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Preparatory Course for Chartered Financial Analyst®
(CFA®) ExaminationJune 2016 Examination for Level I, II & III
> Portable reputation – the charter is the gold standard recognized worldwide
> Kaplan Financial and Kaplan Schweser – an unbeatable combination in CFA® training
> Over 50 years expertise – one of the largest global CFA® tutor teams committed to ensuring your success
> Over 4,000 CFA® students trained by Kaplan
> Schweser study materials – including our world renowned SchweserNotes™
> A choice of study packages to suit your busy lifestyle
Kaplan CFA®
Student PrivilegesIncludes Schweser video classes and
materials worth more than
S$1,000Early Bird Course Fees
starting at S$2,890*
* Conditions apply
1
About KAplAn FinAnciAlPart of Kaplan Learning Institute, Kaplan Financial is one of Singapore’s leading providers of professional accounting and finance programmes, having trained over 30,000 students to date. With a focus on training excellence, Kaplan Financial has been accorded a number of honors by our partners, demonstrating our commitment to achieve excellent standards of learning facilities and provide outstanding student support. Widely recognized 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. For over 50 years, the partnership between Kaplan Financial and Kaplan Schweser provides an unbeatable learning combination of study materials and tutor-support to over 4,000 individuals, making Kaplan a global leader in Exam Prep for the CFA® Charterholder Designation. With a choice of flexible study packages on offer to suit individuals’ busy lifestyles, the road to becoming a prestigious charterholder is never a mountain too high to scale.
the KAplAn WAyKaplan is the leading global provider of financial education for hundreds of thousands of students and business professionals around the world. Our comprehensive learning strategy, known as The Kaplan Way, utilizes learning science in the instructional design of our educational tools and courses. The system is the most effective, comprehensive study packages in the industry by employing a three-phase learning strategy:
Acquire new knowledge through demonstration and examples.--------------------------------- Sets the foundation Provide you with the
necessary tools to begin acquiring new knowledge
Provide you with just what you need to begin the practice phase
PR
EPA
RE
Apply new knowledge through simulation and practice.------------------------------------- Practice solving problems utilizing the
information received in the prepare phase
Directly interact with new knowledge and skills, identify gaps in performance and build expertise
Receive guidance and feedback when solving the problems
Learning science has shown that the work (and rework) during the practice phase is essential to cementing developing practices and the earlier information for long-term retention
PR
AC
TIC
E
Evaluate mastery of new knowledge and identify achieved outcomes.----------------------------- Put your newly acquired
knowledge to the test Demonstrate mastery
of the objective by answering questions and solving problems
PE
RFO
RM
Why KAplAn FinAnciAl?
ACCREDITATIONSACCA Approved Learning Partner (ALP) – Student Tuition Platinum Status, Accredited Learning Organisation (ALO) for Foundation and Professional Programmes for Singapore QP by the Singapore Accountancy Commission (SAC), Registered Tuition Provider for CPA Program by CPA Australia, Training Provider for CFA®.
EXPERIENCETo date, more than 30,000 students have been through our doors.
We boast one of the largest accounting and finance lecturer teams, who bring with them an invaluable pool of experience which our students can readily tap on.
EXTENSIvEWell-established with a complete range of professional accounting and financial courses in Singapore, catering to all levels.
REPUTATIONVoted #1 Preferred Private Education Institution for Professional Certifications, Short Courses and Workshops for 4 consecutive years (2010/11 to 2013/14) in the JobsCentral Learning Rankings and Survey.
Voted Top 3 Private School in Singapore (2009, 2010, 2013, 2014 & 2015) by AsiaOne People’s Choice Awards.
ACCESSIbILITyOur centrally-located campuses at Wilkie Edge, PoMo and at the National Library Building facilitate your learning.
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course Descriptions
Education CourseClassroom, OnlineLevel I & II : 14 sessions, 42 hours Level III : 16 sessions, 48 hours
Revision CourseClassroomLevel I, II, III : 8 sessions, 24 hours
Kaplan Schweser Online Mock ExamOnlineTimed 6-hour exam (two 3-hour sessions)
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 organized 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 aim to cover topic areas 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• Crystallize and refresh the understanding of topics• Obtain an overview and debrief• Revisit some tricky and difficult concepts
Non-Education Course Candidates
Our revision course is built up on the knowledge learned during our education course. Non-education course candidates are welcome to join, but to truly benefit from our revision course; you are encouraged to have a thorough understanding of the topics through your own self-study.
Schweser’s Online Mock exam will be available from 21 May to 4 June 2016.
