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


A lot of what I am today is because of the CMT designation. The CMT program is the gold standard in its field, without a doubt.

People associated with me trust my work a lot more because I have CMT next to my name … Qualification, and using the marks of a recognized global organization, is extremely important in today’s world.

Gautam Shah, CMT Charterholder since 2009

Founder & Chief Strategist at Goldilocks Premium Research


Testimonials - 2023

Gautam Shah, CMT, CFTe, MSTA

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Take calculated risks with your career. Here again, a core piece of the CMT curriculum is risk management, capturing upside while mitigating downside, determining the range of possible outcomes you can live with,

managing volatility and similar concepts that come right out of the CMT text material.

Kelly Colotla, CMT Charterholder since 2017

Senior Portfolio Manager, Wealth Management at a Community Bank


Joining the CMT Association and obtaining my CMT charter has been one of the best decisions for my career, whether it be the credibility associated with the charter, or the friendships I have made within the organization.

Taking the exams reminded me of the deep body of knowledge in our community, and its continued growth. What is most impressive to me is the fact that many of these concepts have been bedrock principles for technicians for well over 100 years, and are as relevant today as they have ever been.

David Lundgren, CMT Charterholder since 2011

Founder, Chief Market Strategist at MOTR Capital Management & Research, Inc.