named programs · 2 · from sources
What they call their work
Charles H. Dow Award
Annual award recognizing outstanding research contributions in the field of technical analysis, presented during the Spring Summit
Spring Summit
Annual two-day event featuring presentations, panels, and networking opportunities focused on technical analysis, macro strategy, and market discipline, held at Fidelity Investments and the Renaissance Boston Seaport District
activities · 7 groups
What they do
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Professional Certification and Continuing Education 2 activities
- Deliver continuing education for technical analystsProvides continuing education opportunities through publications, online webcasts, seminars, and live events for members and prospective members to maintain and expand their expertise.
- Offer educational webinars and expert-led discussionsOffers educational webinars for financial professionals and organizes expert-led discussions and presentations that provide actionable knowledge in technical analysis.
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Professional Networking Events 2 activities
- Facilitate professional networking and community engagementOperates an official Discord community for CMT candidates, hosts structured networking opportunities at events including registration and post-event cocktail hours, and organizes member gatherings such as summer socials and in-person dinners featuring industry speakers.
- Host global and regional professional summits and eventsHosts the annual CMT Global Investment Summit, the CMT Spring Summit in New York City, the CMT West Coast Regional Summit in San Francisco, and other regional events including summits in Toronto and networking gatherings in cities such as Charlotte, Atlanta, and Washington D.C.
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Professional Field Knowledge Development 1 activity
- Build and sustain a professional community of CMT charterholdersAttracts and retains a membership of professionals devoted to technical analysis, maintains a community of over 2,500 active Chartered Market Technician charterholders, and supports innovation in the field through member-driven advancements.
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Youth and Student Entrepreneurship Competitions 1 activity
- Host Investment Challenge for skill applicationHosts an Investment Challenge that allows participants to apply technical analysis skills in a virtual investment management environment.
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Specialized Research Library Access 1 activity
- Operate technical analysis library at Baruch CollegeOperates a library with over 7,000 books on technical analysis located at Baruch College in New York City.
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Member-Exclusive Resource Access 1 activity
- Provide access to technical analysis publications and research resourcesEnables members to access and contribute to publications including the Journal of Technical Analysis and Technically Speaking, and provides exclusive research publications and hundreds of hours of technical analysis education.
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Uncategorized 7 activities
- Administer Chartered Market Technician (CMT) certification programAdministers a three-level examination program to certify proficiency in technical analysis, from foundational concepts to advanced trading strategies, with Level I and II exams offered annually in December and Level III also administered annually.
- Advance research in technical analysisProduces Market Insights, a publication featuring technical analysis of global markets by experienced CMT charterholders, and presents the annual Charles H. Dow Award to recognize outstanding research contributions in the field.
- Advocate for professional recognition of CMT designationSecured recognition from FINRA in 2005 for CMT Program levels 1 and 2 exams to be accepted as an alternative to the Series 86 examination, enhancing the professional standing of the certification.
- Collaborate on international training program developmentEntered into an agreement with the Dubai International Financial Centre Academy to co-develop training programs in technical analysis, behavioral finance, and market strategy.
- Deliver digital curriculum and educational resources for CMT candidatesProvides a fully digital curriculum accessible on desktop and mobile devices, included with exam registration, and offers access to future lesson updates and new modules as part of ongoing education.
- Offer exclusive access to the Legendary Fidelity Chart RoomProvides exclusive access to the Legendary Fidelity Chart Room for full Summit attendees, featuring 80 years of market history and proprietary data visualizations, as part of a two-day conference program on technical analysis and macro strategy.
- Provide public technical analysis education via TradingViewProvides timely technical analysis of global markets through posts on TradingView, explaining the process, tools, and responsible practice of technical analysis for public education, with clear disclaimers that content is not financial advice.
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financials · form 990 · fy2024
revenue
Total revenue$3.62M
Contributions & grants$00%
Program service revenue$2.94M81%
Investment income$1K0%
Other revenue$683K
expenses
Total expenses$2.84M
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$1.29M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$1.20M
Cash$905K
Investments$0
Liabilities$989K
Net assets$213K
Liquid reserves3.8 mo
6 years on record · 2019–2024 · YoY revenue +41.9%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 3
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| STANLEY A DASH | DIRECTOR CMT PROGRAM | 40 | $198K |
| JONATHAN T WOOD | EXECUTIVE DIRECTOR AND CEO | 40 | $189K |
| ALVIN P KRESSLER | EXECUTIVE DIRECTOR AND CEO THRU 5/2024 | 40 | $171K |
board members · 13
- AKIRA HOMMA — CFA, CMT, CFTE, MSTA, FRM, CIIA, CMA, DIRECTOR
- ANANDA BHAUMIK — CTP,CMT,CFTE, DIRECTOR
- ARI WALD — CFA, CMT, DIRECTOR
- CEDRIC THOMPSON — CMT, CFA DIRECTOR
- DAMANICK DANTES — CMT, DIRECTOR
- DAN SHKOLNIK — CMT, DIRECTOR
- ERIC J CAISSE — ABFP, CFA, CMT, CFP TREASURER
- GINA MARTIN ADAMS — CMT, CFA, SECRETARY
- JANINE GUENTHER — CMT, CFA, CFP, DIRECTOR
- JAY WOODS — CMT, DIRECTOR
- JOHN KOLOVOS — CMT, CFA PRESIDENT
- KELLY CORBIERE — CMT, CFA, CFP, VICE PRESIDENT
- MOHIT HANDA — CMT, DIRECTOR
relationships · 23
Who they work with
- Australian Professional Technical Analysts Partner — Strategic partner in Australia
- Bank of America Partner — Employer of featured speaker Paul Ciana, CMT, who participated in the Midwinter Retreat 2025 as a presenter.
