Enrolment Form - CFA Institute Commission (SAC), Registered Tuition Provider for CPA Program by CPA Australia, Training provider for CAIA ®, Exclusive …

Preparatory Course forChartered Financial Analyst®

(CFA®) Examination

Enrolment FormJanuary 2018 Intakefor June Level I, II and III 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.

CFA SingaporeTel: +65 6323 6679Fax: +65 6323 7657Email: [email protected] Web: www.cfasociety.org/singapore

WHY KAPLAN FINANCIAL?

Part of Kaplan Learning Institute, Kaplan Financial is one of Singapore’s leading providers of professional accounting and finance program, 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, Leadership in JobsCentral Learning Training and Education Development (T.E.D.) 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 (Nov 2017). 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.

Course Materials

• Teaching Slide Pack

• Schweser Self-Essential Package

• Schweser Video Classes

Revision CourseClassroomLevel I: 6 sessions, 21 hoursLevel II: 6 sessions, 21 hoursLevel III: 6 sessions, 18 hours

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

Course Materials

• Revision Mindmap Book

• Revision Question Bank

Kaplan Schweser Online Mock ExamOnlineTimed 6-hour exam (two 3-hour sessions)

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.

Level I, II and III

Payment DeadlinesProgramme Enrolment(new candidates only)

ExamRegistration

Total Cost

14 February 2018 US$ 450 US$ 950 US$ 1,400

14 March 2018 US$ 450 US$ 1,380 US$ 1,830

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, II or III Exam ResitKaplan/CFA Singapore students who wish to retake their Level I, II or III exam in June 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 22 December 2017 for Level I, II or III. Terms and conditions apply. Only 1 discount scheme is allowed per student.

Discounts (Not Applicable for Candidates Resitting for Exams)

Course Fees

Individual CoursePremier Package

(after EarlyBird Discount)

Education Revision Plus Mock Exam

Members &Non-Members

MembersNon-

MembersMembers

Non-Members

Members &Non-Members

Level IS$2,950

(S$3,350 beforeEarly Bird Discount)

S$2,700 S$3,000 S$690 S$817 S$100

Level IIS$3,100


S$2,790 S$3,100 S$690 S$960 S$100

Level IIIS$3,100


S$2,907 S$3,230 S$690 S$991 S$100

Prepare

• Education Course Classroom Sessions Level I - 66.5 hours Level II - 66.5 hours Level III - 51 hours• Schweser Essential Self-Study Package• Schweser Online Videos• Weekly Live Online Class• Ask-Your-Instructor• Lecture Notes

Practice

• Revision Course Classroom Sessions Level I - 21 hours Level II - 21 hours Level III - 18 hours• Mind Map• Question Bank

