Enrolment Form January 2018 Intake for June Level I, II and III Examination. Preparatory Course for Chartered Financial Analyst (CFA ) Examination

Transcription

1 Preparatory Course for Chartered Financial Analyst (CFA ) Examination Enrolment Form January 2018 Intake for June Level I, II and III Examination CFA Institute Headquarters (U.S.A.) Tel: Fax: info@cfainstitute.org Web: CFA Singapore Tel: Fax: info@cfasingapore.org Web: 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.

2 ABOUT 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. WHY KAPLAN FINANCIAL? ACCREDITATIONS ACCA 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. EXTENSIVE Well-established with a complete range of professional accounting and financial courses in Singapore, catering to all levels. ACCESSIBILITY Our centrally-located campuses at Wilkie Edge and PoMo facilitate your learning. EXPERIENCE To date, thousands of 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. REPUTATION Voted Best Corporate Training Provider for Finance Management, Computer Science & IT, Leadership in JobsCentral Learning Training and Education Development (T.E.D.) Awards Voted Top 3 Best Private Institute in Singapore (2013 to 2016) by AsiaOne People s Choice Awards. ABOUT CFA SINGAPORE 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 or info@cfasingapore.org. All information is accurate at time of print (Aug 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.

3 COURSE DESCRIPTIONS Our Preparatory Course for CFA Examination is made up of 3 distinct phases: Education Course Classroom, Online Level I & II : 19 sessions, 66.5 hours Level 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 Course Classroom Level I: 6 sessions, 21 hours Level II: 6 sessions, 21 hours Level 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 Exam Online Timed 6-hour exam (two 3-hour sessions) Schweser Online Mock Exam will be available on 9 June 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.

4 CFA PROGRAM ENROLMENT & EXAM REGISTRATION FEES 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 Deadlines Programme Enrolment (new candidates only) Exam Registration Total Cost 14 February 2018 US$ 450 US$ 950 US$ 1, 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 nonrefundable. 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: CFA Institute Contact Details CFA Institute Headquarters (U.S.A.) Tel: (434) Fax: (434) info@cfainstitute.org Web:

5 COURSE FEES Course Fees Level I Level II Level III UOB/DBS/POSB Premier Package (after Early Bird Discount) Members & Non-Members S$2,950 (S$3,350 before Early Bird Discount) S$3,100 (S$3,450 before Early Bird Discount) S$3,100 (S$3,550 before Early Bird Discount) Members Individual Course Education Revision Plus Mock Exam Non- Members Members Non- Members Class Commences 15 Jan 2018 Members & Non-Members S$2,700 S$3,000 S$690 S$817 S$100 S$2,790 S$3,100 S$690 S$960 S$100 S$2,907 S$3,230 S$690 S$991 S$100 Prepare Education Course Classroom Sessions Level I hours Level II 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 Members refer to individuals who signed up membership with CFA Singapore. For more information on becoming a CFA Singapore member, pls go to Membership.aspx. Discounts (Not Applicable for Candidates Resitting for Exams) Early Bird Discount Enjoy 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. Privileges Level I, II or III Exam Resit Kaplan/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 Calculator Kaplan 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. ^ 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.

