Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Standard Registration Begins: January 15 – March 11
Registration Deadline: March 12 – March 31
Standard Registration: $375
Late Registration: $575
Annual Membership: $325
CMT Program: $250
Insurance for Level I: $100
For 2018 the learning objectives for all three levels have been incorporated into the text at the beginning of each chapter. Using the e-book to match the learning objectives to the content creates a valuable study tool for candidates looking to efficiently navigate the curriculum.
All three levels of the CMT Program include questions pertaining to the CFA Code of Ethics and Standards of Professional Conduct (Code and Standards). All references to “members and candidates” should be read to apply to CMT Association members. Articles I – VI of the Standards apply in whole to CMT Association members and our CMT Program. Article VII is not included by the CMT when setting standards by which our membership must abide nor is it included on the CMT exams. In addition, CMT Association members must not engage in any conduct that compromises the reputation or integrity of the CMT Association or the CMT designation or the integrity, validity, or security of the CMT examinations.
When preparing for the CMT exams, candidates may also review the Standards of Practice Handbook. According to the CFA Institute “The Standards of Practice Handbook grounds the concepts covered in the Code and Standards for practical use. You can use this handbook for guidance on how to navigate ethical dilemmas you might face in your daily professional life.” It is not required that CMT candidates review the Handbook, though it might provide a more comprehensive study process.
Candidates can get a more complete description of the exams and a breakdown of topics by listening to the 2018 information video. This video presentation, conducted by Gordon Scott, CMT, the Managing Director of the CMT Program, provides explanations and study suggestions for all candidates.
CMT 2018 Level I
Here’s a sneak peak of the CMT Level I Curriculum index. The index groups authors, topics, and definitions along with the page numbers to give candidates an idea of what the curriculum covers and where it is located.
The CMT Association has developed the following sample exams aligned with a typical weighting of questions and topics of the live exams. The sample exams are presented as individual questions with answers to the questions and references to where the topic can be studied in the curriculum. These exams are intended to help solidify preparations for taking the live exams.
Candidates can access an extensive library of sample exam questions and data by purchasing a study aid package from Wiley.
Candidates can view a sample exam using the link below.
The objective of the CMT Program is not only to provide candidates with resources needed to learn the theory and discipline of technical analysis, but also the practical implementation of the toolkit. Therefore, we partnered with Optuma Financial Solutions (formally Market Analyst Software) to give registered candidates a platform to experience the functional application of technical analysis. Optuma will provide specially designed software, at no cost for registered candidates, from their date of registration until the exam date and renew their free access with each subsequent exam registration.
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.