Perform

• Live Mock Exam or Schweser Online Mock Exam

UOB/DBS/POSB

ClassCommences15 Jan 2018

IBF Course Top-up Fees Before 15 Jan 2018 L1 $1,150* L2 $1,785* L3 $2,070*

EDUCATION COURSELecturer: Richa Gupta

Class 1A Class 1B

SESSION TOPIC DAY DATE TIME DAY DATE TIME

1 Quantitative Methods Mon 15 Jan 7pm - 10.30pm Sun 21 Jan 9.30am - 1pm

2 Quantitative Methods Wed 17 Jan 7pm - 10.30pm Sun 21 Jan 2pm - 5.30pm

3 Quantitative Methods Tue 23 Jan 7pm - 10.30pm Sun 28 Jan 9.30am - 1pm

4 Quantitative Methods + Financial Reporting & Analysis Fri 26 Jan 7pm - 10.30pm Sun 28 Jan 2pm - 5.30pm

5 Financial Reporting & Analysis Tue 30 Jan 7pm - 10.30pm Sun 4 Feb 9.30am - 1pm

6 Financial Reporting & Analysis Fri 2 Feb 7pm - 10.30pm Sun 4 Feb 2pm - 5.30pm

7 Financial Reporting & Analysis Tue 6 Feb 7pm - 10.30pm Sun 11 Feb 9.30am - 1pm

8 Financial Reporting & Analysis + Portfolio Management Fri 9 Feb 7pm - 10.30pm Sun 11 Feb 2pm - 5.30pm

9 Portfolio Management Mon 12 Feb 7pm - 10.30pm Sun 25 Feb 9.30am - 1pm

10 Corporate Finance Tue 13 Feb 7pm - 10.30pm Sun 25 Feb 2pm - 5.30pm

11 Corporate Finance Tue 20 Feb 7pm - 10.30pm Sun 4 Mar 9.30am - 1pm

12 Equity Investments Fri 23 Feb 7pm - 10.30pm Sun 4 Mar 2pm - 5.30pm

13 Equity Investments + Fixed Income Investments Tue 27 Feb 7pm - 10.30pm Sun 11 Mar 9.30am - 1pm

14 Fixed Income Investments Fri 2 Mar 7pm - 10.30pm Sun 11 Mar 2pm - 5.30pm

15 Fixed Income Investments Wed 7 Mar 7pm - 10.30pm Sun 18 Mar 9.30am - 1pm

16 Fixed Income Investments + Derivatives Instruments Fri 9 Mar 7pm - 10.30pm Sun 18 Mar 2pm - 5.30pm

17 Derivatives Instruments Wed 14 Mar 7pm - 10.30pm Sat 24 Mar 2pm - 5.30pm

18 Economics Fri 16 Mar 7pm - 10.30pm Sun 25 Mar 9.30am - 1pm

19 Economics Wed 21 Mar 7pm - 10.30pm Sun 25 Mar 2pm - 5.30pm


COURSE SCHEDULE – CFA® LEVEL I

REVISION COURSELecturer: Richa Gupta

Class 1AR Class 1BR


1 Quantitative Methods Wed 28 Mar 7pm - 10.30pm Sun 1 Apr 9.30am - 1pm

2 Portfolio Management + Corporate Finance Thu 29 Mar 7pm - 10.30pm Sun 1 Apr 2pm - 5.30pm

3 Financial Reporting & Analysis Wed 4 Apr 7pm - 10.30pm Sun 8 Apr 9.30am - 1pm

4 Financial Reporting & Analysis + Equity Investments Fri 6 Apr 7pm - 10.30pm Sun 8 Apr 2pm - 5.30pm

5 Equity Investments + Fixed Income Investments Fri 13 Apr 7pm - 10.30pm Sun 15 Apr 9.30am - 1pm

6 Derivatives Instruments + Economics Fri 20 Apr 7pm - 10.30pm Sun 15 Apr 2pm - 5.30pm

CFA® MOCK EXAMS

1Kaplan Schweser Online Mock Exam & Multimedia Tutorial

9 June 2018

2 Live CFA® Mock Exam It will be held on 26 May 2018 (9:30am to 4:30pm)

EDUCATION COURSELecturer: Elizabeth Ng & Ong Woon Pheng

Class 2A Class 2B


1 Economics Tue 16 Jan 7pm - 10.30pm Sat 10 Feb 9.30am - 1pm

2 Portfolio Management Thu 18 Jan 7pm - 10.30pm Sat 10 Feb 2pm - 5.30pm

3 Portfolio Management Tue 23 Jan 7pm - 10.30pm Sun 18 Feb 9.30am - 1pm

4 Equity Investments Thu 25 Jan 7pm - 10.30pm Sun 18 Feb 2pm - 5.30pm

5 Equity Investments Tue 30 Jan 7pm - 10.30pm Sun 25 Feb 9.30am - 1pm

6 Equity Investments Thu 1 Feb 7pm - 10.30pm Sun 25 Feb 2pm - 5.30pm

7 Fixed Income Investments Tue 6 Feb 7pm - 10.30pm Sun 4 Mar 9.30am - 1pm

8 Fixed Income Investments Thu 8 Feb 7pm - 10.30pm Sun 4 Mar 2pm - 5.30pm

9 Alternative Asset Valuation Tue 13 Feb 7pm - 10.30pm Sat 10 Mar 9.30am - 1pm

10 Alternative Asset Valuation Thu 15 Feb 7pm - 10.30pm Sun 11 Mar 2pm - 5.30pm

11 Derivative Investments Tue 20 Feb 7pm - 10.30pm Sun 11 Mar 9.30am - 1pm

12 Derivative Investments Thu 22 Feb 7pm - 10.30pm Sat 17 Mar 9.30am - 1pm

13 Corporate Finance Tue 27 Feb 7pm - 10.30pm Sat 17 Mar 2pm - 5.30pm

14 Corporate Finance Thu 1 Mar 7pm - 10.30pm Sat 24 Mar 9.30am - 1pm

15 Financial Reporting & Analysis Tue 6 Mar 7pm - 10.30pm Sat 24 Mar 2pm - 5.30pm

16 Financial Reporting & Analysis Thu 8 Mar 7pm - 10.30pm Sat 31 Mar 9.30am - 1pm

17 Financial Reporting & Analysis Tue 13 Mar 7pm - 10.30pm Sat 31 Mar 2pm - 5.30pm

18 Quantitative Methods Thu 15 Mar 7pm - 10.30pm Sat 7 Apr 9.30am - 1pm

19 Quantitative Methods + Ethics Tue 20 Mar 7pm - 10.30pm Sat 7 Apr 2pm - 5.30pm


COURSE SCHEDULE – CFA® LEVEL II

REVISION COURSELecturer: Elizabeth Ng & Ong Woon Pheng

Class 2AR Class 2BR


1 Economics & Portfolio Management Tue 10 Apr 7pm - 10.30pm Sat 14 Apr 9.30am - 1pm

2 Equity Investments Thu 12 Apr 7pm - 10.30pm Sun 22 Apr 2pm - 5.30pm

3 Fixed Income Investments & Alternative Asset Valuation Tue 17 Apr 7pm - 10.30pm Sat 21 Apr 9.30am - 1pm

4 Financial Reporting & Analysis Thu 19 Apr 7pm - 10.30pm Sat 21 Apr 2pm - 5.30pm

5 Derivative Investments & Ethics Tue 24 Apr 7pm - 10.30pm Sat 28 Apr 9.30am - 1pm

6 Corporate Finance & Quantitative Methods Thu 26 Apr 7pm - 10.30pm Sat 28 Apr 2pm - 5.30pm

CFA® MOCK EXAMS


9 June 2018



COURSE SCHEDULE – CFA® LEVEL III

EDUCATION COURSELecturer: Nilanjan Sen

Class 3A

SESSION TOPIC DAY DATE TIME

1 Ethics Sat 3 Feb 10am - 1pm