6 COURSE SCHEDULE CFA LEVEL I EDUCATION COURSE Class 1A Lecturer: Richa Gupta Class 1B SESSION TOPIC DAY DATE TIME DAY DATE TIME 1 Quantitative Methods Mon 15 Jan 7pm pm Sun 21 Jan 9.30am - 1pm 2 Quantitative Methods Wed 17 Jan 7pm pm Sun 21 Jan 2pm pm 3 Quantitative Methods Tue 23 Jan 7pm pm Sun 28 Jan 9.30am - 1pm 4 Quantitative Methods + Financial Reporting & Analysis Fri 26 Jan 7pm pm Sun 28 Jan 2pm pm 5 Financial Reporting & Analysis Tue 30 Jan 7pm pm Sun 4 Feb 9.30am - 1pm 6 Financial Reporting & Analysis Fri 2 Feb 7pm pm Sun 4 Feb 2pm pm 7 Financial Reporting & Analysis Tue 6 Feb 7pm pm Sun 11 Feb 9.30am - 1pm 8 Financial Reporting & Analysis + Portfolio Management Fri 9 Feb 7pm pm Sun 11 Feb 2pm pm 9 Portfolio Management Tue 12 Feb 7pm pm Sun 25 Feb 9.30am - 1pm 10 Corporate Finance Tue 13 Feb 7pm pm Sun 25 Feb 2pm pm 11 Corporate Finance Tue 20 Feb 7pm pm Sun 4 Mar 9.30am - 1pm 12 Equity Investments Tue 23 Feb 7pm pm Sun 4 Mar 2pm pm 13 Equity Investments + Fixed Income Investments Tue 27 Feb 7pm pm Sun 11 Mar 9.30am - 1pm 14 Fixed Income Investments Tue 2 Mar 7pm pm Sun 11 Mar 2pm pm 15 Fixed Income Investments Wed 7 Mar 7pm pm Sun 18 Mar 9.30am - 1pm 16 Fixed Income Investments + Derivatives Instruments Fri 9 Mar 7pm pm Sun 18 Mar 2pm pm 17 Derivatives Instruments Wed 14 Mar 7pm pm Sat 24 Mar 2pm pm 18 Economics Fri 16 Mar 7pm pm Sun 25 Mar 9.30am - 1pm 19 Economics Wed 21 Mar 7pm pm Sun 25 Mar 2pm pm REVISION COURSE Class 1AR Lecturer: Richa Gupta Class 1BR SESSION TOPIC DAY DATE TIME DAY DATE TIME 1 Quantitative Methods Wed 28 Mar 7pm pm Sun 1 Apr 9.30am - 1pm 2 Portfolio Management + Corporate Finance Thu 29 Mar 7pm pm Sun 1 Apr 2pm pm 3 Financial Reporting & Analysis Wed 4 Apr 7pm pm Sun 8 Apr 9.30am - 1pm 4 Financial Reporting & Analysis + Equity Investments Fri 6 Apr 7pm pm Sun 8 Apr 2pm pm 5 Equity Investments + Fixed Income Investments Fri 13 Apr 7pm pm Sun 15 Apr 9.30am - 1pm 6 Derivatives Instruments + Economics Fri 20 Apr 7pm pm Sun 15 Apr 2pm pm CFA MOCK EXAMS 1 Kaplan Schweser Online Mock Exam & Multimedia Tutorial 9 June Live CFA Mock Exam It will be held on 26 May 2018 (9:30am to 4:30pm) All information is accurate at time of print (Aug 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.

7 COURSE SCHEDULE CFA LEVEL II EDUCATION COURSE Lecturer: Elizabeth Ng & Ong Woon Pheng Class 2A Class 2B SESSION TOPIC DAY DATE TIME DAY DATE TIME 1 Economics Tue 16 Jan 7pm pm Sun 10 Feb 9.30am - 1pm 2 Portfolio Management Thu 18 Jan 7pm pm Sun 10 Feb 2pm pm 3 Portfolio Management Tue 23 Jan 7pm pm Sun 18 Feb 9.30am - 1pm 4 Equity Investments Thu 25 Jan 7pm pm Sun 18 Feb 2pm pm 5 Equity Investments Tue 30 Jan 7pm pm Sun 24 Feb 9.30am - 1pm 6 Equity Investments Thu 1 Feb 7pm pm Sun 24 Feb 2pm pm 7 Fixed Income Investments Tue 6 Feb 7pm pm Sun 3 Mar 9.30am - 1pm 8 Fixed Income Investments Thu 8 Feb 7pm pm Sun 3 Mar 2pm pm 9 Alternative Asset Valuation Tue 13 Feb 7pm pm Sun 10 Mar 9.30am - 1pm 10 Alternative Asset Valuation Thu 15 Feb 7pm pm Sun 10 Mar 2pm pm 11 Derivative Investments Tue 20 Feb 7pm pm Sun 11 Mar 9.30am - 1pm 12 Derivative Investments Thu 22 Feb 7pm pm Sun 17 Mar 9.30am - 1pm 13 Corporate Finance Tue 27 Feb 7pm pm Sun 17 Mar 2pm pm 14 Corporate Finance Thu 1 Mar 7pm pm Sun 24 Mar 9.30am - 1pm 15 Financial Reporting & Analysis Tue 6 Mar 7pm pm Sun 24 Mar 2pm pm 16 Financial Reporting & Analysis Thu 8 Mar 7pm pm Sat 31 Mar 9.30am - 1pm 17 Financial Reporting & Analysis Tue 13 Mar 7pm pm Sat 31 Mar 2pm pm 18 Quantitative Methods Thu 15 Mar 7pm pm Sat 7 Apr 9.30am - 1pm 19 Quantitative Methods + Ethics Tue 20 Mar 7pm pm Sat 7 Apr 2pm pm REVISION COURSE Lecturer: Elizabeth Ng & Ong Woon Pheng Class 2AR Class 2BR SESSION TOPIC DAY DATE TIME DAY DATE TIME 1 Economics & Portfolio Management Tue 10 Apr 7pm pm Sat 14 Apr 9.30am - 1pm 2 Equity Investments Thu 12 Apr 7pm pm Sat 14 Apr 2pm pm 3 Fixed Income Investments & Alternative Asset Valuation Tue 17 Apr 7pm pm Sat 21 Apr 9.30am - 1pm 4 Financial Reporting & Analysis Thu 19 Apr 7pm pm Sat 21 Apr 2pm pm 5 Derivative Investments & Ethics Tue 24 Apr 7pm pm Sat 28 Apr 9.30am - 1pm 6 Corporate Finance & Quantitative Methods Thu 26 Apr 7pm pm Sat 28 Apr 2pm pm CFA MOCK EXAMS 1 Kaplan Schweser Online Mock Exam & Multimedia Tutorial 9 June Live CFA Mock Exam It will be held on 26 May 2018 (9:30am to 4:30pm) All information is accurate at time of print (Aug 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.

