constructed and maintained through the use of technical analysis principles.

Richmond Chapter Meeting featuring John Ellison, CFA @ Robins School of Business, Room 223
Oct 23 @ 6:30 pm – 7:30 pm

The Richmond Chapter of the CMT Association and CAIA Association welcomes you to our next event on Wednesday, October 23, 2019.  We are pleased to have John Ellison as our guest speaker.

We encourage you to bring clients or colleagues interested in technical analysis and the markets to this presentation.  We hope to see you there!

Cody Tafel, CMT
Chapter Chair
Richmond Chapter

TOPIC
Building A Robust Process for Trading Financial Markets

SPEAKER
John Ellison, CFA
Managing Member, Richmond Quantitative Advisors

TIME
6:30PM

LOCATION
University of Richmond
Robins School of Business
Room 223
102 UR Drive
Richmond, VA

REGISTRATION
Free to members and non-members

Oct
24
Thu
Northern Ohio Chapter Meeting Featuring JC Parets, CMT @ Strategic Wealth Partners
Oct 24 @ 6:00 pm – 8:00 pm

The Northern Ohio Chapter of the CMT Association welcomes you to our next event on Thursday, October 24, 2019.  We are pleased to have JC Parets as our guest speaker for this event.

We encourage you to invite clients or colleagues interested in technical analysis to this presentation. We hope to see you there!

Greg Harmon, CMT CFA
Steve Muir, CMT CFA
Patrick McKenna, CMT
Northern Ohio Chapter Chairs

Kevin Pietrzyk, CFTe
Northern Ohio Chapter Liaison

SPEAKER
JC Parets, CMT
Founder, All Star Charts

TOPIC
Using a Top/Down Intermarket Approach To Buy Stocks
JC will walk you through his top/down intermarket approach to find stocks showing momentum and relative strength. This will increase the probabilities of success and help you identify asymmetrical risk vs reward opportunities skewed in your favor. The presentation will begin with a global macro review, followed by a look at the intermarket complex and then will move more towards the sector and individual stock level. A Weight-of-the-evidence approach to markets will be the main focus. There will be time left for Q&A so bring your best questions!

LOCATION – NEW
Strategic Wealth Partners
5005 Rockside Road #1200
Independence, OH 44131

REGISTRATION
$10 for CMT & CFA members; $20 for non-members

Oct
26
Sat
Trade Ideas Summit 2019 @ The University Club atop Symphony Towers
Oct 26 @ 8:30 am – 5:00 pm

Trade Ideas Summit 2019 – Investing & Trading Talks from the Experts

Join us at the annual Trade Ideas Summit where we gather a group of financial and investing thought leaders for a series of talks, lively panel discussion, catered breakfast, lunch, and networking happy hour to finish it off.

AGENDA
8:30AM      Check in / breakfast
9:30AM      Dan Mirkin — Welcome
9:40AM      David Aferiat — State of industry
9:50AM      Peter Mulmat — Small Exchange
10:20AM     Steve Stazza and Tom Bruni — Allstar Charts
10:50AM     Break
11:10AM       Paul Bratby — FifthWave
11:40AM      Tyler Wood — CMT Association
12:10PM      Lunch
1:30PM       Sean McLaughlin or David Aferiat — FinTech announcements
1:40PM      Don Hensley — Sprint Trader sponsor
2:00PM     Jeff Macke — Jeff Macke
2:30PM     Break
2:50PM     Theresa Carey — Theresa Carey
3:20PM     Brian Shannon — Alphatrends
3:50PM     Brian Shannon Q&A
4:00PM     Panelists — Jane Gallina | Brian Lund | Anthony Joseph | Andrew Aziz | Patrick Weiland
5:00PM     Happy Hour

DATE
October 26, 2019

LOCATION
The University Club atop Symphony Towers
750 B St Suite 3400
San Diego, CA 92101

REGISTRATION
*CMT Association special RSVP price of $50 limited to 20 uses. Please refer to the CMT Discount Page for Discount Code.
Full price tickets are $275.

Oct
28
Mon
United Kingdom Chapter Meeting featuring Ralph Acampora, CMT @ CMC Markets
Oct 28 @ 6:00 pm – 8:00 pm

The UK Chapter of the CMT Association invites you to our meeting Monday, October 28, 2019.  We are pleased to have Ralph Acampora as our guest speaker.

We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation.  We look forward to seeing you there!

Alex Spiroglou
UK Chapter Chair

TOPIC
The Market Between Now And Year End
Due to so many unknowns surrounding the stock market these days, it’s best to be disciplined and to react to the global markets’ technical signals.

PRESENTER
Ralph Acampora, CMT
Managing Director & Senior Technical Research Analyst
Altaira

TIME
18:00

LOCATION
CMC Markets
133 Houndsditch
London EC3A 7BX

REGISTRATION
Free to members and non-members