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Preparatory Course for Chartered Financial Analyst ® (CFA ® ) Examination December 2016 Examination for Level I > 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 Privileges Includes Schweser video classes and materials worth more than S$ 1,000 Early Bird Course Fees starting at S$2,890* * Conditions apply

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Page 1: A ® Chartered Financial Analyst s (CFA ) Examination S$ 000 · (CFA®) Examination December 2016 Examination for Level I > Portable reputation – the charter is the gold standard

Preparatory Course for Chartered Financial Analyst®

(CFA®) ExaminationDecember 2016 Examination for Level I

> 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

Page 2: A ® Chartered Financial Analyst s (CFA ) Examination S$ 000 · (CFA®) Examination December 2016 Examination for Level I > Portable reputation – the charter is the gold standard

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.

Page 3: A ® Chartered Financial Analyst s (CFA ) Examination S$ 000 · (CFA®) Examination December 2016 Examination for Level I > Portable reputation – the charter is the gold standard

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course Descriptions

Education CourseClassroom, OnlineLevel I : 15 sessions, 45 hours

Revision CourseClassroomLevel I : 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 19 November to 3 December 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.

Page 4: A ® Chartered Financial Analyst s (CFA ) Examination S$ 000 · (CFA®) Examination December 2016 Examination for Level I > Portable reputation – the charter is the gold standard

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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

Payment DeadlinesProgram Enrollment

(new candidates only)+ Exam

RegistrationTotal Cost

17 August 2016 us$ 450 us$ 860 us$ 1,310

14 september 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

Page 5: A ® Chartered Financial Analyst s (CFA ) Examination S$ 000 · (CFA®) Examination December 2016 Examination for Level I > Portable reputation – the charter is the gold standard

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EDUCATION COURSE Class 1C1 Lecturer: Richa Gupta

SESSION TOPIC DAy DATE TIME

1 Quantitative Methods Fri 12 Aug 2016 7pm-10pm

2 Quantitative Methods Sun 14 Aug 2016 10am-1pm

3 Quantitative Methods and FRA Sun 14 Aug 2016 2pm-5pm

4 Financial Reporting & Analysis (FRA) Sat 20 Aug 2016 10am-1pm

5 Financial Reporting & Analysis (FRA) Sat 20 Aug 2016 2pm-5pm

6 Financial Reporting & Analysis (FRA) Sat 27 Aug 2016 10am-1pm

7 FRA and Portfolio Management Sat 27 Aug 2016 2pm-5pm

8 Portfolio Management & Corporate Finance Sat 3 Sep 2016 10am-1pm

9 Corporate Finance & Equity Investments Sat 3 Sep 2016 2pm-5pm

10 Equity Investments and Fixed Income Sat 10 Sep 2016 10am-1pm

11 Fixed Income Sat 10 Sep 2016 2pm-5pm

12 Fixed income and Derivatives Sat 17 Sep 2016 10am-1pm

13 Derivatives Sat 17 Sep 2016 2pm-5pm

14 Economics Sat 24 Sep 2016 10am-1pm

15 Economics Sat 24 Sep 2016 2pm-5pm

IMPORTANT NOTESAll information is accurate at time of print. Kaplan Singapore 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 Sat 1 Oct 2016 10am-1pm

2 Financial Reporting & Analysis Sat 1 Oct 2016 2pm-5pm

3 Financial Reporting & Analysis Sun 2 Oct 2016 10am-1pm

4 Portfolio Management + Corporate Finance Sun 2 Oct 2016 2pm-5pm

5 Equity Investments Sat 15 Oct 2016 10am-1pm

6 Fixed Income Sat 15 Oct 2016 2pm-5pm

7 Derivatives Sat 22 Oct 2016 10am-1pm

8 Economics Sat 22 Oct 2016 2pm-5pm

ONLINE CFA® SChwESER MOCK EXAM

Kaplan Schweser CFA® Online Mock ExamThe CFA® Online Mock Exam will be available from 19 November 2016 to 3 December 2016

Page 6: A ® Chartered Financial Analyst s (CFA ) Examination S$ 000 · (CFA®) Examination December 2016 Examination for Level I > Portable reputation – the charter is the gold standard

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course Fees

# Original Fees for Premier Package (Level I - S$3,400) ^ 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*

PrepareEducation Course

Classroom Sessions

Level I - 15 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 Exam ResitKaplan CFA® students who wish to retake their Level I in December 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 16 July 2016 for Levels I. Conditions apply. Only 1 discount scheme is allowed per student.

Discounts (Not Applicable for Resit Candidates)

lecturer proFileRicha 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)

Page 7: A ® Chartered Financial Analyst s (CFA ) Examination S$ 000 · (CFA®) Examination December 2016 Examination for Level I > Portable reputation – the charter is the gold standard

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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.

Page 8: A ® Chartered Financial Analyst s (CFA ) Examination S$ 000 · (CFA®) Examination December 2016 Examination for Level I > Portable reputation – the charter is the gold standard

CFA®

Course Registration Form for August 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 December 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 (April 2016). 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*

1C1

INDIvIDUAL STUDy OPTIONSEducation Course

Level I New Student S$2,975*

Resitting Exam# S$2,082.50*

Revision Course

Level I New Student S$975*

Resitting Exam# S$780*

Revision + Schweser Online Mock CFA® Exam

Level I New Student S$1,124.80*

Resitting Exam# S$929.80*

1C1

1RC1

1RC1

Optional Purchase

SchweserNotes™ S$526.44*

Package Classroom

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

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