Chartered Financial Analyst (CFA ) Examination December 2016 Examination for Level I

Transcription

1 Preparatory Course for Chartered Financial Analyst (CFA ) Examination December 2016 Examination for Level I 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 > > 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

2 About Kaplan Financial Part 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. Why Kaplan Financial? 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, PoMo and at the National Library Building facilitate your learning. EXPERIENCE To 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. ACCREDITATIONS ACCA 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. Reputation Voted #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. The Kaplan Way Kaplan 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: PREPARE 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 PRACTICE 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 PERFORM 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 1

3 Course DESCRIPTIONS Our Preparatory Course for CFA Examination is made up of 3 distinct phases: Education Course Classroom, Online Level I : 15 sessions, 45 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 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. Course Materials Teaching Slide Pack Schweser Self-Essential Package Schweser Video Classes Revision Course Classroom Level I : 8 sessions, 24 hours 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. Course Materials Revision Mindmap Book Revision Question Bank Kaplan Schweser Online Mock Exam Online Timed 6-hour exam (two 3-hour sessions) Schweser s Online Mock exam will be available from 19 November to 3 December 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 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. 2

4 CFA Program Enrollment & Exam Registration Fees 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 Deadlines Program Enrollment (new candidates only) + Exam Registration Total Cost 17 August 2016 US$ 450 US$ 860 US$ 1, 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: CFA Institute Contact Details CFA Institute Headquarters (U.S.A.) Tel: (434) Fax: (434) info@cfainstitute.org Web: CFA Institute Asia Pacific (Hong Kong) Toll-free Information Line: Tel: (852) Fax: (852) infohk@cfainstitute.org Web: 3

5 Course Schedule CFA Level I EDUCATION Course Class 1C1 Lecturer: Richa Gupta SESSION TOPIC DAY DATE TIME 1 Quantitative Methods Fri 12 Aug pm-10pm 2 Quantitative Methods Sun 14 Aug am-1pm 3 Quantitative Methods and FRA Sun 14 Aug pm-5pm 4 Financial Reporting & Analysis (FRA) Sat 20 Aug am-1pm 5 Financial Reporting & Analysis (FRA) Sat 20 Aug pm-5pm 6 Financial Reporting & Analysis (FRA) Sat 27 Aug am-1pm 7 FRA and Portfolio Management Sat 27 Aug pm-5pm 8 Portfolio Management & Corporate Finance Sat 3 Sep am-1pm 9 Corporate Finance & Equity Investments Sat 3 Sep pm-5pm 10 Equity Investments and Fixed Income Sat 10 Sep am-1pm 11 Fixed Income Sat 10 Sep pm-5pm 12 Fixed income and Derivatives Sat 17 Sep am-1pm 13 Derivatives Sat 17 Sep pm-5pm 14 Economics Sat 24 Sep am-1pm 15 Economics Sat 24 Sep pm-5pm REVISION COURSE Class 1RC1 Lecturer: Richa Gupta SESSION TOPIC DAY DATE TIME 1 Quantitative Methods Sat 1 Oct am-1pm 2 Financial Reporting & Analysis Sat 1 Oct pm-5pm 3 Financial Reporting & Analysis Sun 2 Oct am-1pm 4 Portfolio Management + Corporate Finance Sun 2 Oct pm-5pm 5 Equity Investments Sat 15 Oct am-1pm 6 Fixed Income Sat 15 Oct pm-5pm 7 Derivatives Sat 22 Oct am-1pm 8 Economics Sat 22 Oct pm-5pm Online CFA Schweser Mock Exam Kaplan Schweser CFA Online Mock Exam The CFA Online Mock Exam will be available from 19 November 2016 to 3 December 2016 IMPORTANT NOTES All 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. 4

6 lecturer profile Richa Gupta CFA, 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) Course Fees UOB/DBS/POSB Course Fees Premier Package # (after Early Bird Discount) Education Individual Course Revision Revision + Schweser Online Mock Exam Level I S$2,890* S$2,975* S$975* S$1,124.80* Prepare Education 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 Discounts (Not Applicable for Resit Candidates) SAFRA or Passion Card Members Card members enjoy 5% discount off Premier Package. Conditions apply. Early Bird Discount Enjoy 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. Privileges Level I Exam Resit Kaplan 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 Discount Kaplan CFA students who enroll for course package will enjoy up to 20% discount off selected Kaplan Schweser individual products. Conditions apply. Approved CFA Calculator Kaplan 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. # 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. 5

7 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 If Student s written notice of withdrawal and C). Please refer to is received Student Contract 80% 60% 50% 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 Non-Tuition Fees: Fee Protection Scheme Insurance is non-refundable after commencement of classes Medical Insurance Premium is nonrefundable 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. 6

8 DESCRIPTION/FEES PREMIER PACKAGES Level I New Student S$3,400 * Resitting Exam # S$2,040 * ClassES 1C1 CFA Course Registration Form for August 2016 Intake Are you an CFA registered student? Individual Study Options Education Course Level I New Student S$2,975 * Resitting Exam # S$2, * Revision Course Level I New Student S$975 * Resitting Exam # S$780 * 1C1 1RC1 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): Revision + Schweser Online Mock CFA Exam Level I New Student S$1, * Resitting Exam # S$ * 1RC1 Name of Institution: Name (Mr/Mrs/Miss) as in Passport: Optional Purchase SchweserNotes Package Classroom S$526.44* Address: Date of Birth: D D M M Y Y *All prices are inclusive of the prevailing GST. #Kaplan CFA resitting students. Unit: # Company Name: Postal Code: 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 Registration Fee: $ Medical Insurance Fee: Require $ Do not require. Proof of insurance policy verified. Course Fee: $ Receipt No: 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 Date: Attended by: D D M M Y Y 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 Collected: Yes No Partial I would like to receive information and/or marketing offers from Kaplan: SMS Phone 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 (April 2016). Kaplan Learning Institute 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 (65) kli.sg@kaplan.com kaplan.com.sg/kli KAPLAN LEARNING INSTITUTE (CPE UEN No: K) is the registered PEI name of Kaplan Learning Institute Pte Ltd. Registered with Council for Private Education UEN: K Validity: 20/05/ /05/2018