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Terms and conditions

What these terms cover.
These are the terms and conditions on which we provide study materials and services to you, whether these are courses, exams, associated services or digital content combined (a Course).

Why you should read them.
Please read these terms carefully before you submit your order to us. These terms tell you who we are, how we will provide Courses to you, how you and we may change or end the contract, what to do if there is a problem, and other important information. If you think that there is a mistake in these terms, please contact us to discuss.

Terms and conditions

Kaplan Financial Limited - Registered office: 179-191 Borough High St, London, SE1 1HR. Principal place of business 179-191 Borough High St, London, SE1 1HR. Registered in England No. 1028790 ("Kaplan Financial"). Kaplan Professional is a brand name of Kaplan Financial Limited.


Core terms applicable to all courses
Discounts, offers and schemes
Employer Apprenticeship Statement
Competitions and surveys
Supply chain fees and charges policy
Kaplan Talent Partners - Approach to Subcontracting Government Funded Provision 2018
Annex 1 Complaints Procedure
Annex 2 Student Code of Conduct
Annex 3 Kaplan Wi-Fi Policy
Annex 4 Classroom Student Charter
Annex 5 Attendance Policy
Annex 6 Disciplinary Procedure
Annex 7 Model Cancellation Form
Annex 8 Bringing your own device to use at Kaplan
Annex 9 Plagiarism Statement
Annex 10 Academic Support Reasonable Usage Policy

