Enrolment Form July 2017 Intake for December Level I Examination. Preparatory Course for Chartered Financial Analyst (CFA ) Examination

Transcription

1 Preparatory Course for Chartered Financial Analyst (CFA ) Examination Enrolment Form July 2017 Intake for December Level I Examination CFA Institute Headquarters (U.S.A.) Tel: Fax: info@cfainstitute.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 CFA PROGRAMME 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 Payment Deadlines Programme Enrolment (new candidates only) + Exam Registration Total Cost 16 August 2017 US$ 450 US$ 930 US$ 1, September 2017 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)* 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 Programme Fees, please visit: CFA Institute Contact Details CFA Institute Headquarters (U.S.A.) Tel: (434) Fax: (434) info@cfainstitute.org Web:

3 COURSE FEES UOB/DBS/POSB Individual Course Class Commences 17 July 2017 Course Fees Premier Package (after Early Bird Discount) Education Revision Plus Mock Exam Members & Non-Members Members Non- Members Members Non- Members Members & Non-Members Level I S$2,950 (S$3,350 before Early Bird Discount) S$2,700 S$3,000 S$690 S$817 S$100 Prepare Education Course Classroom Sessions Level I hours Schweser Essential Self-Study Package Schweser Online Videos Weekly Live Online Class Lecture Notes Practice Revision Course Classroom Sessions Level I - 21 hours Revision Mind Map Revision 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 4 July 2017 for Level I. Terms and conditions apply. Only 1 discount scheme is allowed per student. Privileges Level I Exam Resit Kaplan/CFA Singapore students who wish to retake their Level I exam in December 2017 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 2017 materials.

4 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 17 Jul 7pm pm Sun 23 Jul 9.30am - 1pm 2 Quantitative Methods Wed 19 Jul 7pm pm Sun 23 Jul 2pm pm 3 Quantitative Methods Wed 26 Jul 7pm pm Sun 30 Jul 9.30am - 1pm 4 Quantitative Methods + Financial Reporting & Analysis Fri 28 Jul 7pm pm Sun 30 Jul 2pm pm 5 Financial Reporting & Analysis Wed 2 Aug 7pm pm Sun 6 Aug 9.30am - 1pm 6 Financial Reporting & Analysis Fri 4 Aug 7pm pm Sun 6 Aug 2pm pm 7 Financial Reporting & Analysis Tue 8 Aug 7pm pm Sun 13 Aug 9.30am - 1pm 8 Financial Reporting & Analysis + Portfolio Management Fri 11 Aug 7pm pm Sun 13 Aug 2pm pm 9 Portfolio Management Tue 15 Aug 7pm pm Sun 20 Aug 9.30am - 1pm 10 Corporate Finance Thu 17 Aug 7pm pm Sun 20 Aug 2pm pm 11 Corporate Finance Fri 18 Aug 7pm pm Sun 27 Aug 9.30am - 1pm 12 Equity Investments Tue 22 Aug 7pm pm Sun 27 Aug 2pm pm 13 Equity Investments + Fixed Income Investments Fri 25 Aug 7pm pm Sat 2 Sep 2pm pm 14 Fixed Income Investments Tue 29 Aug 7pm pm Sun 3 Sep 9.30am - 1pm 15 Fixed Income Investments Thu 31 Aug 7pm pm Sun 3 Sep 2pm pm 16 Fixed Income Investments + Derivatives Instruments Wed 6 Sep 7pm pm Sun 10 Sep 9.30am - 1pm 17 Derivatives Instruments Fri 8 Sep 7pm pm Sun 10 Sep 2pm pm 18 Economics Wed 13 Sep 7pm pm Sun 17 Sep 9.30am - 1pm 19 Economics Fri 15 Sep 7pm pm Sun 17 Sep 2pm pm CFA MOCK EXAMS 1 Live CFA Mock Exam It will be held on 23 September REVISION COURSE Class 1AR Lecturer: Richa Gupta Class 1BR SESSION TOPIC DAY DATE TIME DAY DATE TIME 1 Quantitative Methods Mon 25 Sep 7pm pm Sun 1 Oct 9.30am - 1pm 2 Portfolio Management + Corporate Finance Fri 29 Sep 7pm pm Sun 1 Oct 2pm pm 3 Financial Reporting & Analysis Fri 6 Oct 7pm pm Sat 7 Oct 9.30am - 1pm 4 Financial Reporting & Analysis + Equity Investments Tue 10 Oct 7pm pm Sat 14 Oct 2pm pm 5 Equity Investments + Fixed Income Investments Fri 13 Oct 7pm pm Sun 15 Oct 9.30am - 1pm 6 Derivatives Instruments + Economics Mon 16 Oct 7pm pm Sun 15 Oct 2pm pm CFA MOCK EXAMS 1 Kaplan Schweser CFA Online Mock Exam The CFA Online Mock Exam will be available from 18 November 2017 to 2 December Live CFA Mock Exam It will be held on 18 November All information is accurate at time of print (May 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.

