Preparatory Course for Chartered Financial Analyst ® (CFA ® ) Examination Enrolment Form July 2018 Intake for December Level I Examination CFA Institute Headquarters (U.S.A.) Tel: +434 951 5499 Fax: +434 951 5262 Email: [email protected]Web: www.cfainstitute.org Kaplan Financial (Part of Kaplan Learning Institute) is a member of the CFA Institute Approved Prep Provider Programme. The CFA Institute mark here is a trademark owned by CFA Institute. CFA Singapore Tel: +65 6323 6679 Fax: +65 6323 7657 Email: [email protected]Web: www.cfasociety.org/singapore
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Enrolment FormJuly 2018 Intakefor December Level I Examination
CFA Institute Headquarters (U.S.A.)Tel: +434 951 5499Fax: +434 951 5262Email: [email protected]: www.cfainstitute.org
Kaplan Financial (Part of Kaplan Learning Institute) is a member of the CFA Institute Approved PrepProvider Programme. The CFA Institute mark hereis a trademark owned by CFA Institute.
Part of Kaplan Learning Institute, Kaplan Financial is one of Singapore’s leading providers of professional accounting and finance programmes, having trained thousands of students to date.
With a focus on training excellence, Kaplan Financial has been accorded a number of honours by our partners, demonstrating our commitment to achieve excellent standards of learning facilities and provide outstanding student support. Widely recognised as an institution with dedicated lecturers and a proven track record of exceptional pass rates, Kaplan Financial will equip you with the skills and confidence you need to shine in the challenging accounting and finance industry.
ACCREDITATIONSACCA Approved Learning Partner (ALP) – Student Tuition Platinum Status, Registered Learning Organisation (RLO) for Singapore CA Qualification (formerly known as Singapore QP) by the Singapore Accountancy Commission (SAC), Registered Tuition Provider for CPA Program by CPA Australia, Training provider for CAIA®, Exclusive CFA® training provider for CFA Singapore and Approved Prep Provider by CFA Institute.
EXTENSIVEWell-established with a complete range of professional accounting
and financial courses in Singapore, catering to all levels.
EXPERIENCETo date, thousands of students
have been through our doors.We boast one of the largest
accounting and financelecturer teams, who bring with
them an invaluable pool of experience which our students
can readily tap on.
ACCESSIBILITYOur centrally-located campuses at Wilkie Edge and PoMo facilitate your learning.
REPUTATIONVoted Best Corporate Training Provider for Finance Management, Computer Science & IT and Senior Management & Leadership in the JobsCentral Learning, Training & Education Development Awards 2017.
Voted Top 3 Best Private Institute in Singapore (2013 to 2016) by AsiaOne People’s Choice Awards.
ABOUT KAPLAN FINANCIAL
Founded in 1987, CFA Singapore is the first CFA chapter to be formed outside of North America and one of the most active societies of the CFA Institute, the not-for-profit global association of investment professionals that sets the standard for professional excellence and credentials. CFA Singapore is the 7th largest society globally with more than 3,500 members and organises about 100 events a year.
The mission of CFA Singapore is to lead the investment profession by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. This is implemented by member volunteers through the following 6 committees: Advocacy, Candidate Programmes, Career Development, Networking, Professional Development & University Outreach. In October 2016, CFA Singapore appointed Kaplan Learning Institute to be the exclusive training provider for the CFA Singapore Research Programme Level 1 & 2, live and online preparatory courses for the Chartered Financial Analyst® exams. CFA Singapore Research Programme Level 1 & 2 are accredited under the Institute of Banking and Finance Singapore Standards Training Scheme (IBF-STS).
For more information, please visit www.cfasingapore.org or email [email protected].
ABOUT CFA SINGAPORE
All information is accurate at time of print (May 2018). KLI reserves the right to vary or cancel any of the courses described on the planner or alter the composition of the relevant team as the venue for lectures, should the circumstances so require.
COURSE DESCRIPTIONSOur Preparatory Course for CFA® Examination is made up of 3 distinct phases:
Education CourseClassroom, OnlineLevel I & II : 19 sessions, 66.5 hoursLevel III : 17 sessions, 51 hours
Our education course is designed to take candidates through the topics with clear and thorough explanation, making home study far more productive.
Topics are taught with the use of worked examples throughout the course. It is designed to help you:
• Develop a good understanding of each topic• Focus on the key knowledge needed for the exam• Cover the vast majority of CFA® Institute’s prescribed Learning Outcomes
Statement (LOS)
The sessions are spread evenly over the months leading to the exam via a combination of weekday evenings and weekend classes.
