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Kaplan Financial

Preparatory Course for Chartered Financial Analyst (CFA®) Examination

Kaplan Financial

Preparatory Course for Chartered Financial Analyst (CFA®) Examination

Introduction to CFA® 

The CFA® charter is the professional qualification administered and awarded by CFA Institute, based in United States. Enrolling in the CFA® programme provides a strong foundation of advanced investment analysis and real-world portfolio management knowledge and it can serve as the first step toward earning this qualification. Typical CFA® candidates include

  • Portfolio Managers
  • Research Analysts
  • Chief-Level Executives
  • Risk Managers
  • Relationship Managers
  • Accountant/Auditors
  • Corporate Financial Analysts
  • Financial Advisors
  • Investment Banking Analysts
  • Consultants
  • Traders

To earn the CFA® charter, one must meet the following criteria:

  1. Become a CFA®  candidate and enroll in the CFA®  programme.  To do so, you must
    • meet one of the following:
      • Have a bachelor’s (or equivalent) degree,
      • Be in the final year of a bachelor’s degree programme,
      • Have four years of professional work experience,
      • Have a combination of professional work and university experience that totals at least four years.
    • Be prepared to take the exams in English.
    • Have a valid international passport.
    • Meet the professional conduct admission criteria.
  2. Pass the Level I Exam (June or December).
  3. Pass the Level II Exam (June).
  4. Pass the Level III Exam (June).
  5. Have four years of professional work experience in the investment decision-making process (accrued before, during, or after participation in the CFA® programme).
  6. Join CFA Institute as a regular member.

Why Study with Kaplan?

  • Exclusive CFA® training provider for CFA Singapore
  • Approved Prep Provider by CFA Institute
  • Kaplan Financial and Kaplan Schweser – an compelling combination in CFA® training
  • Schweser study materials – including our world renowned SchweserNotes™
  • Choice of Study Packages to suit your busy lifestyle

 CFA® Enrolment and Exam Registration Details

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, II and III

Payment Deadlines Programme Enrollment
(new candidates only)
Exam
Registration
Total Cost
15 February 2017 US$ 450 US$ 930 US$ 1,380
15 March 2017 US$ 450 US$ 1,380 US$ 1,830

The one-time programme 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®  Programme Fees, please visit: http://www.cfainstitute.org/programs/cfaprogram/register/Pages/fee_schedule.aspx

CFA Institute Contact Details

CFA Institute Headquarters (U.S.A.)
Tel: (434) 951 5499
Fax: (434) 951 5262
Email: info@cfainstitute.org
Web: www.cfainstitute.org
CFA Institute Asia Pacific (Hong Kong)

Toll-free Information Line:
001-800-8228-8820
Tel: (852) 2868 2700
Fax: (852) 2868 9912
Email: infohk@cfainstitute.org
Web: www.cfainstitute.org

Course Descriptions

Our Preparatory Course for CFA® Examination is made up of 3 distinct phases:

PREPARE PHASE (Education Course)

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 Timings

  • Level I & II : 19 sessions, 66.5 hours
  • Level III : 17 sessions, 51 hours

Course Materials

  • Teaching Slide Pack
  • Schweser Essential Self-study Package
  • Schweser Video Classes

PRACTICE PHASE (Revision Course)

Designed for CFA® exam candidates, our revision courses help them discover the key subject areas and dive much deeper into more challenging concepts which are usually tested during exams.

These courses also include mock-exam practice questions to better ensure that you are able to put your knowledge into practice and be more confident 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 Program 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 Timings

  • Level I : 6 sessions, 21 hours
  • Level II : 7 sessions, 21 hours
  • Level III : 6 sessions, 18 hours

Course Materials

  • Revision Mindmap Book
  • Revision Question Bank

PERFORM PHASE (Kaplan Schweser Online Mock Exam)

Schweser’s Online Mock exam will be available from 20 May to 3 June 2017.

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 Timings

Online : Timed 6-hour exam (two 3-hour sessions)

Early Bird Discount

Enjoy early bird discount on Premier Package when you sign up before 6 January 2017 for Levels I & II, and 27 January 2017 for Level III. Terms and conditions apply. Only 1 discount scheme is allowed per student.