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 demonstrate your mastery of the CFA® curriculum. Afterward, view answer explanations, check your score compared to those of other candidates, and drill 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’s 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 relates them to selecting the correct answer choice
Course Materials
• Teaching Slide Pack
• Schweser Self-Essential Package
• Schweser Video Classes
Course Materials
• Revision Mindmap Book
• Revision Question Bank
Our Preparatory Course for CFA® Examination is made up of 3 distinct phases:
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.
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The earlier you enroll, the lower the fees are. CFA® Institute will not accept enrollments 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.
Level I, II, III
Payment DeadlinesProgram Enrollment
(new candidates only)+ Exam
RegistrationTotal Cost
17 February 2016 us$ 450 us$ 860 us$ 1,310
16 March 2016 us$ 450 us$ 1,280 us$ 1,730
The one-time program enrollment fee and the exam registration fee are payable in US dollars only, and the fee are non-transferable and non-refundable.
The exam registration fee covers the cost of:
• The eBook (contains the complete curriculum you need to study)*• An interactive study planner to guide and track your exam preparation• Topic-based practice tests• Mock exams• A mobile study app with access to everything listed above
*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 Asia Pacific (Hong Kong)Toll-free Information Line: 001-800-8228-8820Tel: (852) 2868 2700 Fax: (852) 2868 9912Email: [email protected]: www.cfainstitute.org
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 enrollMent & exAM registrAtion Fees
4
EDUCATION COURSE Class 1C1 Lecturer: Richa Gupta
SESSION TOPIC DAy DATE TIME
1 Quantitative Methods Fri 12-Feb-16 7pm-10pm
2 Quantitative Methods Wed 17-Feb-16 7pm-10pm
3 Quantitative Methods and FRA Fri 19-Feb-16 7pm-10pm
4 Financial Reporting & Analysis (FRA) Wed 24-Feb-16 7pm-10pm
5 Financial Reporting & Analysis (FRA) Fri 26-Feb-16 7pm-10pm
6 Financial Reporting & Analysis (FRA) Fri 4-Mar-16 7pm-10pm
7 FRA and Portfolio Management Fri 18-Mar-16 7pm-10pm
8 Corporate Finance Wed 30-Mar-16 7pm-10pm
9 Equity Investments and Fixed Income Fri 1-Apr-16 7pm-10pm
10 Fixed Income Wed 6-Apr-16 7pm-10pm
11 Fixed income and Derivatives Fri 8-Apr-16 7pm-10pm
12 Derivatives Wed 13-Apr-16 7pm-10pm
13 Economics Fri 15-Apr-16 7pm-10pm
14 Economics Wed 20-Apr-16 7pm-10pm
All information is accurate at time of print. Kaplan Learning Institute 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 scheDule – cFA® level i
REvISION COURSE Class 1RC1 Lecturer: Richa Gupta
SESSION TOPIC DAy DATE TIME
1 Quantitative Methods Wed 27-Apr-16 7pm-10pm
2 Financial Reporting & Analysis Fri 29-Apr-16 7pm-10pm
3 Financial Reporting & Analysis Wed 4-May-16 7pm-10pm
4 Portfolio Management + Corporate Finance Fri 6-May-16 7pm-10pm
5 Equity Investments Wed 11-May-16 7pm-10pm
6 Fixed Income Fri 13-May-16 7pm-10pm
7 Derivatives Wed 18-May-16 7pm-10pm
8 Economics Fri 20-May-16 7pm-10pm
ONLINE CFA® SChwESER MOCK EXAM
Kaplan Schweser CFA® Online Mock ExamThe CFA® Online Mock Exam will be available from 21 May 2016 to 4 June 2016
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EDUCATION COURSE Class 2C1 Lecturer: Richa Gupta
SESSION TOPIC DAy DATE TIME
1 Corporate Finance Sun 14-Feb-16 10am-1pm
2 Quantitative Methods Sun 14-Feb-16 2pm-5pm
3 Quantitative Methods & Economics Sun 21-Feb-16 10am-1pm
4 Economics Sun 21-Feb-16 2pm-5pm
5 Financial Reporting & Analysis Sun 28-Feb-16 10am-1pm
6 Financial Reporting & Analysis Sun 28-Feb-16 2pm-5pm
7 FRA & Portfolio Management (PM) Fri 11-Mar-16 7pm-10pm
8 PM and Equity Investments Wed 23-Mar-16 7pm-10pm
9 Equity Investments Mon 28-Mar-16 7pm-10pm
10 Equity Investments Sun 3-Apr-16 10am-1pm
11 Alternative Asset Valuation Sun 3-Apr-16 2pm-5pm
12 Fixed Income Tue 5-Apr-16 7pm-10pm
13 Fixed Income and Derivatives Sun 10-Apr-16 10am-1pm
14 Derivatives Sun 10-Apr-16 2pm-5pm
course scheDule – cFA® level ii
REvISION COURSE Class 2RC1 Lecturer: Richa Gupta
SESSION TOPIC DAy DATE TIME
1 Corporate Finance & Quantitative Methods Sun 17-Apr-16 10am-1pm
2 Quantitative Methods Sun 17-Apr-16 2pm-5pm
3 Financial Reporting & Analysis Sun 24-Apr-16 10am-1pm
4 Financial Reporting & Analysis Sun 24-Apr-16 2pm-5pm
5 Equity Investments & Alternative Asset Sun 8-May-16 10am-1pm
6 Fixed Income Sun 8-May-16 2pm-5pm
7 Portfolio Management & Economics Sun 15-May-16 10am-1pm
8 Derivatives Sun 15-May-16 2pm-5pm
All information is accurate at time of print. Kaplan Learning Institute 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.
