Attention all future CMT Charterholders,

Since you probably have been busy dealing with the current world situation while you still serve your clients, you might not be aware of what’s going on with the TAN Program. The standard registration pricing period for all three levels of the TAN exams ends on August 31, 2020.  This means that beginning September 1st, it will cost a new TAN Program candidate $200 more to sit for the December exam than it does right now. Signing up today leaves plenty of time to study – enough to have a firm grasp on the curriculum and be confident going into the exam.

As a CMT charter holder, you have the strongest influence by far on the folks in your network of financial professionals who have been thinking about getting the TAN designation. Now is a great time to reach out to them via LinkedIn, email, or a

On Thursday, July 23rd, 2020, the New York Chapter hosted Andrew Thrasher, CMT, for a virtual meeting. Andrew is a Portfolio Manager for Financial Enhancement Group, LLC, Founder of Thrasher Analytics LLC, and winner of the 2017 Charles H. Dow Award for his paper “Forecasting A Volatility Tsunami.” He discussed a variety of topics including Volatility Analysis, Breadth, Sentiment, Momentum, and more!

Andrew started his presentation by outlining his two jobs as a Portfolio Manager: finding opportunities to invest client assets with the potential for appreciation and maintain and enforce risk management principles to minimize investment-related losses. The critical distinction between being an analyst and having to take the next step to execute on that analysis in the market was made throughout the presentation as he walked through his process and strategic approach.

Next, we looked at the positive effects on returns if you miss the best and worst trading days and

Please tell us what you do professionally.

Currently, I am a trader, a trading coach, and writer. I have been a CMT member since 1995 and was the first TAN Program Director. I was also a two-term President of AAPTA and on the Board of Directors for IFTA. I hold many FINRA licenses including series 27, 53,24,7,3,63, and of course, 86. Away from the markets, I hold a Master’s degree in Speech and Hearing.

How did you get there?

I began my career at 12, when my father told me that my holiday present was going to be a stock.  After a small hissy fit, I reviewed the choices and opted for General Electric.  At that time, GE was not a bad choice. 

During college, I worked as a surgical technician.  I wanted to become a physician but didn’t have the dedication to spend more years going to school so I went to work

We love to let everyone know when members publish new books or series.

Kaufman Constructs Trading Systems by Perry J. Kaufman was published by Amazon recently.

This is a step-by-step guide to developing a successful trading system for stocks and futures. Perry Kaufman is recognized as one of the leading developers and consultants in the financial industry, with a successful trading record that goes back 40 years. He is the author of Trading Systems and Methods, 6th Edition, said to be the most definitive book in its field.

“Kaufman Constructs Trading Systems” answers key questions about trading systems and development asked by attendees at his conferences.  It includes examples of how to construct and test systems and covers many more topics that are essential to success.

Readers will find a complete discussion of trend systems and mean reversion methods for both daily and intraday trading systems. Mr. Kaufman explains why certain markets trend while

Members on the Move

The TAN Association would like to congratulate the following members on their new positions:

Ryan Detrick, CMT Chief Market Strategist at LPL Financial

Rakesh Gandhi, Technical Research Analyst at Way2Wealth Brokers Pvt. Ltd.

Please take a few minutes to log into the website (www.cmtassociation.org) and update your information if your company, address, or telephone has changed.  To change the name of your company, please email info@tanassociation.org.

If you are having trouble receiving emails in advance of online chapter events, please make sure the “Do Not Email” box is unchecked in your profile.

CMT

If you haven’t already scheduled your CMT exam, we recommend that you do so as soon as possible.

Due to COVID-19, Prometric is practicing social distancing at their test centers and because of local government policies, certain test centers will only allow essential exams to take place; as the situation improves, more appointments will become available for test takers.