Core Terms Applicable To All Courses

Last revised February 2019

  1. These terms
    1. What these terms cover. These are the terms and conditions on which we provide study materials and services to you, whether these are courses, exams, associated services or digital content combined (a Course).
    2. Why you should read them. Please read these terms carefully before you submit your order to us. These terms tell you who we are, how we will provide Courses to you, how you and we may change or end the contract, what to do if there is a problem, and other important information. If you think that there is a mistake in these terms, please contact us to discuss.
  2. Information about us and how to contact us
    1. Who we are. We are Kaplan Financial Limited, a company registered in England and Wales. Our company registration number is 1028790 and our registered office is at 179-191 Borough High St, London, SE1 1HR. Our registered VAT number is 719 0088 37. Kaplan Financial and Kaplan Professional are trading names of Kaplan Financial Limited. Kaplan Financial acts as agent for Kaplan Publishing Limited in the collection of payments for and the supply of hard copy study materials. All study materials, whether in written or electronic format, are supplied by Kaplan Publishing Limited (Registered Office: 179-191 Borough High St, London, SE1 1HR. registered in England No. 5728180).
    2. Where study materials are supplied in conjunction with a course, they are included in the fees quoted and Kaplan Financial acts as agent for Kaplan Publishing Limited in collecting amounts payable to such company. Any queries regarding any such study materials should be addressed to Kaplan Financial on behalf of Kaplan Publishing Limited.
    3. How to contact us. You can contact us by telephoning our Student Services team at +44 (0)161 259 7400 or by writing to us at studentservices@kaplan.co.uk or Kaplan Financial Student Services, 2nd floor, Universal Square, Devonshire St North, Manchester M12 6JH, United Kingdom.
    4. How we may contact you. If we have to contact you we will do so by telephone or by writing to you at the email address or postal address you provided to us when you enrolled.
    5. "Writing" includes emails. When we use the words "writing" or "written" in these terms, this includes emails.
    6. Glossary. When the following words with capital letters are used in these terms and conditions, this is what they mean:
      • Additional Fees means any fees payable to either us or the relevant professional body for computer based e-assessments, examination entry fees and e-project, tests and assessments, any updates to the Course, and any registration and membership fees.
      • Cancellation Period means a period of 14 days starting the day after we email you to confirm your enrolment on a Course.
      • Start Date means the date on which the Course you have accepted enrolled on commences.
  3. Our contract with you
    1. The enrolment and acceptance process. You may enrol for a course online or by telephone. Alternatively, you may enrol by contacting us for an enrolment form, completing this and submitting by email, post or in person at one of our training centres.
    2. If you are paying by debit or credit card, we will debit the Course fee from your card on or after the day you make an order for the Course. Credit or debit card details are collected over a secure link.
    3. If you inform us that your employer is paying the Course fee, your enrolment will only be accepted if your employer has provided authorisation and has approved credit terms with us. We will invoice your employer directly.
    4. If you wish to apply for funding we will discuss the eligibility criteria for a Kaplan Payment Plan or Government Apprenticeships with you. Additional documentation may need to be completed prior to completion of the Course enrolment.
    5. Our acceptance of your enrolment will take place when we have issued you with confirmation of your enrolment at which point a contract will come into existence between you and us and you will be required to pay the Course Fees and any Additional Fees unless we have agreed to third party funding.
    6. If your employer is paying your Course fee directly to us, we have agreed a separate contract with your employer for the provision of the Course. In this case any provisions relating to the payment of fees or refunds contained in these terms and conditions do not apply to you.
    7. Any provisions relating to the payment of fees or refunds also do not apply to you if we are providing you with sample resources and demos free of charge.
    8. If we cannot accept your enrolment. If we are unable to accept your enrolment, for example where you have provided incomplete or inaccurate information, we will inform you of this.
  4. Your rights to make changes
    If you wish to make a change to the Course you have applied for please contact us. We will let you know if the change is possible. If it is possible we will let you know about any changes to the price of the Course, the timing of supply or anything else which would be necessary as a result of your requested change and ask you to confirm whether you wish to go ahead with the change. An administrative fee may be payable.
  5. Our rights to make changes
    1. Minor changes to the Courses. We may change the Course and these terms:
      1. To reflect changes in relevant laws and regulatory requirements;
      2. To implement minor technical adjustments and improvements, which will not affect the delivery of a Course; and
      3. To ensure consistency with UK professional education sector practice and guidance.
      4. To accommodate minor or temporary changes to dates and locations, which do not impact on the overall provision of the Course.
    2. More significant changes to the Courses and these terms. In addition, we may make the following changes to these terms or the Course, but if we do so we will notify you in advance and you may then contact us to end the contract and receive a full refund before the changes take effect:
      1. To increase Course fees to proportionately reflect the costs associated with establishing and providing the Course;
      2. To correct errors;
      3. By adding or removing optional modules; and
      4. If a third party such as a government body, an awarding body or professional institute which governs a Course imposes the changes on us, such as amending a policy or procedure, changing the syllabus or method of assessment.
    3. Updates to digital content. We may update or require you to update digital content. We may from time to time make modifications, enhancements or issue clarifications (for example, to clarify ambiguous regulatory drafting) to audiovisual, interactive or written courses, and our systems requirements. Access to such changes will be free of charge to the extent that such changes relate to the Course purchased by you at the applicable time, during the period for which the digital content is available for your Course. The updated digital content shall always match the description of it that we provided to you before you bought it.
  6. Providing the Courses
    1. Acceptance of your enrolment on your Course. By submitting the online booking form, posting the booking form to us or agreeing to enrol over the phone you are formally accepting these terms and conditions and your enrolment on the Course and Start Date as set out in your confirmation of enrolment.
    2. Course updates.; From time to time certain courses and/or study materials may be superseded by new legislation, new syllabi, or the issue of new regulations. If this arises then we may produce courses covering the new material. For the avoidance of doubt, purchase of a current Course does not as part of the original purchase price entitle access to future revised courses and further amounts may be due.
    3. Delivery costs.; The costs of delivery of study materials will be as displayed to you on our website at https://kaplan.co.uk/about/delivery-information.
    4. When we will provide the Course. During the enrolment process we will let you know when we will provide the Course to you. For study materials we will deliver them to you in the timescale indicated at https://kaplan.co.uk/about/delivery-information.
    5. We are not responsible for delays outside our control. If provision of the Courses is delayed by an event outside our control then we will contact you as soon as possible to let you know and we will take steps to minimise the effect of the delay. Provided we do this we will not be liable for delays caused by the event, but if there is a risk of substantial delay you may contact us to end the contract and receive a refund for any part of the Course you have paid for but not received.
    6. Reasons we may suspend the provision of a Course to you. We may have to suspend the provision of a Course, for example to:
      1. Deal with technical problems or make technical changes;
      2. Make changes to a Course as notified by us to you (see clause 5); and
      3. Complete any disciplinary procedure.
    7. Your rights if we suspend the provision of a Course. We will contact you in advance to tell you we will be suspending provision of a Course, unless the problem is urgent or an emergency. You may contact us to end the contract for a Course if we suspend it, or tell you we are going to suspend it and we will refund any sums you have paid in advance for part of the Course that you have paid for but not received.
    8. We may also suspend provision of a Course if you do not pay. If you do not pay us for a Course when you are supposed to (see clauses 3e and 11) and you still do not make payment within 7 days of us reminding you that payment is due, or if your sponsoring employer or third party funder does not pay us, we may suspend provision of the Course until you have paid us the outstanding amounts. We will contact you to tell you we are suspending provision of the Course. We will not suspend the Course where you dispute the unpaid invoice (see clause 11f). We will not charge you for the Course during the period for which it is suspended. As well as suspending the Course we can also charge you interest on your overdue payments (see clause 11f).
    9. You will become responsible for study materials from the time we deliver them to you (to the address you gave us) or until you return them to us.
    10. Ownership of Intellectual Property. All intellectual property rights (including copyright) in a Course or other learning materials belong to us, or another company in the same group of companies as us.
    11. Licence of Intellectual Property. We will allow you to use the applicable study materials in a personal capacity for the purposes of studying on the Course. That permission will end when this Contract ends. You agree that you will only use any study materials and/ or digital content for study purposes and that you will not copy, make available, transmit , reproduce, sell, licence, distribute, publish or broadcast or otherwise circulate the materials.
    12. It is your responsibility to register and/or become a member of the relevant professional body for your Course; unless you are a government funded apprenticeship student aged 16-18 at the time of enrolment.
  7. Your rights to end the contract
    1. You can always end your contract with us. Your rights when you end the contract will depend on what you have applied for, how we are performing and when you decide to end the contract:
      1. If you want to end the contract because of something we have done or have told you we are going to do, see section 7b;
      2. If you have just changed your mind about a Course, see sections 7b(vi), 7c and 7d. You will be entitled to a refund if you cancel within the 14 day Cancellation Period.
      3. In all other cases (if we are not at fault and the Cancellation Period has ended), see section 7e.
    2. Ending the contract because of something we have done or are going to do. If you are ending a contract for a reason set out at (a) to (e) below the contract will end immediately and we will refund you in full for any part of the Course which have not been provided and you may also be entitled to compensation. The reasons are:
      1. We have told you about a significant upcoming change to the Course or these terms in accordance with clause 5b which you do not agree to;
      2. We have told you about an error in the price or description of the Course you have ordered and you do not wish to proceed;
      3. There is a risk that the Course may be significantly delayed because of events outside our control as provided for by clause 6f;
      4. We have suspended provision of the Course for technical reasons, or notify you we are going to suspend it for technical reasons, in each case for a period of more than 30 days; or
      5. You have a legal right to end the contract because of something we have done wrong.
      6. Exercising your right to change your mind (Consumer Contracts Regulations 2013). You have a legal right to change your mind within 14 days and receive a refund. These rights, under the Consumer Contracts Regulations 2013, are explained in more detail in these terms. If you are cancelling within the 14 day Cancellation Period then please let us know by a clear statement: using the contact details in section 8a, send us a letter, email us, or call us. Please give us your name, address, details of the Course and where available your phone number and email address. You may also use the model cancellation form provided at Annex 7 to these terms. The use of the model cancellation form is not obligatory. To meet the cancellation deadline it is sufficient for you to send us your communication telling us you wish to cancel before the end of the Cancellation Period. If you are posting either a letter or the model cancellation form to us, you may wish to send this by recorded delivery as you will need to be able to prove that we have received it. If you are completing the online model cancellation form, we will acknowledge receipt by email without delay.
    3. When you don't have the right to change your mind. You do not have a right to change your mind in respect of:
      1. Digital content after you have started to download or stream these; and
      2. Services, once these have been completed, even if the Cancellation Period is still running; and
      3. Sealed audio or sealed video recordings or sealed computer software, once these products are unsealed after you receive them.
    4. How long do I have to change my mind? You have 14 days after the day we issue you confirmation of your enrolment in accordance with clause 3e. If you cancel after the Start Date, you must pay us for the elements of the Course provided to you up until the time you tell us you have changed your mind. If we delivered digital content to you immediately, and you agreed to this when you applied, you will not have the right to change your mind, and will have to pay us for that element of the Course.
    5. Ending the contract where we are not at fault and there is no right to change your mind. Even if we are not at fault and you do not have a right to change your mind (see clause 7a), you can still end the contract before it is completed, but you may have to pay us compensation. A contract for study materials or digital content is completed when these are delivered, downloaded or streamed and paid for. A contract for services is completed when we have finished providing the services and you have paid for them. If you want to end the contract in these circumstances, just contact us to let us know. The contract will end immediately and we will refund any sums paid by you for any elements of the Course not provided but we may deduct from that refund (or, if you have not made an advance payment, charge you) reasonable compensation for the net costs we will incur as a result of your ending the contract which will include an administrative fee of up to £100 per course for handling the cancellation.
  8. How to end the contract with us (including if you have changed your mind)
    1. Tell us you want to end the contract. To end the contract with us, please let us know by doing one of the following:
      1. Phone or email. Call Student Services on +44(0) 161 259 7400 or email us at studentservices@kaplan.co.uk. Please provide your name, home address, details of the order and, where available, your phone number and email address.
      2. Online. Complete the form at Annex 7 in these terms.
      3. By post. Print off the form contained at Annex 7 in these terms and post it to us at the address on the form. Or simply write to us at that address, including the information required in the form.
    2. Returning Study materials after ending the contract. If you end the contract for any reason after study materials have been dispatched to you or you have received them, you must return them to us. You must either return the study materials in person to one of our offices or centres if your Course is classroom-based or live online or, if your Course is Distance Learning, post them back to us at Kaplan Financial Returns, c/o Kaplan Publishing Limited, 2 The Business Centre, Molly Millars Lane, Wokingham, RG41 2QZ. If you are exercising your right to change your mind you must send off the study materials within 14 days of telling us you wish to end the contract. Please see section 8e for more information.
    3. When we will pay the costs of return. We will pay the costs of return:
      1. If the study materials are faulty (such as missing pages or misprinted) or the Course has been misdescribed; or
      2. If you are ending the contract because we have told you of an upcoming change to the Course or these terms, an error in pricing or description, a delay in delivery due to events outside our control or because you have a legal right to do so as a result of something we have done wrong.
      In all other circumstances (including where you are exercising your right to change your mind) you must pay the costs of return.
    4. How we will refund you. We will refund you the price you paid for the Course including delivery costs, by the method you used for payment. However, we may make deductions from the fees, as described below.
    5. Deductions from refunds. If you are exercising your right to change your mind:
      1. We may reduce your refund of the fees (excluding delivery costs) to reflect any reduction in the value of the study materials, if this has been caused by your handling them in a way which would not be permitted in a shop, such as where the item has not just been checked but used. If you have marked or written on the study materials, they will no longer have any value for us and so we will be unable to issue a refund. If we refund you the price paid before we are able to inspect the study materials and later discover you have handled them in an unacceptable way, you must pay us an appropriate amount.
      2. We may deduct from any refund an amount for the supply of the service for the period for which it was supplied, ending with the time when you told us you had changed your mind. The amount will be in proportion to what has been supplied, in comparison with the full coverage of the contract. In the case of a refund for an exam booking where you have not sat the exam, we will deduct an amount up to £35 if we have already administered your booking with the relevant institute. If we delivered digital content to you immediately, and you agreed to this when you applied, you will not receive a refund for that part of the Course.
    6. When your refund will be made. We will make any refunds due to you as soon as possible. If you are exercising your right to change your mind then:
      1. Your refund for study materials will be made within 14 days from the day on which we receive the study materials back from you or, if earlier, the day on which you provide us with evidence that you have sent the Course back to us. For information about how to return study materials to us, see clause 8b.
      2. In all other cases, your refund will be made within 14 days of your telling us you have changed your mind.
  9. Our rights to end the contract
    1. We may end the contract if you break it. We may end the contract for a Course at any time by writing to you if you:
      1. Do not make a payment to us when it is due and you still do not make payment within 7 days of us reminding you that payment is due.
      2. Do not receive funding authorisation from your employer or payment plan approval prior to the Start Date or if authorisation to fund the Course is withdrawn during the duration of your Course.
      3. Have not complied with our policies referred to in clause 15, those of any relevant professional body or institute, or you are guilty of inappropriate conduct, or are acting in a way that detrimentally affects the learning of others.
    2. If we end the contract in the situations set out in section 9a on or after the Start Date you will not be entitled to any refund. If we end the contract in advance of the Start Date, we will refund any money you have paid in advance for a Course, but we may deduct from that refund as reasonable compensation for the net costs we will incur as a result of ending your contract.
  10. If there is a problem with the Course
    1. How to tell us about problems. If you have any questions or complaints about the Course, please contact us. You can telephone our Student Services team at +44 (0) 161 259 7400 or write to us at studentservices@kaplan.co.uk or Kaplan Financial Student Services, 2nd floor, Universal Square, Devonshire St North, Manchester M12 6JH. United Kingdom. Alternatively, please speak to one of our staff at our premises.
    2. Our complaints procedure is found at Annex 1. If you wish to make a formal complaint once you have read the policy, please do so using our complaints form or alternatively use the details found in clause 10a.
    3. If your Course is funded by the Skills Funding Agency and you have a complaint which is not resolved in accordance with our complaints procedure described at clause 10b, you may forward your complaint to the Complaints Team, Skills Funding Agency, Cheylesmore House, Quinton Road, Coventry, CV1 2WT or email complaintsteam@sfa.bis.gov.uk.
    4. Your obligation to return rejected study materials. If you wish to exercise your legal rights to reject study materials you must either return them in person to us if your Course is classroom-based or live online or, if your Course is Distance Learning, post them back to us.
    5. We will refund the cost of study materials sent to you (less postage and packaging) if you return them to Kaplan Financial Returns, c/o Kaplan Publishing Limited, 2 The Business Centre, Molly Millars Lane, Wokingham, RG41 2QZ within 14 days of receipt in a re-saleable condition (for CDs this means with the security seal intact). You must obtain proof of postage which you may be required to produce in the event of any query.
  11. Fees and payment
    1. Where to find the fees for the Course. The fees of the Course (which includes VAT) will be the price indicated on the booking page when you make your booking (please contact us for ACA course prices). We take all reasonable care to ensure that the price of the Course advised to you is correct. However please see clause 11d for what happens if we discover an error in the price of the Course.
    2. Additional Fees are payable. Unless otherwise stated, the Course Fees do not include Additional Fees. If you are a government funded apprenticeship student aged 16-18 at the date of enrolment, we will pay your institute registration and exam fees.
    3. We will pass on changes in the rate of VAT. If the rate of VAT changes between your enrolment date and the Course Start Date, we will adjust the rate of VAT that you pay, unless you have already paid for the Course in full before the change in the rate of VAT takes effect.
    4. What happens if we got the fees wrong. It is always possible that, despite our best efforts, some of the Courses we provide may be incorrectly priced. We will normally check prices before accepting your enrolment so that, where the Course's correct fees at your enrolment date is less than our stated price at your enrolment date, we will charge the lower amount. If the Course's correct price at your enrolment date is higher than the fees stated, we will contact you for your instructions before we accept your enrolment.
    5. When you must pay and how you must pay. We accept payment with Visa, Mastercard, American Express, Visa Delta/ Debit/ Electron, Maestro, Solo, Diners Card, JCB. When you must pay depends on what Course you have enrolled on:
      1. If you are a sponsored student and your employer is paying your fees, we will dispatch study materials and give you access to digital content and start providing your Course once your employer has paid us, or has agreed payment terms with us.
        If you are not a sponsored student, we will dispatch study materials and give you access to digital content and start providing your Course once you have paid us, have obtained a loan or agreed payment terms with us.
      2. For digital content, you must pay for these before you download them.
      3. For services you must pay the fees in advance.
    6. We can charge interest if you pay late. If you do not make any payment to us by the due date, we may charge interest to you on the overdue amount at the rate of 4% a year above the base lending rate of Barclays Bank from time to time. This interest shall accrue on a daily basis from the due date until the date of actual payment of the overdue amount, whether before or after judgment. You must pay us interest together with any overdue amount. What to do if you think an invoice is wrong. If you think an invoice is wrong, please contact us promptly to let us know and we will not charge you interest until we have resolved the issue.
    7. Third Party funding. If your employer is sponsoring your studies or you have applied for funding from Government Apprenticeships or Kaplan Payment Plan, then additional documentation may need to be completed prior to enrolment. Please note that if funding is not received or ceases then we will end this contract as set out in clause 9a (ii).
  12. Our responsibility for loss or damage suffered by you
    1. We are responsible to you for foreseeable loss and damage caused by us. If we fail to comply with these terms, we are responsible for loss or damage you suffer that is a foreseeable result of our breaking this contract or our failing to use reasonable care and skill, but we are not responsible for any loss or damage that is not foreseeable. Loss or damage is foreseeable if either it is obvious that it will happen or if, at the time the contract was made, both we and you knew it might happen, for example, if you discussed it with us during the enrolment process.
    2. If defective digital content which we have supplied damages a device or digital content belonging to you and this is caused by our failure to use reasonable care and skill we will either repair the damage or pay you compensation. However, we will not be liable for damage which you could have avoided by following our advice to apply an update offered to you free of charge or for damage which was caused by you failing to correctly follow installation instructions or to have in place the minimum system requirements advised by us It is your responsibility to use virus checking software.
    3. We are not liable for business losses. We only supply the Courses for domestic and private use. If you use the Courses for any commercial, business or re-sale purpose we will have no liability to you for any loss of profit, loss of business, business interruption, or loss of business opportunity.
  13. How we may use your personal information
    1. How we will use your personal information. We will use the personal information you provide to us:
      1. To supply a Course to you;
      2. To process your payment for a Course; and
      3. If you agreed to this during the enrolment process, to inform you about similar Courses that we provide, but you may stop receiving these at any time by contacting us.
    2. We may share your personal information:
      1. If you are a sponsored student, we will share your data, course attendance and test results with your employer or any other party responsible for paying your fees.
      2. With any one of AAT, ACCA, CIMA, CIOT and ICAEW as the relevant professional body for your Course.
      3. With other companies or organisations we have hired to perform services on our behalf including, without limitation, training services, carrying out market research, facilitating some aspects of our site and services, managing our database, contacting you, sending e-mail and fulfilling your requests. These other companies may be supplied with or have access to your personal data solely for the purpose of providing these services to us or on our behalf. We are the data controller and will remain accountable for the personal information.
      4. With other business divisions and subsidiaries of Kaplan, Inc. (our "Affiliated Businesses") that provide services we think might interest you.
      5. With a third party in connection with a change in or corporate structure such as, but not limited to, merger, consolidation, sale, liquidation, or transfer of substantial assets.
      6. We may disclose personal information, as permitted or required by law, and to: (i) respond to inquiries or requests from governmental or public authorities; (ii) protect our rights, privacy, safety or property; (iii) permit us to pursue available remedies or limit damages that we may sustain; and (iv) enforce our agreements, including without limitation our enrolment terms and conditions.
  14. Technology
    1. Essential requirements. You will need the following essentials to participate in one of our Courses.
      1. Access to a PC or laptop;
      2. Ability to connect to the internet via a broadband connection; and
      3. Calculator – please note that some professional bodies specify the requirements for calculators and you will need to check this.
    2. Your browser. Our learning platform supports all the major modern browsers. However, for optimum performance we recommend that you use the latest version of Chrome. Please refer to our systems requirements which is updated regularly.
    3. Pop-up blockers and firewalls. Your web browser may have active pop-up blockers to suppress unwanted advertising. Similarly, you may be behind a content-blocking device such as a firewall. It may be necessary to reconfigure or disable these. If you are accessing the learning platform from work or in a public place you may have to contact the system administrator to do this. It is your responsibility to ensure that Kaplan.co.uk and Kaplan.com are added to your safe domain list.
    4. Computer equipment and internet access costs. These are not included in our Course fees and are your responsibility.
    5. It is your responsibility to check that the computer or any other mobile device (such as a tablet) you plan to use to access your MyKaplan account and/or online course is compatible with the minimum specification requirement for operating MyKaplan and/or using our websites and participating in webinars.
    6. Digital content is available for a limited period only and that period will vary depending on the Course. Examples are given below. Call customer services on +44 (0)161 259 7400 or email us at studentservices@kaplan.co.uk if you’d like to know the specific period for the course that you are enrolling onto.
    7. Course Qualifications Access Duration
      Classroom, Live Online, OnDemand, Distance Learning ACCA Applied Skills (except LW), CIMA Case Study, ACCA Foundations CAT, ATT, CTA, ACA Professional, ACA Advanced. 6 months after selected exam month
      Classroom & Live Online ACCA Applied Knowledge and LW, CIMA Cert BA, CIMA Professional OTs, ACCA Foundations 3 months after last course date
      Classroom & Live Online ICAEW Cert / CFAB, AAT 6 months after last course date
      OnDemand CIMA Cert BA, CIMA Professional OTs Before 1st August 2019: 6 months after enrolment
      From 1st August 2019: 6 months from selected start month
      OnDemand AAT Foundation Before 1st August 2019: 9 months after enrolment
      From 1st August 2019: 9 months from selected start month
      OnDemand ICAEW 12 months after enrolment
      OnDemand AAT Advanced Before 1st August 2019: 12 months after enrolment
      From 1st August 2019: 12 months from selected start month
      OnDemand AAT Professional Before 1st August 2019: 15 months after enrolment
      From 1st August 2019: 15 months from selected start month
      Distance Learning ACCA Applied Knowledge and LW, CIMA Cert BA, CIMA Professional OTs, ACCA Foundations Before 1st August 2019: 12 months after enrolment
      From 1st August 2019: 12 months from selected start month
      Distance Learning AAT Foundation, Advanced, Professional qualifications Before 1st August 2019: 18 months after enrolment
      From 1st August 2019: 18 months from selected start month
      Distance Learning Exam Practice Plus 3 months after enrolment
      Publishing resources ACCA Mock exams 6 months from purchase date
      Publishing resources Study Texts, Exam Kits, Pocket Notes, Revision Cards, Essentials 12 months from purchase date
      Publishing resources VideoBank 12 months from purchase date
  15. Kaplan policies
    1. You must comply at all times with the following Kaplan policies:
      1. Student code of conduct found at Annex 2.
      2. Kaplan Wi-Fi policy found at Annex 3.
    2. In the event that you are in breach of the Student Code of Conduct we reserve the right to apply the Student Disciplinary Procedure found at Annex 6.
  16. Other important terms
    1. We may transfer this agreement to someone else. We may transfer our rights and obligations under these terms to another organisation. We will always tell you in writing if this happened and we will ensure that the transfer does not affect your rights under this contract.
    2. Courses are not transferable between students.
    3. Students must not share any online content with nor make their online passwords available to any third parties including other students. We reserve the right to terminate access to your online account in these circumstances or where we detect any suspicious or unusual activity related to your account.
    4. Nobody else has any rights under this contract. Unless you are sponsored by your employer, this contract is between you and us. No other person shall have any rights to enforce any of its terms. Neither of us will need to get the agreement of any other person in order to end the contract or make any changes to these terms.
    5. If a court finds part of this contract illegal, the rest will continue in force. Each of the paragraphs of these terms operates separately. If any court or relevant authority decides that any of them are unlawful, the remaining paragraphs will remain in full force and effect.
    6. Even if we delay in enforcing this contract, we can still enforce it later. If we do not insist immediately that you do anything you are required to do under these terms, or if we delay in taking steps against you in respect of your breaking this contract, that will not mean that you do not have to do those things and it will not prevent us taking steps against you at a later date. For example, if you miss a payment and we do not chase you but we continue to provide the Courses, we can still require you to make the payment at a later date.
    7. Which laws apply to this contract and where you may bring legal proceedings. By agreeing to these terms and conditions, you are agreeing that these terms are governed by English law and you can bring legal proceedings in respect of the Courses in the English courts. This is the case even if you live outside of the European Economic Area.
    8. You should satisfy yourself that you will not be in breach of any law where you are resident if this is outside of the UK. When ordering study materials for delivery (other than in the UK), you may be subject to import duties and taxes, which are levied once the goods reach the specified destination. Any additional charges for customs clearance must be borne by you; we have no control over these charges and cannot predict what they may be. Customs policies vary widely from country to country, so you should contact your local customs office for further information. Additionally, please note that when you order study materials from Kaplan Publishing, you are considered the importer of record and must comply with all laws and regulations of the country in which you are receiving the study materials.