2 Behavioral Finance Sat 3 Feb 2pm - 5pm

3 Private Wealth Management Sat 10 Feb 10am - 1pm

4 Private Wealth Management Sat 10 Feb 2pm - 5pm

5 Institutional Portfolio Management Tue 13 Feb 7pm - 10pm

6 Institutional Portfolio Management & Capital Market Expectations and Economics Thu 15 Feb 7pm - 10pm

7 Capital Market Expectations and Economics Sat 24 Feb 10am - 1pm

8 Asset Allocation Sat 24 Feb 2pm - 5pm

9 Asset Allocation; Execution of Portfolio Decisions Sat 3 Mar 10am - 1pm

10 Fixed Income Sat 3 Mar 2pm - 5pm

11 Equity Portfolio Management Tue 6 Mar 7pm - 10pm

12 Alternative Investments Thu 8 Mar 7pm - 10pm

13 Risk Management Sat 7 Apr 10am - 1pm

14 Risk Management Sat 7 Apr 2pm - 5pm

15 Performance Evaluations & Attribution Tue 10 Apr 7pm - 10pm

16 Performance Evaluations & Attribution Thu 12 Apr 7pm - 10pm

17 Global Investment Performance Standards Tue 17 Apr 7pm - 10pm

REVISION COURSELecturer: Nilanjan Sen

Class 3AR

SESSION TOPIC DAY DATE TIME

1 Behavioural Finance; Private Wealth Management Sat 5 May 10am - 1pm

2 Private Wealth Management; Institutional Portfolio Management Sat 5 May 2pm - 5pm

3 Capital Market Expectations and Economics Sat 12 May 10am - 1pm

4 Asset Allocation; Execution of Portfolio Decisions, Fixed Income Sat 12 May 2pm - 5pm

5 Equity Portfolio Management; Alternative Investments; Risk Management Sat 19 May 10am - 1pm

6 Performance Evaluations & Attribution; Global Investment Performance Standards Sat 19 May 2pm - 5pm

CFA® MOCK EXAMS


9 June 2018


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 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 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


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. 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: - Student 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: KLI 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 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, student 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 (Nov 2017). 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

[email protected] 6733 1877

KaplanSingapore kaplan.com.sg/kliRegistered with Committee for Private Education (CPE), part of SkillsFuture Singapore (SSG).

UEN: 199701260K Validity: 20/05/2014-19/05/2018

Registration Form for January 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 June 2018

_________________________________________________________________________________________________

Are you a CFA Singapore Associate local member?

Yes, my CFA Singapore Associate local member no. is

No, I wish to sign up for CFA Singapore membership

_________________________________________________________________________________________________

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




KaplanSingapore kaplan.com.sg/kli

FOR OFFICE USE ONLY

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

DESCRIPTION/FEES CLASSES

PREMIER PACKAGES

Level I New Student S$3,350*

Resitting Exam# S$2,345*

IBF Student S$1,150*

Level II New Student S$3,450*



Level III New Student S$3,550*



1A 1B

2A 2B

3A

INDIVIDUAL STUDY OPTIONSEducation Course







Revision Course

Level I New Student S$765*

Resitting Exam# S$680

Level II New Student S$963*


Level III New Student S$1,012.50*


Revision Plus

Level I New Student S$690 Resitting Exam# S$653.60

Level II New Student S$690 Resitting Exam# S$768

Level III New Student S$690 Resitting Exam# S$792.80

1A 1B

2A 2B

3A

1AR 1BR

2AR 2BR

3AR

1AR 1BR

2AR 2BR

3AR

Schweser Online Mock Exam

Level I New Student S$100

Level II New Student S$100

Level III New Student S$100

Live CFA Mock Exam




Registered with Committee for Private Education (CPE), part of SkillsFuture Singapore (SSG).UEN: 199701260K Validity: 20/05/2014-19/05/2018

*All prices are inclusive of the prevailing GST.#Kaplan CFA® resitting students.





TERMS & CONDITIONS


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 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 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



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. 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: - Student 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: KLI 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 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, student 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 January 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 June 2018

_________________________________________________________________________________________________

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.:

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Documents

Enrolment Form - CFA Institute Commission (SAC), Registered Tuition Provider for CPA Program by CPA Australia, Training provider for CAIA ®, Exclusive …