Full coverage of the curriculum organised by LOS and presented online by faculty. Available on Kaplan Schweser website, the sessions used the same slide pack as contained in the classroom materials to dovetail seamlessly with the classroom experience to provide useful additional source of reference.
Apart from a lack of understanding of topics, many candidates find the CFA® exams difficult due to poor exam technique. Our revision course aims to cover topics in overview with additional detailed review of the more challenging concepts.
This is backed up with question practice and debriefs to ensure you are comfortable in applying your knowledge to exam standard questions. Our lecturers will ensure that you feel prepared for the style, format and challenges that await you on the day of the exam.
Our Revision Course is designed to help you:
• Apply knowledge in questions and reinforce exam techniques• Focus on topics you feel weak• Develop your exam strategy• Crystallise and refresh the understanding of topics• Obtain an overview and debrief• Revisit some tricky and difficult concepts
Schweser Online Mock Exam will be available on 9 June 2018.
Online Schweser Mock Exam is as close to the actual CFA® exam in format, difficulty, and length as we can make it. The Mock Exam helps develop your test-taking skills, identify your weak areas, and demonstrates your mastery of the CFA® curriculum. This is followed by a view of answer explanations, checking your score compared to those of other candidates, and drilling deeper into each question with our Mock Exam Tutorial.
The Online Schweser Mock Exam includes:
• CFA® Institute topic weightings• Printable answer key and online answer explanations• Online scoring and performance tracking by topic area with a comparison to other Mock Exam candidates• Answer explanations that include LOS and CFA® curriculum page references for every question
Mock Exam Tutorial
Unlock your Mock Exam and increase your potential for better performance. After taking the Online Schweser Mock Exam, the Mock Exam Tutorial gives you a detailed explanation of how we arrived at the answers. It is designed as a focused, efficient review of each question to help you fill in the gaps in your knowledge. As you review your answers online, simply click “View Tutorial” under the answer explanations to view the multimedia instruction.
The Mock Exam Tutorial features:
• Over 10 hours of instruction on the concepts and techniques necessary to answer each question• Voice-over animated slides and instructor annotations that review the underlying concepts and techniques
for each Mock Exam question and relate them to selecting the correct answer choice
CFA® Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Financial. CFA® Institute, CFA® and the Chartered Financial Analyst® are trademarks owned by CFA® Institute.
Earlier enrolment entitles you to greater savings when you register for your exam with CFA Institute. CFA Institute will not accept enrolments for the exam after the final deadline. Please note that these fees are paid directly to CFA Institute and not to Kaplan, and are not included in our course fees.
The one-time programme enrolment fee and the exam registration fee are payable in US dollars only, and the fees are non-transferable and non-refundable.
The exam registration fee covers the cost of:
• The eBook (contains the complete curriculum you need to study)*• Topic-based practice tests• Mock exams (Online)
*You may purchase a print version of the curriculum (available for a non-refundable fee of US$150, plus any fees associated with shipping) at the same time you register for an exam, or later.
For full details on CFA® Program Fees, please visit: http://www.cfainstitute.org/programs/cfaprogram/register/Pages/fee_schedule.aspx
CFA Institute Contact Details
CFA Institute Headquarters (U.S.A.)Tel: (434) 951 5499 Fax: (434) 951 5262Email: [email protected]: www.cfainstitute.org
CFA® PROGRAM ENROLMENT & EXAM REGISTRATION FEES
COURSE FEES
^ Interest free instalment plans are available for UOB/DBS/POSB cardholders who sign up for Premier Package.* Prices are inclusive of 7% GST.* Only valid for 2018 materials.
Members refer to individuals who signed up membership with CFA Singapore. For more information on becoming a CFA Singapore member, pls go to https://www.cfasociety.org/singapore/Pages/Membership.aspx.
Privileges
Level I Exam ResitKaplan/CFA Singapore students who wish to retake their Level I exam in December 2018 can enrol for our Premier Package and Education Class at 30% off the original fee, Revision and Revision Plus at 20% off original fee. Terms and conditions apply.
Approved CFA® CalculatorKaplan students who enrol for course package can purchase the Texas Instrument Calculator, BA-ll Plus Professional at discounted price at S$85.60*. Terms and conditions apply.
Early Bird DiscountEnjoy early bird discount on Premier Package when you sign up before 30 June 2018 for Level I. Terms and conditions apply. Only 1 discount scheme is allowed per student.
