Candidate Tools and Resources


The CMT Program features an industry-leading curriculum aligned with today’s demanding conditions for market professionals. Each level of the program curriculum has been carefully constructed to include topics that reflect a modern understanding of what a successful practitioner needs to know based on a survey of over 1,000 investment professionals worldwide. In addition to traditional technical analysis techniques, the curriculum addresses topics such as risk management, statistical analysis, portfolio management, behavioral finance, and volatility studies. The curriculum also includes a study of ethics at each level. Following a recent partnership agreement, the CMT Association and CFA Institute now follow a single set of Code and Standards.

The new books for the 2017 exams are available at this link: CMT Curriculum

CMT books

Also, be sure to follow this link to review the CFA Institute’s Code of Ethics and Standards of Professional Conduct »

Sample Exams

The CMT Association has developed the following sample exams aligned with a typical weighting of questions and topics of the live exams. The sample exams are presented as individual questions with answers to the questions and references to where the topic can be studied in the curriculum. These exams are intended to help solidify preparations for taking the live exams. Candidates can access an extensive library of sample exam questions and data by purchasing a study aid package from Wiley. Candidates can also download one sample exam free from the following links.

Sample Exam CMT Level I
Sample Exam CMT Level II
Sample Exam CMT Level III

Curriculum Overview and Preparation

Candidates can get a more complete description of the exams and a breakdown of topics by listening to the 2017 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. Click on the graphic below to watch:

Film Strip

An Overview of Studying for the CMT exam

UPDATE with NEW STUDY TOOLS: The BEST Way to Prepare for the CMT Exams

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.

Learning Objectives

For 2017 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 2017 curriculum, you can do so here:


FREE Access to Charting Software

The objective of the CMT Program is to not only 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.