Preparatory Course for Chartered Financial Analyst (CFA ) Examination

Transcription

1 Preparatory Course for Chartered Financial Analyst (CFA ) Examination December 2015 Examination for Level I INCLUDES SCHWESER VIDEO CLASSES AND MATERIALS WORTH MORE THAN S$1500 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, we cater to all levels. Accessibility Our centrally-located campuses at Wilkie Edge and PoMo facilitate your learning. EXPERIENCE To date, more than 30,000 students have walked 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 Evaluation 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 01 / Chartered Financial Analyst

3 Course DESCRIPTIONS Our Preparatory Course for CFA is made up of 3 distinct phases: Education Program (Classroom Tuition & Schweser Video Classes) Our education program 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: Cover the vast majority of CFA Institute s prescribed Learning Outcomes Statement (LOS) Develop a good understanding of each topic Focus on the key knowledge needed for the exam Blended Learning A combination of classroom tuition and Schweser video classes. There are 14 classroom sessions of 3 hours each and Schweser video classes for over 40 hours. Classroom Tuition The sessions are spread evenly over the months leading to the exam via a combination of weekday evenings and weekend classes. Schweser Video Classes Full coverage of the curriculum organized by LOS and presented online by faculty. The sessions used the same slide pack as contained in the classroom materials, to dovetail seemlessly with the classroom experience to provide useful additional source of reference. Available on Kaplan Schweser website. Course Materials Up-to-date teaching slide packs: Fully referenced to SchweserNotes - easily integrate Kaplan studies with additional practice using Schweser Each slide contains the LOS and CFA Institute curriculum book reference - remain focused on the curriculum Fully worked original and unique examples to boost your conceptual Schweser Essential Package: SchweserNotes (Printed) Schweser s QuickSheet (Printed) Practice Exams Volume 1 & 2 (Printed) Schweser Study Planner (PDF) SchweserPro Qbank (Subscription) - Online + One-Time Download Instructor-Led Office Hours Revision Course Non-Education Program Candidates Our revision course is built up on the knowledge learned during our Education Program. Non-education program 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 Mindmap - exclusive tool at Kaplan that has been receiving overwhelming responses each year. It presents concepts in a diagram with linkages, and is an effective tool to give you an overview of each study session and the key topics and facts at a glance Revision Question Banks - apply your knowledge to over 800 questions with answers and explanations Kaplan Schweser Online Mock Exam and Exam Tutorial Schweser s Online Mock exam will be available from 21 November to 5 December Two weeks prior to the mock exam, candidates will receive their login information. After taking the Kaplan Schweser mock exam, candidates can login to a secure mock exam website to receive: Written explanations for the correct answer choices Their relative rank among others who input their answers Evaluation of their performance by topic area Screen showing correct and incorrect answers to facilitate review of missed questions The 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 Enrollment & Fees Program Enrollment and 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 19 Aug 2015 US$450 + US$825 US$1,275^ 16 Sep 2015 US$450 + US$1,210 US$1,660^ Apart from a lack of understanding of topics, many candidates find the CFA exams difficult due to poor exam technique. Our revision courses 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 Course Timings The 8 sessions (3 hours each) are spread over 3-4 weeks leading to the exams. ^ Each registration fee includes: - Access to the curriculum ebook - Supplemental study tools: Topic-based practice tests, mock exams and an interactive study planner During the registration check out process, you will have the option to purchase the print curriculum (a non-refundable fee of US$150, plus any fees associated with shipping). For full details on curriculum pricing, please visit: cfainstitute.org/programs/cfaprogram/register/pages/fee_schedule.aspx CFA Institute Contact Details CFA Institute Headquarters (U.S.A.) Tel: (434) Fax: (434) [email protected] Web: CFA Institute Asia Pacific (Hong Kong) Toll-free Information Line: Tel: (852) Fax: (852) [email protected] Web: Chartered Financial Analyst / 02

