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cfa jun2010 enrolment form


									Enrollment Form / Schweser Order Form                                                                                                                                                                                                                                               June 2010
                                                                                                                                 Status:           Enroll on course or purchase materials without CEF.
Live Instruction                                                                                                                                   I will reimburse this course with CEF. I am currently a CEF holder.
choice of classes (please tick)                                                                                                                    I will reimburse this course with CEF. I have not applied before.

                                                                                                                                                                                                                                                                                                                                   Refer to overleaf for enrollment / Schweser ordering instruction
                                                                                                                                                    > Please attach CEF application and photocopy of HKID card
LEVEL                                   I                         II                         III
                                                                                                                                  Personal Particulars
Full Package                                         Yes                               No
                                                                                                                                  New Student / Customer                           Existing Student / Customer
Education Program                                   A              B               C
Revision Course                                     A              B               C                                          Surname               | __________________________________________________ | Mr/Mrs/Miss
                                                                                                                                                       (Name on HKID or Passport)
Mock Exam + Review                                  A              B
                                                                                                                                 Forename              | __________________________________________________ |
Refresher Course (For Level II repeaters)                                                          
PassInsurance                                                                                                                   HKID/Passport No. | ___________________________ |                                       Date of Birth | _____________________ | (DD/MM/YY)
                                                                                                                                                       (First 4 digits for verification of identity. CEF must provide HKID in full)
Schweser Classic Package                                                                            $2,100                                                                                                                  For the purpose of obtaining Kaplan customers’ overall performance report from CFA Institute.
                                                                                                                                 CFA Candidate No. | ______________________________ |                                        Kaplan would not be able to obtain individual exam results from CFA Institute.

eLearning - Cantonese                                                                                                            Company               | __________________________________________________________________________ |

(Education Program only)                                                                                                         Position              | __________________________________________________________________________ |

LEVEL                                   I                         II                         III                              Address               | __________________________________________________________________________ |
Schweser Classic Package                                                                    $2,100                                                    | __________________________________________________________________________ |
Schweser Final Review Pack                                                                  $3,100
                                                                                                                                 Handphone             | _____________________________ |                                        Office Phone | ____________________________ |

                                                                                                                                 Fax                   | _____________________________ |
Self-Study Program                                                                                                               E-mail                | __________________________________________________________________________ |
                                                                                                                                                       This will be your primary contact. Please provide a valid email and preferably not hotmail/netvigator.
please tick choice of solutions / products

LEVEL                                   I                         II                         III                               Method of Payment                              (please see over leaf for details)
 Access of Online Products expire on 06 June 2010
                                                                                                                                  Cheque No | ___________________________________________ |                                                                           Cash                  EPS
Premium Instruction Package                                           $5,600                                                                          payable to “Kaplan Financial (HK) Limited.”
                                                                            $30% off *               $50% off *
                                                                                                                                  Credit Card Installment (you must enroll in person-do not send by fax or post)
Classic Package                                                       $2,800
                                                                                                                                  Credit Card (full payment)                        VISA              AMEX                Master Card

StudyNotes™ Package                                                   $2,100

Practice Exams, Vol. 2                                                $1,200  $800 add on to Classic #                                   For Fax and Post Order Only

SchweserPro™ QBank (online)                                           $2,400
                                                                                                                                           Card Number | ___________-___________-___________-___________ | Expiry Date | ____ /____ |
Flashcards (paper version only)                                       $1,200

Secret Sauce®                                                         $800                                                                Card Holder | ______________________________________________ | (as appears on the card)

Final Review Pack                                                     $4,300                                                              Signature         | ______________________________________________ |

CFA Fundamentals Book                                                 $400

                                                                      $500
Understanding Your Financial
Calculator                                                                                                                        Education             (compulsory for live instruction)

                                                                                                                                 Highest Education Achieved  Bachelor's degree, major in
* must provide supporting documents listed on page 12
# must be added before 1 April 2010                                                                                                                                                                                                           | _________________________________ |
                                                                                                                                                                                Master's degree in                                           | _________________________________ |

Schweser                                                                                                                                                                        Doctoral degree in                                           | _________________________________ |

Live Mock Exam in HK                                                                                                                                                            Final year of bachelor's degree

Schweser Live Mock Exam in HK                                                                           $400                                                                   Non-degree but have at least 4 years of qualified work experience
Add on: Schweser online Multimedia tutorial                                                             $800
                                                                                                                                                                               Professional qualifications (if any) | _________________________________ |

Total Payment                                                                                                                                                                                                                                                        FOR OFFICIAL USE ONLY :
                                                                                                                                  •    I declare that all information provided in this form and all attached documents are, to
Live Instruction                                                                   $                                                   the best of my knowledge, accurate and complete.                                                                              F-S00:
                                                                                                                                  •    I consent that I will comply with all the Rules and Regulations of your company.
eLearning                                                                          $                                              •    I have read, understood and hereby agree to the terms and conditions stipulated on
                                                                                                                                       the brochure, enrollment form and on Kaplan Financial’s website.
                                                                                                                                  •    I wish to receive Kaplan Information by email in the future
Schweser Self-Study Program                                                        $                                                   ( To opt out, please tick this box  )                                                                                        HK$:

Schweser Live Mock Exam in HK                                                      $                                              Signature | ____________________________________________ |

                                                                                                                                                                                                                                                                     Date:                    /           /

                                                   Total                           $                                              Date          | ______________________ |

                                                                           Kaplan Financial (HK) Limited                                                   Opening Hours
                                                                           Admiralty Campus                                                                Mon-Fri 9:00am - 9:00pm
                                                                           Unit 2, 1/F Far East Finance Centre, 16 Harcourt Road, Admiralty                Sat-Sun 9:00am - 6:00pm
                                                                           Tel: (852) 2526 3686 Fax: (852) 2501 0589

             In order to ensure your enrollment/order is processed, you are asked to ensure that you (1) read the details on the brochure and enrollment form, (2) provide
             all the information required and (3) submit all the necessary document required in support of your enrollment/order. We strongly advise you to submit your
 Important   enrollment/order form as early as possible. This will enable us to process it more quickly. Please note that there is a limit to the number of students who can
             be accepted in our classes. Seats/products will not be reserved for incomplete enrollment/order package returned to Kaplan.

