CMT Level 2 Preparation

Thanks for taking the time to investigate our CMT 2 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 CMT 1.

The Optuma CMT Level 2 Prep Course is for anyone who is preparing to take the CMT Level 2 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

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.

Floyd L.India

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.

Ryan R.TX, USA

The Optuma course made studying so much easier and enjoyable. Mathew has a knack for turning complex situations into lessons that are more easily understood, through the use of analogies, charts and other visuals via Optuma’s high-powered software. Reading a book, highlighting text, and reading more notes is boring. The Optuma course not only made me feel as prepared as I could possibly be for the exam – it also provided me with several notes that I took down to use in my own portfolio system tests once the exam was behind me. All in all, I felt the Optuma CMT II prep course was much better than simply going thru the text and I’d highly recommend it as a no-brainer when taking your journey through the CMT course materials, from Level I through Level III.

Adam KOH, USA

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.

Floyd L.
India

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.

Ryan R.
TX, USA

The Optuma course made studying so much easier and enjoyable. Mathew has a knack for turning complex situations into lessons that are more easily understood, through the use of analogies, charts and other visuals via Optuma’s high-powered software. Reading a book, highlighting text, and reading more notes is boring. The Optuma course not only made me feel as prepared as I could possibly be for the exam – it also provided me with several notes that I took down to use in my own portfolio system tests once the exam was behind me. All in all, I felt the Optuma CMT II prep course was much better than simply going thru the text and I’d highly recommend it as a no-brainer when taking your journey through the CMT course materials, from Level I through Level III.

Adam K.
OH, USA

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 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-2-cmt-official-curriculum/

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.

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 private message board in the portal where you can ask questions. When you sign up for the course, you will gain access to the private forum and be able to post and view other students posts. 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.

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