4 Course Schedule CFA Level I EDUCATION PROGRAM Class 1C1 Lecturer: Richa Gupta SESSION TOPIC DAY DATE TIME 1 Quantitative Methods Wed 12 Aug 7:00pm-10:00pm 2 Quantitative Methods Sat 15 Aug 10:00am-1:00pm 3 Quantitative Methods; Financial Reporting & Analysis Sat 15 Aug 2:00pm-5:00pm 4 Financial Reporting & Analysis Sat 22 Aug 10:00am-1:00pm 5 Financial Reporting & Analysis Sat 22 Aug 2:00pm-5:00pm 6 Financial Reporting & Analysis Sat 29 Aug 10:00am-1:00pm 7 Portfolio Management Sat 29 Aug 2:00pm-5:00pm 8 Corporate Finance Sat 26 Sep 10:00am-1:00pm 9 Equity Investments; Fixed Income Sat 26 Sep 2:00pm-5:00pm 10 Fixed Income Sat 3 Oct 10:00am-1:00pm 11 Derivatives Sun 3 Oct 2:00pm-5:00pm 12 Derivatives Wed 7 Oct 7:00pm-10:00pm 13 Economics Sat 10 Oct 10:00am-1:00pm 14 Economics Sat 10 Oct 2:00pm-5:00pm REVISION COURSE Class 1RC1 Lecturer: Richa Gupta SESSION TOPIC DAY DATE TIME 1 Quantitative Methods Sat 24 Oct 10:00am-1:00pm 2 Financial Reporting & Analysis Sat 24 Oct 2:00pm-5:00pm 3 Financial Reporting & Analysis Sat 31 Oct 10:00am-1:00pm 4 Portfolio Management; Corporate Finance Sat 31 Oct 2:00pm-5:00pm 5 Equity Investments Sat 7 Nov 10:00am-1:00pm 6 Fixed Income Sat 7 Nov 2:00pm-5:00pm 7 Derivatives Sat 14 Nov 10:00am-1:00pm 8 Economics Sat 14 Nov 2:00pm-5:00pm ONLINE CFA Mock Exam AND MULTIMEDIA TUTORIAL Kaplan Schweser CFA Online Mock Exam and Exam Tutorial The CFA Online Mock Exam will be available from 21 November to 5 December 2015 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 composisiton of the relevant team as the venue for lectures, should the circumstances so require. 03 / Chartered Financial Analyst

5 Course Fees UOB/DBS/POSB CFA Level I Premier Package S$3,400 * Education Course (14 sessions) Revision Course (8 sessions) Schweser Online Video Schweser Essential Self-Study Package Schweser Online Mock Exam & Multimedia Tutorial Individual Study Options Education Course (14 sessions) Revision Course (8 sessions) Revision + Schweser Online Mock Exam & Multimedia Tutorial S$2,975* S$975* S$1,190* Discounts (Not Applicable for Resit Candidates) SAFRA or Passion Card Members Card members enjoy 5% discount off Premier Package. Conditions apply. Early Bird Discount (Enrol by 31 July 2015) Enjoy 15% discount on Premier Package. 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 exam in December 2015 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. ^ Interest free installment is only applicable to students signing up for the Premier Package. * Prices are inclusive of 7% GST. * Only valid for 2015 materials. Chartered Financial Analyst / 04

6 LECTURER Richa Gupta CFA, PGBA (Finance & Information System), B.E. (Electronics and Communication) Richa is a CFA charterholder and she was awarded the scholarship for CFA Level 3 by CFA Singapore. Her credentials include a distinction in PGBA in Finance & Information Systems. She also holds a distinction in Bachelor of Engineering in Electronics & Communication. She has more than 7 years of teaching experience in the area of finance. She is teaching Corporate Finance, Banking & Finance, Quantitative Analysis and Economics at Kaplan, Singapore. She was attached to CFA Singapore to train the CFA candidates. 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. Preview Talks Join us at our upcoming Preview Talks to find out more Venue: Kaplan City PoMo, Level 8, Room 811 Time: 7.00pm Date 11 Jun 2015 (Thu) Visit our website kaplan.com.sg/kli to register for our preview talks. 8 Jul 2015 (Wed) Getting to Kaplan City PoMo By Bus Bus Stop No.: / Bus Services: 1N, 2N, 3N, 4N, 5N, 6N, 64, 65, 131, 139, 147, 166, 857 (Alight in front of School of the Arts or Peace Centre). By Train The nearest MRT Station is NS24 - Dhoby Ghaut Station. Take exit A and walk towards Selegie Road. By Car Drive down the street of Orchard Road and turn left before Rendezvous Hotel towards Prinsep Street. Thereafter, keep left to Kirk Terrace to the carpark. 05 / Chartered Financial Analyst

