TypeOnline Course
DateJan 1, 2018
Students Enrolled149
(7 ratings)
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Thanks for taking the time to investigate the Optuma CMT3 Preparation Course. I’m sure, like me, you have memories of how hard CMT2 was and having to wait for the result. CMT3 builds on all of that content by introducing some new concepts, looking much deeper at market correlations, and bundling it all together in some difficult questions. Where this gets really hard is that there are a lot of long-form questions requiring you to explain your answers. You need to type fast and answer clearly (we’ll give you lots of exam tips during the course).

How do I start, it is very difficult to put in the words.  Your focused directions for the exam preparations and practical implementations were tremendous. I would say, it is worth subscribing Optuma for any CMT Level Preparations.
A special thanks to Mathew, I seriously do not know, at what speed you do typing. There were few instances, when a single questions – had a detailed reply in the forum and response time is like a bullet train.

Sanjay Kumar Baid, India

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 passed level 3!!!
You were a huge help and cleared up a bunch of questions I had. I wanted to let you know that the Optuma Level 3 prep course was a great review. The fact that you did the video sessions, recorded webinars, forum, and the weekly notes was a huge help. It was one of the most valuable prep courses that I have attended. The support you guys offer just brings it all together.
Thanks again,

Ben W, IL, 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.

The CMT is a self study course and any extra help is most helpful. I have used Optuma for Levels II and III in Oct 2016 and April 2017 and on both occasions it has helped me a lot. There is no substitute for reading the text thoroughly but watching the videos post reading is an excellent way to reinforce the material. for Level III, I have watched the videos several times. The best part, according to me are the referencing of the learning objectives to material in the text followed by the Forum discussions.
All questions, no matter how basic, are answered almost immediately by Mathew. The free use of the Optuma software, which is available to all registered candidates, is a plus and for Optuma tutorial subscribers the workbooks which reference the material under discussion are a super plus!

Ananda Bhaumik, Hong Kong

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 and the 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.

I’m so glad that I enrolled in your Level 3 prep class.  Attending the weekly prep classes kept me on track and provided terrific review material.  The sheer quantity of material (1013 pages) in Level 3 was intimidating but your review course helped me to focus on what was most important and to understand some of the concepts I struggled with. I also really appreciated the ‘class notes’. Being able to read a second set of notes helped me to think about the material from a different perspective.

Marcia R., GA, 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

Mathew–I want to thank you for the quality of your study materials. Taking your courses helped me pass both CMT II and CMT III. I know that I would not have done as well without having taken your courses online together with having the reference materials.

Thank you again for your CMT course and your commitment to excellence!

Allen C, CD, USA


Section 1Introduction and Change Log
Lecture 1IntroductionFree Preview


In this first session, we go over a quick introduction to the Optuma CMT3 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 - CMT 2 review, Systems & Risk Management
Lecture 4CMT 2 Review
Lecture 51. System Design and Testing
Lecture 62. Money and Portfolio Risk Management
Section 3Lesson 2 - Behavioral Techniques, Pattern Recognition, and Time Frames
Lecture 724. Behavioral Techniques
Lecture 828. Pattern Recognition
Lecture 929. Multiple Time Frames
Section 4Lesson 3 - Advanced Techniques & System Testing
Lecture 1027. Advanced Techniques
Lecture 11Neural Networks
Lecture 123. System Evaluation & Testing
Section 5Lesson 4 - Practical Considerations & Risk Control
Lecture 134. Practical Considerations
Lecture 145. Risk Control
Section 6Lesson 5 - Analyzing the Macro-Finance Environment & Portfolio Risk and Performance
Lecture 1517. Analyzing the Macro-Finance Environment
Lecture 1618. Portfolio Risk & Performance Attribution
Section 7Lesson 6 - The VIX and RRG
Lecture 1725. The VIX as a Stock Market Indicator
Lecture 1826. Hedging with VIX Derivatives
Lecture 1915. A Unique Way to Visualize Relative Strength
Section 8Lesson 7 - Regression & International Indices and Commodities & Intermarket Indicators
Lecture 208. Regression
Lecture 219-13. International Indices and Commodities
Lecture 2214. Intermarket Indicators
Section 9Lesson 8 - Statistical Analysis
Section 10Lesson 9 - Biases and Alpha
Lecture 2419. Behavioral Biases
Lecture 2520. Investor Psychology
Lecture 2621-23. Behavioural Investing
Section 11Lesson 10 - Candlesticks and Patterns
Section 12Lesson 11 - Conclusions & Ethics Review
Lecture 2816. Fact, Fiction & Momentum Investing
Lecture 2933. Conclusions
Lecture 30Ethics Review
Lecture 31Making a Call
Section 13Lesson 12 - Exam Prep
Lecture 32Exam Review
Lecture 33Practice Exam 1
Lecture 34Practice Exam 2
Lecture 35Practice Exam 3
Lecture 36Spreadsheet Question Exam
Section 14Bonus Material
Lecture 37Glossary and Indicator List
Lecture 38Forum FAQs