Course Fees (Members of CFA Singapore) - Level I

LEVEL I Packages  Price
Premier Package:

  • Education Course (Level I - 66.5 hours)
  • Schweser Essential Self-Study Package
  • Schweser Online Videos
  • Weekly Live Online Class
  • Lecture Notes
  • Revision Course - 21 hours
  • Mind Map
  • Question Book
  • Schweser Online Mock Exam
S$2,950.00
(After Early
Bird Discount#)
Education Package:

  • Education Course (Level I - 66.5 hours)
  • Schweser Essential Self-Study Package
  • Schweser Online Videos
  • Weekly Live Online Class
  • Lecture Notes
S$2,700.00
Revision:

  • Revision Course - 21 hours
  • Mind Map
  • Question Book
 S$765.00
Revision Plus:

  • Revision Course - 21 hours
  • Mind Map
  • Question Book
  • Schweser Online Mock Exam
 S$690.00
Mock Exam Schweser Online:

  • Schweser Online Mock Exam
 S$100.00

Course Fees (Members of CFA Singapore) - Level II

LEVEL II Packages  Price
Premier Package:

  • Education Course (Level II - 66.5 hours)
  • Schweser Essential Self-Study Package
  • Schweser Online Videos
  • Weekly Live Online Class
  • Lecture Notes
  • Revision Course - 21 hours
  • Mind Map
  • Question Book
  • Schweser Online Mock Exam
S$3,100.00
(After Early
Bird Discount#)
Education Package:

  • Education Course (Level II - 66.5 hours)
  • Schweser Essential Self-Study Package
  • Schweser Online Videos
  • Weekly Live Online Class
  • Lecture Notes
S$2,790.00
Revision:

  • Revision Course - 21 hours
  • Mind Map
  • Question Book
 S$963.00
Revision Plus:

  • Revision Course - 21 hours
  • Mind Map
  • Question Book
  • Schweser Online Mock Exam
 S$690.00
Mock Exam Schweser Online:

  • Schweser Online Mock Exam
 S$100.00

Course Fees (Members of CFA Singapore) - Level III

LEVEL III Packages  Price
Premier Package:

  • Education Course (Level III - 51 hours)
  • Schweser Essential Self-Study Package
  • Schweser Online Videos
  • Weekly Live Online Class
  • Lecture Notes
  • Revision Course - 21 hours
  • Mind Map
  • Question Book
  • Schweser Online Mock Exam
S$3,100.00
(After Early
Bird Discount#)
Education Package:

  • Education Course (Level III - 51 hours)
  • Schweser Essential Self-Study Package
  • Schweser Online Videos
  • Weekly Live Online Class
  • Lecture Notes
S$2,907.00
Revision:

  • Revision Course - 21 hours
  • Mind Map
  • Question Book
 S$1,012.50
Revision Plus:

  • Revision Course - 21 hours
  • Mind Map
  • Question Book
  • Schweser Online Mock Exam
 S$690.00
Mock Exam Schweser Online:

  • Schweser Online Mock Exam
 S$100.00

# Original Fees for Premier Package (Level I - S$3,350/Level II - S$3,450/Level III - S$3,550)

^ Six months interest free instalment plans are available for DBS/POSB cardholders who sign up for Premier Package.

* Prices are inclusive of 7% GST.

* Only valid for 2017 materials.

Early Bird Discount

Enjoy early bird discount on Premier Package when you sign up before 6 January 2017 for Levels I & II, and 27 January 2017 for Level III. Terms and conditions apply. Only 1 discount scheme is allowed per student.

