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.

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 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.

  • 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

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

  • 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

    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
17

Live webcasts in 2017 Educational Web Series

508

Hours of Archival Video Video Series

28

Hours added in 2017

Knowledge Base
Career Development
12

New jobs posted monthly Job Board

Professional Networking
Publish Your Research
291

Published issues Smartbrief

123

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.

Aug
13
Mon
2018 Advanced Risk & Portfolio Management Bootcamp @ New York University
Aug 13 @ 8:30 am – Aug 18 @ 7:00 pm

2018 ADVANCED RISK AND PORTFOLIO MANAGEMENT BOOTCAMP
In 6 intense days, the Advanced Risk and Portfolio Management (ARPM) Bootcamp
– Consolidates portfolio managers’ and risk managers’ expertise into a structured and rigorous quantitative framework
– Empowers avid learners with background in hard sciences to gain the deep technical knowledge necessary to operate across the complex world of quantitative trading, asset management, and risk management

TRAINING
Instruction: 50 hours of instruction (lectures and practice sessions). Topics include data science and machine learning; classical/Bayesian multivariate statistics and econometrics; financial analytics, market, credit & liquidity risk management; estimation error and model risk; factor modeling, alpha-beta signals, portfolio construction and optimization; algorithmic trading, systematic strategies, portfolio insurance, drawdown control; optimal trade execution; and much more
Certifications: 40 CFA Institute CE credits; 40 GARP CPD; Academic credit with Partner Universities

NETWORKING
Gala Dinner: You are cordially invited to dine with us, if one of the first 330 registrants, and engage in conversation with world-renowned quants and industry leaders. We will also share with you our charitable efforts.
Social Mixer: mingle with hundreds of practitioners and academics. Chat, play, and share memories (and photos)

FROM HOME
Practice: Revisit all topics and solidify your knowledge in the ARPM Lab, with all the code (Python and MATLAB), documentation, theory, case studies, exercises, simulation clips, slides, and more
Video Lectures: Re-live the ARPM Bootcamp experience from home as It includes access to the ARPM MOOC

In operation since 2007, with thousands of alumni globally including industry leaders and academics.

Aug
21
Tue
Minnesota Chapter Meeting featuring David Aferiat @ Piper Jaffray Headquarters
Aug 21 @ 4:00 pm – 5:00 pm

The Minnesota Chapter of the CMT Association invites you to our next chapter meeting on Tuesday, August 21, 2018. We are pleased to have David Aferiat of Trade Ideas 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!

Ralph Acampora, CMT
Andy Bell, CMT

Craig Johnson, CMT, CFA
Jamie Keelin, CMT
Kyle Lottman, CFA
Adam Turnquist, CMT
Minnesota Chapter Chairs

PRESENTER
David Aferiat
Managing Partner, Trade Ideas

TOPIC
Market Impact of Securing Alpha with Artificial Intelligence
Markets are roiling with seismic change: Macroeconomic policy, global politics, the return of volatility, Black Swan events, and a continued string of fund redemptions.
Join a conversation on the market impact A.I. powered technology is making in both active and passive investment management. We’ll discuss methodologies behind one fintech innovator (Trade Ideas) process of applying data science to market analysis.

LOCATION
Piper Jaffray Headquarters
800 Nicollet Mall
Minneapolis, MN 55402
Please check the sign in the lobby for the final meeting location and take the Guest elevators to the appropriate floor.

REGISTRATION
Free to members and non-members

Aug
22
Wed
Webcast: “Equity Investing with Relative Momentum” with Nick Radge
Aug 22 @ 12:00 pm – 1:00 pm

Momentum is a logical, time tested approach supported by vast amounts of academic and industry research gathered over many decades. Stocks that have done well recently tend to continue doing well in the following months and even years. This is known as ‘price persistence’ and can be found in individual stocks, commodities, foreign exchange and indices. This unique style of investing allows investors to build wealth, navigate changing markets, avoid sustained bearish periods and meet lifelong investment goals. In this discussion, Nick Radge will walk through an aggressive momentum strategy that he personally uses.

