CMT Association
CMT Association is a New York-based non-profit global credentialing body for technical analysis, awarding the Chartered Market Technician designation through a three-level curriculum serving portfolio managers, traders, and investment professionals across 137 countries.
- Company typePrivate
- Founded1960
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What CMT Association does
CMT Association is a New York-based not-for-profit professional credentialing body (legal name: Chartered Market Technicians Association, Inc.) founded in the late 1960s and operating for over 50 years. Its core product is the Chartered Market Technician (CMT) designation, awarded to candidates who pass a rigorous three-level curriculum covering investment risk, portfolio management, behavioral economics, quantitative methods, and rules-based trading system design. The organization serves portfolio managers, hedge fund managers, proprietary traders, market analysts, investment advisors, RIAs, investment strategists, and CFA charterholders seeking specialization in technical analysis. It reports over 2,500 active CMT charterholders, 35,000+ financial analysts engaged through programs, and a footprint spanning 137 countries supported by 36 chapters plus wholly-owned subsidiaries in Canada and India.
The organization's technology footprint is primarily administrative and content-distribution rather than product-focused: a website CMS and member portal (MyCMT), an online curriculum delivery platform, a virtual events/webcast infrastructure, integration with Prometric for global exam administration, digital badging for charterholder verification, and digital publication of the peer-reviewed Journal of Technical Analysis (JoTA). It does not develop or sell software products. Revenue mechanics derive from a hybrid subscription model: per-exam fees at each of three CMT Program levels (with discounted $295 pricing for Academic Partner Program students), annual Professional Membership dues required to maintain the designation, paid event/conference registration (Dubai Global Investment Summit, Spring Summit, West Coast Regional, Midwinter Retreat, chapter events) with associated sponsorship revenue, prep provider listing fees, and digital badging administrative fees. Go-to-market is community-led and self-serve through the website, augmented by 36 regional chapters, university Academic Partner Program integrations, and partnerships with CFA Institute (Level I Waiver), DIFC Academy, StockTwits, and various regional institutions. In 2024, the organization underwent a leadership reset following the separation of former CEO Alvin P. Kressler amid financial misconduct, with Tyler Wood assuming the CEO role and a $623,342 restitution agreement subsequently executed in May 2025.
CMT Association firmographics
Firmographics- Name
- CMT Association
- Legal name
- Chartered Market Technicians Association, Inc
- Website
- https://cmtassociation.org
- Company type
- Private
- Founded year
- 1960
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CMT Association is a New York-based non-profit global credentialing body for technical analysis, awarding the Chartered Market Technician designation through a three-level curriculum serving portfolio managers, traders, and investment professionals across 137 countries.
- Ownership category
- akta.pro rank
CMT Association industry classification
Industry- Product category
- Professional Certification and Membership Services
- SIC
- Miscellaneous Publishing (2741)
- akta.pro primary industry
- Core LMS Platforms (Academic & Corporate) (EDAFAAAA)
Keywords
Where CMT Association is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
CMT Association business model
Business model- GTM type
- B2B
- Offering type
- Services
Revenue model
- CMT Program Exam Fees: Candidates pay examination fees at each of the three CMT Program levels (Level I, II, III). Revenue is per-exam and per-registration cycle. Exam fees are collected at registration; Prometric administers the exams. Discounts are available for Academic Partner Program students ($295 for Level I vs. standard rate) and early registrants.
- Professional Membership Dues: CMT Association generates revenue from annual membership fees paid by professional members. Membership provides access to the Reference Library (digital CMT Curriculum), networking, events, job opportunities, mentorship, and the member directory. Membership is a requirement for use of the CMT designation alongside passing Level III.
- Event and Conference Registration: Revenue is generated from paid registration to CMT Association's global events including the Annual Global Investment Summit (Dubai), Spring Summit (NYC), West Coast Regional Summit, Midwinter Retreat, and other chapter events. Sponsorship revenue is also collected from these events.
- Prep Provider Program: Third-party exam preparation providers (e.g., UWorld, Optuma, YUBHA, MarketFeds, Bulls Trading Academy) pay to be featured on CMT Association's Prep Provider page. CMT Association does not endorse any specific provider.
