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CFA® ENROLMENT FORM 2010
FULL TIME
Ground Floor North, Finsbury Tower, 103-105 Bunhill Row, London EC1Y 8LR
Tel: International: +44 (0)20 7920 3060 UK: 0845 450 8992
STUDENT DETAILS
EMPLOYER DETAILS
Surname Mr / Mrs / Ms / Miss
Company name
Forename(s)
Company reg no
Date of birth / /
Training manager’s name
Address for correspondence/delivery
Work address
City Postcode
City Postcode
Contact tel no.
Tel
Email address
Email
Passport number
INVOICING ADDRESS
Previous tuition provider
(If different to the employer address above, please complete details of where you would like the
invoice to be sent)
CFA Registration number
Contact name
How did you find out about Kaplan Financial?
Address
Existing student
Company policy
Recommendation
Advertising
Mailshot
Newspaper article
Postcode
SPONSORED STUDENTS: EMPLOYER’S AUTHORISATION
If the above employer is responsible for the payment of amounts, please complete the following:
As employer of the student for whom this form is completed, we are responsible for payment of
amounts due on receipt of the invoice and undertake to inform you in writing of any change to
this arrangement. We understand that we are fully responsible for the payment of amounts due
in all circumstances (including termination of employment or course cancellation). We confirm
HOW TO ENROL
that we have read, understood and accept the terms and conditions detailed on
www.kaplanfinancial.co.uk.
BY PHONE
Signed
If you are paying by credit or debit card please telephone:
International +44 (0)20 7920 3060 UK: 0845 450 8992
Name
BY POST
Please complete all parts of this form in BLOCK CAPITALS and return to:
Position within the company
Ground Floor North, Finsbury Tower, 103-105 Bunhill Row, London EC1Y 8LR
Date
BY FAX
Please complete all parts of this form in BLOCK CAPITALS and fax to:
Purchase order number
+44 (0)20 7256 5882
DATA PROTECTION ACT
Your sponsor will be informed of your test results, progress and attendance unless your sponsor chooses not to receive this information.
MARKETING POLICY
Kaplan Financial, Kaplan Publishing Limited or our other group companies may contact you via phone, mail or email to keep you informed about further
professional training or other services and products of interest. If you do not wish us to send any such information, please tick here.
BUT, if having ticked, you still wish to receive details of courses and services specifically relating to your qualification, please tick here.
PRIVACY POLICY
You acknowledge by enrolling that you have read, understood and accept the terms and conditions and privacy policy detailed on www.kaplanfinancial.co.uk
Registered office: Kaplan Financial Limited, 7th floor, 100 Cannon Street, London EC4N 6EU • Registered in England no. 1028790
www.kaplanfinancial.co.uk
CFA® FULL-TIME ENROLMENT FORM 2010
PROGRAM PACKAGES
The CFA program at Kaplan Financial lasts for 3 years, subject to passing all exams at the first attempt. Each semester will commence in the first quarter, preparing students
for the June examinations, and in the third quarter for the December level I examination.
CFA examinations are designed for individuals who are at a Post graduate level of study. Please note that many of the topics are beyond basic/introductory level.
CFA Institute recommends a minimum of 300 hours of study are devoted to each level of the CFA examinations.
You will need an exam approved calculator. Kaplan Financial recommends SchweserTM CFA study aids.
Once the June CFA sitting is finished, you can choose to complete a full time CAIA and FRM course - see brochure for details.
REGISTERING WITH CFA INSTITUTE
• You are advised to register with CFA Institute prior to registration of your course. Visit www.cfainstitute.org for further details and online registration (please note that it is
your responsibility to complete registration formalities and enter for the examination with CFA Institute).
• Entry Requirements – Degree or equivalent. If you are in any doubt about your eligibility to participate in the CFA program please contact the CFA Institute directly
How to complete this form: follow our 4 easy steps to book your CFA course.
Step 1: Choose your style of course (please tick your selection)
COURSE TYPE
STARTS JAN 10
TICK
DEPOSIT
TICK
STARTS AUG 10
TICK
DEPOSIT
TICK
Analysis, Risk and Fund Mgm’t Program*
£16,000
£8,000
£16,000
£8,000
* Including CFA, CAIA and FRM (see brochure for further details). The program package price includes all class notes, Kaplan Schweser Essential Prep
materials and calculator. (Please note that the cost of the Schweser materials and the calculator cannot be refunded once purchased).

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COURSE TYPE
JUN 10
TICK
DEPOSIT
TICK
DEC 10
TICK
DEPOSIT
TICK
All course options include class notes.
P
E
CFA Level I
£2,095.00
£1,047.50
£2,095.00
£1,047.50
The FRM qualification commences in
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2011 - see brochure for further details

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CFA Level II - starts 6 Feb
£2,100.00
£1,050.00
N/A
N/A
CFA Level III - starts 21 Jan
£2,470.00
£1,235.00
N/A
N/A
COURSE TYPE
MAR 10
TICK
DEPOSIT
TICK
SEP 10
TICK
DEPOSIT
TICK
CAIA Level I - starts Jul
N/A
N/A
£1,000.00
£500.00
TOTAL COST £
CAIA Level II - starts Jul
N/A
N/A
£1,000.00
£500.00
Step 2: Choose your dates for CFA Level I (please tick your selection in the required location)
COURSE TYPE
JUN 10
TICK
DEC 10
TICK

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CFA Level I Group 1
11 Jan 10
2 Aug 10
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CFA Level I Group 2
18 Feb 10
2 Sept 10

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* Students on our Analysis, Risk and Fund Management Program will start CFA Level I in January
Step 3: Choose your additional products
Calculator (Texas Instruments BA II Plus Pro)
£42
Courier Delivery Fee £25 within UK
€55 within Europe

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(This will be automatically added to your order)
P
E
CFA
CAIA
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SCHWESER

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Kaplan Schweser Essential Prep
£295.30
Kaplan Schweser Essential Prep £295.30
Kaplan Schweser Premier Instruction
£492.49
* The price for additional products is already included in the package price for our Analysis, Risk and Fund Management Program
Step 4: Payment instructions
All additional products listed are supplied by Kaplan Financial at the prices quoted above and are available
TOTAL £
for purchase separately.
Kaplan Financial course materials will be made available to you by the first day of your course.

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All amounts quoted are inclusive of VAT where applicable.
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Please invoice my employer (complete section overleaf)

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I enclose a cheque for £ ________________ made payable to Kaplan Financial Limited.
Please charge my credit/debit card in respect of the full amount marked above.
NOTE: Diners Club and American Express cards are NOT accepted.
Start date
Expiry date
Issue no.
Security no.
Name of cardholder
________________________________________Telephone no. of cardholder ______________________________
Signature of cardholder _______________________________________________________________
I confirm that I have read, understood and accept the terms and conditions and
privacy policy detailed on www.kaplanfinancial.co.uk
Signature __________________
Date ______________________