7 Kaplan Schweser STUDY PACKAGES Our Classroom Education Classes and CFA Study Materials developed by Kaplan Schweser - An Unbeatable Combination Level I PremiumPlus Package # Premium Instruction Package # Essential Self-Study Package # If you want the ultimate CFA exam prep plan, choose Schweser s PremiumPlus Package with guidance, structure, and motivation from expert instructors. The clear, concise, and easy-to-follow study tools within the PremiumPlus Package address every Learning Outcome Statement required to help increase your chance of passing the CFA exam. (See package inclusions below) Expert instruction in the Premium Study Package is what makes it one of the most effective CFA exam prep plans available. Through the Premium Study Package, we provide a structured and guided approach to the selfstudy CFA Program so you stay on task and motivated. (See package inclusions below) The study tools within the Schweser Essential Self-Study Package add efficiency to your CFA exam prep plan and make the SchweserNotes exponentially more effective. SchweserPro QBank and three additional full-length Practice Exams help make the Essential Study Package a must have for candidates who want to be prepared for exam day. (See package inclusions below) SchweserNotes Package # The SchweserNotes Package covers every topic and reading contained in the CFA Program curriculum. Each learning outcome statement for the exam is addressed in clear and concise language so that you can quickly grasp and remember the concepts, calculations, definitions, and analytic techniques essential for exam success. You will also receive Schweser s QuickSheet for a high-level review and three full-length Practice Exams for lateseason preparation. The SchweserNotes Package includes: 5-volume Set of Study Notes Choice of Printed and E-book (via VitalSource ) version Comprehensive coverage of every Learning Outcome Statement with Professor s Notes, examlike self tests at the end of each topic, formula sheets, appendices, and a complete index Schweser Study Planner (PDF)^ Create a dialy, weekly, and monthly study plan based on your selected start date. This study tool takes the guesswork out of creating a prep plan that suits your schedule. Schweser s QuickSheet - Laminated multi-page study tools - Definitions and concepts of major topics - Detailed graphs - Key formulas InstructorLink ^ - Instructor Led-Office Hours Practice Exams, Vol. 1^ - Online performance tracking and links to online LOS content - 3 full-length practice exams - Answer explanations included in book CFA June 2015 Study Package PremiumPlus Package (Online Weekly Class & Online 3-Day Exam Review) Premium Instruction Package (Online Weekly Class) Essential Self Study Package SchweserNotes Package Final Reviews Online 3-Day Exam Review Online Weekly Class Online Weekly Class with additional Video Classes Schweser s Secret Sauce SchweserPro QBank SchweserNotes Schweser Practice Exams (Vol. 1 & 2) 6 Full Exams 6 Full Exams 6 Full Exams 3 Full Exams Schweser s QuickSheet Schweser Study Calendar PDF PDF Instructor-Led Office Hours Ask Your Instructor Schweser Online Resource Library PassProtection ^ Online 3-Day Exam Review Workshop Package (Live Online and on-demand) 20+ hours of expert instruction and review in a live online webcast, then archived online for on-demand viewing - Live online dates and times^: 6 November 2015, Friday, 8:30am - 5:00pm CT 7 November 2015, Saturday, 8:30am - 5:00pm CT 8 November 2015, Sunday, 8:30am - 4:30pm CT Thorough review of key topics Extensive work with practice questions and answer techniques Instructor exam tips and startegies Schweser s Secret Sauce Review Workshop Workbook Set - Exam Workshop Mind Maps book (Review slides) - Exam Workshop Questions book (Practice questions) Dates subject to change. Schweser CFA Online Mock Exam & Multimedia Tutorial To be completely prepared for the CFA exam means you must know the content cold, but also be able to cope with the pressures of exam day. Attempt our Mock Exam that is very close to the actual