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. Complete Course offer: When booking, in a single transaction, the Complete Course for ACCA courses, a combination of Tuition, Revision and Question Based Day for the same paper and sitting (subjects Applied Skills and Strategic Professional, excluding Strategic Business Leader), 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) 161 259 7400 (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 Kaplan Classroom or Live Online ACCA revision course, provided the revision course is purchased for the same exam sitting and paper and for the same student. This offer is only valid until 31st December 2019 and is not available in conjunction with any other offer.
  5. Kaplan Financial Pass Guarantee for courses purchased from 1st December 2016. The terms and conditions of the Kaplan Financial Pass Guarantee which applies to part time Classroom, OnDemand and Live Online, CIMA Professional 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 Pass Guarantee, as detailed below:
      1. AAT AQ2016 Classroom and/or Live Online course;
      2. CIMA Professional: Classroom and/or Live Online and/or OnDemand OT course;
      3. CIMA Professional: Classroom and/or Live Online and/or OnDemand Case Study 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 must be passed before the real exam is attempted;
      2. CIMA Professional: must have completed all online mock exams.
    4. Classroom Students must attend 100% of the course(s) listed above. 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 listed above.
    5. Students must attempt the real exam. CIMA Professional Classroom/Live Online, 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 and AAT 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 Pass Guarantee does not apply to Distance Learning, resit, exam practice plus, essential or CIMAstudy.com courses. The Pass Guarantee is not transferable.
    8. The 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 specialist online resit resources in MyKaplan free of charge for the subject to which the Pass Guarantee applies.
      2. a classroom student will be entitled to attend (where available) a PG classroom or Live Online course or access specialist online resit resources with Kaplan Financial free of charge for the subject to which the Pass Guarantee applies, as detailed below.
      3. a Live Online student will be entitled to attend (where available) a Live Online course or access specialist online resit resources with Kaplan Financial free of charge for the subject to which the Pass Guarantee applies, as detailed below.
        1. AAT: a Live Online or classroom course if one is available at a suitable date in the centre and/or the dedicated online resit resources on MyKapan.
        2. CIMA Professional OT: dedicated online resit resources on MyKaplan;
        3. CIMA Professional Case Study: a Classroom or Live Online Case Study course.
    11. In order to validate the Pass Guarantee, the PG course must be attempted at each subsequent examination sitting, unless specified otherwise below. The Pass Guarantee will expire should an examination sitting be missed.
      1. For CIMA Professional Case Study, the PG course must commence within 4 months of the failed exam;
      2. For AAT, CIMA Professional and OT, the online resit resources must be accessed within 4 weeks of the failed exam;
      3. For AAT, the resit exam must be subsequently reattempted within 1 month of the original exam.
      In all cases the Pass Guarantee automatically expires once the exam 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 mock and achieve a minimum of 70%;
      2. 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. 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.
    14. Students attending a PG course may, where Kaplan course materials have been updated, or where a new Finance Act is now examinable, be required to purchase new course materials.
    15. To book a Classroom or Live Online course under your pass guarantee, please contact Student Services on +44 (0)161 259 7400.
  6. The terms and conditions of the Kaplan Financial Pass Guarantee for Classroom, Live Online and OnDemand ACCA, CTA, ATT and CIMA Cert BA courses are as follows:

