Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Completing 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.
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.
Focusing on the basic knowledge of the terminology and analytical tools used in technical analysis.
Date: November 27 – December 5, 2018
Measuring the candidate’s competency in the application of concepts, theory, and techniques covered by the required readings.
Date: November 27 – December 5, 2018
Testing the candidate’s ability to integrate his or her understanding of the concepts identified in Level I with the practical application learned in Level II.
Next Exam Date: November 29, 2018
The tools you need to take your quantitative research from idea generation to signal-testing and performance analysis. The CMT Program offers:
Identifying changes in trends, intermarket relationships, sentiment, or market conditions allows managers to outperform on a risk adjusted basis. The CMT Program prepares candidates to manage trading risk through:
Understanding the nature of markets is dependent on our understanding of the nature of irrational market participants. The CMT Program:
Above all, CMT candidates learn how to develop a repeatable process for making decisions about important issues such as investment mix and asset allocation, or balancing risk against performance. Portfolio management in the CMT Program helps candidates learn how to maximize return within a given appetite for risk. The strategies and topics in this program are specifically designed for active managers and their teams who must guide a portfolio fund through market volatility.
2400 CMT ®
Becoming a CMT charterholder makes you part of an exclusive community of investment professionals who are recognized globally as true specialists and value generators. The CMT charter puts you on the leading edge of the ever-changing investment industry. And, by earning the CMT charter, you can expect to see improved career prospects.
Top employers of CMT Association members include Morgan Stanley, Wells Fargo, Bank of America Merrill Lynch, Charles Schwab and Fidelity.
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
On February 8, 2005, the Chartered Market Technicians Association (CMT Association) was informed that FINRA submitted a rule filing with the Securities and Exchange Commission to accept the CMT Level 1 Exam and CMT Level 2 Exam as an alternative to the Series 86 exam, required of financial analysts. The New York Stock Exchange filed their ruling on January 31, 2005.
Find more information on how to go about applying for a Series 86 exemption at the link below.
The CMT Association partnered with Wiley to streamline the CMT curriculum into concise custom published volumes – distinct for each level of the exam and comprehensive to the required body of knowledge. This curriculum represents a comprehensive review of the topics that industry professionals consider most relevant when working in the field.
By joining the CMT Program candidates will have free access to charting tools from Optuma. Candidates will have immediate access to the Trader Services edition, with local end-of-day data and access to all the techniques covered in the CMT exam material. This resource allows candidates to experiment with technical concepts discussed in the curriculum and learn in real-time.
Candidates are able to take the CMT exams at any testing center worldwide through Prometric. Visit the CMT Association page through Prometric to find exam locations and schedule your exam. Please note, candidates must first pay the examination fees before scheduling an exam.
Why are we partnering with Optuma?
We examined many products as part of this selection process, and it was clear that Optuma is the best fit for our CMT candidates for three main reasons:
Interested users can reach Optuma support with questions by clicking here.