CFA exam in style, format and difficulty. After the Schweser Mock exam, you will have access to our online Multimedia Tutorial with a complete analysis of the mock exam and more. The Multimedia Tutorial includes: Mock Exam answer explanations Audio/visual tutorials that show how to approach each question Results summary indicating correct/incorrect answers Score comparisons against other Mock Exam participants The Online Mock exam will be available from 21 November to 5 December 2015 for December exam. (Dates are accurate at time of print and may be subjected to change) ^Subscriptions will expire on the Jun Exam Day (for Jun exams activation) and Dec Exam Day (for Dec exams activation). Schweser releases a new version of products every year as the curriculum changes. # All packages listed above are available as a printed version or an online version. Chartered Financial Analyst / 06

8 Kaplan Schweser Individual Products CFA Fundamentals Book Designed specially for potential candidates who might require some refresher with the types of materials covered in CFA Level I or for those who do not have academic background in business. The writing style is casual and conversational and as such will help you be prepared for entering Level I CFA program. Video Instruction If you prefer instructor-led courses but feel constricted by the class syllabus, then check out Schweser Video Instruction. With immediate access, you can start reviewing the CFA curriculum in the topic of your choice. Start, stop, and rewind each lesson or segment as often as you like. Our expert instructors will guide you through the complex CFA curriculum and help you master difficult concepts, theories, and techniques to prepare you for success on exam day. Schweser s Video Instructions offer you the flexibility you need in a study schedule with: Over 40 hours of lectures covering all required Learning Outcomes in the CFA curriculum Instruction from CFA charterholders who are academic and industry experts Schweser Class Workbooks Volumes 1 & 2 A full subscription to the Schweser Library Review lectures, or part of a lecture, as often as you like For computer use only Offered in USB Drive or online #^ Faculty Access Schweser s Weekly Class #^ Schweser s Online Class allows you to work directly with our expert faculty and content specialists from the comfort of your home or office. Attend class anytime, anywhere. Need to review a lesson? No problem! We archive all live classes so you can review lectures as often as you need. The 15-Week Online Class includes: Lectures and applied critical concepts Quizzes and problem solving Instant feedback during lecture and Q&A sessions Unlimited access to class archives Schweser Class Workbooks Volumes 1 & 2 Schweser Library (online access) Ask Your Instructor Choose from two convenient live classes timing, eastern or London time schedule. SchweserPro Qbank^ (Available Online + One-Time Download version # ) Drill and practice question bank - Level 1: over 4,074* questions - Level 2: over 3,790* questions - Level 3: over 2, multi-part essay questions* A subscription-based program that contains thousands of up-todate practice questions Browse LOS to review specific study sessions Create personalized exams based on difficulty, length, topic, and weight Insert personal notes and bookmarks for reference Disables following the CFA exam. SchweserPro Online is recommended and is accessible from multiple PCs. SchweserPro Online can be used Mac computers, however, we do not support it. Practice Exams #^ (Printed and Online version available) (Paper-Based, Volume 1 & 2 available) Three 6-hour practice exams in each volume Formatted like the actual CFA exam Divided into morning and afternoon sessions Includes full answer explanations Online scoring and performance tracking Schweser s QuickSheet (Printed and Online version available) Maximize time and refresh your memory with Schweser s laminated, multi-page QuickSheet. It is an excellent reference for reviewing key topics and formulas. Features: Topical highlights Detailed graphs Key formulas Sturdy, laminate construction Flashcards (Paper-Based) Schweser Flashcards increases your confidence that you have reviewed and