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.

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
25
Thu
Webcast: “US Market Outlook: Through The Mid Terms & Into 2019” with John Kosar, CMT
Oct 25 @ 4:00 pm – 5:00 pm

A US market outlook for the fall of 2018, featuring Asbury Research’s John Kosar, CMT.

Oct
30
Tue
Mindful Investing: Practical Insights from Chartered Market Technicians @ Bloomberg MPR
Oct 30 @ 5:30 pm – 8:30 pm

This event will be a deeper than usual dive into the practical applications of technical analysis, affording the local institutional investment community an excellent opportunity to gain insights from two experienced market analysts: David Keller, CMT and Brett Villaume, CMT, CAIA.  Jamie Coutts, CMT, CFTe, Bloomberg Buyside Equity Specialist will be sharing practical applications of Bloomberg’s BQUANT platform as a venue for quantitative investment strategy development.
Whether you are a portfolio manager, quantitative trader, a fundamental stock picker, a chart purist, or simply hoping to gain an insight into the value of the CMT qualification then this is an event you will not want to miss!

Jake Damien Chow, CMT
Jamie Coutts, CMT, CFTe
Singapore Chapter Chairs 


AGENDA

5:30pm    Registration

6:25pm    Opening Address – Jake Damien Chow, CMT and Jamie Coutts, CMT, CFTe

6:30pm    The Practical Perspective of a Sell-side Analyst: Lessons Learned – Brett Villaume, CMT, CAIA
While the methods of technical analysis are well documented, it us up to the end user to accurately apply them. As a sell-side analyst, I have personally experienced and learned to avoid some common mistakes in the way technical tools are applied. During this lecture I will explain some of the pitfalls and misperceptions that lead traders, analysts, and portfolio managers alike to make incorrect buy and sell decisions and show specific situations in which these mistakes could occur. Additionally I will share my experiences as a sell-side technical analyst advising institutional clientele and what methods I found to be most effective.

6:55pm    Building Systems in Bloomberg’s BQUANT platform – Jamie Coutts, CMT, CFTe

7:10pm    The Three Time Frames of Mindful Investing – David Keller, CMT
A mindful investor is aware of the present, learns from the past, and plans for the future. The most important aspect of market awareness is understanding your investment horizon and using a toolkit that is line with that time frame. We will review technical approaches that are most applicable to short-term, medium-term, and long-term investing, and address common mistakes made by institutional investors. We will also discuss how applying the lessons of mindfulness training can help you manage risk as well as manage your own behavioral biases.

8:00pm    Q&A

8:10pm    Networking Reception

REGISTRATION
By invitation only

Nov
5
Mon
Dallas Chapter Meeting featuring Mathew Verdouw, CMT, CFTe @ To Be Determined
Nov 5 @ 6:30 pm – 8:00 pm

The Dallas Chapter of the CMT Association invites you to our meeting Monday, November 5, 2018. We are pleased to have Mathew Verdouw of Optuma as our guest speaker for this meeting.

We encourage you to bring clients or 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 Chairs

TOPIC
Gann Swing Charts – Quantifying Gann’s Master Trend Detector
Mathew will introduce the Gann Swing Chart and explain how they provide a fantastic way of identifying trend. He will also show how they can be used in conjunction with other Technical Analysis or as a stand alone trading system. Gann referred to his Swings as his “Master Trend Detector” and he used them to identify the direction of the markets. While the concept is simple, the reality can get very complex. Mathew will explain how the swings are constructed, including some of the more difficult concepts around them. Using advanced quantitative tools, Mathew will show how the system works and the testing that supports the concept that Gann created over a century ago.

PRESENTER
Mathew Verdouw, CMT, CFTe
Global CEO & Technical Analysis Training
Optuma

LOCATION
To be Determined
Dallas, Texas

REGISTRATION
Free to members and non-members

Nov
6
Tue
Austin Chapter Meeting featuring Mathew Verdouw, CMT, CFTe @ All Star Burger
Nov 6 @ 5:30 pm – 8:00 pm

The Austin Chapter of CMT Association invites you to our next meeting on Tuesday, November 6, 2018.  We are pleased to have Mathew Verdouw of Optuma as our guest speaker.

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

AGENDA
5:30PM   Registration & Networking
6:30PM   Presentation

SPEAKER
Mathew Verdouw, CMT, CFTe
Global CEO & Technical Analysis
Optuma

TOPIC
Gann Swing Charts – Quantifying Gann’s Master Trend Detector
Mathew introduces the Gann Swing Chart and explains how they provide a fantastic way of identifying trend. He will also show how they can be used in conjunction with other Technical Analysis or as a stand alone trading system. Gann referred to his Swings as his “Master Trend Detector” and he used them to identify the direction of the markets. While the concept is simple, the reality can get very complex. Mathew will explain how the swings are constructed, including some of the more difficult concepts around them. Using advanced quantitative tools, Mathew will show how the system works and the testing that supports the concept that Gann created over a century ago.

LOCATION
All Star Burger  – Davenport Ranch
Upstairs Dining
3801 N Capital of Texas Hwy Ste. A-108
Austin, TX 78746

REGISTRATION
Free to members and non-members

Nov
8
Thu
Chicago Chapter Meeting featuring JC Parets, CMT @ Chicago Board of Trade
Nov 8 @ 4:30 pm – 6:00 pm

The Chicago Chapter of the CMT Association cordially invites you to our next meeting Thursday, November 8, 2018.  We are pleased to have JC Parets, CMT as our guest speaker for this event.

We encourage you to bring your 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 Chairs

SPEAKER
JC Parets, CMT
Founder, All Star Charts

TOPIC
A Top/Down Approach To Find Favorable Risk vs Reward Opportunities
JC will walk through his process of incorporating multiple timeframes of charts all over the world, including International Indexes, US Averages, US Sectors, Commodities, Currencies, Stocks and Intermarket relationships.

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

REGISTRATION
Free to members and non-members

Houston Chapter Meeting featuring Mathew Verdouw, CMT, CFTe @ Travis Auditoirum
Nov 8 @ 5:30 pm – 7:00 pm

The Houston Chapter of the CMT Association invites you to our meeting on Thursday, November 8, 2018.  We are pleased to have Mathew Verdouw of Optuma as our guest speaker for this event.

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

Bruce Kish, CMT
Adin Gosine, CMT  

Houston Chapter Chairs 

AGENDA
5:30PM Registration & Networking
6:00PM Presentation

SPEAKER
Mathew Verdouw, CMT, CFTe
Global CEO & Technical Analysis Training
Optuma

TOPIC
Gann Swing Charts – Quantifying Gann’s Master Trend Detector
Mathew introduces the Gann Swing Chart and explains how they provide a fantastic way of identifying trend. He will also show how they can be used in conjunction with other Technical Analysis or as a stand alone trading system. Gann referred to his Swings as his “Master Trend Detector” and he used them to identify the direction of the markets. While the concept is simple, the reality can get very complex. Mathew will explain how the swings are constructed, including some of the more difficult concepts around them. Using advanced quantitative tools, Mathew will show how the system works and the testing that supports the concept that Gann created over a century ago.

LOCATION
Travis Auditorium
601 Travis Street
Houston, Texas 77002

REGISTRATION
Free to members and non-members