Technical Analysis Educational Foundation

What Technical Analysis Educational Foundation does

Technical Analysis Educational Foundation (TAEF) is a 501(c)(3) non-profit educational foundation established in 1993 (originally as the Market Technicians Association Educational Foundation, renamed in 2018) and headquartered at Wall Street Station, New York. The foundation's mission is to create and fund educational programs in technical analysis, with an expanded remit to develop a complete Technical Analysis curriculum delivered at colleges and universities for college credit. Its core products include a 12-lecture accredited curriculum, a half-day introductory course, free YouTube-hosted video lectures, and the TAEF Library — a research collection of nearly 5,000 publications housed at Newman Library of Baruch College, available via interlibrary loan and to CMT Association members. The foundation also administers the Mike Epstein Award (since 2009) and the Ian Notley Memorial Award (a $2,500 student research prize since 2010), and runs two annual fundraisers (the Analyst Auction and the Fall Fundraiser).

TAEF operates with 1–10 staff/active volunteers and is governed by a Board of Directors composed of senior Wall Street practitioners (including representatives from Piper Jaffray, Wellington Management, Fidelity, Miller Tabak, Texas A&M Mays Business School, and the University of Richmond Robins School of Business), supported by an Advisory Board. Its primary customer segments are undergraduate and graduate finance students, university faculty who teach technical analysis, and finance professionals pursuing continuing education. The organization does not sell products or services for direct revenue; it is funded entirely through tax-deductible donations and fundraising events, with strategic partnerships anchoring its academic delivery (Baruch College for the library, Golden Gate University, University of Richmond, and Texas A&M for in-classroom curriculum adoption).

Name

Technical Analysis Educational Foundation

Legal name

Technical Analysis Educational Foundation

Website

https://taeducation.org

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

1–10 employees

Short description

Technical Analysis Educational Foundation (TAEF) is a 501(c)(3) non-profit that develops and funds technical analysis curriculum, courses, and a research library used by university students, faculty, and finance professionals. Operations are supported by donations and annual fundraisers.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Donations and Fundraising: The foundation relies on donations and fundraising events including an Annual Analyst Auction and Annual Fall Fundraiser. All donations are tax-deductible as the organization is a 501(c)(3) tax-exempt entity. General donations support technical analysis events, awards, scholarships, and library materials.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

The Technical Analysis Educational Foundation (TAEF) is a 501(c)(3) non-profit that develops and disseminates technical analysis educational curriculum and resources. It produces a 12-lecture college-credit curriculum and a condensed half-day introductory course, maintains a research library of nearly 5,000 publications at Baruch College, and distributes video lectures and downloadable course materials for students, faculty, and finance professionals.

Product overview

The Technical Analysis Educational Foundation (TAEF) is a non-profit organization established in 1993 that promotes technical analysis education in academia. Its core offerings consist of educational programs and resources: a comprehensive 12-lecture Technical Analysis Curriculum designed for college credit, a condensed Half-Day Technical Analysis Course for introductory purposes, video lectures featuring industry experts, and the TAEF Library collection of nearly 5,000 publications housed at Baruch College. The foundation also administers two award programs—the Mike Epstein Award and the Ian Notley Memorial Award for student research—and conducts fundraising activities including an Annual Analyst Auction and Annual Fall Fundraiser.

Differentiator

Problem solved

Functional benefit

Products and services

• Technical Analysis Curriculum

Quantifiable outcome

• Technical analysis curriculum now being taught at colleges and universities for college credit

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor and core.

• Golden Gate UniversityminorStrategic or Co-development Partner · 1 January 2018Golden Gate University hosts technical analysis courses taught by TAEF board member Brett Villaume as Adjunct Professor of Technical Analysis.
• University of Richmond (Robins School of Business)minorStrategic or Co-development Partner · 1 January 2018J. Cody Tafel teaches technical analysis in the Robins School of Business at the University of Richmond as part of the foundation's academic outreach.
• Texas A&M University (Mays Business School)minorStrategic or Co-development Partner · 1 January 2018Kevin Moore serves as executive professor and director of the Master of Science in Finance program at Texas A&M's Mays Business School. The foundation supports technical analysis education at this institution.
• Baruch College (Newman Library)coreStrategic or Co-development PartnerThe TAEF has placed its research collection of nearly 5,000 publications on long-term loan in the Newman Library of Baruch College. Through this partnership, the collection is made available to the Baruch community, other institutions via interlibrary loan, and CMT Association members.
• Market Technicians Association (CMT Association)coreStrategic or Co-development PartnerThe original foundation was established as the MTA Educational Foundation in 1993. The foundation maintains close ties with the CMT Association, sharing the library collection and supporting the Chartered Market Technician designation program. Over 1,000 books in the library are designated for the CMT Association's cycles materials collection.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Emerging players

• Real Vision: A subscription-based financial education platform featuring interviews and courses with prominent practitioners, including many technical analysts. Comparable to TAEF as a credentialed-expert-driven education provider, with a paid digital distribution model.
• Babypips.com: A popular online education platform focused on trading and technical analysis for retail traders. Comparable to TAEF as a content-driven technical-analysis education provider, but with a retail/self-learner orientation rather than academic-credit curriculum.
• American Association of Individual Investors (AAII): A nonprofit association providing investment education, including technical analysis content, to individual investors. Comparable mission and nonprofit structure to TAEF, with a larger member base and broader investor-education scope.

Broad incumbents

• Coursera: A major online learning platform offering finance courses from top universities with built-in credentials and infrastructure. Comparable to TAEF as a channel for structured finance curriculum, but at vastly greater scale and with proprietary technology.
• CFA Institute: The dominant professional credentialing body for investment analysis, with the CFA program being the gold-standard finance certification. A broad incumbent that competes for student/faculty mindshare in finance curricula, but with a fundamentally different methodological orientation than TAEF.
• edX: A university-founded online course platform offering finance and investment courses from leading institutions. Comparable as a modern digital alternative to TAEF's curriculum delivery model, with formal credentialing and university partnerships at scale.
• Investopedia Academy: A widely-used financial education and reference site (now part of Dotdash Meredith) offering courses, tutorials, and content on technical analysis. Comparable to TAEF as a free-access educational resource for self-learners, but with a much broader topical scope and consumer-facing model.

Direct peers

• New York Institute of Finance: A historical finance education provider offering courses and certifications in capital markets, including technical analysis studies directed by Ralph Acampora (also a TAEF advisor). Comparable to TAEF as a specialized finance education organization serving practitioner and student audiences.
• International Federation of Technical Analysts (IFTA): A global federation of national technical analysis societies that promotes education and professional standards for technical analysts worldwide. Directly comparable to TAEF's mission of legitimizing and teaching technical analysis, with a broader international footprint.
• CMT Association (formerly Market Technicians Association): The most directly comparable peer: a professional association for technical analysts that administers the Chartered Market Technician (CMT) designation. TAEF was originally its educational foundation; the two share library resources, board members, and a mission to advance technical analysis as a discipline.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/taefoundation

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

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M&A

Investments

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Frequently asked questions about Technical Analysis Educational Foundation