ONLINE CFA® SChwESER MOCK EXAM
Kaplan Schweser CFA® Online Mock ExamThe CFA® Online Mock Exam will be available from 21 May 2016 to 4 June 2016
6
EDUCATION COURSE Class 3C1 Lecturer: Dr Nilanjan Sen
SESSION TOPIC DAy DATE TIME
1 Behavioural Finance Sat 16-Jan-16 10am-1pm
2 Private Wealth Management Sat 16-Jan-16 2pm-5pm
3 Private Wealth Management Sat 23-Jan-16 10am-1pm
4 Portfolio Management for Institutional Investors Sat 23-Jan-16 2pm-5pm
5Portfolio Management for Institutional Investors, Applications of Economic Analysis to Portfolio Management
Sat 30-Jan-16 10am-1pm
6 Applications of Economic Analysis to Portfolio Management Sat 30-Jan-16 2pm-5pm
7 Asset Allocation Sat 13-Feb-16 10am-1pm
8 Asset Allocation and Related Decisions in Portfolio Management Sat 13-Feb-16 2pm-5pm
9 Fixed Income Portfolio Management Sat 20-Feb-16 10am-1pm
10 Equity Portfolio Management Sat 20-Feb-16 2pm-5pm
11 Alternative Investments for Portfolio Management Sat 27-Feb-16 10am-1pm
12 Risk Management Sat 27-Feb-16 2pm-5pm
13 Risk Management Applications of Derivatives Sat 5-Mar-16 10am-1pm
14 Trading, Monitoring & Rebalancing Sat 5-Mar-16 2pm-5pm
15 Trading, Monitoring & Rebalancing Sat 12-Mar-16 10am-1pm
16 Performance Evaluation Sat 12-Mar-16 2pm-5pm
course scheDule – cFA® level iii
REvISION COURSE Class 3RC1 Lecturer: Dr Nilanjan Sen
SESSION TOPIC DAy DATE TIME
1 Behavioural Finance, Private Wealth Management Sat 7-May-16 10am-1pm
2Private Wealth Management; Portfolio Management for Institutional Investors
Sat 7-May-16 2pm-5pm
3 Applications of Economic Analysis to Portfolio Management Sat 14-May-16 10am-1pm
4Asset Allocation; Asset Allocation and Related Decisions in Portfolio Management; Fixed Income Portfolio Management
Sat 14-May-16 2pm-5pm
5Equity Portfolio Management; Alternative Investments for Portfolio Management
Sun 15-May-16 10am-1pm
6Risk Management; Risk Management Applications of Derivatives; Trading, Monitoring & Rebalancing
Sun 15-May-16 2pm-5pm
7 Trading, Monitoring and Rebalancing; Performance Evaluation Sun 22-May-16 10am-1pm
8 GIPS; Ethical and Professional Standards Sun 22-May-16 2pm-5pm
All information is accurate at time of print. Kaplan Learning Institute 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.
ONLINE CFA® SChwESER MOCK EXAM
Kaplan Schweser CFA® Online Mock ExamThe CFA® Online Mock Exam will be available from 21 May 2016 to 4 June 2016
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course Fees
# Original Fees for Premier Package (Level I - S$3,400/ Level II - S$3,500/ Level III - S$3,600) ^ Interest free installment is only applicable to students signing up for the Premier Package.* Prices are inclusive of 7% GST. * Only valid for 2016 materials.
