CMT Examination Preparation/Technical Analysis - Workshop

Using various technical screens, participants explore trading and investment opportunities by blending technical measures into a technical model. This will assist traders to capitalize on investment opportunities and provide a springboard to setting up an investment approach as an asset manager. Securities currently trading in the market will be examined, and students can request their own personal choices for analysis.




Securities dealers, financial advisors, financial planners, financial investment analysts and individuals interested in trading and the financial markets.
No advance preparation required.
Students will be able to:
  • Analyze several historical chart cases for subsequent trading decisions. Profit goals and hedging techniques with the use of derivatives and statistical techniques will be used with technical strategies.
  • Analyze current situations for both investment and trading opportunities. Intermarket analysis will be evaluated.
  • Decide on which technical indicators are the most appropriate in given investment decisions. Also, use of behavioral and quant strategies will be evaluated.
  • Discuss investment strategies and how to follow up on them.
CMT Examination Preparation/Technical Analysis (2-day course). Familiarity with general and common business and economic terms is expected.
This review course at the New York Institute of Finance attempts to meet the CMT exam learning outcome statements. However, these statements may change, with short notice by the MTA. The candidate is responsible for keeping track of the required body of knowledge, especially if the time period between the review course and the exam is lengthy. NYIF does not guarantee that taking this course will result in passing the CMT exam. There is no substitute for spending time mastering the curriculum, and we wish to remind candidates that our course is to be used as a support to their preparation and not an alternative. Candidates should also note that NYIF does not know the exact questions that will appear on the exam, and the questions that appear on the exam may be presented in different formats than the study materials used in NYIF's review course.
Workshop: includes major areas, such as:
  • Stocks
  • Bonds
  • FX
  • Commodities
  • Small vs. big
  • Domestic vs. international
  • Value vs. growth
  • Story stocks
  • Fallen knives
  • Dead cat bounces
  • Managing winning/losing positions

Creating indicator list

    Trading versus investing

      Before and after chart contest

Clients who register for this course will receive a complimentary 4-month subscription to FT.com. The Financial Times is the world's most respected financial newspaper, providing a broad assessment on finance, business and the industrial sector. The move to the electronic version follows an ongoing review of our environmental responsibilities as a global business and as part of the Pearson group. FT.com also has features that are not available in hard copy, such as: Special Reports, Alphaville, editor blogs, education sections and much more! Subscriptions will start within 6-8 weeks of the start of class and are limited to one subscription per client. (Please note: as of May 1, 2011, the electronic subscription replaces the hard-copy 3-month Financial Times subscription.)

Lunch is included for all students taking day classes.