CMT Level 1 Preparation

The Optuma CMT Level 1 Prep Course is for anyone who is preparing to take the CMT Level 1 exam. While everything you need to know for the exam is in the Text Book, there is a lot of very dry reading that you need to get through. This course unpacks what is in each chapter and provides you with the information that you need to know for the exam.

Course Expiry Date : 31 Dec 2021

The Optuma CMT Level 1 Prep Course is for anyone who is preparing to take the CMT Level 1 exam. While everything you need to know for the exam is in the Text Book, there is a lot of very dry reading that you need to get through. This course unpacks what is in each chapter and provides you with the information that you need to know for the exam.

The course is self-guided, meaning that you are free to consume the content as quickly or as slowly as you like. The lessons follow the chapters in the book and for each, we provide:

  • Chapter Notes
  • Video Explanation
  • Optuma Workbook – so you can see the techniques in action while you are studying.

As well as that we provide lists of all the Technical Analysis terms you need to know and cheat sheets you can print out to help you learn the material which you need for the exam.

Sometimes you just need to be able to ask questions. Mathew Verdouw, CMT, CFTe (your instructor in this course) makes himself available in our private forums for candidates who enrol in this course.

What our students say

Hi Team,
I had been practising Technical Analysis from a long and I was bit skeptical when I saw the email offering me a course to help me prepare for CMT exams.
I am really glad I did take it up. I am still awaiting my results. But the course helped me in becoming more organised regarding my methods and helped me to clear many doubts.
Thanks a lot Mathew!

Raj Sheth
Mumbai, India

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 textbook. I found the videos easy to understand and Mathew broke down each section into its most important topics. The bonus material was extremely helpful as it consolidated all the charts and definitions in a concise ‘go to’ revision sheet. I would 100% recommend the program. I will definitely be enrolling for the level II program.

Conor M.
CA, USA

The videos were a very useful addition to the textbook. Explanations were clear and simpler presented. They were also the right duration, neither too long nor too short.

Philippe Carpentier
London, UK

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.

If you have not yet purchased the book, make sure you get the digital version, it makes searching easy and you are going to need to be able to search. You can get the digital version from Wylie here.

https://www.efficientlearning.com/cmt/products/level-1-cmt-official-curriculum/

Do I have to take notes?

Yes! After teaching thousands 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 the 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.


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.

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Course Includes

  • 45 Lessons
  • 4 Quizzes
  • Course Certificate