TypeOnline Course
DateDec 13, 2016
Students Enrolled123
(5 ratings)
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Thanks for taking the time to investigate our CMT1 Preparation course and congratulations on making the decision to pursue the CMT designation. The designation really is a badge of honor that will set you apart from other Financial Analysts.

Only 56% of Level 1 candidates passed the exam in 2016. This is a hard exam. The biggest issue we have seen is that candidates assume because they have been using Technical Analysis for years that this will be easy. It’s not! I’d been studying and programming nearly every TA concept for fifteen years before taking CMT1. I was shocked at how many TA areas I just did not know enough about. Technical Analysis is a broad field of study with many sub-fields. The CMT1 exam is going to test that you have a good understanding of many of those sub-fields.

To assist candidates with the CMT1 exam, we are providing a full 13-week course on all of the material that you need to know for the exam. Each week is broken up into modules. Modules range from 15-45 minutes depending on the complexity and length of the topics being covered. You can see an outline of the weekly sessions below.

Do I need to read the book?
It is strongly recommended that you read the book. While we will be teaching all the concepts that you need for the exam, it is always beneficial to read the original text. The exam is based on the textbook, so you should read it carefully. This course is not a replacement for your own study.

I have the 2016 book, do I need the 2017 version?
Yes. There are significant changes to the material.

How is the course delivered?
Each module is presented as a video with cuts to TA software and blackboards as needed. The best analogy is the typical classroom setup where you can watch the video and see us explain the concepts that you need to know. Below is a quick video that gives you a good idea of how the course is presented.

Thanks for all your help.  The course got me through. Tough exam…

Joel, FL, USA

Do I get access to the Slides?
Yes, you will have access to the slides that we present and also to any cheat sheets and glossaries that we create throughout the course.

Do I have to take notes?
It is strongly recommended. If you approach this as if you were at University, think of us presenting the information and you taking notes as we go. There is a lot of education research that shows that students that write their own notes will retain the information and perform better in the exam. Our slides and videos are available to you, but to get maximum benefit from the material, write your own notes.

Do I need to install Optuma to do the course?
No. We offer free access to Optuma for all CMT candidates. We also make available Optuma workbooks (that’s how we store analysis in Optuma) so that you can get some hands-on experience with the different ideas. It’s no secret that we’re a software company and we sell software. We’d love you to install Optuma and see all the benefits it can give you, but it is not required to take the prep course.

What if I have questions or don’t understand something?
We have a special private forum set up at forum.optuma.com where you can ask questions. When you sign up for the course, you’ll be able to login there and get access to the private forum. We’ll be monitoring that daily and will respond with answers to questions there.

What if I can not make all the sessions?
Each session will be recorded and made available to students to review as often as they like until after the exam. The first session will be on Friday January 20 at 10 am New York time and will run every Friday at the same time for thirteen weeks.

I missed the first sessions, are they still available?
Yes, all sessions are recorded. You will need to cram a bit to get through all the material.

We know that the course and support will be a great aid as you prepare for this exam. If you want to sign up and get instant access to the material, just click on “Buy The Course” at the top-right of this page. If you were sent, or already have, an Optuma username and password, please ensure that you use those details when you sign up. It will save you from entering your information twice.

I wish you all the best with your studies.

Mathew Verdouw, CMT, CFTe

Section 1Introduction and Change Log
Lecture 1Introduction
Lecture 2Change Log
Section 2Lesson 1 - Principles of Technical Analysis, Charts and Trends
Lecture 31. Basic Principles of TAFree Preview

1. Basic Principles of Technical Analysis

In this first session, we cover the basic principles of Technical Analysis.




The following is a copy of the slides used in this video.

View Notes



There is no Optuma workbook for this module.

Lecture 43. History & Construction of Charts
Lecture 54. Trends - The Basics
Lecture 6Terminology of Technical Analysis
Section Quiz
Section 3Lesson 2 - Breakouts, Patterns, Market Participants and Dow Theory
Lecture 72. Dow Theory
Lecture 85. Breakouts, Stops & Retracements
Lecture 9Market Participants
Section Quiz
Section 4Lesson 3 - Patterns
Lecture 107. Bar Chart Patterns
Lecture 118. Short-Term Patterns
Section Quiz
Section 5Lesson 4 - Point & Figure and Elliott Wave
Lecture 1210. Point & Figure Charting
Lecture 1311. Introduction to the Wave Principle
Section Quiz
Section 6Lesson 5 - Averages and Seasonality/Cycles
Lecture 146. Moving Averages
Lecture 1523. Seasonality & Calendar Patterns
Section Quiz
Section 7Lesson 6 - Confirmation and Breadth
Lecture 169. Confirmation
Lecture 17Basic Oscillators
Lecture 1821. Consensus & Commitment Indicators
Lecture 1922. Measuring Market Strength
Section Quiz
Section 8Lesson 7 - Options, Volatility and VIX
Lecture 2018. Option Pricing Theory
Lecture 2119. Understanding Implied Volatility
Lecture 2220. About the VIX Index
Section Quiz
Section 9Lesson 8 - Trading Models and Relative Strength
Lecture 2332. Being Right or Making Money
Lecture 2433. The Model Building Process
Lecture 2534. Relative Strength as a Criterion for Investment Selection
Section Quiz
Section 10Lesson 9 - Statistics and Testing
Lecture 2630. Basic Concepts & Calculations
Lecture 2731. Objective Rules & their Evaluation
Section Quiz
Section 11Lesson 10 - Financial Assets
Lecture 28Part 1- 13. Overview, Currencies, 14. Government
Lecture 29Part 2 - 15. Companies, 16. Hard Assets, 17. Indexes
Section Quiz
Section 12Lesson 11 - Efficient Market Hypothesis
Lecture 3024-29. Efficient Market Hypothesis Part 1
Section Quiz
Section 13Lesson 12 - Ethics
Section 14Lesson 13 - Exam Prep & Practice Exams
Lecture 32Exam Review
Lecture 33Practice Exam 1
Lecture 34Practice Exam 2
Lecture 35Practice Exam 3
Section 15Bonus Material