September 2009
September 2009
CAIA
CAIA Level 2
3-Day Course
Enroll on or before 10 July 2009
Personal Particulars
Refer
Tuition Fee
$11,280
$12,690
$14,100
New Student / Customer Existing Student / Customer
3-day Course
Kaplan SchweserNotesTM
Surname
| __________________________________________________ | Mr/Mrs/Miss
to
(Name on HKID or Passport)
overleaf
Upgrade SchweserNotesTM
$2,000
$2,000
$2,000
to Essential Study Solution
Forename
| __________________________________________________ |
CAIA Candidate No. | _______________________________________________________________________ |
for terms and conditions
Company | ____________________________________________________________________________ |
Position
| ____________________________________________________________________________ |
Address
| ____________________________________________________________________________ |
| _____________________________________________________________________________ |
Kaplan Schweser Study Materials
Handphone
| ______________________________ | Office Phone | ______________________________ |
1
2
/
Fax
| ______________________________ |
enrollment
Special repeat discount is applicable to the
candidates who
E-mail
| _____________________________________________________________________________ |
A) will be repeating the CAIA exam in 2009 and
B) purchased Schweser Study Notes, the Essential
This will be your primary contact. Please provide a valid email and preferably not hotmail/netvigator.
Study Solution, or Premium Study Solution for the
March 2009 or September 2008 CAIA exam
instruction
To enjoy this offer, you have to attach the
order form with
Education (Complusory as entry requirement)
1) Copy of Kaplan Schweser official receipt
2) Proof of past CAIA exam result.
The names on (1) and (2) must match. This offer cannot be
Highest Education Achieved
Bachelor's degree, major in
| ______________________________________________ |
combined with any other offers, discounts and promotions.
Master's degree in
| ______________________________________________ |
Doctoral degree in
| ______________________________________________ |
PremiumPlus Study Solution
$8,000
$4,000
Premium Study Solution
$7,500
$3,750
Final year of bachelor's degree
Essential Study Solution
$4,000
Non-degree but have at least a Form 5 education with passes in Maths and English (Syllabus B)
Final Review Pack
$1,300
SchweserNotesTM
$2,500
CAIA Fundamentals Book
$775
fo
r
P
is
s
e
la
n
o
la
u
q ifi ta
c i
i(
s
n
o
f
)
y
n
a
|______________________________________________ |
Method of Payment (please see over leaf for details)
Cheque No | _______________________________________ |
Cash
EPS
payable to “Kaplan Financial (HK) Limited.”
Credit Card Instalment (you must enroll in person-do not send by fax or post)
Credit Card (full payment) VISA
AMEX
Master Card
For Fax and Post Order Only
Card Number | ___________-___________-___________-___________ | Expiry Date | _____ /_____ |
Card Holder
| _______________________________________________________ | (as appears on the card)
Signature
| _______________________________________________________ |
Required Disclaimer:
CAIAA does not endorse, promote, review or warrant the
Financial (HK) Ltd./ Kaplan Schweser, nor does it endorse
any pass rates claimed by the provider. CAIAA is not
FOR OFFICIAL USE ONLY :
responsible for any fees or costs paid by the user to Kaplan
Declarations:
Financial (HK) Ltd./ Kaplan Schweser nor is CAIAA
I declare that all information provided in this form and all attached documents are, to the best of my
F-S00:
knowledge, accurate and complete.
responsible for any fees or costs of any person or entity
ST20000:
I have read, understood and hereby agree to the terms and conditions stipulated on the brochure,
providing any services to Kaplan Financial (HK) Ltd./ Kaplan
enrollment form and on Kaplan Financial’s website.
PY:
Schweser. CAIA®, CAIA Association®, Chartered Alternative
Investment Analyst
HK$:
SM,
and Chartered Alternative
Investment Analyst Association® are service marks and
Signature | ____________________________________________ |
App#:
trademarks owned by CHARTERED ALTERNATIVE
Date:
/
/
INVESTMENT
ANALYST
ASSOCIATION,
INC.,
a
Date
| ______________________ |
Handler:
place of business at Amherst, Massachusetts, and are used
by permission.
(P.T.O.)
September 2009
CAIA
Payment Methods
Enrollment Policy:
Re-issuance of Official Receipt
1. Enrollments will only be recognized upon receipt of full fee payment
20. An administration fee of HK$30 will be charged for each re-issuance
and completed enrollment form before a course begins.
of official receipt.
Payment can be made in person at our Admiralty Campus at Far East
2. Course administration instructions will be emailed to participants 7
Finance Centre, by fax to +852 2501 0589 or by mail (Unit 2, 1/F, Far
days before the course commencement date.
East Finance Centre, 16 Harcourt Road, Admiralty).
Cancellation Policy:
Interest-free Installment: Payment has to be made in person at our
Admiralty Campus at Far East Finance Centre. Cardholders of
Attendance Policy:
21. 50% course fee is refundable at any time up to two weeks prior to the
HSBC VISA / Master card and selected Amex Cards can enjoy a 6-
course commencement date. No refund is allowed thereafter.
month (HSBC) or 12-month (Amex) interest-free installment for fees of
3. Students must sign in for each session as their record of attendance.
22. Cost of course notes and all Kaplan Schweser products are not
$10,000 or above in single payment.Amex Cardholders, please call
4. Students have to achieve at least 70% attendance and bear record to
refundable if any materials have been collected.
us first at +852 2526 3686 to check your credit card eligibility.
qualify for certificate of attendance. No appeal for attendance rate will
23. Cancellations will be subject to an administrative fee of HK$300 per
be entertained. An administration fee of HK$30 will be charged for
course.
each copy per person.
24. Funds received but not utilized or refunded in accordance with these
5. Students are not allowed to transfer their enrollment, transfer class,
Terms and Conditions will be forfeited to Kaplan Financial.