Course Fees (Non-members of CFA Singapore) - Level I

LEVEL I Packages  Price
Premier Package:

  • Education Course (Level I - 66.5 hours)
  • Schweser Essential Self-Study Package
  • Schweser Online Videos
  • Weekly Live Online Class
  • Lecture Notes
  • Revision Course - 21 hours
  • Mind Map
  • Question Book
  • Schweser Online Mock Exam
S$2,950.00
(After Early
Bird Discount#)
Education Package:

  • Education Course (Level I - 66.5 hours)
  • Schweser Essential Self-Study Package
  • Schweser Online Videos
  • Weekly Live Online Class
  • Lecture Notes
S$3,000.00
Revision:

  • Revision Course - 21 hours
  • Mind Map
  • Question Book
 S$850.00
Revision Plus:

  • Revision Course - 21 hours
  • Mind Map
  • Question Book
  • Schweser Online Mock Exam
 S$817.00
Mock Exam Schweser Online:

  • Schweser Online Mock Exam
 S$100.00

Course Fees (Non-members of CFA Singapore) - Level II

LEVEL II Packages  Price
Premier Package:

  • Education Course (Level II - 66.5 hours)
  • Schweser Essential Self-Study Package
  • Schweser Online Videos
  • Weekly Live Online Class
  • Lecture Notes
  • Revision Course - 21 hours
  • Mind Map
  • Question Book
  • Schweser Online Mock Exam
S$3,100.00
(After Early
Bird Discount#)
Education Package:

  • Education Course (Level II - 66.5 hours)
  • Schweser Essential Self-Study Package
  • Schweser Online Videos
  • Weekly Live Online Class
  • Lecture Notes
S$3,100.00
Revision:

  • Revision Course - 21 hours
  • Mind Map
  • Question Book
 S$1,070.00
Revision Plus:

  • Revision Course - 21 hours
  • Mind Map
  • Question Book
  • Schweser Online Mock Exam
 S$960.00
Mock Exam Schweser Online:

  • Schweser Online Mock Exam
 S$100.00

Course Fees (Non-members of CFA Singapore) - Level III

LEVEL III Packages  Price
Premier Package:

  • Education Course (Level III - 51 hours)
  • Schweser Essential Self-Study Package
  • Schweser Online Videos
  • Weekly Live Online Class
  • Lecture Notes
  • Revision Course - 21 hours
  • Mind Map
  • Question Book
  • Schweser Online Mock Exam
S$3,100.00
(After Early
Bird Discount#)
Education Package:

  • Education Course (Level III - 51 hours)
  • Schweser Essential Self-Study Package
  • Schweser Online Videos
  • Weekly Live Online Class
  • Lecture Notes
S$3,230.00
Revision:

  • Revision Course - 21 hours
  • Mind Map
  • Question Book
 S$1,125.00
Revision Plus:

  • Revision Course - 21 hours
  • Mind Map
  • Question Book
  • Schweser Online Mock Exam
 S$991.00
Mock Exam Schweser Online:

  • Schweser Online Mock Exam
 S$100.00

# Original Fees for Premier Package (Level I - S$3,350/Level II - S$3,450/Level III - S$3,550)

* Prices are inclusive of 7% GST.

* Only valid for 2017 materials.

Privileges

Level I/II/III Exam Resit
Kaplan CFA®  students who wish to retake their Level I/II/III exam in June 2017 can enrol for our Premier Package at 30% off and Education Class at 30% off. Terms and 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. Terms and 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*. Terms and conditions apply.

*Prices inclusive of all prevailing GST.

* Only valid for 2017 materials.

Local Students

Fee Protection Scheme (FPS) / Medical Insurance Coverage

Kaplan Financial has put in place requirements which include Fee Protection Scheme (FPS) and Medical Insurance Coverage under the EduTrust Certification Scheme regulated by the Council of Private Education.

For more information, please visit www.cpe.gov.sg

FPS (Paid for by Kaplan Learning Institute)

FPS is applicable to ALL students (regardless of nationality and the type of passes, i.e. dependent’s pass, student’s pass, work permit etc).

It is mandatory for all students to apply for FPS and sign a student contract when they enroll for courses with any Private Education Institution (PEI) with EduTrust Certification.

International Students - insurance premium is computed at 0.45% of the fee payable plus 7% GST capped at minimum insurance premium of S$8.56. The FPS premium is based on a fixed rate of the course fees and payable upon enrollment per intake.

CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Kaplan Financial (Part of Kaplan Learning Institute Pte Ltd).

CFA Institute, CFA® and the Chartered Financial Analyst® are trademarks owned by CFA Institute.