Discounts, Offers and Schemes
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Discounts, Offers and Schemes

  1. Discounts: If several discounts potentially apply to a course only one such discount may be selected. Discounts offers and schemes are subject to availability and may be withdrawn or changed at any time without notice.
  2. Ultimate Learning Experience offer: When booking, in a single transaction, the Ultimate Learning Experience (ULE) for ACCA courses, a combination of tuition, revision and question based day for the same paper and sitting, students are entitled to a total of £70 off the price on enrolment. This offer is only valid during specific promotional periods, which will be advertised on our website, and only for classroom and Live Online courses. The offer is only available when courses are purchased online (the discount amount will be applied at the checkout stage of the online transaction) or via the telephone on +44 (0) 1908 540064 (office hours); with the exception of those on a payment plan or formal client service level agreement with Kaplan.
  3. Revision and question based day offer: If booking online in a single transaction an ACCA revision course and question based day for the same paper and sitting, a £50 discount will be applied to the QBD booking. This offer is only valid during specific promotional periods, which will be advertised on our website, and only for classroom and Live Online courses. The discount amount will be applied at the checkout stage of the online transaction.
  4. Distance learning revision discount: Distance learning students may be entitled to a £50 discount off a classroom revision course at a Kaplan Financial centre, provided the revision course is purchased for the same exam sitting and paper and for the same student.
  5. Kaplan Financial Lifetime Pass Guarantee for courses purchased from 1st June 2012 The terms and conditions of the Kaplan Financial Lifetime Pass Guarantee which applies to part time classroom, OnDemand and Live Online ACCA, FIA Diploma, CIMA, CTA, ATT, CIPFA and AAT courses (individual paper only) are as follows:

      Eligibility
    1. The full course programme must be purchased and followed to be eligible for the Lifetime Pass Guarantee, as detailed below:
      1. AAT AQ2013 or AAT AQ2016 classroom and/or Live Online course;
      2. ACCA Skills, Essentials & Options modules: part-time Tuition, Revision and Question Based Day (QB);
      3. ACCA Knowledge Module / FIA Diploma: part-time classroom and/or Live Online course;
      4. CIMA Certificate in Business Accounting: classroom and/or Live Online course;
      5. ATT: classroom and/or Live Online Tuition and Revision;
      6. CTA: classroom and/or Live Online Tuition and Revision;
      7. CIPFA: Live Online Tuition and Revision;
      8. CIMA Professional: Classroom and/or Live Online combination of Tuition and Revision Plus course for the same Objective Test (OT) subject and exam period, known as the OT complete package; or
      9. CIMA Professional: Classroom and/or Live Online Case Study Complete course.
      10. CIMA Professional: OnDemand objective test course.
    2. All amounts due must have been paid in full
    3. Students must, in order to validate their guarantee, attempt and submit in accordance with the relevant test submission deadlines, the appropriate course assessments and mock exams, as detailed below:
      1. AAT: all tests on MyKaplan must be completed prior to attempting the online mock exam; a minimum of 70% must be subsequently achieved in the online mock exam(s); and the online mock exam(s) must be passed before the real exam is attempted;
      2. ACCA Skills, Essentials & Options modules: Final Assessment, Mock Exam and QB questions, and achieve a minimum mark for each of 40%;
      3. ACCA Knowledge Module / FIA Diploma: MyKaplan online Final Assessment and Mock Exam and achieve a minimum mark for each of 40%;
      4. CIMA Certificate: the MyKaplan online mock exam and achieve a minimum of 40%;
      5. ATT: Pre-revision Exam and Revision Mock Exam and achieve a minimum mark for each of 40%;
      6. CTA: Pre-revision Exam and Revision Mock Exam and achieve a minimum mark for each of 40%;
      7. CIPFA Certificate, Diploma and Strategic Public Finance papers: Progress Test and Mock Exam completed and achieve a minimum mark of 40%;
      8. CIPFA Strategic Case Study: all 4 mandatory course mocks attempted; or
      9. CIMA Professional: must have completed all online mock exams.
    4. Classroom Students must attend 100% of the course (including question based day, where applicable). It is the student's responsibility to make sure that they sign the attendance register in order to confirm their attendance. Live Online students must complete 100% of the lectures (including question based day debrief, where applicable).
    5. Students must attempt the real exam. CIMA Certificate, CIMA Professional Classroom/Live Online, ACCA Knowledge module ACCA F4, FIA Diploma and AAT students must attempt their computerised examination within a maximum of 4 weeks from completion of the Classroom or Live Online course. CIMA Professional OnDemand students must attempt the exam within 14 weeks of commencing the course.
    6. In the event of a student exam failure, proof of that failure must be provided to Kaplan Financial on application for the Pass Guarantee (PG) course.
    7. The Lifetime Pass Guarantee does not apply to full time, distance learning or CIMAstudy.com courses. The Lifetime Pass Guarantee is not transferable.
    8. The Lifetime Pass Guarantee is subject to availability and may be withdrawn at any time without notice.