8 COURSE SCHEDULE CFA LEVEL III EDUCATION COURSE Lecturer: 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 COURSE Lecturer: 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 1 Kaplan Schweser Online Mock Exam & Multimedia Tutorial 9 June Live CFA Mock Exam It will be held on 26 May 2018 (9:30am to 4:30pm) All information is accurate at time of print (Aug 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.

9 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. 80% 60% 50% If Student s written notice of withdrawal is received More than [60] days before the course commencement date Before, but not more than [60] days before the course commencement date 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. 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. All information contained in this brochure is accurate at time of print (Aug 2017). KLI reserves the right to vary this information should the circumstances so require. Kaplan Learning Institute Pte Ltd Kaplan City PoMo 1 Selegie Road, #06-01 Singapore kli.sg@kaplan.com KaplanSingapore kaplan.com.sg/kli Registered with Committee for Private Education (CPE), part of SkillsFuture Singapore (SSG). UEN: K Validity: 20/05/ /05/2018

10 DESCRIPTION/FEES CLASSES For Members of CFA Singapore Registration Form for January 2018 Intake PREMIER PACKAGES Are you an CFA exam registrant? Level I New Student S$3,350 * Resitting Exam # S$2,345 * 1A 1B Yes, my CFA candidate no. is Gender: M F Level II New Student S$3,450 * Resitting Exam # S$2,415 * Level III New Student S$3,550 * Resitting Exam # S$2,485 * 2A 3A 2B 3B No, I understand my exam sitting will not be in June 2018 Are you a CFA Singapore Associate local member? INDIVIDUAL STUDY OPTIONS Education Course Level I New Student S$2,700 * Resitting Exam # S$2,100 * Level II New Student S$2,790 * Resitting Exam # S$2,170 * Level III New Student S$2,907 * Resitting Exam # S$2,261 * Revision Course Level I New Student S$765 * 1A 1B 2A 2B 3A 1AR 1BR 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: Level II New Student S$963 * 2AR 2BR Level III New Student S$1, * 3AR Name (Mr/Mrs/Miss) as in Passport: Revision Plus Level I New Student S$690 1AR 1BR Address: Date of Birth: D D M M Y Y Level II New Student S$690 2AR 2BR Level III New Student S$690 3AR Unit: # Postal Code: Scheswer Online Mock Exam Live CFA Mock Exam Level I New Student S$100 Level II New Student S$100 Level III New Student S$100 1AR 1BR 2AR 2BR 3AR Company Name: Designation: NRIC No./FIN No.: *All prices are inclusive of the prevailing GST. #Kaplan CFA resitting students. Nationality: Singaporean PR WP EP S Others: For PR/WP/EP/S holder, please state your nationality: Tel(O):+65 (H):+65 Mobile:+65 FOR OFFICE USE ONLY Course Fee: $ Receipt No: Date: Mode of Payment Cash Nets Visa/ Mastercard/Amex Cheque No.: Payable to Kaplan Learning Institute Pte Ltd Attended by: D D M M Y Y Fee Protection Scheme (FPS) I am fully aware that I am required to opt in for FPS Collected: I would like to receive information and/or marketing offers from Kaplan: SMS Phone Yes No Partial Items Collected: Activation Date: D D M M Y Y Discounts: Signature: Date: D D M M Y Y All information contained in this brochure is accurate at time of print (Aug 2017). KLI reserves the right to vary this information should the circumstances so require. Kaplan Learning Institute Pte Ltd Kaplan City PoMo 1 Selegie Road, #06-01 Singapore kli.sg@kaplan.com KaplanSingapore kaplan.com.sg/kli Registered with Committee for Private Education (CPE), part of SkillsFuture Singapore (SSG). UEN: K Validity: 20/05/ /05/2018

