CFA SINGAPORE RESEARCH PROGRAMME (IBF LEVEL 1 & 2)Your Pathway to Professional Excellence

Exclusive CFA® training provider for CFA Singapore Approved Prep Provider by CFA Institute Kaplan Financial and Kaplan Schweser – a compelling

combination in CFA® training Schweser study materials – including our world renowned

SchweserNotes™

Thousands of students have gone through our doors Voted Best Corporate Training Provider for Finance

Management, Computer Science & IT, Leadership in 2016* Voted Top 3 Private School in Singapore (2013 to 2016)**

* JobsCentral Learning, Training & Education Development Awards 2016. ** AsiaOne People’s Choice Awards.

ABOUT KAPLAN FINANCIAL

Why Kaplan Financial?

Part of Kaplan Learning Institute, Kaplan Financial is one of Singapore’s leading providers of professional accounting and finance programmes, having trained thousands of students to date.

With a focus on training excellence, Kaplan Financial has been accorded a number of honours by our partners, demonstrating our commitment to achieve excellent standards of learning facilities and provide outstanding student support. Widely recognised 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.

Founded in 1987, CFA Singapore is the first CFA chapter to be formed outside of North America and one of the most active societies of the CFA Institute, the not-for-profit global association of investment professionals that sets the standard for professional excellence and credentials. CFA Singapore is the 7th largest society globally with more than 3,500 members and organises about 100 events a year. The mission of CFA Singapore is to lead the investment profession by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. This is implemented by member volunteers through the following 8 committees: Advocacy, Asset Management, Candidate Programmes, Career Development, Membership, Networking, Professional Development & University Outreach. In October 2016, CFA Singapore appointed Kaplan Learning Institute to be the exclusive training provider for the CFA Singapore Research Programme Level 1 & 2, live and online preparatory courses for the Chartered Financial Analyst® exams. CFA Singapore Research Programme Level 1 & 2 are accredited under the Institute of Banking and Finance Singapore Standards Training Scheme (IBF-STS).

For more information, please visit www.cfasingapore.org or email info@cfasingapore.org.

ABOUT CFA SINGAPORE

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ACCREDITATIONSACCA Approved Learning Partner (ALP) – Student Tuition Platinum Status, Accredited Learning Organisation (ALO) for Singapore CA Qualification (formerly known as Singapore QP) by the Singapore Accountancy Commission (SAC), Registered Tuition Provider for CPA Program by CPA Australia, Training provider for CAIA®, Exclusive CFA® training provider for CFA Singapore and Approved Prep Provider by CFA Institute.

EXTENSIVEWell-established with a complete range of professional accounting

and financial courses in Singapore, catering to all levels.

EXPERIENCETo date, thousands of students

have been through our doors.We boast one of the largest

accounting and financelecturer teams, who bring with

them an invaluable pool of experience which our students

can readily tap on.

ACCESSIBILITYOur centrally-located campuses at Wilkie Edge and PoMo facilitate your learning.

REPUTATIONVoted Best Corporate Training Provider for Finance Management, Computer Science & IT, Leadership in JobsCentral Learning Training and Education Development (T.E.D.) Awards 2016.

Voted Top 3 Private School in Singapore (2013 to 2016) by AsiaOne People’s Choice Awards.

The Chartered Financial Analyst® (CFA®) Programme is a globally recognised, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge you need in today’s investment industry. It also emphasises the highest ethical and professional standards.

The IBF Standards (previously known as the Financial Industry Competency Standards or FICS) represent a set of competency standards developed by the industry, for the industry. It provides a practice-oriented development roadmap for financial sector practitioners to attain the necessary training to excel in their respective job roles.

The CFA Singapore Research Programme helps prepare graduates, young and mid-career professionals for entry level research analysts’ positions. It is ideal for anyone seeking employment and a career in investment research or a related field as they work towards a goal of attaining the CFA® and becoming an IBF-certified practitioner. Further information on IBF certification can be found at www.ibf.org.sg/IBF_certification.html.

The CFA Singapore Research Programme (IBF Level 1) and CFA Singapore Research Programme (IBF Level 2) are developed for CFA® Level 1 and Level 2 examination candidates respectively. Course participants taking the CFA Singapore Research Programme (IBF Level 2) mostly have some Finance or Investment sector experience and prior completion of the IBF Level 1 programme is preferable although not a must.

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Chartered Financial Analyst® (CFA®) & IBF STANDARDS

ABOUT THE CFA SINGAPORE RESEARCH PROGRAMME

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COURSE DELIVERY

Module A Module B Module CLevel 1 Level 1 Level 1

Module A which spans over 19 sessions helps students to prepare for the Level 1 CFA® examination. Each session is 3.5 hours and groups are kept at an optimal size to encourage active engagement and interaction between lecturers and students through short discussions and practice questions on key concepts.