5 TERMS & CONDITIONS General: - Procedures on course withdrawal, transfer and refund policy can be found in Kaplan Learning Institute (KLI) Student Handbook and website. - Register with CFA Institute is the responsibility of the individual student. - Enrollment 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 net 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 concern 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 (May 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

6 DESCRIPTION/FEES CLASSES For Members of CFA Singapore Registration Form for July 2017 Intake PREMIER PACKAGES Level I New Student S$3,350 * Resitting Exam # S$2,345 * 1A 1B Are you an CFA exam registrant? Yes, my CFA candidate no. is Gender: M F INDIVIDUAL STUDY OPTIONS No, I understand my exam sitting will not be in December 2017 Education Course Level I New Student S$2,700 * Resitting Exam # S$2,100 * 1A 1B _ Are you a CFA Singapore Associate local member? Revision Course Level I New Student S$765 * Resitting Exam # S$680 * Revision Plus Course Level I New Student S$690 * Resitting Exam # S$ * Schweser Online Mock Exam Level I New Student S$100 1AR 1BR 1AR 1BR Live CFA Mock Exam Level I New Student S$ *All prices are inclusive of the prevailing GST. #Kaplan/CFA Singapore resitting students. 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 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: 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: Discounts: Signature: Date: All information contained in this brochure is accurate at time of print (May 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

7 TERMS & CONDITIONS General: - Procedures on course withdrawal, transfer and refund policy can be found in Kaplan Learning Institute (KLI) Student Handbook and website. - Register with CFA Institute is the responsibility of the individual student. - Enrollment 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 net 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 concern 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 (May 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

8 DESCRIPTION/FEES CLASSES For Non-members of CFA Singapore Registration Form for July 2017 Intake PREMIER PACKAGES Level I New Student S$3,350 * Resitting Exam # S$2,345 * 1A 1B Are you an CFA exam registrant? Yes, my CFA candidate no. is Gender: M F INDIVIDUAL STUDY OPTIONS No, I understand my exam sitting will not be in December 2017 Education Course Level I New Student S$3,000 * Resitting Exam # S$2,100 * 1A 1B _ Have you studied at Kaplan Learning Institute before? Yes No Revision Course Level I New Student S$850 * Resitting Exam # S$680 * Revision Plus Course Level I New Student S$817 * Resitting Exam # S$ * 1AR 1BR 1AR 1BR Highest Qualification (please attach a photocopy of your highest qualification): Name of Institution: Name (Mr/Mrs/Miss) as in Passport: Schweser Online Mock Exam Date of Birth: Level I New Student S$100 Address: Live CFA Mock Exam Level I New Student S$ *All prices are inclusive of the prevailing GST. #Kaplan/CFA Singapore resitting students. Unit: # Postal Code: Company Name: Designation: NRIC No./FIN No.: Nationality: Singaporean PR WP EP S Others: For PR/WP/EP/S holder, please state your nationality: Tel(O):+65 Tel (H):+65 Mobile:+65 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: Collected: Yes No Partial Items Collected: Activation Date: Discounts: Signature: Date: All information contained in this brochure is accurate at time of print (May 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