Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
CFA Program
With this new collaboration, active CFA Charterholders are granted an exemption from the TAN Level I Exam and can start testing at TAN Level II.
The TAN Program demonstrates mastery of a core body of knowledge of investment risk in portfolio management. Our 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.
When registering for the TAN Level II Exam using the Level I Waiver, make sure to enter your CFA Charterholder number in your profile information so that you are eligible to waive the TAN Level I Exam.
The TAN Association recognizes a CFA Charterholder’s knowledge of financial markets, securities and economics. The TAN Program and charter are an opportunity to add a complementary toolset to your investing and portfolio management process – specifically, how price behavior in freely traded markets interacts with the forces driving valuation. Competency and specialization in the analysis of market price action equip dual Charterholders with a competitive edge and differentiated value to their clients and firms. CFA Charterholders find that technical analysis adds an additional dimension to their work, particularly in the areas of timing and risk management.
The TAN 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.
If you’re interested in market behavior, the gap between intrinsic value and market price, behavioral finance, quantitative systems design and risk management, the TAN Program is for you.
A framework for informing investment
management decisions.
OFFERED TO CFA CHARTERHOLDERS BECAUSE:
RISK
MANAGEMENT
QUANTITATIVE SYSTEMS DEVELOPMENT
PORTFOLIO MANAGEMENT
APPLIED BEHAVIORAL FINANCE
This collaboration provides a waiver from the TAN Level I exam – not a waiver from the knowledge! To ensure full coverage of all topic areas, the TAN Association created the following documents for CFA Charterholders to review before taking the Level II exam.
The documents below outline the curriculum covered in TAN Level I. The sample questions will give candidates a feel for the knowledge needed before committing to Level II.
TAN Level I Curriculum-
Learning Objectives
TAN Level I Exam-
Information and Samples
Founded in the late 1960s, the TAN Association has served the financial industry for nearly 50 years. What started as a small group of technical research analysts in NYC has matured into an industry beacon for professionals worldwide. Today, we strive to deliver value through diverse education and networking opportunities, member advocacy, career advancement, and the highest standards of professional ethics.