    9. Pass Guarantee (PG) Course
    10. In the event of a failure:
      1. an OnDemand student will be entitled to access a specialist online resit course with Kaplan Financial free of charge for the subject to which the Lifetime Pass Guarantee applies.
      2. a classroom student will be entitled to attend (where available) a PG classroom or Live Online or specialist online resit course with Kaplan Financial free of charge for the subject to which the Lifetime Pass Guarantee applies, as detailed below.
      3. a Live Online student will be entitled to attend (where available) a Live Online or specialist online resit course with Kaplan Financial free of charge for the subject to which the Lifetime Pass Guarantee applies, as detailed below.
        1. AAT: a classroom course if one is available at a suitable date in the centre and/or the dedicated online resit course. Students must contact their local Kaplan centre within 5 working days of their original exam failure to discuss their resit plans with their tutor and arrange access to the resit course via MyKaplan.
        2. ACCA Skills, Essentials & Options modules: Tuition and/or Revision course, and/or Question Based Day;
        3. CIMA Certificate/ACCA Knowledge Module course;
        4. ATT: Tuition and/or Revision course;
        5. CTA: Tuition and /or Revision course;
        6. CIPFA Tuition and /or Revision course;
        7. CIMA Professional OT complete package: a Classroom or Live Online Tuition and/or Revision Plus course and/or dedicated online Resit course; or
        8. CIMA Professional Case Study Complete: a Classroom or Live Online Case Study Complete course.
    11. In order to validate the Lifetime Pass Guarantee, the PG course must be attempted at each subsequent examination sitting, unless specified otherwise below. The Lifetime Pass Guarantee will expire should an examination sitting be missed.
      1. For CIMA Professional, the PG course(s) must commence within 4 months of the failed exam;
      2. For CIMA Certificate and ACCA Knowledge Module, the free course must be taken at the next available course or within 6 months, whichever is sooner;
      3. For ACCA F4 CBE, the PG course(s) must be taken at the next available course or within 6 months;
      4. For ACCA F5 – P7, the PG course(s) must either be taken at the next available quarterly exam sitting, or the one immediately after that;
      5. For AAT, the resit exam must be subsequently reattempted within 1 month of the original exam. In all cases the Lifetime Pass Guarantee automatically expires once the paper is passed.
    12. Students must continue to attempt and submit a Mock Exam in line with submission deadlines, where applicable, and achieve the minimum requirements set out in section C above unless specified otherwise below.
      1. AAT students must attempt and pass the resit practice assessments and subsequently the resit mock exam and achieve a minimum of 70% in the latter;
      2. ATT and CTA students must attempt the Mock Exam, where applicable and achieve a minimum mark of 40% to validate their Lifetime Pass Guarantee;
      3. CIMA students must attempt all online mock exams for the subjects that they are resitting.
    13. Classroom students must attend/complete 100% of the agreed/booked PG course (including question based day, where applicable). It is the student's responsibility to make sure that they sign the attendance register in order to confirm their attendance. Live Online students must complete 100% of the PG course lectures (including question based day debrief, where applicable).
    14. Students attending a PG course may, where Kaplan course materials have been updated, or in the case of ATT/CTA where a new Finance Act is now examinable, be required to purchase new course materials from Kaplan Financial.
  6. Refer a friend reward scheme
    1. The Refer a friend award scheme rewards will be issued on a monthly basis to persons who have satisfied all the scheme conditions in the preceding month.
    2. Conditions met by both parties in this period e-vouchers will be issued in this period
      January 2016 February 2016
      Each month thereafter Each month thereafter
    3. Referring person - To be an eligible referrer, such person:
      1. must have attended a course through Kaplan Financial in the 12 months prior to making a referral;
      2. must not have any outstanding debts with Kaplan Financial.
      3. if a formal payment plan agreement has been entered with Kaplan, with all, including at least one, Direct Debit payment(s) have been successfully made, and there are no other outstanding debts with Kaplan Financial, then clause 2 does not apply.
      4. may successfully refer a maximum of 10 persons under the scheme offer; and
      5. must take responsibility for checking that their employer is happy for them to act as a referee, if the employer is paying for their studies.
    4. Referred person - To be an eligible referred person, such person:
      1. must not have attended any Kaplan Financial courses within the preceding 2 years;
      2. must complete a "Refer a Friend" online application form, either a maximum of 12 months prior to enrolling on a course or one month post enrolling on a course; and
      3. must enrol (in a single enrolment) on classroom, Live Online, online or distance learning course(s) which have a published price of more than £300 (before VAT) or be signed up onto a Government funded course (Apprenticeship).
      4. must enrol within 12 months of making a Refer a Friend application. If enrolling more than 12 months since the application, the student will need to apply for the scheme again and must conform to the terms and conditions.
    5. All non-funded courses must be paid for in full before the rewards are issued. If a payment plan has been arranged, then the rewards will not be issued to either party until the balance has been settled.
    6. Rewards will be issued subject to it being confirmed that the referred person has been on a Government funded programme, distance learning or online course with Kaplan Financial for more than the 14 day cooling off period, or attended at least 1 day of their Kaplan Financial classroom or Live Online course.

