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LEVEL 1 WAIVER FOR  CFA CHARTERHOLDERS

CFA Program

With this new collaboration, CFA Charterholders are granted an exemption from the CMT Level I Exam and can start their studies at CMT Level II.

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CMT Program

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.

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How Does This Align With The
CFA Program?

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 clients and their firm. CFA Charterholders find that technical analysis adds an additional dimension to their work, particularly in the areas of timing and risk management.

Is the CMT Program Right For Me?

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.

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CMT’s Impact on Me (Part 1)

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CMT’s Impact on Me (Part 2)

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CMT’s Impact on Me (Part 3)

Technical Analysis

Technical Analysis –
Modern Perspectives
Literature Review

A framework for informing investment
management decisions.

What You Gain

OFFERED TO CFA CHARTERHOLDERS BECAUSE:

1 Stacking the CMT designation after successfully obtaining a CFA charter delivers important specialization and differentiation to professionals and to their firms.
2 The CMT waiver will allow CFA Charterholders to expand on their already deep knowledge and fill gaps that will better prepare them for the future in technical analysis.
3 CFA Charterholders will avoid having to “repeat” various topics previously mastered.
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RISK
MANAGEMENT

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QUANTITATIVE SYSTEMS DEVELOPMENT

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PORTFOLIO MANAGEMENT

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APPLIED BEHAVIORAL FINANCE

Self Evaluation – Start at Level II

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 to successfully complete Level II.

Curriculum table of contents

CMT Level I Curriculum-
Table of Contents

Curriculum learning objectives

CMT Level I Curriculum-
Learning Objectives

Exam Sample Questions

CMT Level I Exam-
Sample Questions

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Our History

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.

1989
Our First Class
of Candidates

137
Members present in Over
137 Countries

2,400
CMT Charterholders
Worldwide

6,402
Candidates currently in the CMT Program