Course Fees Premier Package# (after Early Bird Discount)
Individual Course
Education Revision Revision + Schweser Online Mock Exam
Level I s$2,890* s$2,975* s$975* s$1,124.80*
Level II s$2,975* s$3,075* s$1,070* s$1,219.80*
Level III s$3,060* s$3,230* s$1,125* s$1,274.80*
PrepareEducation Course
Classroom Sessions
Level I - 14 Sessions
Level II - 14 Sessions
Level III - 16 Sessions
Schweser Online Video Schweser Essential Self-Study Package
Practice
Revision Course (8 Sessions) Perform
Schweser Online Mock Exam
UOb/DbS/POSb
Privileges
Level I/II/III Exam ResitKaplan CFA® students who wish to retake their Level I/II/III exam in June 2016 can enroll for our Premier Package at 40% off; Education Class at 30% off, Revision course at 20% off. Conditions apply.
Kaplan CFA® Study Material DiscountKaplan CFA® students who enroll for course package will enjoy up to 20% discount off selected Kaplan Schweser individual products. Conditions apply.
Approved CFA® CalculatorKaplan Students who enroll for course package can purchase the Texas Instrument Calculator, BA-ll Plus Professional at discounted price at S$85.60*. Conditions apply.
SAFRA or Passion Card MembersCard members enjoy 5% discount off Premier Package. Conditions apply.
Early bird DiscountEnjoy 15% discount on PremierPackage when you sign up before 5 February 2016 for Levels I & II, and 8 January 2016 for Level III. Conditions apply. Only 1 discount scheme is allowed per student.
Discounts (Not Applicable for Resit Candidates)
8
lecturer proFiles
Richa GuptacFA®, pgbA (Finance & information system), b.e. (electronics and communication)
• Chartered Financial Analyst (CFA®)
• Awarded the scholarship for CFA® Level 3 by CFA® Singapore
• Holds distinction in both PGBA in Finance & Information Systems and Bachelor of Engineering in Electronics & Communication.
• 10 years of teaching experience in the area of finance and is the Subject Matter Expert (Finance) for the diploma programs at Kaplan, Singapore
• Coaches the candidates during the preparatory course for the Chartered Financial Analyst (CFA®) program
• Focuses on helping the candidates understand and apply their knowledge in the exams
• In her overseas assignments, she has taught Portfolio Management and Asset Allocation to the MBA students at the Indian Institute of Planning and Management (IIPM) for their Wealth Management Program
• Conduct lectures on Banking, Investment Analysis and Portfolio Management and other finance modules at various universities such as University of Essex (UK) and Murdoch University (Australia)
• Teaches the Financial Management module for the foundation programme that leads to the professional programme of the Singapore Qualification Programme (QP) and the revision course for the Financial Strategy (F3) for the Chartered Institute of Management Accounting (CIMA)
Dr Nilanjan Senph.D., cFA®, Associate Dean (graduate studies) and Associate professor of banking and Finance at nanyang business school, ntu
• Concurrently holds an adjunct Associate Professor position at Lorange Institute, Zurich
• Received his Ph.D. from Virginia Tech and was a faculty member at Arizona State University prior to joining NTU, Singapore
• Published extensively in academic as well as practitioner journals and currently teaches corporate and international finance
• Presented in several international conferences and presently works in the area of corporate governance and international dividend policy
• Provided leadership in several key initiatives in his 8 year at Nanyang Business School
• Worked with several leading U.S. universities to launch various Advanced Management Programs that addresses industry specific needs
• Substantially expanded the open and custom program portfolio that includes specialized program for banks and MNCs in one of the highest growing region
• Conducted training programs for several corporations, banks and government agencies
• Was the chief examiner for Certified Investment and Security Analyst Institute (CISA), Thailand, and has worked with several U.S. based preparatory programs for CFA® examinations
• Currently conducts executive training programs for Cornell-NTU Institute, Nanyang Executive Education as well as CFA® review programs for the Financial Training Company
• In 2004, Professor Sen received the researcher of the year award from School of Global Management and Leadership, Arizona State University and best teacher award from the division of Banking and Finance, Nanyang Business School
• He is also the recipient of the Teacher of the Year award in Financial Engineering program for 2006 and 2008
9
previeW sessions
venue: Kaplan City Campus @ PoMo, Level 8 Time: 7.00pm
Date
Visit our website kaplan.com.sg/kli to register for our preview sessions.