    7. Reward general conditions
    8. The reward will be in the form of a £50 Amazon.co.uk e-voucher given to both the referring and referred person. All purchases must be redeemed via Amazon.co.uk within the expiry date quoted within email correspondence.
    9. Kaplan Financial reserves the right to withhold or refuse to honour the rewards if any conditions have not been met or if the course or Government funded programme is cancelled or deferred by the referred person.
    10. The reward scheme is not valid if the person being referred is employed by a company with whom Kaplan Financial has a training provider contract, service level agreement or dedicated fee arrangement.
    11. By providing information online the referred and referring persons automatically agree to opt in to receive marketing information by email from Kaplan Financial and its sister companies. Either student can opt out of receiving this information at any time.
    12. A referred person can only be referred by one referring person. If referred person is referred by more than one student then the first referrer will receive the reward.
    13. No cash alternatives apply.
    14. Kaplan Financial reserves the right to change the format of the reward scheme or to withdraw the scheme at any time without notice. Any changes will be specified on the website http://www.kaplan.co.uk/qualifications/refer-a-friend.
    15. Kaplan Financial's decision is final on all matters relating to the scheme.
    16. The reward scheme is not open to employees, agents or contractors of Kaplan Financial and/or any affiliate or subsidiary companies or their immediate families or any other person connected or involved with the reward scheme.
    17. Kaplan Financial cannot accept any responsibility for any damage, loss, injury or disappointment suffered by any person participating in the reward scheme.
  7. AAT, ACCA, CIMA and CIPFA Instalment Payment Plan

    These Payment Plan Terms and Conditions apply to any person who wishes to enter into a payment plan with Kaplan Financial from 1st August 2016. These Payment Plan Terms and Conditions are in addition to any other applicable Terms and Conditions which may apply to the student.

