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.

Set Sail

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
49 Local chapters around the world
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 as well as rules-based trading system design and testing.

The Gap
Commerce-Corporation

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
384

Total # of entries Knowledge Base Technical Analysis Library

69

Total Issues Journal Of Technical Analysis

Career Development Career Development
12

New jobs posted monthly Job Board

Professional Networking Professional Networking
3481

Active Members Member Directory
Online Discussion Forum

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

Agenda
Agenda
February 2019 Feb 2019
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Feb
21
Thu
Denver Chapter Meeting – A Research Roundtable @ Spaces Denver - Ballpark
Tickets
Feb 21 @ 4:30 pm – 6:00 pm

The Denver Chapter of the CMT Association invites you to our meeting on Thursday, February 21, 2019.  Join us for an engaging discussion about improving trading and investing performance. Attendees will discuss the key challenges and methods to close the gap between actual performance and your strategies. Everyone is encouraged to participate in this informal discussion, led by the topic owner, Louis B Llanes, CMT, CFA.

We encourage members and guests to bring ideas and their experiences for participation. After the meeting there will be networking, drinks and food.  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 Chairs

TOPIC
Bridging the Performance Gap: Practical Tools for Better Execution
• Objectively defining your edge
• Effectively pre-defining risk and sticking to limits
• Managing available profits offered by the marketplace
• Monitoring actions and reducing errors
• Reducing the tendency to violate your rules

PRESENTER
Louis Llanes, CMT, CFA
Investment Strategist & Founder
Wealthnet Investments, LLC

LOCATION
Spaces Denver – Ballpark
2301 Blake Street
Denver, CO 80205

REGISTRATION
Free for members; $15.00 for non-members

If you have additional question, please do not hesitate to contact us at louis@wealthnetinvest.com.

Read more
Categories: Denver, CO
Feb
26
Tue
Toronto Joint CSTA/CMT Association Meeting Featuring Katie Stockton, CMT @ Toronto CFA Society
Tickets
Feb 26 @ 12:00 pm – 1:30 pm

The Canadian Society of Technical Analysts and CMT Association cordially invites you to our next meeting on Tuesday, February 26, 2019. Our guest speaker is Katie Stockton, CMT of Fairlead Strategies, LLC.

We hope to see you there!

Colin Cieszynski, CMT, CFA, CFTe
Canadian Society of Technical Analysts
President

DATE
Tuesday February 26, 2019

TIME
12:00PM

TOPIC
Developing a Market Outlook Using Trend Following Indicators

SPEAKER
Katie Stockton, CMT
Founder and Managing Partner of Fairlead Strategies, LLC

LOCATION
Toronto CFA Society
Suite 2205
120 Adelaide Street West

REGISTRATION
To attend please contact: Reagan Yuke, CSTA Business Manager, bm@csta.org
Free to members of CSTA, CMT Association, Canadian CFA Societies or University/College Students.  $20.00 for guests

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Categories: Toronto
Los Angeles Chapter Meeting with Gina Martin Adams, CMT, CFA @ Bloomberg Offices
Tickets
Feb 26 @ 2:00 pm – 4:00 pm

The Los Angeles Chapter of the CMT Association welcomes you to our next event on Tuesday, February 26, 2019.  We are pleased to be co-hosting this event with Bloomberg LP and Bloomberg Intelligence.
We encourage you to bring clients and colleagues interested in technical analysis and the markets to this presentation. We hope to see you there!  Please register early, space is limited.

Owen Cupp
Brett Villaume, CMT, CAIA
Los Angeles Chapter Chairs

SPEAKER
Gina Martin Adams, CMT, CFA
Chief Equity Strategist & Director of Global Equity Strategy, ETF and ESG Research
Bloomberg Intelligence

TOPIC
Did the Bell Just Ring on the Bull Market?
Rising policy risks, tightening financial conditions and peak earnings growth plagued markets in 2018, and stocks ended the year on a decidedly sour note. Join us for a discussion on what is in store for 2019. Gina will offer an outlook for global equity markets, using an approach that combines fundamental, technical and quantitative analysis. The discussion will include a review of sector, style and factor strategies, as well as country and inter-market analysis.

AGENDA
Registration
2:00 PM – 2:30 PM

2019 Equity Market Outlook
2:30 PM – 3:30 PM

Reception
3:30 PM – 4:00 PM

REGISTRATION
Free to members and non-members

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Categories: Los Angeles, CA
Women in Technical Analysis Chapter Meeting Featuring Regina Huber @ WeWork Offices
Tickets
Feb 26 @ 5:30 pm – 7:30 pm

The Women in Technical Analysis Chapter of CMT Association invite you to our next event on Tuesday, February 26, 2019.  We are pleased to have Regina Huber of Transform your Performance as our guest speaker.

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

Stella Osoba, CMT
Marnie Owen, CMT, CAIA, CFA
Salma Abdulla, CMT, CFA
Women in Technical Analysis Chapter Chairs

DATE
February 26, 2019

TIME
5:30PM

TOPIC
Show Up with Power and Authenticity to Drive Your Success

By the end of this talk, you will walk away inspired and empowered to gain visibility with your authentic brilliance and a compelling business presence.

PRESENTER
Regina Huber
Founder & CEO
Transform Your Performance

LOCATION
WeWork Offices
25 Broadway
10th Floor Common Area
New York, NY 10004

REGISTRATION
Free to members and non-members

Read more
Categories: Women in Technical Analysis
Feb
28
Thu
Chicago Chapter Meeting featuring Josh Freivogel @ Chicago Board of Trade
Tickets
Feb 28 @ 4:30 pm – 6:00 pm

The Chicago Chapter of the CMT Association cordially invites you to our meeting on Thursday, February 28, 2019.  We are pleased to have Josh Freivogel of CQG 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
Jimmy Erdmier, CMT
Chicago Chapter Chairs


TOPIC
A Non-Programmer’s Approach to the Open Source Universe
Josh will walk us through how his team at CQG has been building pipeline workflow models for non-programmers to leverage open source technical analysis and machine learning libraries. From NLP-derived social sentiment, to predictions of volatility, to experimenting with astrophysics models to develop new support and resistance levels, this talk will cover examples demonstrating how non-programming traders can incorporate custom studies in their analysis.


PRESENTER
Josh Freivogel
Product Manager, CQG, Inc.


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


REGISTRATION
Free to members and non-members

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Categories: Chicago, IL
Capital Markets Night! @ Ryerson University
Tickets
Feb 28 @ 6:00 pm – 9:00 pm

Capital Markets Night!

Join us for an evening with three of the top investment managers in Toronto, for a panel discussion on markets moderated by Aleksandar Bozic, President & Founder of the Ryerson Society of Technical Analysts.

Discussions will include their individual career paths, the future of the industry , fastest growing industry sectors, with Q&A and advice to students on how to get started in the industry.

PRESENTERS
Keith Richards CMT, CIM, FCSI
President & Chief Portfolio Manager of ValueTrend Wealth Management Inc.

Ryan Bushell, CFA, CIM
President and Portfolio Manager at Newhaven Asset Management Inc.

Jason Donville
President and CEO at Donville Kent Asset Management

DATE
Thursday February 28, 2019

TIME
6:00pm – 9:00pm EST

LOCATION
Ryerson University
350 Victoria Street
Toronto, ON M5B 2K3

REGISTRATION
Free Admission
Register at: www.tinyurl.com/CapitalsMarkets

NOTES
Dress Code: Business
Light food, refreshments, and coffee will be served

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February 2019 Feb 2019