● How we present this course.● Course Structure● Resources we provide you● Keeping up to date with changes● Study Tips● Practice Exams● Timetable

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● Ever year only 60% of people who sign up

for the exam pass.

● No one expects to fails.

● Candidates with multiple designations tell

us that this is one of the hardest.

● You have to have a plan and be willing to do

the work.

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● Each Lesson is made up of Modules that focus on

a topic.

● While we touch on all the material, we really

focus on the learning objectives.

● The modules closely follow the chapters in the

book, but in an order that builds.

● There are contradictions with different authors.

We’ll deal with that as we go.

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● All the material required for the exam

divided into 13 lessons.

● Supplementary information included to add

to foundations as needed.

● Some lessons may be longer than others.

● Not all topics in the exam, but included to

add context.

● Lesson 1○ Introduction○ Basic Principles of TA○ History and Construction of Charts○ Trends○ Terminology of TA

● Lesson 2○ Breakouts, Stops & Retracements○ Market Participants○ Dow Theory

● Lesson 3○ Bar Chart Patterns○ Short Term Patterns○ Candlesticks

● Lesson 4○ Point & Figure○ Elliott Wave

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● Lesson 5○ Moving Averages○ Seasonality and Calendar Patterns

● Lesson 6○ Confirmation○ Basic Oscillators○ Consensus and Commitment Indicators○ Measuring Market Strength

● Lesson 7○ Option Pricing Theory○ Implied Volatility○ VIX Index

● Lesson 8○ Being Right or Making Money○ The Model Building Process○ Relative Strength as a Criterion for

Investment Selection

● Lesson 9○ System Testing○ Basic Concepts and Calculations○ Objective Rules and Evaluation

● Lesson 10○ Overview of Financial Markets

● Lesson 11○ Efficient Market Hypothesis○ What is it? Is it fair?

● Lesson 12○ Ethics

● Lesson 13○ Exam Review

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● Lessons with Videos, Notes, Workbook (if

applicable), and quiz.

● Cheat Sheets

● Practice exams

● Remember you have access to the Optuma

Software (If you signed up for the exam)○ Some lessons will have workbooks.○ Contact help.optuma.com for assistance.

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● Watch the Change Log for changes that are

made during the course.

● There may be some adjustments made to

improve clarity.

● We also review sections that candidates tell

us caused them issues in a past exam.

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● Make sure you login and subscribe to the

forum.○ You have to be logged in to see the CMT1

forum.

● You will get an email whenever there is a

new post in the forum.

● We will post there if there is any important

information that you need to know about.

● Forum is for content questions.

● Search the FAQ before asking a question.

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● All material is Copyright and is the

intellectual property of Market Analyst

International Pty Ltd.

● It is a breach of CMTA Ethics to distribute

and/or copy and/or claim this material as

your own.

● The CMTA has assured us that anyone

caught distributing copyright protected

material will be referred to the ethics

committee and will be banned from

obtaining their CMT designation.

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NO FINANCIAL ADVICE - The Information in this course is provided for educational and informational purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. The Information contained in or provided from or through this material is not intended to be and does not constitute financial advice, investment advice, trading advice or any other advice. The Information in this material is general in nature and is not specific to you the viewer or anyone else. YOU SHOULD NOT MAKE ANY DECISION, FINANCIAL, INVESTMENTS, TRADING OR OTHERWISE, BASED ON ANY OF THE INFORMATION PRESENTED ON THIS MATERIAL

WITHOUT UNDERTAKING INDEPENDENT DUE DILIGENCE AND CONSULTATION WITH A PROFESSIONAL BROKER OR COMPETENT FINANCIAL ADVISOR.

You understand that you are using any and all Information available on or through this material AT YOUR OWN RISK.

RISK STATEMENT - The trading of stocks, futures, commodities, index futures or any other securities has potential rewards, and it also has potential risks involved. Trading may not be suitable for all readers of this material. Anyone wishing to invest should seek his or her own independent financial or professional advice.

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● This is based on the feedback of hundreds

of candidates who have successfully used

Optuma courses to help them prepare for

the CMT exams.

● There are too many concepts that you

must know to be able to simply read the

text and hope that you will pass.

● You have to have a disciplined approach

to this exam. The following is our

suggested way to approach your study.

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● If you have the time, the best place to start

is to have a read of the chapter for yourself.

● There will be things that don’t really make

sense, but that is ok. Make sure you keep a

note of the things that you do not

understand.

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● Watch the video lessons that we have on

that chapter.

● In each video I cover nearly all the material

in the chapter and really focus on the

learning objectives.

● Watch a second time and make sure you

write your own notes by hand.

● Stop the video to write the notes.

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● Print out the important slides, glossaries,

cheat sheets, and your own notes.

● Hang them on the wall so that you see them

everyday.

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● If there is a quiz at the end of a chapter, take

it and see how you go.

● These are a rough guide to make sure that

you have grasped the main concepts.

● Don’t be too concerned about these grades.

The practice exams are more important.

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● We’ve taken the CMTA’s original practice

exams, vetted them, and added new

questions.

● We have tried to match what you can expect

when you take the real exam.○ 120 - 132 questions.○ 2 hours to complete.

● Treat these as real exams.○ Give yourself 2 hours○ Mark a question that you are unsure of and

come back to it.○ Don’t use the book (you don’t have time).

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● Make sure you “View Questions” at the end.

● If it is a question that caused other

candidates issues, we also add an

explanation in the answer.

● We also include references for every

question so that you can review for yourself

in the text.

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● When you are finished the exam, take the

time to review the areas that you need to

study more.

● You can review all your past practice exam

results.○ Clicking the “eye” icon allows you to see the

questions and the answers.

● You need to be aiming for above 85%

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● If you are starting early, then focus on

reading the book and review the bonus

material.

● The best time to start the serious,

disciplined study is around 16 weeks before

the exam.

● Then, focus on a lesson every week and

leave yourself 2-3 weeks for the practice

exams.

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● How we present this course.● Course Structure● Resources we provide you● Keeping up to date with changes● Study Tips● Practice Exams● Timetable

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