11 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. 80% 60% 50% If Student s written notice of withdrawal is received More than [60] days before the course commencement date Before, but not more than [60] days before the course commencement date 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. 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. All information contained in this brochure is accurate at time of print (Aug 2017). KLI reserves the right to vary this information should the circumstances so require. Kaplan Learning Institute Pte Ltd Kaplan City PoMo 1 Selegie Road, #06-01 Singapore kli.sg@kaplan.com KaplanSingapore kaplan.com.sg/kli Registered with Committee for Private Education (CPE), part of SkillsFuture Singapore (SSG). UEN: K Validity: 20/05/ /05/2018

12 DESCRIPTION/FEES CLASSES For Non-members of CFA Singapore Registration Form for January 2018 Intake PREMIER PACKAGES Are you an CFA exam registrant? Level I New Student S$3,350 * Resitting Exam # S$2,345 * 1A 1B Yes, my CFA candidate no. is Gender: M F Level II New Student S$3,450 * Resitting Exam # S$2,415 * Level III New Student S$3,550 * Resitting Exam # S$2,485 * INDIVIDUAL STUDY OPTIONS Education Course Level I New Student S$3,000 * Resitting Exam # S$2,100 * Level II New Student S$3,100 * Resitting Exam # S$2,170 * Level III New Student S$3,230 * Resitting Exam # S$2,261 * Revision Course Level I New Student S$850 * Resitting Exam # S$680 * Level II New Student S$1,070 * Resitting Exam # S$856 * Level III New Student S$1,125 * Resitting Exam # S$900 * 2A 2B 3A 3B 1A 1B 2A 2B 3A 1AR 1BR 2AR 2BR 3AR 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: Address: Unit: # Date of Birth: Postal Code: D D M M Y Y Revision Plus Level I New Student S$817 Resitting Exam # S$ Level II New Student S$960 Resitting Exam # S$768 Level III New Student S$991 Resitting Exam # S$ Scheswer Online Mock Exam Live CFA Mock Exam Level I New Student S$100 Level II New Student S$100 Level III New Student S$100 1AR 1BR 2AR 2BR 3AR 1AR 1BR 2AR 2BR 3AR *All prices are inclusive of the prevailing GST. #Kaplan CFA resitting students. 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 Mode of Payment Cash Nets Visa/ Mastercard/Amex Cheque No.: FOR OFFICE USE ONLY Course Fee: $ Receipt No: Date: Fee Protection Scheme (FPS) Payable to Kaplan Learning Institute Pte Ltd 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: SMS Phone Attended by: D D M M Y Y Collected: Yes No Partial Items Collected: Activation Date: D D M M Y Y Discounts: Signature: Date: D D M M Y Y All information contained in this brochure is accurate at time of print (Aug 2017). KLI reserves the right to vary this information should the circumstances so require. Kaplan Learning Institute Pte Ltd Kaplan City PoMo 1 Selegie Road, #06-01 Singapore kli.sg@kaplan.com KaplanSingapore kaplan.com.sg/kli Registered with Committee for Private Education (CPE), part of SkillsFuture Singapore (SSG). UEN: K Validity: 20/05/ /05/2018