TypeOnline Course
DateJan 1, 2018
Students Enrolled182
(8 ratings)
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Thanks for taking the time to investigate our CMT2 Preparation course and congratulations on making the decision to pursue the CMT designation. The designation really is a badge of honour that will set you apart from other Financial Analysts.

Only 56% of Level 2 candidates passed the exam in 2017. This is a hard exam and much harder than CMT1.

To assist candidates with the CMT2 exam, we are providing a full video course on all of the material that you need to know for the exam. Each week is broken up into modules. Module videos 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 at the bottom of this page.

Do I need to read the book?
Yes, this course is a supplement to the book. Remember that the exam is based on the textbook, so you should read it carefully. This course is not a replacement for your own study. You’ll see this in our introduction video below, but we recommend that you read the chapter before watching the corresponding video. That way you will have questions that the video will be able to answer straight away.

I just wanted to let you know that I passed the Level 2 exam and to say thank you for putting together the prep course. There is so much material to cover and I thought you did a good job explaining the concepts and providing examples. I particularly appreciated that you ran it right before the exam, so it was a good refresher on material I had studied way back at the beginning, and it was great how quickly you were able to turn around the materials and post the videos online for those, like myself, who weren’t always able to participate live. You were also both great in terms of access and in responding to our email questions, which was much appreciated. I think that the very interactive format will be a particularly helpful in studying for the Level 3 exam. Thanks for helping us cross the finish line.

Kristen M, CA, USA


How is the course delivered?
We have over 15 hours of videos and 500 pages of slides that we produced for the course. You will have immediate access to all this plus the glossaries and cheat sheets that we have compiled. The best way to see how the course is presented, and all that we offer you, is to have a look at the introduction video. At the bottom of this page, click on “Free Preview” next to the Introduction in the course outline.

Do I have to take notes?
Yes! After teaching hundreds of students at all three levels of these exams, we now believe that it is the difference between success and failure for most people. 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—by hand— 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.

Passed level 2 yday. Some real nasty questions on there but didn’t get rattled bc felt comfortable on the majority. Your class def pushed me across the goal line. Look forward to signing up for level 3. Thanks again for all the help

Joe D, NY, USA

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.


I just took my Level 2 test yesterday and passed it.  It was so hard and I couldn’t believe I did, but I couldn’t have done it without your course.  Thanks so much! I’ll definitely be signing up for Level III.

Brad L, CA, USA

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 and look forward to you joining us as we prepare for these exams.

Mathew Verdouw, CMT, CFTe

Section 1Introduction and Change Log
Lecture 1IntroductionFree Preview


In this first session, we go over a quick introduction to the Optuma CMT2 course.


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

View Notes

Exam Breakup

This is the breakup of all the questions in the exam. It is important that you make sure that you don’t spend too much time on an area that is not examined too much.

Lecture 2Change Log
Lecture 3Chapter List
Section 2Lesson 1 - Charting, Averages and Momentum & Oscillators
Lecture 41. Charting
Lecture 52. Moving Averages (& ADX)
Lecture 63. Time-Based Trend Calculations - Momentum
Section Quiz
Section 3Lesson 2 - Trend Systems & Oscillators
Lecture 74&5. Trend Systems
Lecture 86. Momentum & Oscillators
Section Quiz
Section 4Lesson 3 - Patterns
Lecture 98. Bar Chart Patterns
Lecture 1010-12. Single Candle Lines, Multi-Candle Patterns & Forecasting and Trading Techniques
Lecture 119. Short-Term Patterns
Section Quiz
Section 5Lesson 4 - Volume, Open Interest and Breadth
Lecture 127. Volume and Open Interest
Lecture 137. Breadth
Section Quiz
Section 6Lesson 5 - Cycle Analysis
Lecture 1418. Cycle Analysis
Section Quiz
Section 7Lesson 6 - Options, Volatility and VIX
Lecture 1513. Option Pricing Theory
Lecture 1614. Understanding Implied Volatility
Lecture 1715. About the VIX Index
Section Quiz
Section 8Lesson 7 - Selection of Markets and Issues
Lecture 1816. Selection of Markets and Issues & 19. Relative Strength Strategies for Investing
Section Quiz
Section 9Lesson 8 - Behavioral Considerations
Lecture 1923. Prospect Theory, 24. Perception Bias & 25. Inertial Effects
Section Quiz
Section 10Lesson 9 - Statistics and Intermarket
Lecture 2027. Regression
Lecture 2126. Correlation
Lecture 2217. Intermarket Analysis
Lecture 2328. Regression Analysis
Lecture 24Statistics Refresher
Section Quiz
Section 11Lesson 10 - Market Models
Lecture 2520. A Stock Market Model
Lecture 2621. A Simple Model for Bonds
Section Quiz
Section 12Lesson 11 - System Testing
Lecture 2729. The Scientific Method and Technical Analysis
Lecture 2830. Theories of Non-Random Price Motion
Lecture 2931. Case Study of Rule Data Mining for the S&P 500
Lecture 3032. System Design and Testing
Lecture 3122. Perspectives on Active and Passive Money Management
Section Quiz
Section 13Lesson 12 - Ethics
Section 14Lesson 13 - Exam Prep & Practice Exams
Lecture 33Exam Review
Lecture 34Practice Exam 1
Lecture 35Practice Exam 2
Lecture 36Practice Exam 3
Section 15Bonus Material
Lecture 37Glossary & Indicator List
Lecture 38Forum FAQs