                                                (1)    VISA / Master / Amex Card
Payment Methods                                        Payment can be made in person, by fax to +852 2501 0589 or by mail (Unit 2, 1/F Far East Finance Centre, 16 Harcourt
                                                       Road, Admiralty).
                                                       Interest-free installment: Payment has to be made in person. Cardholders of HSBC VISA / Master card and selected Amex
                                                       Cards can enjoy a 6-month (HSBC) or 12-month (Amex) interest-free installment for fees of $10,000 or above in single
                                                       payment. The cardholder has to be the student himself/herself. Amex Cardholders, please call us first at +852 2526 3686 to
                                                       check your credit card eligibility.

                                                (2)    Cash / EPS
                                                       Fees can be paid by cash or EPS at our Admiralty Campus at Far East Finance Centre.

                                                (3)    Cheque
                                                       Fees can be paid by crossed cheque made payable to “Kaplan Financial (HK) Limited”. Please mail the cheque and all
                                                       required documents to Unit 2, 1/F Far East Finance Centre, 16 Harcourt Road, Admiralty. Kaplan will not be responsible for any
                                                       loss of payment sent by mail. If you are enrolling a course that will commence in less than 7 working days, you are advised
                                                       against using cheque in view of delay arising from postage delay and bank clearance.

                                                We will acknowledge your successful enrollment into our campus program by giving you an official receipt in person (by post if
Live Instruction                                enrolled by fax or mail) within 3 working days after your submission. If we require more information/documentary evidence from
                                                you, or we are unable to accept you onto your chosen class, we will contact you by phone or email. If you do not hear from us,
                                                please check with us at +852 2526 3686 or email to

                                                Course details (including confirmed dates and teaching venue) will be emailed to you 1 week prior to course commencement. If you
                                                do not hear from us, please check with us at +852 2526 3686 or email to

eLearning                                       User system validation is carried out by email within two working days from the date of receipt of enrollment form. The validation
                                                aims to give you the opportunity to fully test eLearning and ensure satisfactory viewing result, before your enrollment is processed.
                                                Your enrollment and payment will be put on hold until the validation is returned.

                                                After the validation process is complete, we will acknowledge your successful enrollment by (1) mailing you the official receipt, (2)
                                                arranging one-time delivery of all course materials, and (3) emailing you the login information within three working days. If you do
                                                not hear form us, please check with us at +852 2526 3686 or email to

                                                Kaplan offers a one-time free delivery of classroom slide pack to a daytime office address in Kowloon or Hong Kong. Our staff will
                                                confirm the delivery date with you in advance. However Kaplan does not have any control over the exact time that the delivery will
                                                take place. You are therefore responsible for providing and confirming a correct delivery address; and arranging authorized
                                                personnel to receive time materials on the delivery date. Kaplan will not re-ship course materials that are returned to us. If collection
                                                at our Admiralty Training Centre is more convenient to you, please make the arrangement with our staff or arrange your own courier

                                                Kaplan will deliver to most countries, subject to acceptance and additional shipping charges. Customers are responsible for any tax
                                                and customs duties and regulations that may apply. Please call us at +852 2526 3686 or email to for

                                                Pre-Orders: A completed order form must be accompanied by payment in full. Payment can be made in person by fax to +852 2501
Kaplan Schweser Self-Study                      0589 or by mail (Unit 2, 1/F Far East Finance Centre, 16 Harcourt Road, Admiralty). We will acknowledge your order by giving you an
Program                                         official receipt in person (by post if ordered by fax or mail) 1 week after receiving your full payment. Your original receipt must be
                                                presented for collection of ordered items at our Admiralty Campus at Far East Finance Centre, during business hours. If you cannot
                                                collect your orders yourself, you may authorize a third party, in writing, to collect on your behalf, with the original receipt presented.

                                                Walk-in purchase: Walk-in purchase is available at our Admiralty Campus. There is a possibility that popular items sell out quickly
                                                and your desired product is temporarily out of stock. If you place an order, we will send you an email once the item is available for
                                                collection, usually within 7 working days. Pre-orders are strongly recommended.

                                                The courses have been included in the list of reimbursable courses for Continuing Education Fund (CEF purpose)
Continuing Education
Fund (CEF)                                      CFA
                                                      LEVEL 1 EDUCATION PROGRAMME
                                                      LEVEL 1 REVISION COURSE AND PRACTICE EXAM
                                                CFA   LEVEL 2 EDUCATION PROGRAMME                                   23Z02089-2
                                                CFA   LEVEL 2 REVISION COURSE AND PRACTICE EXAM                     23Z01818-9
                                                CFA   LEVEL 3 EDUCATION PROGRAMME                                   23Z02090-6
                                                CFA   LEVEL 3 REVISION COURSE AND PRACTICE EXAM                     23Z01819-7

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