Module B will be conducted over 4 sessions to hone the students’ practical analysis on financial information and statements.

Module C will be covered over 5 sessions and it aims to equip students with further product knowledge on technical analysis, foreign exchange, commodities and collective investment schemes.

Students also get an insight to the overview of the financial system.

Level 2 Level 2 Level 2

Module A prepares students for the Level 2 CFA® examinations. It spans over 19 sessions and each session is 3.5 hours. Each session is delivered in a classroom format and every group is kept at an optimal size to encourage active engagement and interaction between lecturers and students through short discussions and practice questions on key concepts.

Module B will be conducted over 8 sessions to hone the students’ practical analysis on financial information and statements.

Module C will be covered over 5 sessions and it aims to equip students with further product knowledge on technical analysis, foreign exchange, commodities and collective investment schemes.

Students also get an insight to the overview of the financial system.

Course Materials Schweser Essential Self- study Package Schweser Weekly Live Online Class

Course Materials Lecture Notes

Course Materials Lecture Notes

CFA SINGAPORE RESEARCH PROGRAMME STRUCTURE

The CFA Singapore Research programme will cover on the following Competency Units in Financial Markets: Research (Level 1 and 2). Candidates will receive a Certificate of Completion upon completing Research Level 1 or Level 2.

CFA Singapore Research Programme Outline

Competency Units (CU) in Financial Markets: Research (Level 1)

CU1 CU5 CU6Perform Research and Analysis Acquire and apply financial services industry and

product knowledgeComply with financial services legislations, regulations and industry codes of practice

1.1 Gather review and analyse key information 5.1 Demonstrate understanding of general principles of financial services industry and products

6.1 Identify and comply with legislative, regulatory and industry requirements

1.2 Analyse financial statements 5.2 Keep abreast of changes and development in financial services industry and product knowledge

6.2 Keep abreast of changes of relevant laws and regulations and understand its implications

Competency Units in Financial Markets: Research (Level 2)

CU1 CU2 CU5 CU6

Perform Research and Analysis Formulate investmentsrecommendations

Acquire and apply financial services industry and product knowledge

Comply with financial services legislations, regulations and industry codes of practice

1.1 Gather review and analyse key information

2.1 Apply various valuation techniques in conducting asset or industry/company valuation

5.1 Demonstrate understanding of general principles of financial services industry and products

6.1 Identify and comply with legislative, regulatory and industry requirements

1.2 Analyse financial statements 2.2 Prepare up-to-date investment reports

5.2 Keep abreast of changes and development in financial services industry and product knowledge

6.2 Keep abreast of changes of relevant laws and regulations and understand its implications

Research Level 1 Course Structure and Outline

Module A (66.5 Hours)

Ethics & Professional Standards Quantitative Methods Economics Financial Reporting and Analysis Corporate Finance Equity Investments Fixed Income Investments Derivative Instruments Portfolio Management Alternative Investments

Module B (14 Hours)

Analysing Financial Statements from a Real World Perspective

Identifying and Applying Financial Statement Analysis

Key Concepts in Accounting and Financial Statement Analysis

Interpreting Financial Statements and Ratios Translate Annual Report into a Spreadsheet

Model

Module C (17.5 Hours)

Technical Analysis Forex, Commodities and Collective

Investment Schemes Financial Industry Overview Rules and Regulations for Financial

Services Professionals

Research Level 2 Course Structure and Outline

Module A (66.5 Hours)

Ethics Quantitative Methods Economics Financial Reporting and Analysis Corporate Finance Equity Investments Alternative Asset Valuation Fixed Income Investments Derivative Instruments Portfolio Management

Module B (28 Hours)

Building the Basic Model: Translating Financial Documents into Working Spreadsheet Model

Forecasting: Extrapolating Income Statement, Balance Sheet, Cashflow into the Future

Valuation: Four Major Approaches to Valuation, and Practical Considerations

Risk Assesment: Discussing Various Dimensions of Risk

Practical Session: Using disclosed financial data to model, forecast and value a listed stock

Module C (17.5 Hours)

Technical Analysis Forex, Commodities and Collective

Investment Schemes Financial Industry Overview Rules and Regulations for Financial

Services Professionals

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CFA SINGAPORE RESEARCH PROGRAMME REQUIREMENTS

This programme has been accredited under the IBF Standards, and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Candidates are advised to assess the suitability of the programme and its relevance to their business activities or job roles. IBF-STS provides 70% funding for direct training costs subjected to a cap of S$7,000 per candidate per programme subject to all eligibility criteria being met. With effect from 1 July 2016, Singapore Citizens aged 40 years old and above are eligible for 90% co-funding of direct training costs, subject to a cap of S$7,000 per participant per programme. For more information on funding, IBF Certification and Continuing Professional Development (CPD) requirements, please visit www.ibf.org.sg.