- Barchart.com Partner — Collaborates with Barchart.com for events, including featuring Jim Van Meerten as a speaker at a Charlotte CMT Community dinner.
- Baruch College Partner — Hosts the TAEF Library within Baruch College's Newman Library.
- CMT Canada Partner — Strategic partner in Canada
- CappThesis Partner — Includes Frank Cappelleri, Founder & Chief Technician of CappThesis, as a speaker at the 2025 CMT Spring Summit.
- Dubai International Financial Centre Academy Partner — Collaborating to develop training programs in technical analysis, behavioral finance, and market strategy.
- Fairlead Strategies Partner — Features Katie Stockton, Founder of Fairlead Strategies, as a panelist at the 2025 CMT Spring Summit.
- Fidelity Investments Partner — Hosts the Spring Summit at its headquarters and provides exclusive access to the Legendary Fidelity Chart Room for attendees.
- Financial Industry Regulatory Authority Government — Regulatory body that recognized CMT Program levels 1 and 2 exams as an alternative to the Series 86 examination.
- Freedom Capital Markets Partner — Features Jay Woods, Chief Market Strategist at Freedom Capital Markets, as a panelist at the 2025 CMT Spring Summit.
- Fundstrat Global Advisors Partner — Collaborates with analysts from Fundstrat Global Advisors as featured speakers at the 2025 CMT Spring Summit.
- HB Wealth Partner — Partners with HB Wealth by hosting Gina Martin Adams as a speaker at an Atlanta CMT Community event.
- Journal of Technical Analysis Partner — Publishes and distributes research through the Journal of Technical Analysis.
- Macro Risk Advisors Partner — Includes John Kolovos, Head of Technical Strategy at Macro Risk Advisors, as a speaker at the 2025 CMT Spring Summit.
- NASDAQ Dorsey Wright Partner — Provides research accessed by CMT candidates
- Nasdaq Partner — Provides research offerings and tools to support CMT candidates through an exclusive partner offer.
- Optuma Partner — Provides access to its charting platform and Level 1 video course for CMT candidates through an exclusive partner offer.
- Stocktwits Partner — Offers exclusive access to its platform for CMT candidates to enhance learning and engagement.
- Technically Speaking Partner — Collaborates on content distribution through the publication Technically Speaking.
- TradingView Partner — Collaborates on publishing technical analysis insights through the TradingView Ideas platform.
- TradingView Partner — Hosts CMT Association's Market Insights content and charts on its platform for educational dissemination.
- TrendSpider Partner — Offers research tools and resources to CMT candidates as part of an exclusive partner program.
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Adaptive and Practitioner-Integrated Learningmethodology: adaptive_learningBy combining self-directed digital learning with real-world practitioner insights and exam preparation support, the organization increases candidate success and professional mastery because learners can tailor study to confidence gaps and apply concepts through authentic market examples.
- Advancing Analytical Methodologiesmethodology: next-gen portfolio evaluationBy promoting next-generation evaluation tools like Variability Weighted Return and integrating macroeconomic context with technical analysis, the organization improves investment outcomes because these advanced frameworks provide more nuanced, risk-adjusted insights than traditional metrics.
- Behavioral and Systematic Market Analysis Integrationmethodology: behavioral-economics-based technical analysisBy grounding technical analysis in behavioral economics and applying systematic, rules-based methods, the organization improves investment decision-making because it bridges psychological market drivers with quantifiable patterns to reduce bias and enhance forecasting reliability.
- Peer and Interdisciplinary Knowledge Exchangemethodology: interdisciplinary-collaborationBy fostering peer networking and cross-disciplinary collaboration, the organization enhances analytical depth and innovation in technical analysis because diverse perspectives challenge assumptions, reduce groupthink, and stimulate methodological refinement.
- Professional Certification as Standard-Settingmethodology: professional_certificationBy establishing a rigorous, multi-level certification process, the organization advances professional competence and sets industry standards in technical analysis, because formal validation of expertise promotes credibility, consistency, and public trust in the field.