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.

1960s Started over 50 years ago
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.


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


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


    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.


    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

Live webcasts in 2017 Educational Web Series


Hours of Archival Video Video Series


Hours added in 2017

Knowledge Base
Career Development

New jobs posted monthly Job Board

Professional Networking
Publish Your Research

Published issues Smartbrief


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.


JC O’Hara, CMT, CAIA will discuss his process for analyzing markets. Specifically, his institutional clients depend on JC for a top down and bottom up technical strategy. He will walk us through the combination of momentum, overbought/oversold, and relative strength indicators that help large firms navigate the uncertainty of markets. Exhaustion or acceleration of trends, inflection points, and rotation across sector groups are all critical insights that JC provides through his technical view.

The Denver Chapter of the CMT Association invites you to our meeting on Wednesday, March 28, 2018.  We are pleased to have Kathryn Kaminski, PhD, CAIA  as our guest speaker for this event.
We encourage you to bring your clients and colleagues interested in the merging of technical, quantitative, and fundamental analysis in portfolio management.
We look forward to seeing you there!  Space is limited, please register as soon as possible.
Jason Meshnick, CMT
Louis Llanes, CFA, CMT
Denver Chapter Co-Chairs

Wednesday, March 28, 2018

4:30 PM – 6:00 PM
6:00 PM – Social Networking

Adaptive Markets and Perspectives on Trend Following
According to Andrew Lo’s Adaptive Markets Hypothesis, markets adapt and evolve creating both challenges and opportunities for investment strategies. From this perspective, any investment approach is simply a heuristic that must be adapted to the changing market environment. Dr. Kaminski’s presentation will review adaptive markets and use this framework to discuss the merging and converging of different investment approaches: technical, quantitative, and fundamental. In addition, since trend following is one of the most classic investment heuristics, the talk will focus closer in on trend following and why this strategy might work in certain market environments.

Kathryn Kaminski, PhD, CAIA

Spaces Denver – Ballpark
2301 Blake Street
Denver, CO 80205

Free to members and non-members

The Austin Chapter of CMT Association invites you to our next meeting on Thursday, March 29, 2018. We are pleased to have Perry Kaufman of Perry J. Kaufman, LLC as our guest speaker.  This is a webinar event with Mr. Kaufman presenting remotely.  We encourage you to bring clients and colleagues interested in technical analysis to this event. We look forward to seeing you there!
Chad Karnes, CMT
Adam Straseske, CMT
Thomas Vician, CMT
Austin Chapter Chairs

Thursday, March 29, 2018

5:00PM-6:00PM   Networking Reception
6:00PM-7:15PM   Webinar Presentation

Risk Control 2018: Simple Tools You Can Use
Perry will discuss various risk control methods in systematic trading. Topics include concentration, diversification, volatility stabilization, ranking systems, compounding, and single vs multiple parameter systems.

Perry Kaufman
Founder & President of Perry J. Kaufman, LLC

All Star Burger – Davenport Ranch
Upstairs Dining
3801 N Capital of Texas Hwy
Suite A-108
Austin, TX 78746
This is the same location as the old Opal Divine’s restaurant where we used to meet.

Free to members and non-members


This webcast will walk through how portfolio managers can incorporate quantitative technical analysis to determine portfolio construction, position sizing, and risk management.  A high-level framework explaining technical factors of return, risk, and diversification will be presented with the goal of generating target security weights, tolerance bands, and trading actions.

The Chicago Chapter of the CMT Association invites you to our next meeting Monday, April 9, 2018.  We are pleased to have Katie Stockton, CMT of Fairlead Strategies, LLC as our guest speaker for this event.

We encourage you to bring clients and colleagues interested in technical analysis to this presentation. We look forward to seeing you there!
Samuel Borrelli, CMT
Matt Nygaard, CMT
Chicago Chapter Co-Chairs

Monday, April 9, 2018

4:30 – 6:00 PM

Momentum and the Markets
Katie will discuss her preferred technical indicators for gauging momentum, which she balances with overbought/oversold measures for market timing. She will also impart her current market views and introduce some tools that give investors an edge.

Katie Stockton, CMT

Chicago Board of Trade – Conference Room Alpha
141 W. Jackson Blvd.
Chicago, IL 60604-2992

Free to members and non-members

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.

April 25, 2018

8:00AM – 6:00PM

Coming Soon

409 E 59th St.
New York, NY 10022