The CPT Checklist

Playbook
(with setups)

Risk Management CPT Psychology

Performance
 Complete the checklist on Page 4-5
while on your journey to become a CPT

6- 12 months

2-4 years

0
Breakeven
Months

People
quit here
too soon People
+$
quit here Consistently
Profitable Massive
Months Profits

-$ People
Negative quit here
Months

-$ /+$ CPT
Staggered
Months

0-6 months

1-3 years
 PHASE 1
Item Complete? Questions
Understand Speculation and How We Make Money
Edge: Know Why We Need Edge
Edge: Know The Layman's Definition of Edge
Edge: Know The Technical Definition of Edge
Wins and Losses: Understand Why Losses Are Necessary
Understand the Law of Supply and Demand
Supply and Demand: Difference Between Passive Buyers and Aggressive Buyers
Supply and Demand: Difference Between Passive Sellers and Aggressive Sellers
Supply and Demand: Meaning of Imbalance of Supply and Demand
Supply and Demand: Meaning of Lack of Interest
Technical Analysis: Know The 4 Phases of the Market
Technical Analysis: Understand Volume
Technical Analysis: Market Structure: Can Identify an Uptrend
Technical Analysis: Market Structure: Can Identify an Downtrend
Technical Analysis: Market Structure: Can Identify a Range
Technical Analysis: Market Structure: Can Identify a Choppy Market
Technical Analysis: Market Structure: Can Identify a Break of Structure (Uptrend)
Technical Analysis: Market Structure: Can Identify a Break of Structure (Downtrend)
Technical Analysis: Support and Resistance: Can Identify Support
Technical Analysis: Support and Resistance: Can Identify Resistance
Technical Analysis: Support and Resistance: Can Identify Resistance that Becomes Support
Technical Analysis: Support and Resistance: Can Identify Support that becomes Resistance
Technical Analysis: Candlesticks: Can Identify Opening Price of Candle
Technical Analysis: Candlesticks: Can Identify Closing Price of Candle
Technical Analysis: Candlesticks: Can Identify Highest Price of Candle
Technical Analysis: Candlesticks: Can Identify Lowest Price of Candle
Technical Analysis: Candlesticks: Can Identify a Doji and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Bullish Pinbar and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Bearish Pinbar and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Dragonfly Doji and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Gravestone Doji and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Doji and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Bullish Marubozu and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Bearish Marubozu and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Bullish Engulfing and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Bearish Engulfing and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Tweezer Bottom and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Tweezer Top and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Morning Star and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Evening Star and Its Meaning
Technical Analysis: Candlesticks: Understand Candle Close Entry
Technical Analysis: Candlesticks: Understand 50% Entry
Technical Analysis: Candlesticks: Can Identify a Doji and Its Meaning
Technical Analysis: Candlesticks: Can Identify a Doji and Its Meaning
Technical Analysis: Know the Common 4 Common Types of Supply and Demand Zones
Technical Analysis: S&D: Can Identify Drop-Base-Drop
Technical Analysis: S&D: Can Identify Drop-Base-Rally
Technical Analysis: S&D: Can Identify Rally-Base-Rally
Technical Analysis: S&D: Can Identify Rally-Base-Drop
Technical Analysis: S&D: Know how to Qualify Zones
Setups: Know the 6 ProfitX A-Grade Setups
Setups: Understand How To Scale In To Setups
Risk Management: Understand Risk-to-Reward and How to Measure It
Risk Management: Understand Win Rate and How To Measure It
Risk Management: Understand How To Combine Risk-to-Reward and Win Rate
Risk Management: Understand Risk Based On Grade
Risk Management: Understand Risk Based on Equity
Risk Management: Understand Drawdown Risk
Risk Management: Understand How to Personalize Your Risk Plan
 PHASE 2
Item Complete? Questions
Playbook: Created a Playbook
Playbook: Added atleast 2-4 Setups
Playbook: Validated Edge of Setups in Playbook
Playbook: Graded Setups in Playbook into A+, A, B, C
Performance: Replayed Playbook Setups Atleast 25 Times each
Mastery: Replayed Playbook Setups Atleast 100 Times Each
Trading: Executed One Playbook Setup In Demo
Trading: Executed All Playbook Setups In Demo
Pro Trading Habits: Created a Daily Report Card For Daily Use
Pro Trading Habits: Learned How To Record Trading Screens
Pro Trading Habits: Using Trade Manager or Hotkeys to Execute Trades
Pro Trading Habits: Stopped Trading From Phone
Pro Trading Habits: Only Traded From Playbook
Performance: Have MT4/MT5 Installed
Performance: Understand Account Information in MT4/MT5
Performance: Understanding Pips, Points, Lot Sizes, Margin
Perforamce: Focused on One Good Trade

PHASE 3
Item Complete? Questions
Getting Funded: Designed Challenge Playbook (A setups, Risk, Leverage Etc)
Getting Funded: Passed the FREE FTMO
Getting Funded: Passed the $5K MFF Challenge
Getting Funded: Received the $5K MFF Funded Account Payout
Getting Funded: Purchase a Larger Challenge
 Stages of the CPT

Complex
Execution
Coding, Filters,
EAS

Stage 4
Breadth
More setups

Stage 3
Size
Risking more

Stage 2
Consistency
Routine · Profitable

Stage 1
 Stages of the CPT

Stage Description Status

Every month, you gain consistent profits.

You have completed your DRC regularly.
1. Consistency You have consistently followed your trading
plan and routine.

Once you gained consistency, you realized

you had a competitive edge and gained
confidence in trading it on your own.
2. Size Your A Setup is now sized up, and you decide
to either go for a larger funded account or start
risking 0.25-2% more, whereas your A+ Setups
are doubled in risk.

You become consistent with 2-4 setups and

you start to explore more trading setups so that
3. Breadth you can trade more often.
You may diversify your playbook with scalp trades,
day trades, and swing trades.

You are now using custom Expert Advices (EA)

to help you get into and out of trades.
You use trade copiers. You paid a programmer
to make you a scanner.
In order to automate certain tasks that you do
frequently, you pay a programmer or learn
4. Complex how to code.

Execution For example:

If you want to execute five trades at one time,
you may have an EA where you put in how much
risk you want to take, maybe 1%, and the EA will
automatically divide that 1% position into five
for you.

Your ideas become more innovative and

sophisticated at this stage, allowing you to trade
them more effectively and with more scale.