- Digital Badging and Certification Services: CMT Association provides digital badge issuance for charterholders and may generate associated administrative fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | CMT Level I Exam - Standard Registration |
| One time/ perpetual license | Pay-as-you-go | CMT Level I Exam - Academic Partner Program Student |
| One time/ perpetual license | Pay-as-you-go | CMT Level II and Level III Exams |
| Subscription | Annual | Professional Membership Dues |
| Subscription | Pay-as-you-go | Event Registration (Global Investment Summit) |
Go-to-market motion1 record
Distribution channels6 records
Marketing channels10 records
CMT Association product offering
Product offeringCore offering
No source-backed content was provided in the input describing CMT Association's specific core offerings. The input between the information markers was empty, so a source-attributed description of the actual products/services sold cannot be emitted from this dataset.
Product overview
CMT Association operates a unified professional credentialing platform centered on the Chartered Market Technician (CMT) Program, a rigorous three-level curriculum that provides comprehensive training in technical analysis of financial markets. The core CMT Program leads to the prestigious CMT designation, recognized globally as the gold standard in technical analysis certification. Supporting the credential are Professional Membership (providing access to reference library, career networking, and continuing education), the Prep Provider Program (authorized third-party exam preparation), the Academic Partner Program (integration of technical analysis into university curricula), the Journal of Technical Analysis (peer-reviewed research publication), and Market Insights (technical analysis content on TradingView). The organization also hosts flagship and regional events including the CMT Global Investment Summit, Spring Summit, Midwinter Retreat, and West Coast Regional Summit. Digital Badging enables credential verification. The CFA Level I Waiver allows CFA Charterholders to enter at Level II.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- CFA Charterholders can bypass CMT Level I exam and start at Level II, saving exam fees and study time while adding technical analysis specialization.
- +2 more outcomes
Companies that use CMT Association
Customer profileNamed customers10 records
Segments5 records
CMT Association technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
CMT Association partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered flagship, minor and core.
- Commodity Trading Club (CTC)flagshipCMT Association and Commodity Trading Club joined forces to enhance industry standards and education in commodity and financial markets. The collaboration aims to elevate technical analysis education for commodity trading professionals and strengthen the ecosystem for market practitioners.
- University of Texas at San AntoniominorUniversity of Texas at San Antonio joined CMT Association's Academic Partner Program to advance career-ready finance education and provide students with accelerated credential pathways toward the CMT designation.
- StockTwitscoreCMT Association and StockTwits (the largest social platform for traders and investors) announced a global branding partnership for CMT Charterholders. The partnership enhances professional recognition for CMT charterholders on the StockTwits platform and increases brand visibility for the CMT designation among a large audience of active traders.
- Symbiosis School of Banking and FinanceminorSymbiosis School of Banking and Finance joined CMT Association's global Academic Partner Program, integrating technical analysis into its banking and finance curriculum for students.
- University of Birmingham DubaiminorUniversity of Birmingham Dubai was selected for CMT Association's Academic Partner Program, signifying commitment to students' career readiness and academic rigor in finance education through integration of technical analysis.
- SAM Precious Metals InstituteflagshipCMT Association and SAM Precious Metals Institute signed a strategic Memorandum of Understanding (MoU) to advance technical analysis education across the Middle East and Global South. The partnership positions Dubai as a regional gateway to the globally recognized Chartered Market Technician (CMT) designation, expanding the association's footprint in precious metals and commodity-focused markets.
- Canadian University DubaiminorCanadian University Dubai joined the CMT Association Academic Partner Program to advance career-ready finance education and provide accelerated credential pathways for students interested in the CMT designation.
- FOREX.comcoreCMT Association partnered with FOREX.com to host 'Trade with Insight: Women Leading the Way in Technical Analysis & Strategy,' a closed-door event in Dubai celebrating women in finance. FOREX.com provided the venue and co-branded the event featuring CMT charterholders and analysts.
- Indian Institute of Management Sambalpur (IIM Sambalpur)coreIIM Sambalpur joined CMT Association's Academic Partner Program, integrating the CMT curriculum into its finance courses. The partnership covers advanced charting techniques, quantitative analysis, behavioral finance, and risk management. Students gain access to CMT resources and the discounted $295 Level I exam fee.
- DIFC Academy (Dubai International Financial Centre)flagshipCMT Association established a strategic partnership with DIFC Academy as part of its inaugural Dubai Global Investment Summit (February 2024). The partnership laid the groundwork for a regional technical analysis curriculum and positioned Dubai as a financial education hub. The 2025 summit continues this partnership with 'Foundations Day' programming at DIFC Academy.
