The Macro Specialist Designation Exam from The Center for the Macro Specialist Designation

Coordinated through Strasz Assessment Systems

The Macro Specialist Designation, or M2SD, is a study program designed to help financial professionals understand how macro trends impact equity markets and how to successfully implement macro techniques in their investment analysis.

Macro has a huge influence on financial markets but still occupies very little mindshare in financial market analysis. The Center for the Macro Specialist Designation created the M2SD program to fill the void left by academia and current financial industry certifications. These programs largely exclude macro teachings from their structured financial curricula. Most academic programs in finance and business focus almost exclusively on bottom-up, stock-specific fundamental analysis, while excluding top-down macro analysis.

Non-Disclosure Agreement

You will be required to affirm that you have read and accept the terms of the M2SD Non-Disclosure Agreement on screen prior to beginning your exam. The agreement reads: "I will not disclose or provide to anyone orally, electronically, or in any other format, information about the content of this examination. I understand that all documents and examination questions are, and shall remain, the exclusive property of The Center for the Macro Specialist Designation." If you do not accept these terms, then you will not be allowed to take the exam.

Application & Scheduling Information

Application Information

Prior to scheduling an examination appointment, you must have already registered for the course through the Center for the Macro Specialist Designation.

For more information you may contact or visit


The Center for the Macro Specialist Designation will notify candidates of their eligibility status after they have registered here If approved, they will receive information directly about how to enroll in the course. Shortly after enrollment, a candidate will receive an authorization email from Pearson VUE which will include the candidate ID needed to schedule their exam appointment.

Candidates must schedule sessions at least 72 hours in advance, and if they would like to cancel or reschedule their exam appointment, they must contact Pearson VUE no less than 72 hours in advance.

Computer-Based Testing Tutorial and Practice Exam

You may obtain general information about computer-based testing, answers to FAQ, as well as practice taking a general exam using the computer by clicking here.

Last updated 2023-07-48