About the CMT Program

What is the Chartered Market Technician® (CMT) Program?

The Chartered Market Technician® (CMT) creedential 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:

Three levels of Examination

Must be completed in sequence

Only 1 level per administration

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

Why CMT?

Preeminent Global Designation - offers immmediate credibility and recognition for:
New Positions
Promotions
Salary/Bonus Increase
Greater AUM
  • Differentiated Value – mastery of a comprehensive body of knowledge 
  • Structured approach to applied study of technical analysis
  • Complementary toolset to other analytical approaches such as macro-economic, fundamental, and quantitative methods

Is the CMT 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.

CMT’s Impact on Me (Part 1)

CMT’s Impact on Me (Part 2)

CMT’s Impact on Me (Part 3)

Chartered Market Technician® Program

CMT Level I

Focusing on the basic knowledge of the terminology and analytical tools used in technical analysis.
Next Exam Dates: June 3, 2024 – June 17, 2024
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CMT Level II

Measuring the candidate’s competency in the application of concepts, theory, and techniques covered by the required readings.
Next Exam Dates: June 3, 2024 – June 17, 2024
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CMT Level III

Integrates the candidate’s understanding of the concepts identified in Level I with the practical application learned in Level II.
Next Exam Date: June 6, 2024
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See what CMTs have to say

Vernon Bice, CMT
Read entire statement

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

TESTIMONIALS

Becoming a Candidate

1

Enroll in the CMT Program

Create an account on the CMT Association website and pay the ammount associated with the exam cycle in which you plan to take your first test.

2

Register for Your Exam

During the enrollment process, you will register for the Exam with the CMT Association.

3

Study and Prepare

Purchase the updated CMT Curriculum and develop a self-study plan encompassing the curriculum’s content.

Special Offers for CMT Program Candidates

Free Access to their charting software for all candidates enrolled in CMT Program + FREE CMT Level I prep course for registered candidates at CMT Level I

Along with free access to Optuma, the most advanced Technical Analysis application, you can also get access to the CMT Level I prep course candidates are raving about for FREE.

ACT NOW to get your CMT Level I Prep course for free.

The Optuma CMT Level I Course provides you with:

  • Over 15 hours of detailed video instruction
  • Notes for each lesson
  • Access to a private forum where you can ask questions to a qualified CMT expert
  • 4 Practice exams
  • Technical Analysis Glossary— all the definitions you need for CMT Level I and CMT Level II
  • Indicator List— all the indicators you need to know about
  • Knowledge Domains by Chapter— a critical resource in the final weeks before the exam.

You will have everything you need to pass the CMT Level I exam!

TrendSpider Logo

Free 6-month access to TrendSpider

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:

START YOUR FREE TRIAL

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:

REQUEST PLATFORM ACCESS

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:

A comprehensive daily report prepared by NDW’s in-house team of technical analysts that provides timely market insights and actionable ideasA tactical, relative strength asset allocation guide, our Dynamic Asset Level Investing Tool (DALI)

Over 100 turnkey guided stock, mutual fund, and exchange traded fund (ETF) models that can be used to actively manage portfolios according to our methodology. The models can be used to gain access to the broad markets, specific asset classes, sector rotation strategies, and other specific subsets of the market

A complete custom modeling solution that allows you to build, test, and manage custom Relative Strength strategiesA database of trend and relative strength Point & Figure charts for over 50,000 stocks, ETFs, mutual funds, and more. Includes indicators, and rankings for analyzing opportunities and holdings

Transparent and straightforward security ratings based on proven technical analysis concepts and designed to increase your odds of success over time

NDW PLATFORM APPLICATIONS
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

Remote Proctoring Now Available

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.

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