The Chartered Market Technician® (CMT) Program is designed to provide finance professionals with a comprehensive understanding of technical analysis, market dynamics, and applied investment strategies. The curriculum spans three levels, advancing from foundational principles to sophisticated analytical techniques, ensuring that candidates build practical skills in risk management, trend analysis, and behavioral finance. Graduates gain global recognition and a competitive edge, joining a network that upholds the highest professional standards in the financial industry.
Overview of CMT Level I
Overview of CMT Level II
Overview of CMT Level III
CMT Level I
“Foundational Principles of Technical Analysis” - Core concepts and underlying theories and terminology; the tools and methods used in technical analysis.
CMT Level I Curriculum TopicsCMT Level II
“Application of Technical Analysis Methods” - Application of the concepts, tools, and methods of technical analysis to identify opportunities and manage risk.
CMT Level II Curriculum TopicsCMT Level III
“The Work of a Technical Analyst” - Integrating concepts and tools into methods for analyzing market action and managing positions and risk.
CMT Level II Curriculum TopicsOverview of CMT Level I
Code of Ethics
An integral part of the CMT Association’s mission is to establish, maintain, and encourage the highest standards of professional competence and ethics among our membership. As such, CMT Association members must abide by the Code and Standards and are encouraged to notify their employer of this responsibility. Violations may result in disciplinary sanctions by the CMT Association. Sanctions can include revocation of membership and the right to use the CMT designation.
Candidates should know that all three levels of the CMT Program include questions pertaining to the Code and Standards. Below you will find a link to the Code and Standards from the CFA Institute which have been licensed by the CMT Association on behalf of its members. All references to “CFA Institute,” “members,” “candidates,” “CFA Program,” etc. in the Code and Standards should be read to apply to the CMT Association and its members, candidates, programs, etc.
When preparing for the CMT exams, candidates are encouraged to 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.” Reviewing the Handbook provides candidates with a comprehensive study process and commensurate preparation for professional practice.
Learning Objectives
A list of Learning Objectives appears at the beginning of each chapter in the text. These are intended as a guide to the most important concepts discussed in the chapter. An effective study method is to read the Learning Objectives as an introduction to a chapter before beginning study of the chapter. After completing the chapter, review the Learning Objectives again and write a few sentences that demonstrate competence on that topic.
For those interested in reviewing the most recent exam information and learning objectives before purchasing the 2025 curriculum, you can do so here:
Career Opportunities for CMT Charterholders
Portfolio Manager
Utilizing technical analysis to optimize investment portfolios and manage risk effectively.
Investment Advisor
Advising clients on market trends, investment strategies, and portfolio allocations using technical analysis expertise.
Market Strategist
Crafting market outlooks and strategies to guide firm or client investment decisions.
Risk Manager
Using technical analysis to identify and mitigate potential market risks in investment portfolios.
Research Analyst
Providing in-depth market analysis to guide trading strategies and financial decisions.
Product Developer
Designing financial products or software that utilize technical strategies and analysis tools.
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