retained all of the vital information required to make your CFA exam experience a success! Retain core concepts and prioritise LOS with: Colour-coded by topic Indexed by study session, reading, and LOS Weighted according to importance by expert faculty Schweser s Secret Sauce (Printed and Online version available) Handy and compact two-books-in-one combo will refresh your memory of critical concepts and learn the tips and strategies you need to master the CFA exam! Schweser s Secret Sauce Book helps you focus and retain the material with: Critical concepts Time-management hints Analysis of level-specific question styles Essential exam strategies SchweserNotes Audio Bring the SchweserNotes to Life. Stay on track and retain the CFA material with Schweser MP3, a natural fit in your daily routine: Audios are offered in MP3 Download # In depth explanation of all LOS and critical concept More than 20 hours of audio span the entire curriculum Professional readers provide special attention to areas most critical to your exam success Schweser MP3s reinforce your understanding of the CFA curriculum while you are on a commute, at home, or in the gym. # Requires Internet Connection. ^ Subscriptions will expire on the Jun Exam Day (for Jun exams activation) and Dec Exam Day (for Dec exams activation). Schweser releases a new version of products every year as the curriculum changes. * Counts are based on 2014 products. 07 / Chartered Financial Analyst

9 KAPLAN SCHWESER CFA Study Materials Order Form 2015 CHOOSE YOUR LEVEL LEVEL I SCHWESER STUDY PACKAGES PremiumPlus Study Package^ ebook SchweserNotes (ebook Materials) Schweser s QuickSheet (ebook) Schweser Study Planner (Online) SchwesrPro Qbank (Subscription) - Online + One-Time Download Practice Exams Volume 1 (Online) Practice Exams Volume 2 (Online) InstructorLink (Full Access) - Full Schweser Library (Online Access) - Ask Your Instructor Schweser PassProtection Schweser Online Weekly Class Package with ebook Materials Choose One: - 15 Weeks Online Class - London Time: Wed, 22 Jul - 28 Oct 2015 (6:00pm - 9:00pm GMT) - 15 Weeks Online Class - Eastern Time: Wed, 22 Jul - 28 Oct 2015 (6:30pm - 9:30pm EST) Schweser Weekly Class Workbooks, Vol 1 & 2 (online PDF slide download) Schweser Video Classes (Online only) Schweser s Secret Sauce Book (ebook) 3-day Exam Review Workshop (Live Online & On-Demand) Review Workshop Workbook (Online) Add On: - Online Mock Exam (Online) - Multimedia Tutorial (complete analysis of each mock exam question) Printed SchweserNotes (Printed Materials) Schweser s QuickSheet (Printed) Schweser Study Planner (Online) SchwesrPro Qbank (Subscription) - Online + One-Time Download Practice Exams Volume 1 (Printed) Practice Exams Volume 2 (Printed) InstructorLink (Full Access) - Full Schweser Library (Online Access) - Ask Your Instructor Schweser PassProtection Schweser Online Weekly Class Package with Printed Materials Choose One: - 15 Weeks Online Class - London Time: Wed, 22 Jul - 28 Oct 2015 (6:00pm - 9:00pm GMT) - 15 Weeks Online Class - Eastern Time: Tue, 21 Jul - 27 Oct 2015 (6:30pm - 9:30pm EST) Schweser On-Demand Video Choose One: - Schweser On-Demand Video (Online) - Schweser On-Demand Video (USB) Schweser Weekly Class Workbooks, Vol 1 & 2 (printed) Schweser s Secret Sauce Book (Printed) 3 Day Exam Workshop (Live Online & OnDemand) Review Workshop Workbook (Printed) Add On: - Online Mock Exam (Online) - Multimedia Tutorial (complete analysis of each mock exam question) Optional: SchweserNotes Vol 1-5 (ebook Materials) Retail Price All Students S$1, S$1, S$ S$ S$ S$ SCHWESER STUDY PACKAGES SchweserNotes Package SCHWESER PACKAGE ADD ON PRODUCTS (Add on to any package) Retain ebook SchweserNotes (ebook Materials) Practice Exams Volume 1 (Online) Schweser s QuickSheet (ebook) Schweser Study Planner (PDF) Instructor-Led Office Hours Essential Self-Study Package^ SchweserNotes (ebook) Schweser s QuickSheet (ebook) Schweser Study Planner (PDF) SchwesrPro Qbank (Subscription) - Online + One-Time Download Practice Exams Volume 1 (Online) Practice Exams Volume 2 (Online) InstructorLink (Partial Access) - Instructor-Led Office Hours CFA First Weekly Online Class SCHWESER INDIVIDUAL PRODUCTS Printed SchweserNotes (Printed Materials) Practice Exams Volume 1 (Printed) Schweser s QuickSheet (Printed) Schweser Study Planner (PDF) Instructor-Led Office Hours Optional: SchweserNotes Vol 1-5 (ebook Materials) SchweserNotes (Printed Materials) Schweser s QuickSheet (Printed) Schweser Study Planner (PDF) SchwesrPro Qbank (Subscription) - Online + One-Time Download Practice Exams Volume 1 (Printed) Practice Exams Volume 2 (Printed) InstructorLink (Partial Access) - Instructor-Led Office Hours CFA First Weekly Online Class Optional: SchweserNotes Vol 1-5 (ebook Materials) Retail Price S$ S$ Product Format Retail Price Flashcards Printed S$ Secret Sauce Printed S$ Secret Sauce Online S$ Secret Sauce Printed + Online S$ Product Format Retail Price All Students S$ S$ Premium Instruction Package^ SchweserNotes (ebook Materials) Schweser s QuickSheet (ebook) Schweser Study Planner (Online) SchwesrPro Qbank (Subscription) - Online + One-Time Download Practice Exams Volume 1 (Online) Practice Exams Volume 2 (Online) InstructorLink (Full Access) - Full Schweser Library (Online Access) - Ask Your Instructor Schweser PassProtection Schweser Online Class Package with ebook Materials Choose One: - 15 Weeks Online Class - London Time: Wed, 22 Jul - 28 Oct 2015 (6:00pm - 9:00pm GMT) - 15 Weeks Online Class - Eastern Time: Tue, 21 Jul - 27 Oct 2015 (6:30pm - 9:30pm EST) Schweser On-Demand Video (Online) Schweser Weekly Class Workbooks, Vol 1 & 2 (online PDF slide download) SchweserNotes (Printed Materials) Schweser s QuickSheet (Printed) Schweser Study Planner (Online) SchwesrPro Qbank (Subscription) - Online + One-Time Download Practice Exams Volume 1 (Printed) Practice Exams Volume 2 (Printed) InstructorLink (Full Access) - Full Schweser Library (Online Access) - Ask Your Instructor Schweser PassProtection Schweser Online Class Package with Printed Materials Choose One: - 15 Weeks Online Class - London Time: Wed, 22 Jul - 28 Oct 2015 (6:00pm - 9:00pm GMT) - 15 Weeks Online Class - Eastern Time: Tue, 21 Jul - 27 Oct 2015 (6:30pm - 9:30pm EST) Schweser On-Demand Video Choose One: - Schweser On-Demand Video (Online) - Schweser On-Demand Video (USB) Scheweser Weekly Class Workbooks Vol 1 & 2 (Printed) Optional: SchweserNotes Vol 1-5 (ebook Materials) S$1, S$1, S$ S$ ^ Subscriptions will expire on the December Exam Day. Schweser released a new version of products evey year as the curriculum changes. * Not applicable for student price. SHIPPING (Only for Kaplan Schweser CFA Purchases) Kaplan Schweser Study Packages PremiumPlus Package Premium Instruction Package Essential Self-Study Package SchweserNotes Package 3-Day Exam Review Workshop / Video Instruction/ Online Class Flashcards/ Fundamental Book SecretSauce / Practice Exams, Vol. 1 & 2 QuickSheet / USB Country 1st Set Extra Set 1st Set Extra Set 1st Set Extra Set 1st Set Extra Set 1st Set Extra Set 1st Set Extra Set 1st Set Extra Set 1st Set Extra Set Singapore Malaysia Brunei/Indonesia/ Philippines/Thailand/ Vietnam Cambodia Self-Collection Subtotal S$ Shipping S$ Total Cost S$ S$48.15 (printed) S$54.57 (w USB) S$ (printed) S$ (w USB) S$ (printed) S$ (w USB) S$ (printed) S$ (w USB) S$21.40 (printed) S$27.82 (w USB) S$64.20 (printed) S$70.62 (w USB) S$74.90 (printed) S$81.32 (w USB) S$ (printed) S$ (w USB) S$37.45 (printed) S$43.87 (w USB) S$96.30 (printed) S$ (w USB) S$ (printed) S$ (w USB) S$ (printed) S$ (w USB) S$16.05 (printed) S$22.47 (w USB) S$48.15 (printed) S$54.57 (w USB) S$58.85 (printed) S$65.27 (w USB) S$32.10 (printed) S$80.25 (printed) S$96.30 (printed) S$16.05 (printed) S$37.45 (printed) S$48.15 (printed) S$96.30 (printed) S$ (printed) S$90.95 (printed) S$ (w USB) S$21.40 (printed) S$69.55 (printed) S$85.60 (printed) S$10.70 (printed) S$34.24 (printed) (printed) S$ (printed) S$85.60 (printed) FREE Foundations CFA Fundamentals Book Paper-based S$ Schweser Online Classes (with Workbook) Online S$ Learn + Online Video London Time Eastern Time USB Drive add S$ SchweserPro Qbank (Subscription) Online + One-Time Download S$ Practice Retain Final Review Practice Exams Vol. 1 Printed S$ Practice Exams Vol. 1 Online S$ Practice Exams Vol. 2 Printed S$ Practice Exams Vol. 2 Online S$ Schweser s QuickSheet Printed S$69.55 Schweser s