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MTAEF 20th Anniversary – Looking Ahead & Giving Back

The MTAEF celebrated its 20-year Anniversary in 2013!  Over the course of the last 20 years, the MTA Educational Foundation has grown substantially from having a presence in only a handful of Universities in the New York area to having active courses in dozens of schools across the United States!

Consider making a donation to the CMT Scholarship fund to help others.  Click the button below!


A Message from Katie Stockton, CMT

InRalph Acampora, Katie Stockton, & Dave Keller the 15 years that I have been practicing technical analysis, the acceptance of technical research as a viable tool for investing has increased dramatically. This has largely been driven by strong efforts from the Market Technicians Association (MTA), which originated the highly regarded Chartered Market Technician (CMT) designation. In 2004, the MTA’s efforts were acknowledged by the SEC when they allowed CMTs to use their designation as an exemption from the Series 86 exam, which is administered to publishing analysts. I received the CMT designation in 2001, and this exemption benefitted me directly by adding to the program’s credibility and my credibility as Chief Market Technician for MKM Partners, LLC, where I have worked since 2004.

The CMT has helped carry me through my career, allowing me to weather the market’s ups and downs. My interest in technical analysis started in college. I was fortunate to be a student at the University of Richmond’s undergraduate business school, which pioneered a program in technical analysis in 1996. Interest in the class among undergraduate students has been trending higher since that first year it was offered. When I was enrolled in the course, I had an internship with a local technical research firm called Dorsey, Wright & Associates, a leading provider of point and figure charting for Wall Street institutions. Getting real-time exposure to real-world technical analysis while I learned its academic tenets was more than I could have hoped for as I developed my career aspirations. My choice was solidified when I listened to some of the MTA’s founding members, including Ralph Acampora and Phil Roth, present to my class. I remember Ralph tearing the Wall Street Journal in two pieces, suggesting it was something we could ignore because charts contain all of the information we need. Dramatic, yes – but it certainly got my attention!

I am proud that my profession has gained such widespread acceptance over a relatively short period, and I believe a lot of credit is due to the CMT program. As the current Vice President of the MTA, I am excited to see the CMT program gain even greater acceptance as one of the primary initiatives of the organization. It is already the leading credentialing program in technical analysis in the U.S. In sum, I think technical analysts, whether hobbyists or professionals, will benefit from becoming a CMT, as I have.


Katie Stockton, CMT

A Look Back at the 1st Meeting of the MTAEF

What's Happening at the MTAEF
Information on the latest news and upcoming events.

Nov. 28th, 2016

The 2016 Market Technicians Association Educational Foundation annual fundraiser was held on October 26th at The Yale Club of New York City. This yearly event is an important source of funding that contributes to the foundation’s ongoing efforts to establish, … Continue reading

Aug. 14th, 2015

Phil Roth, CMT recently made public his Masters Thesis, “Investors Make Bottoms; Traders Make Tops.”  Below, you can find an abstract from the paper: Preface My intention is not to defend or deny the theories of “Behavioral Finance”.  It has long … Continue reading