      Eligibility
    1. The complete course programme must be purchased as detailed below:
      1. ACCA Applied Knowledge/Foundation Diploma in Accounting and Business: a Classroom or Live Online course; or
      2. ACCA Applied Skills or Strategic Professional: a Classroom and/or Live Online, Tuition, Revision and Question Based (QB) course for the same subject and sitting, or a complete SBL course, or an OnDemand course.
      3. ATT and CTA: a Classroom and/or Live Online, Tuition and Revision course for the same subject and sitting.
      4. CIMA Certificate in Business Accounting: Classroom or Live Online or OnDemand course.
    2. All amounts due must have been paid in full.
    3. A student must make a reasonable attempt at all programmed course tests and mocks.
      1. For ACCA Applied Knowledge/Foundation Diploma in Accounting and Business, a student must attempt their Consolidation Test, Progress Test and Mock online via MyKaplan;
      2. For ACCA Applied Skills and Strategic Professional, a student must attempt their Consolidation Test, Progress Test, Mock and QB questions. Where applicable, scripts must be submitted for marking via MyKaplan in accordance with the relevant submission deadlines provided.
      3. For ACCA Strategic Business Leader, a student must attempt their Mock 1, Mock 2 and Mock 4 questions. Scripts must be submitted for marking via MyKaplan in accordance with the relevant submission deadlines provided.
      4. For ATT and CTA a student must attempt all Course and Mock Exams. Where applicable, scripts must be submitted for marking via MyKaplan in accordance with the relevant submission deadlines provided.
      5. For CIMA Certificate in Business Accounting, a student must attempt their two online mock exams via MyKaplan.
    4. The course must be followed as detailed below:
      1. A Classroom student must attend all the scheduled course dates. It is the student's responsibility to sign the daily course register in order to confirm their attendance;
      2. A Live Online student must attend or fully view all of the course lectures;
      3. An OnDemand student must complete all online modules via MyKaplan.
    5. Students must attempt the real exam.
      1. ACCA Applied Knowledge/Foundation Diploma in Accounting and Business and ACCA LW (F4) students:
        1. Classroom and Live Online students must attempt their computerised examination within 3 weeks of the final date of their course;
        2. OnDemand must attempt their computerised examination within a maximum of 3 weeks from completion of the online mock exam;
      2. ACCA Applied Skills and Strategic Professional students must attempt the scheduled exam sitting for that course.
      3. ATT and CTA students must attempt the scheduled exam sitting for that course.
      4. CIMA Certificate in Business Accounting:
        1. Classroom and Live Online students must attempt their computerised examination within 3 weeks of the final date of their course.
        2. OnDemand students must attempt their computerised examination within 14 weeks of commencing the course.
    6. The Pass Guarantee does not apply to Distance Learning or CIMAstudy.com courses.
    7. Apprentices are not eligible for the Pass Guarantee. For any Apprentice that has failed, Kaplan will provide the apprentice with continued tuition until the end of the agreed Apprenticeship duration, at no extra cost.
    8. The Pass Guarantee is not transferable.
    9. Students who defer a course may still be eligible for the pass guarantee, provided all other conditions have been met.
    10. The Pass Guarantee is subject to availability and may be withdrawn at any time without notice.

      In the event of an exam failure
    1. Provided eligibility requirements have been met, a student will be entitled to the following support relating to the subject failed:
      1. Reattendance of a course or part of a course for a Classroom or Live Online student, as detailed below.
        1. A Classroom student will be entitled to attend (where available) a subsequent Classroom or Live Online course free of charge;
        2. A Live Online student will be entitled to attend (where available) a subsequent Live Online course free of charge;
        3. To arrange enrolment on a subsequent course the student must discuss their request with a Learning Coach or Student Services studentservices@kaplan.co.uk +44 (0)161 259 7400 who will advise on what would be best, based on their position.
        4. The latest online materials will be provided via MyKaplan on the new course. New printed materials will not be supplied.
      2. For ACCA, ATT and CTA - an online resit course via MyKaplan for a Classroom, Live Online or OnDemand student, including a diagnostic module and (where applicable) checklist to identify the support needed, with additional online resources including a previously unseen mock. To arrange enrolment on an online resit course the student must discuss their request with Student Services studentservices@kaplan.co.uk +44 (0)161 259 7400 who will arrange enrolment within 3 working days.
      3. For CIMA Cert BA students - an online resit course via MyKaplan for a Classroom, Live Online or OnDemand student including additional online resources. To arrange enrolment on an online resit course the student must discuss their request with Student Services studentservices@kaplan.co.uk +44 (0)161 259 7400 who will arrange enrolment within 3 working days.
    2. In order to validate and retain the Pass Guarantee, the student must reattempt their exam within the periods specified:
      1. ACCA Applied Knowledge/Foundation Diploma in Accounting and Business or ACCA LW (F4): within 6 weeks of first attempt or within 3 weeks of the end of the course if re-attending a classroom or Live Online course, whichever is the later;
      2. ACCA Applied Skills or Strategic Professional: at the next quarterly exam sitting;
      3. ATT and CTA: at the next bi-annual exam sitting:
      4. For CIMA Certificate in Business Accounting: within 6 weeks of first attempt or within 3 weeks of the end of the course if re-attending a classroom or Live Online course, whichever is the later;
    3. The Pass Guarantee will expire should an examination not be attempted.
    4. In all cases the Pass Guarantee automatically expires once the exam is passed.
  7. Deferral policy T&Cs - If you wish to defer a course in line with section 4 of the core terms and conditions, and are outside the 14 day cooling off period explained in section 7 of the core terms and conditions, the following will apply:
    1. To request a deferral contact Student Services on studentservices@kaplan.co.uk or +44 (0)161 259 7400.
    2. Classroom and Live Online deferral fees will be due as follows:
      1. If the course has started but is not complete a deferral fee of £50 per subject will be payable. Only the remaining day(s) not attended on the original course will be deferred.
      2. If the course is due to start within two weeks of the deferral request date, a deferral fee of £50 per subject will be payable.
      3. The fee must be paid in order for the deferral to be applied. If no fee is paid the deferral will not be processed and your original course enrolment will still be valid even if you do not attend.
      4. If the course is due to start more than two weeks in advance no deferral fee is payable.
      5. Completed courses cannot be deferred.
    3. OnDemand and Distance Learning deferral fees will be due as follows:
      1. If the exam has fixed sittings set by the institute and you wish to move your course to a later sitting then a deferral fee of £50 per subject is due.
      2. If the exam does not have fixed sittings set by the institute, then a deferral is not available. You may alternatively extend access to your existing content.
    4. If you have already been provided with printed materials (by post or collected in class) for your deferred course then you will not be eligible to receive further printed materials on your subsequent course.
    5. MyKaplan course content will be deferred in line with your course deferral. You will lose MyKaplan access to any courses deferred and be given access to the latest MyKaplan content for your replacement courses. This will include any applicable assessments and mocks which can be submitted for marking prior to the submission deadline on the replacement course.
    6. Provided all other terms and conditions are met, then you will retain your Pass Guarantee if deferring your course.
  8. Extension policy T&Cs - If you wish to extend access to your MyKaplan content in line with section 4 of the core terms and conditions, to a period beyond those shown in section 14f of the core terms and conditions, the following will apply:
    1. To request an extension contact Student Services on studentservices@kaplan.co.uk or +44 (0)161 259 7400.
    2. Extensions are possible on Kaplan Financial Accountancy courses for the following qualifications: ACCA, CIMA, AAT AQ2016, FIA (ACCA Foundations), ATT, CTA, ICB and ACA.
    3. A free extension of up to 3 months from the date of request will be applied within 2 working days, provided you have made a reasonable attempt at your original course, completing the allocated assignments and mocks.
    4. Extensions of 3 months can be purchased at £50 per extension. The extension will be processed within 2 working days of payment being received.
    5. Your existing MyKaplan content will be made available to you for the agreed extended period. You will not receive updated or new MyKaplan content and we cannot guarantee that the original MyKaplan content is valid for subsequent exams. Any assignment or mock submission deadlines will not be extended.
    6. For Live Online courses, access to the recorded lectures will expire in line with the original MyKaplan access period and cannot be extended.
    7. Extensions will not be granted if Kaplan no longer offers or supports that course or qualification or syllabus.
    8. The extension is non-transferrable.
    9. Extensions are not possible on MyKaplan content made available via the purchase of Kaplan Publishing materials or resources.
    10. In line with section 16c of the core terms and conditions, you must not share any online content with nor make your online password available to any third parties including other students.
  9. AAT, ACCA, CIMA, CTA and ATT 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 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.
      6. Be paying for the course yourself.
    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, 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.
  10. Distance Learning 3 for 2 offers

      ACCA Applied Knowledge
    1. This offer only applies when a combination of ACCA AB, MA and, FA Distance Learning courses are purchased online in the same transaction for an individual student.
    2. You will be charged the total price of two courses.
    3. This offer is only valid until 31st December 2019, and is not available in conjunction with any other offer.
  11. AAT discount offers
    Each offer is available to those enrolling on courses specified below. All other Kaplan courses and Computer Based Assessment 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.

    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:
      Classroom, Live Online and Distance Learning courses discount rate: 20% of total eligible fees.

  12. CIMA Certificate in Business Accounting (Cert BA) multi-buy offer:

    This offer only applies when two or more CIMA Cert BA courses are purchased online in the same transaction for an individual student.
    The courses (for subjects BA1, BA2, BA3 and BA4) can be any combination of Classroom, Live Online, Distance Learning or OnDemand courses. Offer excludes exams.
    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 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. It is valid until 31st December 2019.
  13. CIMA Professional Full Level Package 20% discount offer
    1. To be eligible for the Kaplan CIMA Full Level Package 20% 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 courses. 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 2019, 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 £300    
    P1 At least one course, with a total minimum value of £300    
    F1 At least one course, with a total minimum value of £300    
    E2   At least one course, with a total minimum value of £300  
    P2   At least one course, with a total minimum value of £300  
    F2   At least one course, with a total minimum value of £300  
    E3     At least one course, with a total minimum value of £300
    P3     At least one course, with a total minimum value of £300
    F3     At least one course, with a total minimum value of £300
    Case Study At least one course, with a total minimum value of £300 At least one course, with a total minimum value of £300 At least one course, with a total minimum value of £300
  14. ACCA Applied Knowledge multi-buy course offer:
    1. This offer only applies when all three ACCA Applied Knowledge courses are purchased online in the same transaction for an individual student.
    2. The courses (AB, MA, FA) can either be Classroom or Live Online or OnDemand 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. This offer is valid until 31st December 2019 and it is not available in conjunction with any other offer. The offer is not transferrable and no cash alternatives apply.
  15. 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. Human Capital courses are excluded from this offer.

