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With this new collaboration, CFA Charterholders are granted an exemption from the CMT Level I Exam and can start testing at CMT Level II.
The CMT Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. 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.
The CMT Association recognizes a CFA Charterholder’s knowledge of financial markets, securities and economics. The CMT Program and charter are an opportunity to add a complementary toolset to your investing and portfolio management process – specifically, how price behavior in freely traded markets interacts with the forces driving valuation. Competency and specialization in the analysis of market price action equip dual Charterholders with a competitive edge and differentiated value to their clients and firms. CFA Charterholders find that technical analysis adds an additional dimension to their work, particularly in the areas of timing and risk management.
The CMT designation develops deep knowledge in technical analysis and will directly impact the work of portfolio managers, hedge fund managers, investment advisors, RIAs, investment strategists, heads of research, and chief investment officers.
If you’re interested in market behavior, the gap between intrinsic value and market price, behavioral finance, quantitative systems design and risk management, the CMT Program is for you.
A framework for informing investment
OFFERED TO CFA CHARTERHOLDERS BECAUSE:
QUANTITATIVE SYSTEMS DEVELOPMENT
APPLIED BEHAVIORAL FINANCE
This collaboration provides a waiver from the CMT Level I exam – not a waiver from the knowledge! To ensure full coverage of all topic areas, the CMT Association created the following documents for CFA Charterholders to review before taking the Level II exam.
The documents below outline the curriculum covered in CMT Level I. The sample questions will give candidates a feel for the knowledge needed before committing to Level II.
CMT Level I Curriculum-
CMT Level I Exam-
Information and Samples