About the CMT Association

The CMT Association is a not-for-profit member association of over 4,500 investment professionals in 85 countries.  The mission of the CMT Association is to establish and maintain the highest professional standards among technical analysts by educating the investment community about the theory, practice and application of technical analysis.

The CMT Association is the home of the Chartered Market Technician® (CMT) Program, the preeminent, global designation for technical analysis. Those candidates who successfully complete all three levels of the CMT examination, attain Membership in the CMT Association and agree to abide by the CMT Association Code of Ethics are granted the right to use the CMT credential.

The CMT Association also organizes and sponsors educational events around the world, maintains an extensive library of technical analysis material and publishes newsletters and journals on a regular basis.

Technical Analysis

Technical analysis provides a framework for informing investment management decisions by applying a supply and demand methodology to market prices. Technical analysts employ a disciplined, systematic approach that seeks to minimize the impact of behavioral biases and emotion from the investment practice.

A tool that complements other investment disciplines, many institutional analysts, strategists and portfolio managers fuse technical research with other analytical approaches, such as quantitative, fundamental and macro-economic methods.

The Chartered Market Technician® (CMT) credential is the preeminent, global designation for practitioners of technical analysis.  The designation is awarded to those who demonstrate mastery of a core body of knowledge of investment risk in portfolio management settings. Earning the CMT charter makes you part of a community of investment professionals recognized as specialists and value generators around the world.

Ethics and Standards of Practice

A Code of Ethics and Standards of Professional Conduct (Code and Standards) are fundamental to the values of any profession. Following a recent partnership agreement, the CMT Association and CFA Institute now follow a single Code and Standards that benefits the global financial community by setting the highest standards of education, integrity, and professional excellence.  Since their creation in the 1960s, the CFA Institute Code and Standards have promoted the integrity of CFA Institute members and served as a model for measuring the ethics of investment professionals globally, regardless of job function, cultural differences, or local laws and regulations. The CMT Association joins the CFA Institute in promoting a single standard for all finance professionals.

CMT Association members must abide by the Code and Standards and are encouraged to notify their employer of this responsibility. Violations may result in disciplinary sanctions by CMT Association, including revocation of membership and the right to use the CMT designation.

Michael Carr, CMT recently held a webcast presentation covering an Overview of the CMT Association Code of Ethics on July 29th, 2015.  The archive of this webcast can be seen in the CMT Association Video Archives.