Employer Apprenticeship Statement

ESFA Apprenticeship funding:

In order to comply with ESFA Apprenticeship funding rules, the Apprenticeship must:

  • Meet the eligibility requirements specified in ESFA Apprenticeship funding rules. Eligibility will be confirmed upon receipt of a fully completed and accurate accurate on-boarding form and training needs analysis. Details of which can be found at https://www.gov.uk/topic/further-education-skills/apprenticeships
  • Be a genuine job with an accompanying programme of skills development including a wide mix of learning in the workplace, formal off-the-job training, and the opportunity to practise new skills in a real work environment
  • Ensure the Apprentice has a contract of employment and is paid at least the national minimum wage as outlined by HM Revenue & Customs at https://www.gov.uk/national-minimum-wage-rates
  • Ensure the Apprentice spends at least 20% of the time in off-the-job training defined as learning, which is undertaken outside of the normal day-to-day working environment which leads towards the achievement of an Apprenticeship
  • Be at least 12 months in length to meet Apprenticeship minimum durations
  • Include Functional Skills in English and Maths, where the Apprentice does not already hold acceptable qualifications
  • Give sufficient time to complete Functional Skills in addition to the requirements of the framework or standard
  • Be completed in a safe and healthy work environment, which conforms to Health & Safety regulations
  • Prove achievement by completion of the End Point Assessment determined by the independent End Point Assessment Organisation approved to provide final assessment of the overall Apprenticeship

Apprentice Safety

I acknowledge the organisation's responsibility for the above apprentice's safety during their time on company premises and confirm the following measures are in place to mitigate and respond to any risk:

  • Full and current Health & Safety policy
  • Appropriate risk assessments for areas relevant to the apprentice's work
  • Appropriate training for the apprentice relating to any equipment required for their work
  • Full staff induction including communication of Health & Safety policy and employee responsibilities for their own safety
  • Current Employer Liability Insurance policy

I acknowledge that Kaplan Talent Partners will provide additional health and safety learning and focus through:

  • Apprentice initial assessment and induction
  • Ongoing progress reviews
  • Embedded programme content where relevant
  • Support in relation to Safeguarding and the Prevent Duty

I understand that Kaplan Financial Limited reserve the right to terminate the Apprenticeship agreement where the terms and conditions detailed above are not met.

Competitions and Surveys

Kaplan end of course feedback - 1x £250 Amazon voucher prize draw

  1. Only respondents who have completed the online survey and provided contact details are eligible to enter the free prize draw to win the prize. Incomplete surveys for the prize draw will not be accepted.
  2. There is 1 prize of a £250 Amazon gift voucher available per quarter. No alternative is available and any prizes are strictly non-transferable. Only one prize can be won per person.
  3. Of the completed online survey entries, the winners will be selected by an independent adjudicator within 24hrs of the prize draw.
  4. The prize draw will take place on the first Monday following the end of a quarter. Quarters run 1 January – 31 March, 1 April – 30 June, 1 July – 30 September and 1 October – 31 December. The winners will be contacted within 5 working days of the completion of the prize draw.
  5. Kaplan employees or any co-sponsors of the competition, their respective group companies and relatives are not eligible to enter this competition.
  6. Kaplan Financial Ltd reserves the right to alter or amend these rules at any time and to suspend or cancel the prize draw at any time.
  7. Kaplan cannot be held responsible for any loss that may be incurred by readers attempting to enter this free prize draw.
  8. Copyright of any photographs or images or publications of winners remains the property of Kaplan throughout the world.
  9. No correspondence will be entered into regarding this prize draw. Kaplan's decision is final.

CIMA OnDemand Course Prize Draw

  1. Kaplan Financial Limited (registered company number 010287900, of 179- 181, Borough High St, London SE1 1HR (“Kaplan”) is the promoter of this free competition. Subject to these Terms and Conditions
  2. Only respondents who have opted in to hear from Kaplan are eligible to enter the free prize draw to win the prize.
  3. Each entrant may participate only once per webinar, per month.
  4. Entries must be made by 12pm on the day of each webinar.
  5. There is 1 prize of a Kaplan CIMA OnDemand course available per prize draw. No alternative is available and any prizes are strictly non-transferable. Only one prize can be won per person.
  6. For the purposes of the prize draw a course is defined as a single Kaplan CIMA OnDemand subject of the winners choosing.
  7. Of the completed online entries, the winner will be selected by an independent adjudicator within 24hrs of the completion of the prize draw entry deadline.
  8. The prize draw will take place between Wednesday 31st July and 23:59:59 on Wednesday 7th August.
  9. The winner will be contacted within 5 working days of the completion of the prize draw.
  10. Kaplan employees or any co-sponsors of the competition, their respective group companies and relatives are not eligible to enter this competition.
  11. Kaplan Financial Ltd reserves the right to alter or amend these rules at any time and to suspend or cancel the prize draw at any time.
  12. Kaplan cannot be held responsible for any loss that may be incurred by readers attempting to enter this free prize draw.
  13. Copyright of any photographs or images or publications of winners remains the property of Kaplan throughout the world.
  14. No correspondence will be entered into regarding this prize draw. Kaplan's decision is final.
  15. By entering this competition, an entrant is indicating his/her agreement to be bound by these terms and conditions.

Supply Chain Fees and Charges Policy 2018 - 2019

Introduction

Kaplan Financials’ approach to subcontracting1 is predicated on, and derived from its overarching statement of strategic intent. Everything Kaplan Financial does is influenced by its core values - which are;

  • Integrity – We hold ourselves to the highest ethical standards in everything we do.
  • Knowledge – We offer expert resources to help students achieve their academic and career best.
  • Support – We provide students with the tools they need to succeed.
  • Opportunity – We open doors and broaden access to education.
  • Results – We are dedicated to helping students achieve their goals - we succeed when they succeed.

Our Approach

In keeping with its core values Kaplan Financial aims to:

  • Create success – by providing honest strong advice and guidance to its clients and supply chain partners.
  • Facilitate access to education and skills training to enable people and businesses to be effective and successful in their workplace/markets and in life.
  • Be superior in the provision of professional training and Apprenticeships - by delivering the right learning and development to the right people, in the right way.
  • Be regarded as true partners in every sense of its relationships - by being resolute in our commitment to supporting our learners and employers to improve their skills, productivity and opportunities.
  • Develop lasting and effective partnerships which foster and create an understanding of shared values which puts the learner at the centre of all activities - our commitment to quality is quantifiable and verified.

Scope of the Policy

As a primary Education & Skills Funding Agency (ESFA) contract holder, Kaplan Financial is required to publish a supply chain fees and charges policy on its website if it enters into any ‘subcontracting’ agreements for the provision of:

  • Adult Education Budget pre-employment courses
  • Apprenticeships

The purpose of this document is to provide transparency for all stakeholders and/or interested parties regarding the procurement due-diligence process, fees and levels of support relating to subcontracted provision funded under the prime contract Kaplan Financial holds with the ESFA.

Rational for Subcontracting

Because Kaplan Financial recognises that effective subcontracting can improve accessibility for learners and contribute to the economic prosperity of individuals, businesses and communities; it may from time to time engage with subcontractors to:

  • Facilitate and/or improve access to high quality education, training and support.
  • Widen participation amongst learner groups that may otherwise face barriers to participation in learning and work.
  • Meet the identified requirements/demands of stakeholder, learner and/or community groups by broadening the range of Apprenticeships and/or pre-employment support services offered specifically where internal capacity and or skills-base does not exist.
  • To provide a curriculum offer that meets identified government priorities.

Risk Management

The management of Kaplan Financial subcontractors will be ‘Risk Based’. All subcontractors are risk assessed as a function of the ‘initial’ and ‘considered’ due diligence process; existing subcontractor performance is routinely monitored against the performance standards set out and agreed in the Contract for Services (and its Appendices). All subcontractors are assigned a risk rating and this rating determines the frequency and scope of the quality monitoring and audit activity undertaken by Kaplan Financials’ Quality and Compliance team.

Kaplan Financial is committed to early identification and mitigation of risk within its supply chain, this is demonstrated by its processes which ensure that all subcontractors are:

  • Selected through a due diligence process that requires demonstrable evidence of financial health/probity, quality processes and practices.
  • Managed through a process of regular performance monitoring reviews and audits.
  • Required to prepare and implement underperformance recovery plans in an agreed time frame.

Commitment to Improving Quality

Kaplan Financial is committed to improving the Quality of Teaching and Learning of all provision funded through its prime contract and will work with its subcontractors to ensure continuous improvements are put in place across the range of provision being supplied.

Performance Management Approach

Kaplan Financial will manage the performance of its subcontractors through:

  • Contract Value Review - Kaplan Financial will review the predetermined contract values with the subcontractor at regular profile review meetings. Volumes may be revised or withdrawn if the Subcontractor fails to meet key performance targets or if ESFA funding is reduced and or if an overspend is anticipated.
  • Accuracy and timeliness of Data - Kaplan Financial will review the accuracy and timeliness of data in accordance with the data collections framework set out in the Specification of the Individualised Learner Record appropriate to the applicable funding year.
  • Minimum Levels of Performance - The subcontractor must achieve the minimum levels of performance set out in the Contract for Services, Service Level Agreement. Performance targets will be reviewed regularly at profile meetings utilising the performance management report.

Management Fees

The typical percentage range charged by Kaplan Financial is between 0% and 20% on an incremental 5% scale. Kaplan Financial will pay the subcontractor the full value (per learner) of the data published in the Provider Funding Report (PFR) provided by the Data Service/ESFA - less the applicable management fee. This funding is payable for actual delivery of services against the amounts agreed and set out in the contract for services (funding allocation/profile).

The fee charged will be negotiated with individual subcontractors and will be based on several factors including but not limited to:

  • Evidence of an established relationship between Kaplan Financial and the subcontractor.
  • Market experience of the subcontractor.
  • Kaplan Financials’ risk rating awarded to the subcontractor.
  • Level of support requested or deemed to be required from Kaplan Financial.
  • Performance against target measures as agreed with the subcontractor in the Contract for Services and Appendices.

For new subcontractors, performance and risk will be reviewed in the fourth month of contracting to assess whether the fee can/or should reasonably be reduced/increased commensurate with the actual degree of risk.

Support Provided to Subcontractors

Kaplan Financial believes that the Supply Chain has a joint responsibility to deliver high quality provision to all learners and employers. Therefore, as a minimum Kaplan Financial provides the following services and support to its subcontractors:

  • Designated Quality Coach
  • Regular performance updates against clear measures of success
  • Regular performance and quality visits
  • Access to the feedback and recommendations of external/independent Quality and Compliance Consultants engaged by Kaplan Financial to identify and mitigate compliance and quality risks
  • Enrolment documentation, input and preparation of registers/progress review planning
  • MIS support to ensure courses are set up correctly and data input is correct to maximise funding
  • Monthly review data - Funding Compliance Audit
  • Observation of Teaching, Learning and Assessment
  • Additional support may be necessary/available dependant on the specific requirements of the contract

Payment Terms

Payments will be made by Kaplan Financial to the subcontractor according to the schedule for submission and payments identified in the Contract for Services, Service Level Agreement; all payments subject to timely receipt of the completed ‘new supplier requisition form’.

  • The subcontractor will be paid monthly based on values in the PFR less the predetermined management fee.
  • Kaplan Financial will provide the subcontractor with the PFR relating to the relevant learners, a financial value and purchase order number ordinarily by the 10th working day of the month following the activity.
  • The subcontractor will invoice Kaplan Financial for the financial value ordinarily by the 15th working day of the month following the activity.
  • Invoices will be paid within 30 days of invoice receipt, providing the funding has been received by Kaplan Financial from the ESFA.
  • Where funding evidence requirements have not been fully met, delivery has not been undertaken and/or funding criteria or methodology has changed, Kaplan may suspend, recover and/or offset future funding payments to the subcontractor to mitigate the risk to public funds.

