The Association

About

The CMT Association is a global credentialing body with nearly 50 years of service to the financial industry. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide.

Our market philosophy

It is grounded in behavioral economics and extends beyond classical pattern recognition techniques, incorporating quantitative approaches to market research as well as rules-based trading system design and testing. Technical analysis offers tools to effectively bridge the gap between intrinsic value and market price across all asset classes, using a disciplined, systematic approach to market behavior and the law of supply and demand

Earning the CMT

Demonstrates mastery of a core body of knowledge of investment risk in portfolio management. Our continued commitment to the global members of the CMT Association and prospective new members creates a multitude of continuing education opportunities through daily, monthly, and annual publications, online webcasts, seminars, and live events which further enhance our unique capacity to advance the discipline of technical analysis among industry professionals. CMT Association is a credentialing and advocacy body. We do not offer investment management or investment advisory services of any kind.
Beginning
CMT Association began in New York in 1967 as an informal meeting of a group of technical analysts.
CMT Program Authorized
Development of a program to issue a certification in Technical Analysis begins.
Finra Recognizes CMT
FINRA submitted a rule filing with the U.S. Securities and Exchange Commission to accept the CMT Program levels 1 and 2 exams as an alternative to the Series 86 examination required of financial analysts.
50th Anniversary
Celebration

1967

1973

1980

1989

2005

2018

2023

Incorporation
Original 18 members incorporated the CMT Association as a not-for-profit association in 1973.
First Charters
Charters were awarded to the first graduates of the CMT Program in 1989.
India Office
First office outside New York setup in Mumbai, India in 2018.

1967

Beginning
CMT Association began in New York in 1967 as an informal meeting of a group of technical analysts.

1973

Incorporation
Original 18 members incorporated the CMT Association as a not-for-profit association in 1973.

1980

CMT Program Authorized
Development of a program to issue a certification in Technical Analysis begins.

1989

First Charters
Charters were awarded to the first graduates of the CMT Program in 1989.

2005

Finra Recognizes CMT
FINRA submitted a rule filing with the U.S. Securities and Exchange Commission to accept the CMT Program levels 1 and 2 exams as an alternative to the Series 86 examination required of financial analysts.

2018

India Office
First office outside New York setup in Mumbai, India in 2018.

2023

50th Anniversary
Celebration

Technical Analysis on a Global Scale

137

Countries with a member presence

36

Internationally Active Chapters

35K

Participants in our programming annually
Get Involved With One of Our Global Chapters

History of the CMT Association

Started as a small group of sell-side analysts on Wall Street is now a global association of over 4,500 members worldwide.

The CMT Association began in New York in 1967 as an informal meeting of a group of technical analysts.

Ralph Acampora, John Brooks and John Greeley are credited as the founders. The original 18 members incorporated the CMT Association as a not-for-profit association in 1973.

Initially they met to discuss the subject of Technical Analysis but eventually realized that there was a need to qualify professionals who pursued the highest education within the discipline and were dedicated to the practice of the trade.

There was born the CMT Program, and the organization authorized a certification program and began developing and administering exams in the mid-late 1980’s. Charters were awarded to the first graduates of the CMT Program in 1989.

In 2005, the Financial Industry Regulatory Authority (FINRA) submitted a rule filing with the U.S. Securities and Exchange Commission to accept the CMT Program levels 1 and 2 exams as an alternative to the Series 86 examination required of financial analysts.

The first office outside New York was set up in Mumbai India in 2018 as the CMT Association began its expansion in the Asia Pacific region.
And in 2021 the India Liaison office converts to the Asia Pacific Office. Special board subcommittee setup to promote growth in the Asia Pacific Region.

Chartered Market Technician

The Chartered Market Technician (CMT) designation is a globally recognized credential for professionals specializing in technical analysis of financial markets. Offered by the CMT Association, this program emphasizes the study of market behavior through chart patterns, indicators, and data trends to inform investment decisions and risk management strategies. Earning the CMT involves passing three levels of rigorous exams, demonstrating expertise in technical analysis, and committing to a professional code of ethics. Recognized as a mark of excellence, the CMT is valuable for roles like portfolio management, trading, and research, making it a sought-after credential for career advancement in the financial industry.

Governance

About the Board

The Board of Directors below is the elected governing body of the CMT Association and is responsible for defining its vision, mission and strategies. The Board, in conjunction with the Executive Director and through various committees, oversees the activities of the CMT Association.

