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 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 previous years. 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 15-60 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.
With regards to the Optuma course would definitely like to state that the course has helped me immensely in preparing for the exams. The Optuma practice exams too were designed in a manner that gave me the virtual feeling of having actually gone through the CMT exams. I would like to congratulate and also thank you for putting in the very best at your end in preparing the students for this tough exam, and also for responding patiently to all our queries and doubts.
The Optuma course has definitely helped me to attempt this exam with more confidence and also be well prepared. Not having subscribed to this course would be like wandering in the dark.
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.
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.
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.
I don’t believe I would have had a chance to pass Level II if I had only used the Wiley book and questions bank. The Optuma videos and all three practice tests are what made all the difference. I can’t imagine not using Optuma again for Level III.
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.
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 CMT2 course.
The following is a copy of the slides used in the 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.