Communication of the Policy

  • The policy is published on the Kaplan Financial Apprenticeships website
  • The policy will be communicated/signposted to potential subcontractors as part of the procurement process
  • The policy will also be discussed with current subcontractors as part of the contract review process

Review of the Policy

The Policy will be reviewed on an annual basis by Kaplan Financials’ Head of Data and Compliance and the Senior Management team. Kaplan Financial reserves the right to undertake a review at any time in response to material changes in the funding and or business landscape, including but not limited to, changes in government policy and/or funding.

Actual funding paid to Subcontractors and retained by Kaplan Financial

Data for the funding years: 2016 to 2017 and 2017 to 2018 can be viewed here.

1 Subcontracted provision forms part of Kaplan Financials’ overall supply chain and for the purposes of this document ‘subcontractors’ may variously be referred to as: key stake-holders, 3rd parties and or supply chain partners.

Kaplan Talent Partners - Approach to Subcontracting Government Funded Provision 2018/19

Reference:

  • Kaplan Financial – Talent Partners Overarching Statement of Strategic Intent
  • Kaplan Financial – Supply Chain Fees and Charges Policy 2018-19

Introduction

Kaplan has been training the world’s leading professionals for more than 60 years – working with businesses and individuals to develop careers and achieve commercial success. The principle of working in partnership to achieve personal and commercial success is well established, and a key component of Kaplan Financials' operating model. Kaplan Financials’ approach to subcontracting is predicated on this principle, and its (overarching) statement of strategic intent provides context and direction.

Everything Kaplan Financial does is influenced by its core values - which are:

  • Integrity – We hold ourselves to the highest ethical standards in everything we do.
  • Knowledge – We offer expert resources to help students achieve their academic and career best.
  • Support – We provide students with the tools they need to succeed.
  • Opportunity – We open doors and broaden access to education.
  • Results – We are dedicated to helping students achieve their goals - we succeed when they succeed.

The purpose of this document is to provide direction for those charged with implementing the strategy and managing any subcontracted provision funded under the prime contract Kaplan Financial holds with the ESFA.

Strategic and Business aims

In keeping with its principles and core values Kaplan Financial aims to:

  • Facilitate access to education and skills training to enable people and businesses to be effective and successful in their workplace/markets and in life
  • Provide a clear curriculum offer(s) to meet current and future skills needs
  • Achieve organic growth in its existing markets by expanding its current provision
  • Diversify its income through developing its Apprenticeship and Pre-employment offer
  • Develop corporate partnerships and where appropriate leverage these to benefit the business and its clients
  • Ensure that its relationships are based on integrity and mutual respect
  • Continually scan the horizon to identify and realise new opportunities as they come available
  • Be technologically superior to the competition

Approach to Subcontracting

Partnership working as a core principle routinely allows Kaplan Financial to realise its strategic and business aims – Subcontracting (as a logical extension of this principle) is often an effective method of realising our medium to long-term strategic aims.

  • Kaplan Financial will not enter into subcontracts as a means of addressing short-term funding objectives
  • A legally binding contract will be put in place with each (appointed) delivery subcontractor which will include all applicable terms set out in the funding rules relating to the prime contract(s) that Kaplan Financial holds with the ESFA

Risk Management

In considering any formal subcontract arrangement Kaplan Financial will ensure that:

  • The proposed provision is consistent with its strategic aims and enhances the quality of the learner offer.
  • The proposal is aligned to, and fully compliant with the priorities, rules/guidance and ‘spirit’ of the primary contract it holds with the ESFA (or any other funder).
  • Ensure there is no conflict of interest.
  • Carry out due diligence checks to assess the level of risk posed and whether it has the knowledge, skills and experience to effectively manage the proposed subcontract activity.
  • Ensure that the proposed provision meets one or more of the following essential criteria:
    • Enhances accessibility to education, training and support for learners, employers and/or communities.
    • Widens participation amongst learner groups that may otherwise face barriers to participation in learning and work.
    • Addresses any identified requirements/demands of stakeholders where internal capacity and or skills-base does not exist (and will not be developed by Kaplan Financial in the short-term).
    • Provide a curriculum offer that meets identified government priorities.

Commitment to Improving Quality

Kaplan Financial is committed to improving the Quality of Teaching and Learning of all provision funded under its prime contract with the ESFA and will work with its subcontractors to ensure continuous improvements are put in place across the range of provision being supplied.

Performance Management Approach

Kaplan Financial will manage the performance of its subcontractors through:

  • Contract Value Review
  • Accuracy and timeliness of Data
  • Minimum Levels of Performance
  • Overall level of risk presented/perceived

Where funding evidence requirements have not been fully met, delivery has not been undertaken and/or funding criteria or methodology has changed, Kaplan may suspend, recover and/or offset future funding payments to the subcontractor to mitigate the risk to public funds.

Management Fees

The typical percentage range charged by Kaplan Financial is between 0% and 20% on an incremental 5% scale. The fee charged will be negotiated with individual subcontractors and will be based on the perceived/evidenced level of risk which will be monitored and reviewed periodically. Where circumstances dictate that it is appropriate to do so Kaplan Financial may consider waiving its contract management fee however, it is stressed that this will always be an exception to the policy.

Support to be Provided to Subcontractors

The ‘Supply Chain’ must be jointly responsible for delivery of consistent high-quality provision to all learners and employers funded under Kaplan Financials primary contract with the ESFA. As a minimum Kaplan Financial will provide the following services and support to its subcontractors to facilitate this:

  • A designated Quality Coach
  • Regular performance updates against clear measures of success
  • Regular performance and quality visits
  • Access to the feedback and recommendations of external/independent Quality and Compliance Consultants engaged by Kaplan Financial to identify and mitigate compliance and quality risks
  • Enrolment documentation, input and preparation of registers/progress review planning
  • MIS support to ensure courses are set up correctly and data input is correct to maximise funding
  • Monthly review data - Funding Compliance Audit
  • Observation of Teaching, Learning and Assessment
  • Additional support may be necessary/available dependant on the specific requirements of the contract

Payment Terms

Providing all funding requirements have been met, payments will be made by Kaplan Financial to the subcontractor according to the schedule for submission and payments identified in the Contract for Services, Service Level Agreement. Invoices will be paid within 30 days of invoice receipt, providing the funding has been received by Kaplan Financial from the ESFA.

Communication of the strategy

  • The strategy is published on the Kaplan Financial intranet
  • The strategy underpins and mandates the subcontracting policy which is communicated/signposted to potential subcontractors as part of the procurement process

Review of the Strategy

The strategy, policy and contract for services (template) will be reviewed on an annual basis by the Managing Director of Kaplan Talent Partners to ensure that the director is satisfied that all proposed subcontracting meets the strategic aims of the business and enhances the quality of the learner offer.

Kaplan may undertake a review at any time in response to material changes in the funding and or business landscape, including but not limited to, changes in government policy and/or funding.

Annex 1 – Complaints procedure

  1. Complaint Definition
    'An expression of dissatisfaction with any individual, service or lack of service where a response is reasonably expected, and has not been resolved by an informal approach'.
  2. Introduction
    The following describes Kaplan Financial's Customer Complaints Policy. This document will apply to Customers (Students/learners and employers) who are dissatisfied with the provision of Kaplan's services and wish to make a formal complaint. The procedure may be used by existing and prospective customers.
  3. Principles
    Kaplan constantly seek to improve services and aims, therefore, to deal thoroughly, objectively and fairly with any complaint about business services, and to offer an appropriate remedy to anyone who is adversely affected by a service which fails to meet our standards.
  4. Customers, either individually or collectively, are entitled to raise legitimate complaints and criticisms. Kaplan will not penalise anyone for making a legitimate complaint about College services. This entitlement is balanced by the requirement that the rights are not misused, and that the professional reputation of members of staff are protected. Disciplinary action may be taken if a complaint is shown to be malicious, frivolous, or vexatious.

    It is expected that the documentation generated during the complaint procedure will remain confidential and that this will be respected by all parties.

    Kaplan cannot deal fully with anonymous complaints, as a personal response would no longer be an option. Kaplan considers those about whom complaints are being made have the right to know the basis of the complaint and what is being claimed. A copy of relevant documentation will be forwarded to the person who is the subject of the complaint. Kaplan will, however, always ensure that the complainant's identity is not disclosed, or implied as the complaint is investigated, without informing the relevant party first.

    If the complainant is concerned about revealing their identity, advice may be sought from anyone at the local centre or familiar to the Customer.

    Customers are advised to raise the issue informally and only once with the Head of the appropriate Department or any other appropriate individual familiar to the Customer. It is anticipated that the vast majority of complaints will be resolved at this stage. This is the first and preferred method of resolution, without recourse to formal procedures. Informal complaints will be logged by the College at this stage, which will override any further informal approach made by any other individual subsequent to this.

  5. Types of Complaint covered by this policy
    This is a single complaints procedure to cover different types of Customer complaint or grievance, which can be used to complain about any service the College provides. The list is not exhaustive, but is likely to fall under the following categories:
    1. The behaviour of another Customer, i.e. student or member of staff
    2. Complaints arising from your educational experience e.g. poor teaching or supervision
    3. Complaints in respect of academic and/or administrative support or other services
    4. Complaints relating to Government Funding will be investigated as per the Skills Funding Agency's procedure - a copy of this can be provided on request
  6. Complaints affecting a number of Students
    If the complaint is shared by a number of Students, it should be raised collectively as a group and follow the procedure outlined above. If the group of Students/learners will be submitting a letter of complaint for any of the stages it should be signed by all concerned.
  7. Appeal against Outcome
    If, on receiving the response, the Customer considers that:
    1. not all the evidence has been considered in reaching a judgment;
    2. the decision you have received is unfair or unlawful; or
    3. despite your complaint being upheld, you have still been disadvantaged;
    An appeal can made in writing to the Complaints Officer for the case to be reconsidered on any of these grounds. Both parties to any complaint have the right to appeal, within seven working days of learning of the outcome of the hearing. Grounds for appeal must include additional evidence to that submitted originally, and should indicate in writing why the response to the complaint is not satisfactory. Taking into account all the previous attempts at resolution, the Senior Management team will make the final decision.
  8. Customer Complaints Procedure
    Kaplan's Senior Management team has overall responsibility for the complaints procedure. It monitors the complaints and comments received, and the effectiveness of this procedure in addressing them. Subject to complaints being dealt with on an individual basis, the Senior Management team will review any common causes or patterns of complaints which emerge.

    The Complaints Officer is responsible for arranging, recording and ensuring that decisions are conveyed to the Senior Management team. All detailed documentation will be kept confidentially.
  9. Stages of the Procedure

    Informal stage
    If you are considering making a complaint, you are strongly advised to raise the issue informally with the appropriate Head of Department or member of staff you feel comfortable with. It is anticipated that the vast majority of complaints will be resolved at this stage. Your informal complaint will be logged and you will not be able to use the informal complaint route subsequently through any other individual. This is the preferred method of resolution, without recourse to formal procedures.

