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
November – December 2018 Nov – Dec 2018
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Nov
26
Mon
Northern Ohio Chapter Meeting featuring Tom McClellan @ Courtyard Cleveland Airport South
Tickets
Nov 26 @ 5:00 pm – 7:00 pm

The Northern Ohio Chapter of the CMT Association cordially invites you to our next meeting on Monday, November 26, 2018. We are pleased to have Tom McClellan 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!

Scott Richter, CMT CFA CHP
Steve Muir, CMT CFA
Greg Harmon, CMT CFA
Northern Ohio Chapter Chairs

SPEAKER
Tom McClellan
Editor, McClellan Financial Publications

LOCATION
Courtyard Cleveland Airport South
7345 Engle Road
Middleburg Heights, Ohio 44130

REGISTRATION
$10 for CMT/CFA members and $20 for non-members

Read more
Categories: Northern Ohio
Nov
27
Tue
Toronto Joint CSTA/CMT Association Meeting Featuring Javed Mirza and Tyler Wood @ Toronto CFA Society
Tickets
Nov 27 @ 4:00 pm – 6:00 pm

The Canadian Society of Technical Analysts and CMT Association cordially invites you to their next meeting on Tuesday, November 27, 2018. We are please to have Javed Mirza CFA, CMT and Tyler Wood, MBA as our guest speakers.

We hope to see you there!

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

TOPIC I
Technical Analysis for Fundamental Analysts
An introduction on how technical techniques can enhance fundamental analysis.
Javed Mirza CMT, CFA
Quantitative/Technical Analyst
Canaccord Genuity Group Inc.

TOPIC II
Introducing the CMT Level I Exemption for CFA Charterholders
A new Continuing Education opportunity is now available for CFA Charterholders. The CMT Association has recently announced that CFA Charterholders will be exempted from Level I of the Chartered Market Technician program, and able to proceed directly to Level II of the three stage program.
Tyler Wood, MBA
Managing Director, Global Business Development
CMT Association

LOCATION
Toronto CFA Society
Suite 2205
120 Adelaide Street West

REGISTRATION
Free to members and non-members

Read more
Categories: Toronto
Phoenix Chapter Meeting featuring Jim Hodapp @ Arabian Library
Tickets
Nov 27 @ 5:30 pm – 7:30 pm

The Phoenix Chapter of the CMT Association invites you to our next meeting Tuesday, November 27, 2018.  We are pleased to have Jim Hodapp 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!

Larry Copeland, CMT, CFP
Steve Kern, CMT
Glen Katz, CMT
Phoenix Chapter Chairs

SPEAKER
James Hodapp
Senior VP/Portfolio Specialist
Spectrum Asset Management Inc

TOPIC
Fixed Income Investment using Preferreds

LOCATION
Arabian Library
10215 E McDowell Mt. Ranch Road
Scottsdale,  AZ  85259

REGISTRATION
Free to members and non-members

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Categories: Phoenix, AZ
Nov
28
Wed
Webcast: “Money Flow Analysis Helps Protects Portfolios” with The Brogan Group
Tickets
Nov 28 @ 12:00 pm – 1:00 pm

The Brogan’s will talk about the history of Money Flow Analysis.  As well as, how The Brogan Group Equity Research uses Money Flow Analysis from bottom up stock selection tool to a top down major market call indicator.  Finally, we will review the current position of the money flows on the equity, currency and commodity markets.  It should be a fun and fast moving presentation.

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Categories: Educational Web Series
Nov
29
Thu
New York City – Fall 2018 ETP Forum @ New York Athletic Club
Tickets
Nov 29 @ 8:00 am – 6:10 pm

ETF Global has partnered with the CMT Association to offer a limited number of complimentary passes to the Fall 2018 ETP Forum on Thursday, November 29th at the New York Athletic Club! 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 this year.  Our 5-star speaking faculty will be at your disposal to address cutting edge topics and answer questions.

DATE
November 29, 2018

AGENDA

8:00-8:45 – Registration/Continental Breakfast
8:45-9:00 – Chairman’s Welcome – ETF Global
9:00-9:30 – Opening Keynote
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 – ETF Thought Leadership in Academia
11:45-12:35 – Will General Accounts of Insurance Companies Drive the Next Wave of ETF Growth?
12:35-1:40 – Luncheon & Networking Session
1:40-2:00 – ETF Global® Portfolio Challenge honoring the Spring 2018 Top 5 Winners
2:00-2:50 – Fixed Income for Today’s Environment
2:55 – 3:10 Afternoon Break
3:15 – 4:05 – Machine Learning and Artificial Intelligence: Where exactly are we?
4:10 – 5:00 – Around the Globe: Best Opportunities for 2019
5:05-5:10 – Closing Remarks – ETF Global
5:10-6:10 – Networking Cocktail Reception

LOCATION
New York Athletic Club
180 Central Park South
New York, NY 10019

REGISTRATION
Limited number of complimentary passes available to CMT Association

FOR MORE INFORMATION
www.etpforum.org

 

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Categories: Conferences New York, NY
Dec
5
Wed
Webcast: “Finding Winning Stocks with Signals of Institutional Buying” with Lucas Downey and Jason Bodner
Tickets
Dec 5 @ 12:00 pm – 1:00 pm
Read more
Categories: Educational Web Series
November – December 2018 Nov – Dec 2018