Fees can be paid by cash or EPS at our Admiralty Campus at Far
or attend other courses without Kaplan’s written or email approval.
25. Refund will only be arranged upon the receipt of all necessary
East Finance Centre.
6. Regular attendance check will be conducted throughout the course
documents and course fee paid will be refunded to the participant by
without notice.
cheque.
7. Under all circumstances, only the enrolled and paid students can
26. Cancellations will be subject to an administrative fee of HK$300 per
attend our lectures or use the student supporting services. Kaplan
course.
Fees can be paid by crossed cheque made payable to “Kaplan
does not accept substitutes, in whole or in part, to obtain services or
Financial (HK) Limited”. Please mail the cheque and all required
attend classes and do not accept any payment on the spot. Anyone
documents to Unit 2, 1/F, Far East Finance Centre, 16 Harcourt Road,
attend the class without payment of full course fees in advance will be
Transferral and Deferral Policy:
Admiralty. Kaplan will not be responsible for any loss of payment sent
subject to a full course fee plus an admin fee (50% of the full course
by mail. If you are enrolling a course that will commence in less than
fee) payment on the spot. If students see any suspicious act of illegal
27. No transferal or deferral of the course is allowed.
7 working days, you are advised against using cheque in view of delay
attendance during the class, please alert our staff.
arising from postage delay and bank clearance.
8. Students who have entered into the Kaplan premises will be bound by
Kaplan Financial’s terms and conditions.
Copyright Policy:
28. All class materials are for the sole use by registered students only. All
3-day Course
Certification for CPT Purpose
materials, in whole or in part, may not be reproduced, shared, lent,
copied or transmitted in any format or by any means, electronic or
9. For subjects relevant to the individuals’ function and which may help
mechanical, including photocopying, recording, or by any information
We will acknowledge your successful enrollment into the intensive 3-day
to enhance the performance of their job functions would meet CPT
storage and retrieval system, without written permission from Kaplan.
course by giving you an official receipt in person (by post within 3 working
purpose. It is up to the employers or corporations to determine
The unauthorized duplication of class materials is a violation of global
days after your submission if enrolled by fax or mail). If we require more
suitability of the programme in meeting CPT requirement. Individuals
copyright laws.
information/documentary evidence from you, or we are unable to accept
are responsible for verifying with their employers using course topics
29. Kaplan Schweser’s materials purchased are to be used for the
you onto the class, we will contact you by phone or email. If you do not
and schedule.
purchaser’s own personal use and benefit. Unauthorized commercial
hear from us, please check with us at +852 2526 3686, or email to
10. Within one month from the completion of the course, you can submit a
resale of Kaplan Schweser’s materials is prohibited. Kaplan Schweser
caia@kaplan.com.hk
request for certificate of attendance if you have achieved at least 70%
reserves all its rights in the event of a violation of this policy, which
Course details (including confirmed dates and teaching venue) will be
attendance. $30 will be charged for successful issuance. Students will
may include suspension of purchaser’s privileges and enforcement of
emailed to you 1 week prior to course commencement. If you do not hear
be notified to collect the certificate at our centre in 14 days.
Kaplan Schweser’s rights under law and equity. Shared use of
from us, please check with us at +852 2526 3686 or email to
11. It is a matter of discretion for individual employers to recognize any
SchweserPro™ QBank, Weekly Online Program software is
caia@kaplan.com.hk
qualification to which this course may lead.
prohibited. Kaplan Schweser’s products are intended for personal use
only unless specifically approved in writing by Kaplan Schweser.
Class Materials and Stationery
Kaplan Schweser Study Materials
Kaplan Schweser’s Online Access Products:
12. Class materials will be distributed to students on the first day of the
course.
30. Kaplan Schweser does not warrant that online access will be
We will confirm your order by giving you an official receipt in person (By
13. Students must bring stationery and the financial calculator (Texas
uninterrupted or error-free. Online access to www.schweser.com is
post within 3 working days after your submission if enrolled by fax or
Instrument BAII Plus or HP 12C) to the class. If students has not used
provided on an "as is, as available" basis. You agree to meet the
mail).
minimum system requirements set forth for Kaplan Schweser's
Original receipt must be presented
HP 12C financial calculator before, we recommend Texas Instrument
for collection.
BAII Plus. Students must bring all course notes collected to class.
electronic products. Sharing or selling online access is prohibited. All
If you cannot collect your orders yourself, you may authorize (in writing)
Kaplan Financial does not have spare copies to lend.
online access is non-transferable.
a third party to collect on your behalf. The third party must present the
original receipt for collection.
All materials must be collected on or before 30 September 2009.
Kaplan Schweser Purchase:
Catch-up Videos:
31. Sales of all products are final, non-refundable and non-returnable
14. Kaplan Financial does not warrant that the catch-up videos will be
once order is placed and payment received.
uninterrupted or error-free. All catch-up videos are provided on as “as
32. Exchange policy: Defective audio and video products may be
is, as available” basis.
exchanged for the same product within 14 days of the date of
15. Attendance will not be counted for watching of a video for CPT or
collection. Original receipt must be presented upon exchange. Please
attendance purpose.
call in advance.
16. Booking of catch-up videos is on a first-come-first-served basis.
Priority is offered to students who were absent on particular sessions.
Videos cannot be lent, copied or recorded.
Collection of Kaplan Schweser Materials:
17. Videos will be available for booking 4 working days after the session.
33. Date of collection is subject to availability of different materials.
18. Bookings must be made 3 working days in advance and confirmation
Purchasers must present official receipt to collect the materials.
from Kaplan is required.
Collections will be denied if official receipt is not presented.
19. HK$100 deposit will be required during registration.