    Formal stage
    If you are unable to resolve your complaint informally, you will need to provide us with details in writing to the Complaints Officer as soon as possible after the events about which you are concerned occurred, normally within fourteen working days. Kaplan may not be able to investigate your complaint properly if you delay.

    The information must be submitted on the official complaints form. The online version of the form is available here.

    If you are unable to access this form, please contact the Complaints Officer complaints@kaplan.co.uk for an alternative version of the form that can be submitted as a hard copy.

    You will need to provide:

    1. your name
    2. a contact address (and preferably telephone and email address)
    3. your programme of study
    4. the date on which the problem arose
    5. whether anyone else was affected, or saw what happened
    6. the response you would like from us
    7. any supporting evidence.

    Please note that certified copies of documents (e.g. medical certificates) may be requested.

    You will receive a confirmation that the complaint has been received.

    The investigation will be undertaken by our independent Complaints Officer who will respond within fourteen working days of receiving your complaint, to let you know the outcome of the investigation, and details of any actions to be taken. If Kaplan is unable to do so, you will be informed about how much longer it will take. You, and any individual against whom the complaint is being made, are entitled to submit written evidence to the Complaints Officer in support of your respective positions.

    If at any time during this stage, or later, you would like to try to resolve your complaint informally, you can do this by contacting the Complaints Officer.

    The possible outcomes of the formal complaint are as follows:

    1. Complaint not upheld (if the complaint is felt not to be warranted)
    2. Complaint upheld in whole or in part (if the complaint, or part of it, is felt to be fair in any of its elements)

    In the event of a complaint being upheld in whole or in part, recommendations will be made in respect of remedial action required. A response may be required from the individuals concerned, within a set time frame.

    Kaplan will respond by detailing how the complaint has been investigated, the evidence used, the conclusion reached, and, if appropriate, the steps to be taken to resolve the matter. Kaplan may not be able to give you the precise redress you asked for, but you will have an opportunity of saying whether or not you are satisfied with the proposals.

Annex 2 – Student Code of Conduct

Purpose and scope
Kaplan is committed to creating a study environment for its customers and staff that is safe and where everyone is treated with dignity and respect. All students should work hard to achieve their study goals and take responsibility for their learning. Kaplan aims for all students to have an enjoyable and successful time with us.

The Code of Conduct explains how we expect students to behave whilst on Kaplan premises in relation to Kaplan staff, students, agents or otherwise.

Expectations
Whilst it is not possible to lay down an exhaustive set of standards, detailed below are general examples which demonstrate the level of conduct Kaplan expect from students:

  1. Treat all Kaplan staff and fellow students, agents or others with respect.
  2. Practise and promote equality.
  3. Behave responsibly and safely at all times both on Kaplan premises and in the local area.
  4. Switch off mobile phones and any other communicating devices when you are in a class.
  5. Take care of Kaplan equipment, resources, facilities and buildings.
  6. Follow the Kaplan Wi-Fi Policy.
  7. Attend all classes on time.
  8. Keep your tutors informed of any difficulties you may have which affect your course, so that we can support you.
  9. Ensure that all work is your own.
  10. Dress in a way that does not offend others. Hooded tops with the hood up and any form of headgear must not be worn in classrooms unless for medical or religious reasons.
  11. Dispose of litter responsibly by using bins located in every Kaplan classroom.
  12. Comply with the terms of your student visa, where applicable.
  13. Do not smoke on or immediately outside Kaplan premises.

Breaches of Kaplan's Code of Conduct
If a student fails to achieve the Kaplan expected standards of conduct, their behaviour may be addressed through the Student Disciplinary Procedure.

Gross Misconduct
A serious breach of this code of conduct may constitute gross misconduct and could lead to a disciplinary interview being held and the student's exclusion from study at Kaplan without any written warnings having been issued previously.

Examples of what may be deemed to constitute gross misconduct include, but are not limited to, the following:

  1. Bullying.
  2. Harassment.
  3. Aggressive and threatening offensive behaviour or language.
  4. Fraud and deceit.
  5. Cheating and plagiarism.
  6. Theft.
  7. Intentional or reckless damage to Kaplan property or student property.
  8. Serious misuse of Kaplan property or equipment.
  9. Material incapacity through alcohol or illegal drugs on Kaplan premises.
  10. A criminal offence.
  11. Breach of the Kaplan Wi-Fi Policy.
  12. Failure to meet student visa requirements.
  13. Smoking on Kaplan premises.

Annex 3 – Kaplan Wi-Fi policy

Wi-Fi offered by Kaplan is solely for use by its employees and prospective and enrolled students physically present on Kaplan premises. Your use of our "Kaplan Wi-Fi" represents your agreement to these terms.

These terms can be modified at any time, and your continued use of the Kaplan Wi-Fi indicates your acceptance of those modified terms.

Availability/Passwords
Kaplan does not guarantee that the Wi-Fi will be available in all areas of the premises or at all times. Kaplan may modify, suspend or cancel the Kaplan Wi-Fi at any time for any reason and without notice.

Passwords provided to you to access the Kaplan Wi-Fi are intended only for the relevant students or staff members and must not be disclosed to or used by any third parties.

Acceptable Use
By using the Kaplan Wi-Fi, you agree to the following:

  1. You are a Kaplan employee, enrolled student, or prospective student, using a laptop on the Kaplan premises.
  2. You will use the Kaplan Wi-Fi for personal, non‐commercial use only.
  3. You will not use the Kaplan Wi-Fi in a manner that interferes with Kaplan's ability to offer the Kaplan Wi-Fi to others.
  4. You will not use the Kaplan Wi-Fi to transmit or store improper or unlawful material. "Improper material" means any text, graphic, audio-visual, visual or aural material that:
    1. infringes the proprietary rights of another person, including copyright, trademark, patent and rights of privacy and publicity;
    2. contains viruses or other destructive programs;
    3. is harassing, embarrassing, sexually explicit, profane, obscene, intimidating, libellous or defamatory; and/or
    4. provides false or misleading information, constitutes fraud, or is otherwise unlawful.
  5. You will not use Kaplan Wi-Fi to send junk mail, spam, chain letters, pyramid schemes or any similar or fraudulent schemes or any inappropriate form of communications, or collect responses to such communications.
  6. You will not use the Kaplan Wi-Fi to violate any laws or to discuss illegal activities.
  7. You will not impersonate any person or entity, forge headers or otherwise manipulate identifiers in order to disguise the origin of any posting, or collect or store personal data about other users.
  8. You will never use Kaplan Wi-Fi to attempt to gain unauthorised access to, or interfere with any computer system, or to damage, or breach authentication or security measures protecting any computer system, including Kaplan's computer system.
  9. You will immediately comply with any request from Kaplan that you cease any conduct that Kaplan, in its sole discretion, considers a violation of these terms.
  10. You acknowledge and agree that you are solely responsible for your conduct in using the Kaplan Wi-Fi, and you indemnify and hold harmless Kaplan and its group companies, subsidiaries, affiliates, officers, agents or other partners and employees from any claim or demand, including legal fees, made by any third party due to or arising out of your use of the Kaplan Wi-Fi, your connection to the Kaplan Wi-Fi, your violation of these terms, or your violation of the rights of another.

Monitoring
Kaplan has no obligation to monitor the Kaplan Wi-Fi, but may do so and disclose information regarding use of the Kaplan Wi-Fi and your personal information for any reason if Kaplan, in its sole discretion, believes that it is reasonable to do so, including to satisfy laws, regulations, or governmental or legal requests; operate the Kaplan Wi-Fi properly; or protect itself and its employees, students and customers.

We also may remove, block, filter, or restrict by any other means any materials that, in our sole discretion, may be illegal, may subject Kaplan to liability or may violate these terms. Breach of these terms may result in the suspension or termination of either access to the Kaplan Wi-Fi and/or other actions including suspension or removal from study in accordance with applicable code of conduct.

Disclaimer Of Warranties And Limitation Of Liability
The Kaplan Wi-Fi is provided on an "as is" and "as available" basis. Kaplan does not warrant that the Kaplan Wi-Fi will be uninterrupted, error‐free or free of viruses or other harmful components. Kaplan is not responsible for any changes you make to your computer's setting as a result of attempting to connect to the services.

You expressly acknowledge that there are security, privacy and confidentiality risks inherent in wireless communications and technology and Kaplan does not make any assurances or warranties relating to such risks and is not responsible for any loss of privacy or data you may experience while using the service.

Kaplan makes no express warranties and you waive all implied warranties including, but not limited to, warranties of title, non-infringement, merchantability and fitness for a particular purpose regarding any merchandise, information or service provided through Kaplan or the internet generally. No advice or information given by Kaplan or its representatives shall create a warranty.

Neither Kaplan nor any of its officers, directors, shareholders, employees or other authorised representatives shall be liable for any damages arising out of or in connection with the use or performance of the Kaplan Wi-Fi, including (without limitation), compensatory, direct, indirect, or consequential damages, loss of data, income or profit, loss of or damage to property and claims of third parties. If you are dissatisfied with the Kaplan Wi-Fi or any related terms, conditions, rules, policies, guidelines, or practices, your sole and exclusive remedy is to discontinue using the Kaplan Wi-Fi.

Termination
Without prior notice, Kaplan may terminate this Agreement, your password or your use of the Kaplan Wi-Fi, for any reason, including, without limitation, if Kaplan, in its sole discretion, believes you have violated this Agreement or any of the applicable policies. Sections of this Agreement relating to disclaimer of warranties and limitation of liability shall survive termination of this agreement and the Kaplan Wi-Fi.

References here to "Kaplan" refer to the relevant Kaplan Group Company with which you study or are dealing with.

Annex 4 – Classroom Student Charter

At Kaplan we want you to enjoy your studies and pass your exams.

To ensure you have the best opportunity to pass your exams there are a few things you need to do:

  1. Attend all your classes
  2. Complete course assessments/mocks and get them marked
  3. Utilise the features and benefits, including online testing, provided on MyKaplan.

In order to get the most out of your studies with Kaplan, create a friendly study environment and for you to achieve your qualification, we require you to adhere to the guidelines set out in this charter:

Attendance

  1. Ensure that you are in class at the scheduled start time. If you join a class late, this is disruptive and disrespectful for other members of your group. Latecomers will be asked to join the group at the next available break time and the register marked as late attendance.
  2. Sign the attendance register/swipe your student ID cards at each class. Registration is normally taken three times a day for manual registers – morning, start of the afternoon and end of the day – and four times a day for electronic registers (Tensor Card) – morning, lunch start, lunch end and end of day. These are not only vital for health and safety purposes, but are also required for Tier 4 compliance.
  3. We expect you to achieve a minimum of 80% attendance.
  4. Advise a centre within 24 hours of a class if you are ill and provide a doctor's note(s). If you are going to be off for 3 or more days you must inform Kaplan at the earliest opportunity.
  5. Not to switch course groups or courses without agreeing it in writing with the relevant Kaplan centre customer service staff. If you switch group or course without advising us, then you will be marked as absent.
  6. Disciplinary action will be taken if a student signs the register for anyone other than themselves.
  7. If you miss a class without exceptional circumstances (e.g. illness), then tutors cannot be expected to spend additional time going over work that has been missed. If you are in a class and don't understand anything, then the tutor will endeavour to spend time outside the class helping you.
  8. Progression

  9. All assessments and mocks (as applicable per qualification/course) should be completed and submitted for marking within the deadlines provided. The more questions you attempt and the more practice and feedback you get, the better the chance of passing.
  10. It is your responsibility to book and attempt exams relevant to all the papers/units/subjects studied.