Self-sponsored IndividualsNon Company-sponsored participants are required to be Singapore Citizens or Singapore Permanent Residents physically based in Singapore.

Company-sponsored IndividualsCompany-Sponsored participants are required to be Singapore Citizens or Permanent Residents, physically based in Singapore and staff* of Singapore-based financial sector entities being sponsored for the programmes. Financial sector entities would refer to financial institutions & entities regulated by MAS (either licensed or exempted from licensing). Entities that are signicantly involved in supporting financial sector activities will be assessed for eligibility on a case-by-case basis.

To qualify for IBF-STS funding, trainees must successfully complete the training programme (including passing all relevant assessments and examinations). Staff who attend a programme in the capacity of an instructor or facilitator, e.g. presenter/speaker/panelist are not eligible for IBF-STS funding.

* Qualifying expenses incurred on the training of both executive and non-executive staff, as well as staff employed on a short-term basis of less than one year (inclusive of contract staff and interns) will be eligible for funding under IBF-STS and FTS, subject to meeting the conditions under these schemes. License agents or representatives (i.e. financial advisors, traders, insurance agents, remisiers) representing a legal principal entity may be included in the claims of the principal entity.

IBF Standards Training Scheme (IBF-STS)

Who Are Eligible?

Applicants must be either Singapore Citizens or PR and required to have a Bachelor’s Degree or equivalent.

Documents required: University transcripts & certificate A scanned copy of NRIC

MINIMUM ADMISSION REQUIREMENTS

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ABOUT SCHWESER STUDY MATERIALS

Schweser Essential Self-study Package

The Essential Self-study Package is a key component to a successful CFA® exam study programme. This study package combines candidates’ favourite study tool, SchweserNotes™, with three full-length practice exams and the go-anywhere QuickSheet. Connect with expert CFA® instructors and use your Study Calendar to create a detailed study plan. It contains the following:

SchweserNotes™ Volumes 1-5The 5-volume SchweserNotes™ is the key component as you prepare for the CFA® exam. They provide clear, concise study notes and examples that cover every Learning Outcome Statement. Measure your progress with practice questions and realistic self-tests at the end of each topic.

Schweser’s QuickSheetPrepare for the CFA® exam on the go! This compact study tool summarises key formulas, definitions, and concepts.

Practice ExamsOnce you know the concepts, apply the knowledge with 6 full-length practice exams. Identify the topics you are weak in, master the material, and gain the confidence you need to perform your best on the actual CFA® exam. Each volume of Practice Exams includes 3 full exams, as well as the Online Performance Tracker, which allows you to compare your scores to other candidates.

Study CalendarThis innovative tool takes the guesswork out of creating a prep plan! Prepare with a detailed study plan that shows you how to use your study materials in the most effective way possible.

Instructor-Led Office HoursConnect with a CFA® expert during designated time to get your exam and content-related questions answered.

SchweserPro™ QBankAfter reading the SchweserNotes™, you can put what you’ve learned to practice with the QBank. Focus your attention where you need it the most and review critical concepts. It allows you to:

Quiz yourself with thousands of multiple-choice questions

Build custom exams using the topics and the number of questions you select

View answer explanations and LOS summaries Access your QBank online, with available offline access

101 Must KnowsThis late-season online study tool will give you practice answering exam-like questions based on the core concepts of the CFA® curriculum. These quizzes, and included tutorials, are an ideal way to help you grasp the fundamentals of each topic as you advance with your study plan.

Schweser Weekly Live Online Class

There is no better way to ensure content retention and instil exam confidence than by reinforcing your studies with Schweser Live Weekly Classes online. Should your work or other commitments affects your classroom attendance, our 15-week block of Online Classes led by CFA® charterholders can help you cover the same material at the same pace and frequency as our classroom sessions. It includes:

On-Demand Video Lectures which are designed to be viewed prior to the Weekly Classes, covering every LOS.

Archived sessions for you to review at your own pace. Two-volume set of Weekly Class Workbooks containing

material, examples, and questions to support your study plan.

6733 1877

kli.sg@kaplan.com

Kaplan City Campus @ PoMo

1 Selegie Road, #06-01, Singapore 188306

Registered with Committee for Private Education (CPE), part of SkillsFuture Singapore (SSG). UEN: 199701260K Validity: 20/05/2014-19/05/2018