- CFA InstituteflagshipCMT Association has a formal partnership with the CFA Institute, offering active CFA Charterholders a waiver from the CMT Level I exam. CFA Charterholders can begin their CMT journey directly at Level II. This cross-credentialing partnership recognizes the CFA charter as a strong foundation in financial markets and enables dual specialization.
Scale indicators8 records
Expansion highlights6 records
CMT Association competitors and assessment
Company assessmentEmerging players
- Nareit: Trade association for REITs and real estate investment, administering the ISMA certificate program. Adjacent finance credentialing body with similar professional society structure, serving a specialized investment vertical.
Direct peers
- CAIA Association: Administers the Chartered Alternative Investment Analyst credential, a multi-level finance specialization. Directly comparable to CMT Association in scale, structure (two-level program), and positioning as a complementary specialization to the CFA charter.
- CFP Board: Administers the CERTIFIED FINANCIAL PLANNER certification, the dominant credential for financial advisors. Comparable as a member-supported credentialing body serving finance professionals, though CMT targets buy-side analysts while CFP targets advisors.
- PRMIA (Professional Risk Managers' International Association): Administers the Professional Risk Manager (PRM) certification. Comparable niche finance credentialing body targeting investment professionals, with similar multi-level structure and membership model to CMT Association.
- GARP (Global Association of Risk Professionals): Administers the FRM (Financial Risk Manager) and SCR credentials. A multi-level finance credentialing body serving investment professionals, comparable to CMT Association in structure, member-driven governance, and revenue model (exam fees + membership).
- International Federation of Technical Analysts (IFTA): Global federation of national technical analysis societies, of which CMT Association is a member society. Directly comparable as a technical analysis credentialing and professional body, operating internationally with similar chapter and conference model.
Broad incumbents
- CFA Institute: The largest global financial credentialing body, administering the CFA charter. CMT Association has a formal cross-credentialing partnership with CFA Institute (Level I waiver), making it both a partner and a competitive benchmark for technical analysis specialization.
Others
- Wiley Efficient Learning: Publisher of CFA study materials and financial certification prep content. Comparable as a content provider supporting finance credentialing programs, with adjacent publishing and education model similar to CMT Association's JoTA journal and curriculum.
- Kaplan Financial (Kaplan): Major financial education and exam preparation provider (CFA, CFP, etc.). Comparable to CMT Association's Prep Provider Program network (UWorld, Optuma, etc.), positioned as a complementary ecosystem participant rather than direct competitor.
- Bloomberg Market Technicians Society: While not a standalone credentialing body, Bloomberg's platform and recognition systems are adjacent to CMT Association's market. Comparable as a technology and content provider supporting the technical analysis professional community.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
CMT Association social profiles
Digital presenceCMT Association financial estimates
Financial estimateRevenue estimate
Valuation estimate
CMT Association leadership team
Management profileNumber of profiles
CMT Association subsidiaries and ownership
Company hierarchySubsidiaries2 records
CMT Association funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CMT Association M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CMT Association
What does CMT Association do?
No source-backed content was provided in the input describing CMT Association's specific core offerings. The input between the information markers was empty, so a source-attributed description of the actual products/services sold cannot be emitted from this dataset.
Is CMT Association a public or private company?
CMT Association is a private company. It is classified as unknown and is currently operating.
When was CMT Association founded?
CMT Association was founded in 1960. It employs 11 to 50 people.
Where is CMT Association based?
CMT Association is headquartered in New York, United States, in the North America region.
How does CMT Association make money?
Five revenue lines are on record. CMT Program Exam Fees are the primary driver. The others are professional Membership Dues, event and Conference Registration, prep Provider Program and digital Badging and Certification Services.
Who are CMT Association's main competitors?
Nareit is listed as an emerging player. Direct peers are CAIA Association, CFP Board, PRMIA (Professional Risk Managers' International Association), GARP (Global Association of Risk Professionals) and International Federation of Technical Analysts (IFTA). CFA Institute is listed as a broad incumbent. Others are Wiley Efficient Learning, Kaplan Financial (Kaplan) and Bloomberg Market Technicians Society.
Does CMT Association have an API?
No public API is recorded for CMT Association.
What industry is CMT Association in?
CMT Association's product category is Professional Certification and Membership Services. Its primary akta.pro industry code is EDAFAAAA, Core LMS Platforms (Academic & Corporate). Its SIC code is 2741.