QuickSheet Online S$69.55 Flashcards Printed S$ Secret Sauce Printed S$ Secret Sauce Online S$ SchweserNotes Audio MP3 (Download) S$ Day Exam Workshop (Live or On-Demand) (ebook) S$ Review Workshop Workbooks (online) + Secret Source 3-Day Exam Workshop (Live or On-Demand) (Printed) S$ Review Workshop Workbooks (printed) + Secret Source Schweser online CFA Mock Exam Online S$ and online Multimedia Tutorial* S$21.40 S$48.15 S$85.60 S$10.70 S$21.40 S$10.70 S$21.40 S$26.75 S$16.05 S$26.75 S$37.45 S$21.40 S$69.55 S$37.45 S$16.05 S$5.35 S$21.40 S$10.70 S$32.10 S$16.05 S$53.50 S$26.75 S$10.70 S$19.26 S$26.75 S$5.35 S$10.70 S$12.84 S$21.40 Online Mock Exam/ SchweserPro Qbank/MP3 Download No charge All prices listed above are inclusive of 7% GST. Chartered Financial Analyst / 08

10 KAPLAN SCHWESER CFA Study Materials Order Form 2015 Order No.: CT EXAM SITTING December 2015 Collected By: CFA CFA Candidate No.: Kaplan Student: Yes No Gender: M F Date: * Name (Mr/Mrs/Miss) as in Passport: Date of Birth: D D M M Y Y D D M M Y Y Company Name: Signature: Designation: Local Address: FOR OFFICE USE ONLY Unit: Postal Code: Extension of Online Access: * NRIC No./FIN No.: Nationality: Singaporean PR WP EP S Others: Receipt No: Date: Tel: (O) * Mobile: * Tel: (H) D D M M Y Y Attended by: Collected: Level 1: Student: Yes 1 Yes No 2 No Partial 3 Items Collected: Activation Date: D D M M Y Y Attended by: Mode of Payment Cash Nets Visa/ Mastercard Cheque No.: Payable to Kaplan Learning Institute Pte Ltd SCHWESER PRODUCTS TERMS & CONDITIONS: Please download the terms and conditions regarding Product Return/Cancellation/Refund Policy from Schweser s website at You must contact Kaplan Learning Institute via phone ( ) or [email protected] for authorization of returns. Returns will be accepted within 14 days of the date you receive your order The materials must be returned in original, like-new, resalable condition and in the original packaging and/or shrink-wrap in order to be considered for a refund Returns are subjected to a restocking fee of S$50 and NO returns/cancellation will be accepted less than 30 days prior to the exam, regardless of when the order was received. Cancellation of order is subjected to S$50 administration fee. All associated shipment costs, including duties, customs and/or brokerage fees, are non-refundable and are the responsibility of the customer If the order has been shipped and is in transit with courier service, the refund amount would be less the shipment costs, in addition to S$50 restocking fee Purchases of product packages, downloads, ebooks, electronic and online products/ services, extended online access and previous year sales are final and non-refundable Please note that refunds will be issued to the original payment method within business days after the return is received Please return the materials, along with a copy of your official receipt and return authorisation from Kaplan Learning Institute Kaplan Learning Institute reserves the right to dispose any uncollected material upon exam sitting All Singapore orders will be subject to the prevailing GST Kaplan Learning Institute and Kaplan Schweser reserve the rights to change the terms and condition without notice, please review the website periodically. CFA Pass Protection Discount (Based on qualifying product purchase by a repeating customer who is retaking the prior year s level exam) CFA Season 2014 PremiumPlus and Premium Study Package and PremiumPlus purchasers are eligible to receive 50% off 2015 PremiumPlus Packages and Premium Instruction Packages PremiumPlus and Premium Instruction Package purchasers, who do not pass the exam and will retake the exam for the same level in 2016, are eligible to receive 50% off PremiumPlus Packages and Premium Instruction Packages. For the Pass Protection discount to be applied, Kaplan Schweser must receive written authentic documentation of your 2014 CFA exam results (pass/fail notification) and of your enrollment at the same level for the 2015 exam. Your order will not be processed until this written documentation is both received and verified by Kaplan Schweser. Shipping costs, customs fees, duties and/or taxes are extra. To participate in the offer you