    Please read these Terms and Conditions carefully before purchasing the applicable courses and choosing to apply for the Kaplan Financial Payment Plan. Please print and keep a copy of these Payment Plan Terms and Conditions for your records. By signing up for the Kaplan Payment Plan you are confirming your agreement to be bound by these Terms and Conditions.
    1. Subject to meeting all other applicable requirements, to be eligible for a payment plan, you must:
      1. Spend a minimum of £500 in total
      2. Be 18 years of age or over
      3. Be a UK, EU or EEA national
      4. Enrol on Kaplan courses
      5. For AAT, you must book a full qualification of courses, which can be Foundation Certificate, Advanced Diploma or Professional Diploma.
    2. A minimum deposit equal to 10% of the total spend will be due upon enrolment.
    3. Repayments will be over the maximum following periods:
      1. AAT Foundation Certificate for a maximum of 6 months
      2. AAT Advanced Diploma or Professional Diploma for a maximum of 12 months
      3. ACCA, CIMA, CIPFA, ATT, CTA and ICAEW classroom or Live Online courses, for the duration of the course, up to a maximum of 12 months. The final payment must be made one month prior to the final date of the courses selected.
      4. ACCA, CIMA, ATT, CTA and ICAEW Distance Learning or OnDemand courses, over three months per subject purchased, up to a maximum of 12 months.
    4. You have a right to withdraw from the payment plan before the end of 14 days beginning with the day on which you receive notification from us that the payment plan has been accepted. This must be communicated in writing to Kaplan by you. If you have commenced your course and cancel within the 14 day period, you will be charged a £50 administration fee.
    5. If you withdraw from the Payment Plan, but wish to still complete the courses being enrolling on, you must pay any outstanding payments without delay and no later than 30 calendar days beginning with the day after the day you gave us notice of withdrawal. Without this payment we would reserve the right to terminate the course enrolments.
    6. If you wish to cancel the payment plan early (after the 14 day withdrawal period subject to clause 7d), the full amount of credit will be due for any courses that have been commenced and any material that has been given to you. There will also be a £50 cancellation charge.
    7. You can settle the agreement at any time, in full or in part, by paying us some or all of the amounts you owe us.
    8. Any variation to the repayment schedule must be agreed with us in writing one month before the relevant due dates. This would include, but not be limited to, a wish to defer the enrolments to a subsequent exam sitting following an unsuccessful exam attempt. This may prompt the cancellation of the agreement and the creation of a new agreement, provided that any new agreement must expire within 12 months of the original agreement. In such circumstance the £50 cancellation fee may be waived at Kaplan's discretion.
    9. In the event of any payment default or late payment, the full amount owed becomes immediately due and payable, additional fees may also be incurred and amounts charged (as per our Core terms).
    10. In the event of default or non-payment, we reserve the right to take any lawful and necessary actions, up to and including legal action, to recover debts.
    11. We may update or amend these Payment Plan Terms and Conditions from time to time without notice. The applicant should check the Kaplan Financial website for the latest Terms and Conditions.
    12. Kaplan Financial reserves the right to withdraw the offer at any time at its sole discretion.
  8. Distance Learning 3 for 2 offers

      ACCA Knowledge
    1. This offer only applies when a combination of ACCA F1, F2 and F3 distance learning courses are purchased online in the same transaction for an individual student.
    2. The three courses (one per paper) must all be of the same course type i.e. all Premier, all Standard Plus or all Standard.
    3. You will be charged the total price of two courses.
    4. This offer is only valid until 31st December 2016, and is not available in conjunction with any other offer.

    5. CIMA Certificate
    6. This offer only applies when three CIMA Certificate distance learning courses are purchased online in the same transaction for an individual student.
    7. The three courses (any three from C01, C02, C03, C04 and C05) must all be of the same course type i.e. all Premier or all Standard.
    8. You will be charged the total price of two courses.
    9. This offer is only valid until 31st December 2016, and is not available in conjunction with any other offer.

    10. FIA
    11. This offer only applies when a combination of three FIA distance learning courses are purchased online in the same transaction for an individual student.
    12. The three courses (one per paper) must all be of the same course type i.e. all Premier, all Standard Plus or all Standard.
    13. You will be charged the total price of two courses.
    14. This offer is only valid until 31st December 2016, and is not available in conjunction with any other offer.
  9. AAT discount offers
    Each offer is available to those enrolling on courses specified below. All other Kaplan courses, Computer Based Tests, Assessment and Project fees are excluded from the offer. This offer is not available in conjunction with any other offer or agreement. It is subject to availability and may be withdrawn at any time without notice. The offer is not transferrable. No cash alternatives apply. If enrolling online the discount will be applied at the checkout stage.

    AQ2013
    To be eligible for the Kaplan AAT full level discount offer a student must enrol and pay for all courses in that level in the same transaction (details below).

    1. To be eligible for the discount a Level 2 student must enrol on one of each of the five courses in the same transaction.
    2. To be eligible for the discount a Level 3 student must enrol on one of each of the six courses in the same transaction. Students may additionally opt to enrol on the book-keeping course; if so they will be entitled to a discount on that course too.
    3. To be eligible for the discount a Level 4 student must enrol on all four compulsory courses and two of the five optional courses, in the same transaction. If a student subsequently changes their optional paper(s) to a more expensive course then the discount will be recalculated and an additional payment will be immediately due.
    Discount rates are as follows:
    AQ2013 Classroom and Live Online courses discount rate: 10% of total eligible fees
    AQ2013 Distance Learning courses discount rate: 20% of total eligible fees

    AQ2016
    To be eligible for the Kaplan AAT qualification discount offer a student must enrol and pay for all courses in that qualification in the same transaction (details below).

