NOTE: This course is currently being updated with the 2021 material. We are expecting these changes to be completed by the end of February 2021. The majority of the course is still up-to-date.
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.
STOP PRESS: If you are registered for the CMT 1 exam with the CMTA, you will have free access to this level 1 prep course. All you need to do is click here to sign up at the CMTA.
Only 61% of Level 1 candidates passed the exam in previous years. 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 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 sessions at the bottom of this page.
Without question, if I have passed the CMT1 exam, it will be because of the assistance from Mathew Verdouw and his team – with their well presented and extensive videos supplemented by their PDF notes for revision.
I believe I have passed and I am therefore grateful to the Optuma team and for their top-tier professional software.
I believe it would be foolish to attempt the CMT exams without the assistance of this team and without the direct, personal assistance given by Mathew through the forum which I used extensively. The forum was invaluable to obtain expert and experienced clarification from Mathew on important points. I may have overdone my enthusiasm and, at times, complaints to Mathew which he invariably received with poise and to which he responded always promptly and thoroughly.
I certainly recommend that all CMT aspirants follow this path.
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.
If you have not yet purchased the book, make sure you get the eBook, it makes searching easy and you are going to need to be able to search. You can get the eBook from Wylie here:
How is the course delivered?
We have over 17 hours of videos and over 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.
The Optuma course was exactly what I needed to prepare for the CMT exam. I work long hours and would struggle to sit for hours on end reading directly from a text book. I found the videos easy to understand and Matthew broke down each section into its most important topics. The bonus material was extremely helpful as it consolidated all the charts and definitions in an concise ‘go to’ revision sheet. I would 100% recommend the program. I will definitely be enrolling for the level II program.
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 who 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.
Do I need to install Optuma to do the course?
No. We offer free access to Optuma for all CMT candidates who sign up for the CMTA exams. 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.
Thanks for all your help. The course got me through. Tough exam…
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.
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
In this first session, we go over a quick introduction to the Optuma CMT1 course.
The following is a copy of the slides used in this video.View Notes
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.