Robert Palladino

CMT

President

John Kolovos

CMT, CFA

Vice President

Karen Benefiel

CMT, CPA

Treasurer

Kelly Corbiere

CMT, CFA, CFP

Secretary

Gina Martin Adams

CMT, CFA

Director

Ananda Bhaumik

CTP, CMT, CFTe

Director

Eric J Caisse

ABFPSM, CFA®, CMT®

Director

Damanick Dantes

CMT, CFA, CFP

Director

Mohit Handa

CMT

Director

Akira Homma

CFA, CMT, CFTe, MSTA, FRM, CIIA, CMA

Director

David Lundgren

CMT, CFA

Director

Dan Shkolnik

CMT

Director

Ari Wald

CFA, CMT

Director

Jay Woods

CMT

Director

Distinguished Honor Awards

The CMT Association has the distinguished honor of recognizing the achievements of those who have dedicated their careers to the field of technical analysis through the Annual Awards Program. The stewardship of CMT Association volunteers and members is something we are proud to celebrate as we continue to advance the discipline and expand the reach of the CMT Association around the world.
Acknowledgment, admiration and appreciation for technical innovation has been instrumental in developing the CMT Association community worldwide and helped pave the way for the CMT Association to become the leading organization that it is today.

The Association

About

The CMT Association is a global credentialing body with nearly 50 years of service to the financial industry. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. Our market philosophy is grounded in behavioral economics and extends beyond classical pattern recognition techniques to include quantitative approaches to market research and rules-based trading system design and testing. 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 and demand.
Earning the CMT demonstrates mastery of a core body of knowledge of investment risk in portfolio management. Our continued commitment to the global members of the CMT Association and prospective new members creates a multitude of continuing education opportunities through daily, monthly, and annual publications, online webcasts, seminars, and live events which further enhance our unique capacity to advance the discipline of technical analysis among industry professionals. CMT Association is a credentialing and advocacy body. We do not offer investment management or investment advisory services of any kind.
[timeline]

Numbers at Glance

137
Countries with a member presence
36
Internationally Active Chapters
35k
Participants in our programming annually

History

Started as a small group of sell-side analysts on Wall Street is now a global association of over 4,500 members worldwide.

The CMT Association began in New York in 1967 as an informal meeting of a group of technical analysts.

Ralph Acampora, John Brooks and John Greeley are credited as the founders. The original 18 members incorporated the CMT Association as a not-for-profit association in 1973.

Initially they met to discuss the subject of Technical Analysis but eventually realized that there was a need to qualify professionals who pursued the highest education within the discipline and were dedicated to the practice of the trade.

There was born the CMT Program, and the organization authorized a certification program and began developing and administering exams in the mid-late 1980’s. Charters were awarded to the first graduates of the CMT Program in 1989.

In 2005, the Financial Industry Regulatory Authority (FINRA) submitted a rule filing with the U.S. Securities and Exchange Commission to accept the CMT Program levels 1 and 2 exams as an alternative to the Series 86 examination required of financial analysts.

The first office outside New York was set up in Mumbai India in 2018 as the CMT Association began its expansion in the Asia Pacific region.

And in 2021 the India Liaison office converts to the Asia Pacific Office. Special board subcommittee setup to promote growth in the Asia Pacific Region.

Chartered Market Technician

The Chartered Market Technician (CMT) designation is a globally recognized credential for professionals specializing in technical analysis of financial markets. Offered by the CMT Association, this program emphasizes the study of market behavior through chart patterns, indicators, and data trends to inform investment decisions and risk management strategies. Earning the CMT involves passing three levels of rigorous exams, demonstrating expertise in technical analysis, and committing to a professional code of ethics. Recognized as a mark of excellence, the CMT is valuable for roles like portfolio management, trading, and research, making it a sought-after credential for career advancement in the financial industry.

Governance

The Board of Directors is the elected governing body of the CMT Association and is responsible for defining its vision, mission and strategies. The Board, in conjunction with the Executive Director and through various committees, oversees the activities of the CMT Association.
MEET THE BOARD

Annual Award Programs

The CMT Association has the distinguished honor of recognizing the achievements of those who have dedicated their careers to the field of technical analysis through the Annual Awards Program. The stewardship of CMT Association volunteers and members is something we are proud to celebrate as we continue to advance the discipline and expand the reach of the CMT Association around the world.
Acknowledgment, admiration and appreciation for technical innovation has been instrumental in developing the CMT Association community worldwide and helped pave the way for the CMT Association to become the leading organization that it is today.