CMT Qualifications

Institute of Business and Investment Management (IBIM) is a CMT Association's Participating Test Prep Provider.

The CMT Association is a global credentialing body with nearly 50 years of service to the financial industry and headquartered in New York City. 

The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. Their market philosophy is grounded in behavioral economics and extends beyond classical pattern recognition techniques to include quantitative approaches to market research and rules-based trading system design and testing.

The CMT Association certifies that an individual is competent in the use of technical analysis via the Chartered Market Technician (CMT) designation. The CMT designation develops deep knowledge in technical analysis and will directly impact the work of portfolio managers, hedge fund managers, investment advisors, RIAs, investment strategists, heads of research, and chief investment officers.

Top employers of CMT Association Members globally include:

● Morgan Stanley ● Wells Fargo ● Bank of America ● Charles Schwab ● Fidelity ● RBC (CM & DS) ● Wellington Management ● Bloomberg LP ● UBS ● CIBC ● Credit Suisse ● TD Ameritrade ● BMO Nesbitt ● NDR ● Barclays

IBIM offers CMT Level 1, 2, and 3 exam prep training courses to complement the CMT's official curricula. 

IBIM's courses will enhance the candidates' ability to understand Technical Analysis, risk management, and investment portfolio management principles better. The courses will also help the candidates to apply the principles in realworld. 

We offer scheduled training classes as well as bespoke classes to suit your study needs to prepare for your CMT exams.

Our courses include live training sessions, sample question banks, realworld exercises, and market research.


CMT LEVEL 1: AN INTRODUCTION TO TECHNICAL ANALYSIS

The CMT Level I exam tests on introductory concepts and definitions in technical analysis.

- Theory and History of Technical Analysis

- Charts, Trends, and Patterns

- Advanced Concepts in Charting and Trend Analysis

- Markets, Instruments, Data, and the Technical Analyst

- Behavioural Finance and Other Theories of Market Dynamics

- Basic Statistics for the Technical Analyst

- Perspectives on Technical Trading Systems


CMT LEVEL 1: KNOWLEDGE DOMAINS













CMT LEVEL 2: THEORY AND ANALYSIS

The CMT Level II exam tests on the theory and analysis of applied technical analysis.

- Chart Development and Analysis

- Volatility Measures in Today’s Financial Markets

- Topics in Behavioral Finance

- Statistical Applications for Technical Analysts

- Technical Methods and Market Selection

- Designing and Testing Technical Trading Systems


CMT LEVEL 2: KNOWLEDGE DOMAINS














CMT LEVEL 3: THE INTEGRATION OF TECHNICAL ANALYSIS

The CMT Level III exam tests the candidate’s ability to integrate a wide range of concepts and tools into the application of technical analysis.

- Risk Management

- Asset Relationships

- Portfolio Management

- Behavioral Finance

- Volatility Analysis

- Classical Methods


CMT LEVEL 3: KNOWLEDGE DOMAINS