6 January 2016, Wednesday
2 February 2016, Tuesday
Join us at our upcoming Preview Sessions to find out more
Getting to Kaplan City Campus @ PoMo
by bus
Bus Stop No.: 08079 / 07011Bus Services: 1N, 2N, 3N, 4N, 5N, 6N, 64, 65, 131, 139, 147, 166, 857 (Alight in front of School of the Arts or Peace Centre).
by Train
The nearest MRT Station is NS24 - Dhoby Ghaut Station. Take exit A and walk towards Selegie Road.
by Car
Drive down the street of Orchard Road and turn left before Rendezvous Hotel towards Prinsep Street. Thereafter, keep left to Kirk Terrace to the carpark.
10
terMs & conDitions
General: - Procedures on course withdrawal, transfer and refund policy can be
found in Kaplan Learning Institute Student Handbook and website - Enrollment and purchases will only be recognized upon receipt of
payment - All fees quoted includes GST unless otherwise stated - Course fees must be paid in full - All bona-fide students will be issued a Kaplan Student Access Card - Kaplan Learning Institute reserves the right to vary, amend or discontinue
any or all of the discounts as it deems appropriate - Kaplan Learning Institute 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 Courses and Intakes: Student who wish to transfer the course of study or 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 student withdraw and materials are collected, students are required to pay the cost of the materials (S$1,251.90). Only the net amount after deducting material cost will be refundable
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 the 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 Medical Insurance Premium 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. Hospitalization
(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: - Student must inform Program Management in writing and complete a
Course Request Form with reasons for withdrawal/refund accompanied with relevant supporting documents
- All requests for withdrawal/refund are subject to KLI’s approval - The student concern will be informed of the final decision 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 authorization if they wish to authorize 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: Kaplan Learning Institute shall treat all students’ particulars with the strictest confidence for legitimate purpose and will not disclose to external parties.
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.
CFA®
Course Registration Form for January 2016 IntakeAre you an CFA® registered student?
Yes, my CFA® Registration No. is Gender: M F
No, I understand my exam sitting will not be in June 2016
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
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
Medical Insurance Coverage
I am fully aware that I am required to purchase medical insurance coverage
No, I am already covered by personal insurance (please produce proof of insurance policy to counter staff)
I agree to the terms and conditions stipulated on the overleaf
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
All information contained in this brochure is accurate at time of print (November 2015). Kaplan Learning Institute reserves the right to vary this information should the circumstances so require.
KAPLAN LEARNING INSTITUTE (CPE UEN No: 199701260K) is the registered PEI name of Kaplan Learning Institute Pte Ltd.
DESCRIPTION/FEES CLASSES
PREMIER PACKAGES
Level I New Student S$3,400*
Resitting Exam# S$2,040*
Level II New Student S$3,500*
Resitting Exam# S$2,100*
Level III New Student S$3,600*
Resitting Exam# S$2,160*
1C1
2C1
3C1
INDIvIDUAL STUDy OPTIONSEducation Course
Level I New Student S$2,975*
Resitting Exam# S$2,082.50*
Level II New Student S$3,075*
Resitting Exam# S$2,152.50*
Level III New Student S$3,230*
Resitting Exam# S$2,261*
Revision Course
Level I New Student S$975*
Resitting Exam# S$780*
Level II New Student S$1,070*
Resitting Exam# S$856*
Level III New Student S$1,125*
Resitting Exam# S$900*
Revision + Schweser Online Mock CFA® Exam
Level I New Student S$1,124.80*
Resitting Exam# S$929.80*
Level II New Student S$1,219.80*
Resitting Exam# S$1,005.80*
Level III New Student S$1,274.80*
Resitting Exam# S$1,049.80*
1C1
2C1
3C1
1RC1
2RC1
3RC1
1RC1
2RC1
3RC1
Optional Purchase
SchweserNotes™ S$526.44*
Package Classroom
*All prices are inclusive of the prevailing GST.#Kaplan CFA® resitting students.
Ver.2 Updated Oct 2015
Kaplan Learning Institute Pte LtdKaplan City Campus @ PoMo 1 Selegie Road, #06-01 Singapore 188306 (65) 6733 1877 [email protected] kaplan.com.sg/kli
Registered with Council for Private Education UEN: 199701260K Validity: 20/05/2014 – 19/05/2018
FOR OFFICE USE ONLy
Registration Fee: $
Medical Insurance Fee:
Require $ Do not require. Proof of
insurance policy verified.
Course Fee: $
Receipt No:
Date:
Attended by:
________________________________________________
Collected:
Yes No Partial
Items Collected:
________________________________________________
Activation Date:
Discounts:
________________________________________________
D M M Y YD
D M M Y YD