Discounts (Not Applicable for Candidates Resitting for Exams)
• Revision Course Classroom Sessions Level I - 21 hours• Mind Map• Question Bank
Perform
• Live Mock Exam or Schweser Online Mock Exam
UOB/DBS/POSB
ClassCommences16 July 2018
All information is accurate at time of print (May 2018). KLI reserves the right to vary or cancel any of the courses described on the planner or alter the composition of the relevant team as the venue for lectures, should the circumstances so require.
4 Financial Reporting & Analysis + Equity Investments Mon 1 Oct 7pm - 10.30pm Sat 29 Sep 2pm - 5.30pm
5 Equity Investments + Fixed Income Investments Wed 3 Oct 7pm - 10.30pm Sun 30 Sep 9.30am - 1pm
6 Derivatives Instruments + Economics Fri 12 Oct 7pm - 10.30pm Sun 30 Sep 2pm - 5.30pm
General: - Procedures on course withdrawal, transfer and refund policy can be found
in Kaplan Learning Institute (KLI) Student Handbook and website. - Registering with CFA Institute is the responsibility of the individual student. - Enrolment and purchases will only be recognised upon receipt of payment. - All course fees quoted are inclusive of GST unless otherwise stated and
must be paid in full. - All bona-fide students will receive a Kaplan Student Access Card. - KLI reserves the right to vary, amend or discontinue any or all of the
discounts as it deems appropriate. - KLI reserves the right to vary or cancel any of the courses described or
alter the composition of the relevant lecturing team, as well as the venue for lectures should the circumstances so require.
Transfer Policy: - Transfer of Classes: After enrolment, any transfer of class will be subjected
to seats availability. Transfer to class conducted by the same lecturer is subjected to $20 admin fee; transfer to a class conducted by a different lecturer will be subjected to a $100 admin fee.
- Transfer of Courses and Intakes: Students who wish to transfer the course of study to a new intake must withdraw from the current course and the refund policy applies.
Refund Policy: No refund /exchange of materials purchased with courses is allowed. Should a student withdraw and materials are collected, he/she is required to pay the cost of the materials (S$720.00). Only the nett amount after deducting material cost will be refundable. The student concerned will be informed of the final decision in writing within 4 weeks.
Refunds for Withdrawal Without Cause: Where students withdraw from the Course, KLI shall review after receiving the student’s written notice of withdrawal and refund to the Student within 7 working days, the following sums:
% of (the amount of fees paid under Schedules B and C). Please refer to
Student Contract.
If Student’s written notice of withdrawal is received,
80% More than [60] days before the course commencement date
60% Before, but not more than [60] days before the course commencement date
50% Before, but not more than [29] days before the course commencement date
0% On or after the course commencement date
Refund During Cooling-Off Period: KLI will provide the student with a cooling-off period of seven (7) working days after the date that the contract has been signed by both parties. The student will be refunded the highest percentage of the fees already paid if the student submits a written notice of withdrawal to KLI within the cooling-off period, regardless of whether the student has started the course or not. In the event that a student wishes to withdraw from the programme, the application fee and the administrative fee are not refundable. Students are liable to pay (where applicable) fees that are imposed by the government authorities or other external partners. For more information on Fee Protection Scheme and refund policy, please refer to www.cpe.gov.sg.
Non-Tuition Fees: Fee Protection Scheme Insurance is non-refundable after commencement of classes. Student membership fees payable to CFA Institute are non-refundable.
Withdrawal Without Cause: KLI will review all written notice of withdrawal supported by relevant documents on a case by case basis within 4 weeks. KLI will consider the following as grounds for request to withdraw:
(i) Overseas assignments of more than 1 month with official letter from company.
(ii) Medical reasons certified by a Singapore registered doctor eg. Hospitalisation.
(iii) Pregnancy certified by a Singapore registered doctor. (iv) Reservist service of more than 1 month with official document. (v) Exemption granted by relevant institution. Withdrawal/Refund Procedure: - Students must inform Programme Management in writing and complete a
Course Withdrawal Form with reasons for withdrawal/refund accompanied with relevant supporting documents.
- All requests for withdrawal/refund are subject to KLI’s approval. - The student concerned will be informed of the final decision of the
withdrawal application in writing within 4 weeks. - Upon approval, student will be withdrawn from their course. - Refund where applicable will be available within 7 working days from date
of approval. - Student will be required to collect the cheque personally from our Reception
Counter. They will need to provide a letter of authorisation if they wish to authorise a third party to collect on their behalf.
- Student will need to sign on the Student Acknowledgement Checklist upon collection of the cheque/credit note.
Confidentiality Clause: The information you have provided will be treated with the strictest confidentiality and in accordance to the Kaplan Privacy Policy. http://www.kaplan.com.sg/about/privacy-policy/. By signing this form, you give consent to our use of your information.
CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by KLI. CFA Institute, CFA® and the Chartered Financial Analyst® are trademarks owned by CFA Institute.
IBF Standards Training Scheme (“IBF-STS”) – Funding Eligibility: In order to be eligible for the IBF-STS Funding, students must:
- Be a Singaporean/PR - Pass the assessment - Meet the minimum attendance requirements
For more information, visit https://www.ibf.org.sg/programmes/Pages/IBF-STS.aspx
TERMS & CONDITIONS
All information contained in this brochure is accurate at time of print (May 2018). KLI reserves the right to vary this information should the circumstances so require.
Kaplan Learning Institute Pte LtdKaplan City Campus @ PoMo 1 Selegie Road, #06-01 Singapore 188306
Have you studied at Kaplan Learning Institute before? Yes No
Highest Qualification (please attach a photocopy of your highest qualification): _____________________________
Name of Institution: ______________________________________________________________________________
Name (Mr/Mrs/Miss)as in Passport:
Date of Birth:
Address:
Unit: # Postal Code:
Company Name:
Designation:
NRIC No./FIN No.:
Nationality: Singaporean PR WP EP S Others: ___________________________________________
For PR/WP/EP/S holder, please state your nationality: __________________________________________________
Tel (O):+65 (H):+65
Mobile:+65
Email:
Mode of Payment Cash
Nets
Visa/Mastercard/Amex
Cheque No.:
Payable to “Kaplan Learning Institute Pte Ltd”
Fee Protection Scheme (FPS)
I am fully aware that I am required to opt in for FPS
I would like to receive information and/or marketing offers from Kaplan: Email SMS Phone
Signature: __________________________________________________ Date: D D M M Y Y
D D M M Y Y
For Members of CFA Singapore
All information contained in this brochure is accurate at time of print (May 2018). KLI reserves the right to vary this information should the circumstances so require.
Kaplan Learning Institute Pte LtdKaplan City Campus @ PoMo 1 Selegie Road, #06-01 Singapore 188306
*All prices are inclusive of the prevailing GST.#Kaplan CFA® resitting students.
Registered with Committee for Private Education (CPE), part of SkillsFuture Singapore (SSG).UEN: 199701260K Validity: 20/05/2018-19/05/2022
FOR OFFICE USE ONLY
Course Fee: $
Receipt No:
Date: D M M Y YD
Attended by:
________________________________________________
Collected:
Yes No Partial
Items Collected:
________________________________________________
Activation Date: D M M Y YD
Discounts:
________________________________________________
All information contained in this brochure is accurate at time of print (May 2018). KLI reserves the right to vary this information should the circumstances so require.
Kaplan Learning Institute Pte LtdKaplan City Campus @ PoMo 1 Selegie Road, #06-01 Singapore 188306
Registered with Committee for Private Education (CPE), part of SkillsFuture Singapore (SSG).UEN: 199701260K Validity: 20/05/2018-19/05/2022
General: - Procedures on course withdrawal, transfer and refund policy can be found
in Kaplan Learning Institute (KLI) Student Handbook and website. - Registering with CFA Institute is the responsibility of the individual student. - Enrolment and purchases will only be recognised upon receipt of payment. - All course fees quoted are inclusive of GST unless otherwise stated and
must be paid in full. - All bona-fide students will receive a Kaplan Student Access Card. - KLI reserves the right to vary, amend or discontinue any or all of the
discounts as it deems appropriate. - KLI reserves the right to vary or cancel any of the courses described or
alter the composition of the relevant lecturing team, as well as the venue for lectures should the circumstances so require.
Transfer Policy: - Transfer of Classes: After enrolment, any transfer of class will be subjected
to seats availability. Transfer to class conducted by the same lecturer is subjected to $20 admin fee; transfer to a class conducted by a different lecturer will be subjected to a $100 admin fee.
- Transfer of Courses and Intakes: Students who wish to transfer the course of study to a new intake must withdraw from the current course and the refund policy applies.
Refund Policy: No refund /exchange of materials purchased with courses is allowed. Should a student withdraw and materials are collected, he/she is required to pay the cost of the materials (S$720.00). Only the nett amount after deducting material cost will be refundable. The student concerned will be informed of the final decision in writing within 4 weeks.
Refunds for Withdrawal Without Cause: Where students withdraw from the Course, KLI shall review after receiving the student’s written notice of withdrawal and refund to the Student within 7 working days, the following sums:
% of (the amount of fees paid under Schedules B and C). Please refer to
Student Contract.
