TypeOnline Course
DateDec 14, 2016
Students Enrolled116
(7 ratings)
Price$995$795
Buy Now

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 2016. This is a hard exam and much harder than CMT1.

To assist candidates with the CMT2  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 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

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

How is the course delivered?
Each session 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.

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 who 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.

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.

What if I can not make all the sessions?
Each session is recorded and available to students to review as often as they like until after the exam. 

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.

Mathew Verdouw, CMT, CFTe
CEO
Optuma

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

Joel, FL, USA
Section 1Introduction and Change Log
Lecture 1Introduction
Lecture 2Change Log
Section 2Lesson 1 - Charting, Averages and Momentum & Oscillators
Lecture 31. ChartingFree Preview

1. Charting

In this first session, we quickly review the first chapter of the book “Charting”. The chapter is really a summary of what was learned in CMT1. If you need to have a refresher, we will include videos from our CMT1 course in Part 2 of this lesson.

Notes

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

View Notes

Workbook

There is no Optuma workbook for this module.

 


Refresher Material

As CMT2 builds on the knowledge of CMT1, we are including here several videos that you can reference if you need a refresher on the material.

 

Charts

In this module we focus on the various forms of charts that we need to know about as Technical Analysts. You will need to be able to:

  • Interpret a chart data using various chart types (line, bar, candle, etc).

Notes

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

View Notes

Workbook

There is no Optuma workbook for this module.

 

Trends

In this module, we focus on the Trends, Trend Tools and Support and Resistance. Identifying a change in trend is the primary objective of a Technical Analyst.

You will need to be able to:

  • Classify a given trend as primary, secondary, or minor fluctuations.
  • Compare and explain trend signals over multiple time frames.
  • Draw valid trend lines.
  • Interpret the significance of trend line breaks.

Notes

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

View Notes

Workbook

There is no Optuma workbook for this module.

 

Dow Theory

In this module, we step back to look at the “Father of Technical Analysis” Charles Dow.

You will need to be able to:

  • Explain the six basic tenants of Dow Theory.

Notes

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

View Notes

Workbook

The following workbook can be installed in the Optuma software. This will only work in the 64bit edition released in December 2016. Once downloaded, you can select the file to open it in Optuma.

Download Workbook
Lecture 42. Moving Averages (& ADX)
Lecture 53. Time-Based Trend Calculations - Momentum
Section Quiz
Section 3Lesson 2 - Trend Systems & Oscillators
Lecture 6Trend Systems
Lecture 7Oscillators
Section Quiz
Section 4Lesson 3 - Patterns
Lecture 8Bar Chart Patterns
Lecture 9Short-Term Patterns
Section Quiz
Section 5Lesson 4 - Volume, Open Interest and Breadth
Lecture 10Volume and Open Interest
Lecture 11Breadth
Section Quiz
Section 6Lesson 5 - Cycle Analysis
Lecture 12Cycle Analysis
Section Quiz
Section 7Lesson 6 - Options, Volatility and VIX
Lecture 13Option Pricing Theory
Lecture 14Understanding Implied Volatility
Lecture 15About the VIX Index
Section Quiz
Section 8Lesson 7 - Selection of Markets and Issues
Lecture 16Selection of Markets and Issues & Relative Strength Strategies for Investing
Section Quiz
Section 9Lesson 8 - Behavioral Considerations
Lecture 17Prospect Theory, Perception Bias & Inertial Effects
Section Quiz
Section 10Lesson 9 - Statistics and Intermarket
Lecture 18Regression
Lecture 19Correlation
Lecture 20Intermarket Analysis
Lecture 21Regression Analysis
Section Quiz
Section 11Lesson 10 - Market Models
Lecture 22A Stock Market Model
Lecture 23A Simple Model for Bonds
Section Quiz
Section 12Lesson 11 - System Testing
Lecture 24The Scientific Method and Technical Analysis
Lecture 25Theories of Non-Random Price Motion
Lecture 26Case Study of Rule Data Mining for the S&P 500
Lecture 27System Design and Testing
Lecture 28Perspectives on Active and Passive Money Management
Section Quiz
Section 13Lesson 12 - Ethics
Section 14Lesson 13 - Exam Prep & Practice Exams
Lecture 30Exam Review
Lecture 31Practice Exam 1
Lecture 32Practice Exam 2
Lecture 33Practice Exam 3
Section 15Bonus Material