CMT Level I

December 2018 Administration

The CMT Level I Exam focuses on the basic knowledge of the terminology and analytical tools used in technical analysis.

Exams take place: November 27 – December 5, 2018

Registration Dates

Standard Registration: July 23 – October 1, 2018

Late Registration: October 2 – November 9, 2018

Registration Fees

Standard Registration: $375

Late Registration: $575

Additional Fees

Annual Membership: $325

CMT Program: $250

Curriculum: $225+

Breakdown for the
CMT Level I Exam


Learning Objectives

For 2018 the learning objectives for all three levels have been incorporated into the text at the beginning of each chapter. Using the e-book to match the learning objectives to the content creates a valuable study tool for candidates looking to efficiently navigate the curriculum.

For those interested in reviewing the learning objectives before purchasing the 2018 curriculum, you can do so here:

Code of Ethics

An integral part of the CMT Association’s mission is to establish, maintain, and encourage the highest standards of professional competence and ethics among our membership. As such, CMT Association members must abide by the Code and Standards and are encouraged to notify their employer of this responsibility. Violations may result in disciplinary sanctions by the CMT Association. Sanctions can include revocation of membership and the right to use the CMT designation.

Candidates should know that all three levels of the CMT Program include questions pertaining to the Code and Standards. Below you will find a link to the Code and Standards from the CFA Institute which have been licensed by the CMT Association on behalf of its members. All references to “CFA Institute”, “members”, “candidates”, “CFA Program”, etc. in the Code and Standards should be read to apply to CMT Association and its members, candidates, programs, etc.

When preparing for the CMT exams, candidates are encouraged to review the Standards of Practice Handbook. According to the CFA Institute “The Standards of Practice Handbook grounds the concepts covered in the Code and Standards for practical use. You can use this handbook for guidance on how to navigate ethical dilemmas you might face in your daily professional life.” Reviewing the Handbook provides a more comprehensive study process and preparation for professional practice.

Code of Ethics and Standards of Professional Conduct

Standard of Practice Handbook

Curriculum Overview
and Preparation

Candidates can get a more complete description of the exams and a breakdown of topics by listening to the 2018 information video. This video presentation, conducted by Gordon Scott, CMT, the Managing Director of the CMT Program, provides explanations and study suggestions for all candidates.

An Overview of Studying for the CMT exam

There are also a number of video presentations done by authors and experts featured within the CMT curriculum readings. You can find a list of these helpful presentations here.

CMT 2018 Level I

Here’s a sneak peak of the CMT Level I Curriculum index. The index groups authors, topics, and definitions along with the page numbers to give candidates an idea of what the curriculum covers and where it is located.

Sample Questions

The CMT Association has developed the following sample questions aligned with a typical weighting of questions and topics of the live exams. The questions are presented with answers and references to where the topic can be studied in the curriculum. These questions are intended to help solidify preparations for taking the live exams.

Candidates can access an extensive library of sample questions and data by purchasing a study aid package from Wiley.

Candidates can view a sample questions using the link below.

FREE Access to
Charting Software

The objective of the CMT Program is not only to provide candidates with resources needed to learn the theory and discipline of technical analysis, but also the practical implementation of the toolkit. Therefore, we partnered with Optuma Financial Solutions (formally Market Analyst Software) to give registered candidates a platform to experience the functional application of technical analysis. Optuma will provide specially designed software, at no cost for registered candidates, from their date of registration until the exam date and renew their free access with each subsequent exam registration.

Why are we partnering with Optuma?

We examined many products as part of this selection process, and it was clear that Optuma is the best fit for our CMT candidates for three main reasons:

1 Optuma continues to innovate in ways that help the industry and its practitioners. They strive to create the best solutions for technical and quantitative analysts.
2 The CEO, and other senior staff, are CMT charterholders. They understand what we need in our tools and offer knowledgeable support to CMT candidates.
3 The discipline of technical analysis requires each of us to communicate graphical information into investment ideas with clients and peers. Optuma has impeccable graphics and data visualization tools and that is why we are using them in the CMT exams. This is an incredible opportunity for you to put all the theory into practice on a platform that is used by professional analysts around the world and also is the software that we use in preparing the CMT exams.

Interested users can reach Optuma support with questions by clicking here.