If Student’s written notice of withdrawal is received,
80% More than [60] days before the course commencement date
60% Before, but not more than [60] days before the course commencement date
50% Before, but not more than [29] days before the course commencement date
0% On or after the course commencement date
Refund During Cooling-Off Period: KLI will provide the student with a cooling-off period of seven (7) working days after the date that the contract has been signed by both parties. The student will be refunded the highest percentage of the fees already paid if the student submits a written notice of withdrawal to KLI within the cooling-off period, regardless of whether the student has started the course or not. In the event that a student wishes to withdraw from the programme, the application fee and the administrative fee are not refundable. Students are liable to pay (where applicable) fees that are imposed by the government authorities or other external partners. For more information on Fee Protection Scheme and refund policy, please refer to www.cpe.gov.sg.
Non-Tuition Fees: Fee Protection Scheme Insurance is non-refundable after commencement of classes. Student membership fees payable to CFA Institute are non-refundable.
Withdrawal Without Cause: KLI will review all written notice of withdrawal supported by relevant documents on a case by case basis within 4 weeks. KLI will consider the following as grounds for request to withdraw:
(i) Overseas assignments of more than 1 month with official letter from company.
(ii) Medical reasons certified by a Singapore registered doctor eg. Hospitalisation.
(iii) Pregnancy certified by a Singapore registered doctor. (iv) Reservist service of more than 1 month with official document. (v) Exemption granted by relevant institution. Withdrawal/Refund Procedure: - Students must inform Programme Management in writing and complete a
Course Withdrawal Form with reasons for withdrawal/refund accompanied with relevant supporting documents.
- All requests for withdrawal/refund are subject to KLI’s approval. - The student concerned will be informed of the final decision of the
withdrawal application in writing within 4 weeks. - Upon approval, student will be withdrawn from their course. - Refund where applicable will be available within 7 working days from date
of approval. - Student will be required to collect the cheque personally from our Reception
Counter. They will need to provide a letter of authorisation if they wish to authorise a third party to collect on their behalf.
- Student will need to sign on the Student Acknowledgement Checklist upon collection of the cheque/credit note.
Confidentiality Clause: The information you have provided will be treated with the strictest confidentiality and in accordance to the Kaplan Privacy Policy. http://www.kaplan.com.sg/about/privacy-policy/. By signing this form, you give consent to our use of your information.
CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by KLI. CFA Institute, CFA® and the Chartered Financial Analyst® are trademarks owned by CFA Institute.
IBF Standards Training Scheme (“IBF-STS”) – Funding Eligibility: In order to be eligible for the IBF-STS Funding, students must:
- Be a Singaporean/PR - Pass the assessment - Meet the minimum attendance requirements
For more information, visit https://www.ibf.org.sg/programmes/Pages/IBF-STS.aspx
Registration Form for July 2018 Intake
Are you an CFA® exam registrant?
Yes, my CFA® candidate no. is Gender: M F
No, I understand my exam sitting will not be in December 2018
No, I am enroling into this programme for purpose of self-development
Have you studied at Kaplan Learning Institute before? Yes No
Highest Qualification (please attach a photocopy of your highest qualification): _____________________________
Name of Institution: ______________________________________________________________________________
Name (Mr/Mrs/Miss)as in Passport:
Date of Birth:
Address:
Unit: # Postal Code:
Company Name:
Designation:
NRIC No./FIN No.:
Nationality: Singaporean PR WP EP S Others: ___________________________________________
For PR/WP/EP/S holder, please state your nationality: __________________________________________________
Tel (O):+65 Tel (H):+65
Mobile:+65
Email:
Mode of Payment
Cash Nets
Visa/Mastercard/Amex
Cheque No.:
Payable to “Kaplan Learning Institute Pte Ltd”
Fee Protection Scheme (FPS)
I am fully aware that I am required to opt in for FPS
I would like to receive information and/or marketing offers from Kaplan: Email SMS Phone
Signature: __________________________________________________ Date: D D M M Y Y
D D M M Y Y
For Non-members of CFA Singapore
FOR OFFICE USE ONLY
Course Fee: $
Receipt No:
Date: D M M Y YD
Attended by:
________________________________________________
Collected:
Yes No Partial
Items Collected:
________________________________________________
Activation Date: D M M Y YD
Discounts:
________________________________________________
All information contained in this brochure is accurate at time of print (May 2018). KLI reserves the right to vary this information should the circumstances so require.
Kaplan Learning Institute Pte LtdKaplan City Campus @ PoMo 1 Selegie Road, #06-01 Singapore 188306