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
16
Tue
Minnesota Chapter Meeting Featuring Dan Russo, CMT @ Rock Bottom Brewery
Oct 16 @ 4:00 pm – 6:00 pm

The Minnesota Chapter of the CMT Association invites you to our Chapter meeting on Tuesday, October 16, 2018.  We are pleased to have Dan Russo, CMT of Chaikin Analytics, LLC 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
Craig Johnson, CMT, CFA
Jamie Keelin, CMT
Kyle Lottman
Adam Turnquist, CMT
Andy Bell, CMT

Minnesota Chapter Chairs

SPEAKER
Dan Russo
Chief Market Strategist, Chaikin Analytics, LLC

LOCATION
Rock Bottom Brewery (private room)
825 Hennepin Ave
Suite 125
Minneapolis, MN 55402

REGISTRATION
Free to members and non-members

Financial Forum Sponsored by First Trust in Tampa @ The Westshore Grand
Oct 16 @ 4:30 pm – 7:45 pm

First Trust has extended invitations to the CMT Association.  This engaging and informative forum is designed for advisors who want to take their business further.  Space is limited so please RSVP today.  Registration deadline is October 10, 2018.

If you have another advisor you would like to refer, please call your inside wholesaler so that an invitation can be extended.

For questions, email or call:
Dan Magnetta: 630.765.8739

Hope to see you there!

Eric Caisse, CMT, CFA, CFP
Tampa / St. Pete Chapter Chair

Program highlights:
CEO James Bowen will share his unique perspective as he discusses the markets, the world and why leadership matters
Chief Economist Brian Wesbury will help you mute the background noise so you can focus on the key economic drivers of wealth creation and successful investing
Chief Investment Officer David McGarel, CFA, CPA will give you insight into the equity markets and First Trust’s disciplined, solid investment process

LOCATION
The Westshore Grand
4860 W. Kennedy Blvd
Tampa, FL

AGENDA
4:30 p.m. – 5:30 p.m.    Reception
5:30 p.m. – 7:45 p.m.    Presentations

REGISTRATION
email Dan Magnetta for invitation
Hosted Valet Parking

NOTES:
*IMCA has accepted First Trust Outlook for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications.
+IMCA has accepted Economic Update for 1 hour of CE credit toward the CIMA®, CIMC® and CPWA® certifications.
**CFP CE hours are available for some presentations. CFP number must be provided to receive proper credit. CE credit for the specific event is subject to change based on final agenda and speakers.
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA and the Internal Revenue Code. First Trust has no knowledge of and has not been provided any information regarding any investor. Financial advisors must determine whether particular investments are appropriate for their clients. First Trust believes the financial advisor is a fiduciary, is capable of evaluating investment risks independently and is responsible for exercising independent judgment with respect to its retirement plan clients.

Oct
17
Wed
Webcast: “Buying Fear and Selling Greed – Short-Term Quantified Behavioral Trading Edges” with Larry Connors
Oct 17 @ 12:00 pm – 1:00 pm

Fear and greed are one of the few places left where quantified short-term edges exists. In this presentation, Larry Connors, author of “Buy The Fear, Sell The Greed; 7 Quantified Quant Strategies For Traders” will teach you ways to identify when fear and greed is highest and the strategies to trade these behavioral edges.

Dallas Chapter Meeting featuring Katie Stockton, CMT @ Texas Christian University
Oct 17 @ 6:30 pm – 8:30 pm

The Dallas Chapter of the CMT Association invites you to our meeting Wednesday, October 17, 2018. We are pleased to have Katie Stockton, CMT as our guest speaker for this meeting.

We encourage you to bring clients or colleagues interested in markets and technical analysis to this presentation. We look forward to seeing you there!
Vince Regan, CMT
John Suvanto, CMT
Matt Trump, CMT
Dallas Chapter Chairs

PRESENTER
Katie Stockton, CMT
Founder and Managing Partner
Fairlead Strategies, LLC

TOPIC
The Current Environment and  Year-End Catalysts
Katie uses a suite of technical indicators to form her market views. She will explain her methodology and apply it to the current environment, focusing on U.S. stocks, sectors, commodities, the dollar, and yields. She will provide insight into how the markets are setting up from a technical standpoint into year-end. Attendees will also learn about technical catalysts that could shape the outlook for the New Year.

LOCATION
Texas Christian University
2800 S. University Drive, Smith Hall 204
Fort Worth, Texas 76129

DIRECTIONS
Katie Stockton’s presentation will be in Smith Hall, Room 204 at 6:30pm. Note that this is a classroom, and a class will be in session until 6:20pm; please wait until that class has vacated the room before entering.

Smith Hall is located on the Northeast side of TCU’s campus, on the corner of Lubbock and West Lowden streets. In addition, to construction on campus, the city of Fort Worth is updating water and gas lines, resulting in street closures which change daily, but these are general parking directions:

Traveling south on University Drive (from I-30), turn left onto Cantey. At the end of Cantey, you will turn right onto Parmer. Parmer ends at West Lowden, and Smith Hall will be right in front of you. Turn left onto Lowden. On the left, just past Lubbock, there will be a parking lot. If this parking lot is full, continue down Lowden passed Merida and you will find an additional parking lot on your right. In addition to these parking lots, you will find street parking along Merida, Lubbock, and many of the side streets. Be sure to watch for any “no parking” sections on those streets.

REGISTRATION
Free to members and non-members

Oct
18
Thu
Houston Chapter Meeting featuring Katie Stockton, CMT @ WeWork Offices
Oct 18 @ 5:30 pm – 7:00 pm

The Houston Chapter of the CMT Association invites you to our next meeting on Thursday, October 18, 2018.  We are pleased to have Katie Stockton, CMT 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 

DATE
October 18, 2018

TIME
5:30PM

PRESENTER
Katie Stockton, CMT
Founder and Managing Partner
Fairlead Strategies, LLC

TOPIC
The Current Environment and Year-End Catalysts
Katie uses a suite of technical indicators to form her market views. She will explain her methodology and apply it to the current environment, focusing on U.S. stocks, sectors, commodities, the dollar, and yields. She will provide insight into how the markets are setting up from a technical standpoint into year-end. Attendees will also learn about technical catalysts that could shape the outlook for the New Year.

LOCATION
WeWork Offices
708 Main Street
10th Floor
Houston, TX 77002

REGISTRATION
Free to members and non-members

New York Chapter Meeting featuring Craig Johnson, CMT, CFA @ WeWork Offices
Oct 18 @ 5:30 pm – 7:15 pm

The New York Chapter of the CMT Association invites you to our next chapter meeting on Thursday October 18, 2018. We are pleased to have Craig Johnson 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!

Dan Russo, CMT
Michael Sroga, CMT
Alan Lax, CMT
New York Chapter Chairs


TIME

5:30PM – 6:00PM    Registration & Networking
6:00PM – 7:00PM    Presentation
7:00PM – 7:15PM     Q & A / Wrap-up


PRESENTER
Craig Johnson, CMT, CFA
Managing Director & Chief Market Technician
Piper Jafray & Co.


TOPIC

Latest Market Commentary – Breakout or Fake Out
Come find out why Craig sees the year-end 2,850 price target on the S&P 500


LOCATION
WeWork Offices
25 Broadway
10th Floor – Community Lounge
New York, NY 10004

REGISTRATION
Free to members and non-members