must call and request the discount at the same time your order is placed. Online orders for this discount will not be accepted. This offer cannot be combined with any other offers, discounts or promotions. Pre-Orders: We will notify you to collect the available products via phone/ when it arrives to Singapore. Original receipt must be presented for collection. We strongly advise you to pre-order your materials. If you are unable to self-collect, you may authorize (in writing) a third party to collect on your behalf, and the person must present the original receipt. Walk-in purchase: Products may not be fully available for walk-in purchase. Copyright: Kaplan Schweser s study materials are protected by the laws of copyright of the United States and other countries throughout the world. Unauthorized reproduction of these materials, or portions thereof, in any form whatsoever, is strictly prohibited. Discounts: Kaplan Learning Institute reserves the right to dispose all uncollected materials after 3 months of purchase. I agree to the terms and conditions stipulated above. KAPLAN LEARNING INSTITUTE (CPE UEN No: K) is the registered PEI name of Kaplan Learning Institute Pte Ltd. Signature: Date: D D M M Y Y 09 / Chartered Financial Analyst

11 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$1,808.30). Only the nett 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 & C). Please refer to Student Contract 80% 60% 50% 0% If Student s written notice of withdrawal is received ( Maximum Refund ) 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 On or after the Course Commencement Date Cooling-off Period: KLI offers students a cooling-off period of 7 working days after signing their student contract. Students can submit written notice of withdrawal to KLI and receive the Maximum Refund amount stipulated above (less any Course Fees consumed by the Student if the withdrawal date is later than the Course Commencement Date* and the Student has started the Course, any administrative charges which are stipulated in the Miscellaneous Fees and any applicable bank administrative charges properly paid/payable) * Course Fees consumed is calculated based on number of sessions consumed divide by total number of sessions x total course fee paid 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. Chartered Financial Analyst / 10

12 kaplan.com.sg/kli DESCRIPTION/FEES ClassES CFA PREMIER PACKAGES New Student S$3,400 * 1C1 Resitting Exam # S$2,040 * Course Registration Form for July 2015 Intake Are you an CFA registered student? Individual Study Options Education Course New Student S$2,975* Resitting Exam # S$2,082.50* Revision Course New Student Resitting Exam # S$975* S$780* Revision + Schweser Online Mock CFA Exam & Multimedia Tutorial New Student S$1,190* Resitting Exam # S$995* 1C1 1RC1 1RC1 Yes, my CFA Registration No. is Gender: M F No, I understand my exam sitting will not be in December 2015 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: D D M M Y Y Optional Purchase SchweserNotes Package Classroom S$492.20* Address: *All prices are inclusive of the prevailing GST. # Kaplan CFA resitting students. Unit: # Postal Code: Collected By: Company Name: Designation: Date: D D M M Y Y Signature: NRIC No./FIN No.: Nationality: Singaporean PR WP EP S Others: For PR/WP/EP/S holder, please state your nationality FOR OFFICE USE ONLY Registration Fee: $ Tel(O):+65 Mobile:+65 (H):+65 Medical Insurance Fee: Require $ Do not require. Proof of insurance policy verified. Course Fee: $ Receipt No: Date: D D M M Y Y Attended by: Collected: Yes No Partial Items Collected: 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: SMS Phone Activation Date: D D M M Y Y Attended by: Discounts: KAPLAN LEARNING INSTITUTE (CPE UEN No: K) is the registered PEI name of Kaplan Learning Institute Pte Ltd. Signature: Date: D D M M Y Y All information contained in this brochure is accurate at time of print. Kaplan Learning Institute reserves the right to vary this information should the circumstances so require. Kaplan City PoMo 1 Selegie Road Singapore [email protected] facebook.com/kaplansingapore kaplan.com.sg/kli Registered with Council for Private Education UEN: K Validity: 20/05/ /05/2018