Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Chartered Market Technicians® lead the industry across all asset classes and investment styles to improve investment performance for clients.
The Chartered Market Technician® (CMT) credential is the preeminent, global designation for practitioners of technical analysis. Awarded to those who demonstrate mastery of a core body of knowledge of investment risk in portfolio management settings:
Top 15 Employers of CMT Members
MORGAN STANLEY • WELLS FARGO • BANK OF AMERICA • CHARLES SCHWAB • FIDELITY • RBC (CM & DS) • WELLINGTON MANAGEMENT • BLOOMBERG, LP • UBS • CIBC • CREDIT SUISSE • TD AMERITRADE • BMO NESBITT BURNS • NDR • BARCLAYS
Preeminent Global Designation – offers immediate credibility and recognition for:
New Positions
Promotions
Salary/Bonus Increase
Greater AUM
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.
Focusing on the basic knowledge of the terminology and analytical tools used in technical analysis.
Next Exam Dates: June 1, 2023 – June 12, 2023
Measuring the candidate’s competency in the application of concepts, theory, and techniques covered by the required readings.
Next Exam Dates: June 1, 2023 – June 12, 2023
Integrates the candidate’s understanding of the concepts identified in Level I with the practical application learned in Level II.
Next Exam Date: June 8, 2023
Studying for and taking the CMT exams provided another turning point in my career, and allowed for an enhancement of an existing technical process.
Earning the CMT designation has allowed me to develop technical analysis techniques that are easy to understand, that are objective and rules-based, and that work well with fundamental analysis.
— Vernon Bice, CMT Charterholder since 2016
Portfolio Manager and Technical Analyst on Lord Abbett’s Innovation Growth team
Create an account on the CMT Association website and pay the one-time $250 enrollment fee associated with the exam cycle in which you plan to take your first test.
During the enrollment process, you will register for the CMT Level I Exam with the CMT Association.
Purchase the updated CMT Level I Curriculum and develop a self-study plan encompassing the curriculum’s content.
Purchase the updated CMT Level I Curriculum and develop a self-study plan encompassing the curriculum’s content.
Access Nasdaq Dorsey Wright to assist your technical studies
As an exclusive benefit to CMT Candidates studying for the Level I, II, and III exams, Nasdaq Dorsey Wright has generously made their technical research platform available to all current CMT exam registrants (regularly $399/month).
To opt-in to this service for free, please register via the below link:
Founded on the concepts of technical analysis and Relative Strength, Nasdaq Dorsey Wright’s research platform helps you develop an objective, rules-based process for making smarter investment decisions. Your subscription to the NDW platform gives you access to the following:
Tactical Asset Allocation
Determine the broad technical outlook of the market to focus portfolio allocations within areas of Relative Strength
Model Marketplace & Portfolio Construction Tools
Use one of NDW’s 100+ turnkey strategies or use the Model Builder functionality to test and create custom strategies
Risk Management
Email alerts allow you to stay informed of changes in the technical outlook of a security, portfolio, or the market as a whole
This an exclusive benefit to CMT Candidates studying for the Level I, II, and III exams, TrendSpider has generously made their new type of charting, technical analysis and trading platform available to all current CMT exam registrants for 6 months for free!
To opt-in to this service, please register via the below link:
Candidates for the CMT exams have the option to register to take the test at either a Prometric Test Site or through ProProctor, Prometric’s Remote Test system.
The CMT Association has directed that the current CMT Exam Administration will be available for candidates remotely via Prometric’s test system ProProctor.
Please read the below requirements carefully to determine whether the place where you will take your exam remotely meets the stringent requirements for a remotely proctored exam.
If you register to take the exam remotely with ProProctor and your remote proctor determines your room or workstation does not meet the requirements, your exam fees will be forfeited.
The Official CMT Curriculum for 2022 is available through Wiley.
The Official CMT Curriculum for 2022 is available through Wiley.