    1. To be eligible for the discount a Foundation Certificate student must enrol on one of each of the five courses in the same transaction.
    2. To be eligible for the discount an Advanced Diploma student must enrol on one of each of the five courses in the same transaction. Students may additionally opt to enrol on the book-keeping course; if so they will be entitled to a discount on that course too.
    3. To be eligible for the discount a Professional Diploma student must enrol on all four compulsory courses and two of the five optional courses, in the same transaction. If a student subsequently changes their optional paper(s) to a more expensive course then the discount will be recalculated and an additional payment will be immediately due.
    4. Discount rate is as follows:
      AQ2016 Classroom, Live Online and Distance Learning courses discount rate: 20% of total eligible fees.

  10. Classroom and Live Online CIMA Certificate multi-buy offer:

    This offer only applies when three or more CIMA Certificate classroom or Live Online courses are purchased online in the same transaction for an individual student.
    The courses (C01, C02, C03, C04 and C05) can either be Classroom or Live Online courses or a mixture between the two course types (offer excludes Distance Learning & Computer Based Assessments).
    The discount amount will be 20% of the combined price of the courses purchased and will be applied at the checkout stage of the online transaction.
    This offer is valid until 30 November 2016, is subject to availability and may be withdrawn at any time without notice. It is not available in conjunction with any other offer. The offer is not transferrable and no cash alternatives apply.
  11. CIMA Professional Full Level Package 10% discount offer
    1. To be eligible for the Kaplan CIMA Full Level Package 10% discount offer a student must enrol and pay for specific courses in that level in the same transaction (details per level below).
    2. The offer is available to those enrolling on classroom, Live Online, OnDemand or Distance Learning specified courses. Courses can include: Tuition, Revision Plus, Case Study Complete, Case Study Essential, OnDemand, Distance Learning Standard and Distance Learning Premier. All other Kaplan courses and exam fees are excluded from the offer.
    3. This offer is not available in conjunction with any other offer or agreement. It is valid until 31 December 2016, is subject to availability and may be withdrawn at any time without notice.
    4. The offer is not transferrable. No cash alternatives apply.
    5. If enrolling online the discount will be applied at the checkout stage.
    In order to be eligible for the discount you must purchase a combination of courses as follows:
      Operational Level Offer Management Level Offer Strategic Level Offer
    E1 At least one course, with a total minimum value of £150    
    P1 At least one course, with a total minimum value of £150    
    F1 At least one course, with a total minimum value of £150    
    E2   At least one course, with a total minimum value of £150  
    P2   At least one course, with a total minimum value of £150  
    F2   At least one course, with a total minimum value of £150  
    E3     At least one course, with a total minimum value of £150
    P3     At least one course, with a total minimum value of £150
    F3     At least one course, with a total minimum value of £150
    Case Study At least one course, with a total minimum value of £150 At least one course, with a total minimum value of £150 At least one course, with a total minimum value of £150
  12. Classroom and Live Online ACCA Knowledge multi-buy course offer:
    1. This offer only applies when all three ACCA knowledge classroom or Live Online courses are purchased online in the same transaction for an individual student.
    2. The courses (F1, F2, F3) can either be Classroom or Live Online courses or a mixture between the two course types (offer excludes Distance Learning & Computer Based Exams).
    3. The discount amount will be 10% split equally across the 3 papers purchased and will be applied at the checkout stage of the online transaction. Available via online purchase only.
    4. This offer is subject to availability and may be withdrawn at any time without notice. It is not available in conjunction with any other offer. The offer is not transferrable and no cash alternatives apply.
  13. ATT/CTA Complete Package offer:

    When booking, in a single transaction, a combination of Tuition and Revision courses for the same ATT or CTA subject and sitting, students are entitled to a 10% discount on the published price. This offer is only valid for classroom and Live Online courses. The offer is available when courses are purchased online and the discount amount will be applied at the checkout stage of the online transaction. The offer is subject to availability and may be withdrawn at any time without notice. The offer is not transferable. No cash alternatives apply. The offer is not available in conjunction with any employer-specific discounts.
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Discounts, Offers and Schemes