General

Treat all Kaplan staff and your fellow students with respect at all times.

Annex 5 – Attendance Policy

Introduction
The Student Attendance Policy has been developed as part of Kaplan's commitment to the UKVI regulations and to provide a supportive learning environment that enables all students who have chosen to study with Kaplan to achieve their full potential.

This policy applies to all Kaplan Students
Students should arrive on time for lectures and remain for the duration of the lecture. Late arrival at, and early departure from, lectures is disruptive.

Unsatisfactory attendance includes failure to regularly attend lectures without providing a satisfactory reason to customer service staff for absence, and persistent late arrival at, or early departure from, lectures without prior permission.

Students who are absent from lectures or any other required contacts with Kaplan Staff, without permission on three or more consecutive occasions will be issued with a warning letter and asked to contact the relevant customer service team. They may also be called in for a formal meeting with customer service staff/centre manager.

Students whose attendance falls below 80% will have a discussion with Kaplan staff and will sign a low attendance notice. If low attendance persists in the following semester, the issue will be addressed further and appropriate action taken.

Arriving Late and Leaving Early
Arriving late for or leaving early from your lecture has a negative effect on your attendance. If you are unsure what time your lectures are due to start, please speak with a member of the Customer Services staff in your centre.

If you are late and the lecture has already started you must not enter the class until the next available break as stated in the Student Charter (Point 1).

Here is how your attendance is affected:

  1. Arriving late = half a day's absence
  2. Leaving early = half a day's absence

Please note there is no grace period.

All students are responsible for:

  1. Attending all timetabled lectures associated with their chosen course.
  2. Signing the attendance register or swiping their student ID cards during each lecture in order to provide acceptable evidence of attendance.
  3. Notifying the customer service team in advance (e.g. in person, by phone or email) that they expect to be absent from any lectures.
  4. Notifying the customer service team in advance (e.g. in person, by phone or email) that they have a timetable clash.
  5. Obtaining prior permission (e.g. in person, by phone or email) from customer service team for extended authorised absences of 5 or more contacts during term time.
  6. Notifying the customer service team in respect of unplanned or unforeseen absences from lectures within 24 hours and, if requested by the customer service team, providing a medical certificate or other evidence to explain their absence.
  7. Requesting permission to switch papers.

Annex 6 – Disciplinary Procedure

Kaplan's student disciplinary procedure provides a framework for addressing breaches of the code of conduct that are considered to be too frequent or too serious to be dealt with less formally. They have been designed in such a way as to ensure that all students are given access to a fair hearing and that all relevant facts will be established and considered before final decisions are made.

Investigation
In most cases, the matter will have arisen out of a complaint raised by a fellow student or an employee of Kaplan. In all cases an investigation will take place to determine whether or not it might be necessary to invite the student complained about to attend a disciplinary interview.

Suspension
In cases where the alleged misconduct is serious, and/or it may be detrimental to Kaplan or any individual/s for the student to remain on site, suspension may need to be considered while the case is being investigated. In such cases the student will be informed of the reason for suspension.

Suspension from studies does not constitute a warning for misconduct or removal from study with Kaplan.

Criminal proceedings
Where any member of staff has reason to believe or is informed that a student may have committed a criminal offence, Kaplan will normally refer the matter to the police and may also initiate disciplinary proceedings under this procedure or suspend the student pending the outcome of police enquiries and any charges which may be brought against the student. Where the student has been suspended under this provision, when the results of those enquiries and any criminal proceedings are known, Kaplan reserves the right to recommence disciplinary proceedings. Any Kaplan disciplinary action relating to alleged criminal offences will be based on reasonable belief.

Written warning
Where serious misconduct has occurred, the student may be given a written warning. The student will be informed that further misconduct or failure to meet the standards detailed in the Student Code of Conduct is likely to result in exclusion from studies with Kaplan. Details of written warnings will remain on a student's file for 12 months from the date of the warning being issued. Failure to attend a disciplinary interview may result in a decision being made in the student's absence.

Exclusion from Kaplan
Further misconduct after a warning has been issued, gross misconduct, or any other circumstances which Kaplan deem to be of a particularly serious nature may result in exclusion from studies with us. Students who are excluded from studies with Kaplan will not be entitled to any form of refund.

Appeals
A student who has been issued with a written warning or excluded from studies with Kaplan is entitled to appeal against the decision that was made. An appeal must be made in writing within 10 working days of receipt of the warning/exclusion letter. The original decision letter will state to whom the appeal should be made. The manager conducting the appeal may wish to conduct an appeal interview with the student and will notify of the decision in writing.

Third Party Notification
Kaplan reserves the right at any stage to inform the sponsor, the relevant governing body and/or the Home Office (where applicable).

Annex 7 – Model Cancellation Form

Complete and return this form only if you wish to withdraw from the contract.

You can submit your form electronically or print and return your completed form to:

Kaplan Financial Student Services, 2nd floor, Universal Square, Devonshire St North, Manchester M12 6JH. United Kingdom

Alternatively, you can email us at studentservices@kaplan.co.uk.

Annex 8 - Bringing your own device to use at Kaplan

As you prepare for your computer based exam, it is a good idea to complete your course tests and mocks on computer too. As well as checking you're on track with your studies, it helps you get familiar with the software format, giving you extra confidence and getting you exam-ready.

We're happy for you to bring your own device, such as a laptop or tablet, into a Kaplan centre. You might feel more comfortable using a device you know.

Examples of courses where your device could be used are:

  • ACA - Applied Workshop and Exam Prep
  • ACCA - Revision and Question Based Day
  • CIMA - Professional revision phase, including Case Study final two days

If you do bring your device to class, there are a few things you need to be aware of:

  • Secure Wi-Fi is available in all our centres – you'll need to sign up using your email address to access it. It's a good idea to complete the sign-up process before you go into class.
  • We've installed extra electrical power sockets in centres, so you can plug in to keep your device charged. However, we can't guarantee there will be enough for everyone so it's a good idea to ensure your device is fully charged at the start of each day.
  • Keep it quiet – remember to keep your device on mute so you don't distract the rest of your class.
  • You'll need your MyKaplan login password (username is your email address) so make sure you can recall it! If you've forgotten your password, at least one hour before your class simply go to mykaplan.co.uk and click on forgotten password. You'll then receive an email so you can reset it. Any difficulties call our MyKaplan helpdesk on 0161 259 7400.
  • Our tutor and customer service teams in centres are not IT experts! We'll try to help you with any technical issues, but we may not be able to. It is a good idea to take your device into a centre beforehand to check you can connect to the Wi-Fi and MyKaplan, so you're not rushing on the actual day you need it.
  • Kaplan cannot accept responsibility for any loss, theft or damage of your device or associated accessories whilst on our premises; you bring it to Kaplan at your own risk (see our full T&Cs on the website). We don't have anywhere to store your device when it is not in use, so it is up to you to keep it safe.

If you've any questions about whether to bring your device into Kaplan, please get in touch on 0161 259 7400.

Annex 9 – Plagiarism Statement

If you are booked onto an ATT, ACCA LW-AAA, CIMA Case Study, CTA, ICAEW Professional or Advanced course you’ll have the opportunity to submit assessments for marking. Assessments enable you to demonstrate your knowledge & understanding of the paper in addition to tracking your progress. It is in your best interest to submit your own assessment, not to plagiarise anyone else’s work or submit the model answer in lieu of your own.

If you are deemed to have cheated by either submitting the model answer or copying another student then the marker will not mark your paper. The marker will give the assessment a mark of 1. If you have been given a mark of 1, the Student Services team will email to inform you.

If your studies are sponsored by your employer then your manager will be emailed to be made aware that you have been given a mark of 1 and why.

If you are on a course with the Pass Guarantee (PG) and the assessment you have submitted is part of the PG then your Pass Guarantee will be voided as you hadn’t made a reasonable attempt.

If you would like to appeal against the decision please notify the Student Services team and they will look into this for you.

Annex 10 – Academic Support Reasonable Usage Policy

The Academic Support team is here to assist with your academic queries and we can be contacted through a number of different methods. The following will help you to understand the best method to use when contacting the team with your queries.

Any queries that are not academic in nature, including exam marking or submission date queries, should be directed to the Student Services Team.

To ensure we can locate your query and enrolment quickly, please message us using the registered email address you use to access MyKaplan. Please send your query to the specific email address found in the ‘contact us’ section of MyKaplan. Messages sent to incorrect inboxes may end up taking longer to receive a response.

Email

This can be used to ask academic queries in relation to your course. When you message the team, you should provide details on the question and the source document you need help with. Please note we can only provide guidance on materials and online resources provided as part of your course. It will make it much easier to answer your query if you can include the question and answer for us in screenshot or pdf format. If your query relates to online content, then please include the URL from your MyKaplan course which will look something like this: https://learn.mykaplan.co.uk/d2l/le/content/81467/Home

Wherever possible please use one email per question. For example if you have a couple of queries on Question 34 in the Question bank these can go in one email. If you have a number of different areas or questions you would like support with, please send multiple emails - for instance Question 34 of the Question bank should go in one email and queries on Question 42 of the Question bank should go in a separate email. The Academic Support Team will be able to respond faster if the emails are focussed on one topic or question area. If you send one email with multiple topics or questions then the team may request that your questions be broken down into individual emails to ensure you receive an appropriate response.

An example of a good email question:

“I am struggling with question 22 in the CIMA F1 exam kit. I do not understand why the answer to part ii is £1,458. Can you please explain?”

Live chat (available for ACA, ACCA, CIMA and AAT)

Live Chat is a function that allows you to get a much faster response to your generic academic queries. These will usually be in relation to a general topic area that needs quick clarity. Sometimes, the nature of the queries received in live chat require the tutor to work through a question to get an answer to be able to explain the concept to you. This takes time and may mean a quick response is not possible. If this is the case the question is more appropriate for email and will be converted into an email to be dealt with by the team.

An example of a good live chat:

“Hi, Can you please confirm why we do not time apportion a subsidiary acquired in the year when calculating PPE”

Request a call back

This service allows students to contact a member of Academic Support to discuss a specific question or area more broadly, this can include soft skills such as exam technique.

An example of a good request a call back:

“Hi, could you please call me to discuss consolidation principles as I am struggling to understand why we are doing what we do. A conversation will help me approach the questions in my study text with a little more understanding.”

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