Aug
23
Thu
Toronto Joint CSTA/CMT Association Meeting Featuring JC Parets, CMT @ Toronto CFA Society
Aug 23 @ 4:15 pm – 5:45 pm

The Canadian Society of Technical Analysts and CMT Association cordially invite you to their next joint meeting on Thursday, August 23, 2018.  We are please to have JC Parets, CMT as our guest speaker.

We hope to see you there!

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

DATE
August 23, 2018

TIME
4:15PM – 5:45PM

SPEAKER
JC Parets, CMT
Founder and President
All Star Charts

TOPIC
Using a Top/Down Approach to Find  Stocks With Favorable Risk vs Rewards
JC will walk you through the entire process of finding stocks to buy and sell by incorporating a top/down approach to technical analysis. In this presentation, JC will discuss utilizing multiple timeframes, sector rotation, momentum and relative strength.

LOCATION
Toronto CFA Society
Suite 2205
120 Adelaide Street West
Toronto, M5H 1T1

REGISTRATION
Free to members and non-members

Aug
30
Thu
Northern Ohio Chapter Meeting featuring Patrick McKenna as Moderator @ Rosewood Grill Strongsville
Aug 30 @ 5:00 pm – 7:00 pm

The Northern Ohio Chapter of the CMT Association welcomes you to our next event on Thursday, August 30, 2018.  We are pleased to have Patrick McKenna as our guest Moderator 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

TOPIC I
Networking Reception

TOPIC II
CMT Association President Scott Richter will share his perspective on the direction of the organization.

TOPIC III
Technical Toolkit Roundtable
Roundtable discussion on your favorite technical indicator or approach.
Pat McKenna will lead a lively discussion where each attendee shares a technical indicator, charting approach, or data visualization that they feel is most applicable to the current market environment.

You will leave this meeting with new ways to think of the markets from a technical perspective!

LOCATION
Rosewood Grill Strongsville
16740 Royalton Road
Strongsville, OH 44136

REGISTRATION
Free to members and non-members

Sep
4
Tue
Dallas Chapter Meeting featuring JC Parets, CMT @ TD Ameritrade Southlake Campus
Sep 4 @ 4:00 pm – 6:00 pm

The Dallas Chapter of the CMT Association invites you to our meeting Tuesday, September 4, 2018. We are pleased to have JC Parets, Founder of All Star Charts, as our guest speaker for this meeting.

We encourage you to bring clients and colleagues interested in markets and technical analysis to this presentation. Registration for non – TD Ameritrade  individuals is Highly Encouraged. We look forward to seeing you there!

Vince Regan, CMT
John Suvanto, CMT
Matt Trump, CMT
Dallas Chapter Chairs

AGENDA
3:30PM Doors Open
4:00PM Presentation
6:00PM Event Wrap-up

SPEAKER
JC Parets, CMT
Founder, All Star Charts

TOPIC
Identifying Stocks To Buy Using A Top/Down Technical Approach
JC will walk you through his weight-of-the-evidence approach to stock picking. We will first go over International Indexes and the major U.S. Averages before diving into individual sectors where we will be analyzing momentum, relative strength and breadth characteristics. Once we identify a specific sector and/or industry group, we will look for individual equities within those groups which display the most asymmetrical risk vs reward opportunities.

This will be a fun and interactive session designed for Investors with both short-term and longer-term time horizons, Financial Advisors, Hedge Funds, Family Offices and Financial Media.

LOCATION
TD Ameritrade Southlake Campus
Mission Control Conference Center
3000 TD Ameritrade Lane
Southlake, TX 76092

PARKING
Free Visitor parking is North and West sides of building. ENTER through the main entrance next to flagpoles.

REGISTRATION
Free to members and non-members