Core terms applicable to all courses
Last revised May 2026
- These terms
-
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).
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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.
- Information about us and how to contact us
-
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).
- 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.
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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.
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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.
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"Writing" includes emails. When we use the words "writing" or "written" in
these terms, this includes emails.
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Glossary. When the following words with capital letters are used in these terms
and conditions, this is what they mean:
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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.
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Cancellation Period means a period of 14 days starting the day after we
email you to confirm your enrolment on a Course.
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Start Date means the date on which the Course you have accepted
enrolled on commences.
- Our contract with you
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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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
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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.
- 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.
- Our rights to make changes
- Minor changes to the Courses. We may change the Course and these terms:
- To reflect changes in relevant laws and regulatory requirements;
- To implement minor technical adjustments and improvements, which will not affect the
delivery of a Course; and
- To ensure consistency with UK professional education sector practice and guidance.
- To accommodate minor or temporary changes to dates and locations, which do not impact on
the overall provision of the Course.
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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:
- To increase Course fees to proportionately reflect the costs associated with
establishing and providing the Course;
- To correct errors;
- By adding or removing optional modules; and
- 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.
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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.
- Providing the Courses
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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.
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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.
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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.
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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.
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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.
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Reasons we may suspend the provision of a Course to you. We may have to suspend
the provision of a Course, for example to:
- Deal with technical problems or make technical changes;
- Make changes to a Course as notified by us to you (see clause 5); and
- Complete any disciplinary procedure.
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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.
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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).
- 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.
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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.
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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.
- 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.
- Your rights to end the contract
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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:
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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;
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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.
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In all other cases (if we are not at fault and the Cancellation Period has
ended), see section 7e.
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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:
- 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;
- 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;
- There is a risk that the Course may be significantly delayed because of events outside
our control as provided for by clause 6f;
- 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
- You have a legal right to end the contract because of something we have done wrong.
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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 1
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.
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When you don't have the right to change your mind. You do not have a right to
change your mind in respect of:
- Digital content after you have started to download or stream these; and
- Services, once these have been completed, even if the Cancellation Period is still
running; and
- Sealed audio or sealed video recordings or sealed computer software, once these products
are unsealed after you receive them.
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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.
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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.
- How to end the contract with us (including if you have changed your mind)
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Tell us you want to end the contract. To end the contract with us, please let
us know by doing one of the following:
- 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.
- Online. Complete the form at Annex 1 in these terms.
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By post. Print off the form contained at Annex 1 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.
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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 the address is: FAO: Kaplan Publishing Ltd, Elanders
Ltd, Merlin Way, New York Business Park, North Tyneside, NE27 OQG. 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.
- When we will pay the costs of return. We will pay the costs of return:
- If the study materials are faulty (such as missing pages or misprinted) or the Course
has been misdescribed; or
- 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.
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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.
- Deductions from refunds. If you are exercising your right to change your mind:
- 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.
- 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. If we have provided you with a voucher or code in order to
access digital content and you have already redeemed this voucher or code, we will not
refund you the cost of the digital content.
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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:
- 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.
- In all other cases, your refund will be made within 14 days of your telling us you have
changed your mind.
- Our rights to end the contract
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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:
- 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.
- 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.
- 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.
- 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.
- If there is a problem with the Course
-
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.
- Our complaints procedure is found on our
Complaints
Policy page. 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.
- 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.
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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.
- We will refund the cost of study materials sent to you (less postage and packaging) if you
return them to Kaplan Financial Returns, the address is: FAO: Kaplan Publishing Ltd, Elanders
Ltd, Merlin Way, New York Business Park, North Tyneside, NE27 OQG within 14 days of receipt in a
re-saleable condition. You must obtain proof of postage which you may be required to produce in
the event of any query.
- Fees and payment
-
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.
-
Additional Fees are payable. Unless otherwise stated, the Course Fees do not
include Additional Fees.
-
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.
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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.
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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:
- 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.
- For digital content, you must pay for these before you download them.
- For services you must pay the fees in advance.
-
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.
-
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).
- Our responsibility for loss or damage suffered by you
-
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.
- 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.
-
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.
- How we may use your personal information
-
How we will use your personal information. We will use the personal information
you provide to us:
- To supply a Course to you;
- To process your payment for a Course; and
- 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.
- We may share your personal information:
- 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.
- With any one of AAT, ACCA, CIMA, CIOT and ICAEW as the relevant professional body for
your Course.
- 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.
- With other business divisions and subsidiaries of Kaplan, Inc. (our "Affiliated
Businesses") that provide services we think might interest you.
- 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.
- 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.
- Technology
-
Essential requirements. You will need the following essentials to participate
in one of our Courses.
- Access to a PC or laptop;
- Ability to connect to the internet via a broadband connection; and
- Calculator - please note that some professional bodies specify the requirements for
calculators and you will need to check this.
-
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.
-
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.
-
Computer equipment and internet access costs. These are not included in our
Course fees and are your responsibility.
- 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.
-
Digital content is available for a limited period only and that
period will vary depending on the Course. Apprentices may have access for the duration of their
apprenticeship. Examples for non-apprentices 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.
| Course |
Qualifications |
Access Duration |
| Classroom, Live Online, OnDemand, Distance Learning, Classroom Live Streamed |
ACCA Applied Skills (except LW), ACCA Strategic Professional, CIMA Case Study, ATT,
CTA, ACA Professional |
6 months after selected exam month |
| Classroom, Live Online, OnDemand |
ACA Advanced |
8 months after selected exam month |
| Classroom & Live Online |
ACCA Applied Knowledge and LW, CIMA Cert BA, ACCA Foundations |
3 months after last course date |
| Classroom & Live Online |
ICAEW Cert, AAT, CIMA Professional OTs |
6 months after last course date |
| OnDemand |
AAT Level 3 and Level 4, ACCA Applied Knowledge and LW, CIMA Cert BA, CIMA
Professional OTs |
6 months from selected start month |
| OnDemand |
AAT Level 2 |
9 months from selected start month |
| OnDemand |
ICAEW Certificate |
12 months after enrolment |
| Distance Learning |
ACCA Applied Knowledge and LW, CIMA Cert BA, CIMA Professional OTs, ACCA Foundations
|
12 months from selected start month |
| Distance Learning |
AAT Level 2, Level 3, Level 4 qualifications |
18 months from selected start month |
| Publishing resources |
CIMA Exam Practice Plus |
3 months from purchase date |
| Publishing resources |
Study Texts, Exam Kits, Essential Packs, ACCA Get Ready For |
12 months from purchase date |
| OnDemand |
ICAEW Data Analytics, Power BI |
12 months from purchase date |
| All courses |
Banking and Finance, IMC, CMP |
12 months from course start date |
- Kaplan policies
- You must comply at all times with the following Kaplan policies:
- Student code of conduct found on our
Student
Code of Conduct page.
- Kaplan Wi-Fi policy found on our
Wi-Fi
policy page.
- 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 on our
Disciplinary
Procedure page.
- Other important terms
-
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.
- Courses are not transferable between students.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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
-
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.
-
Complete Course offer: When booking, in a single transaction, the Complete Course for
ACCA courses, a combination of Tuition, Revision and Pre-exam Workshop for the same paper and sitting
(subjects Applied Skills and Strategic Professional, excluding Law and 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.
-
Revision and pre-exam workshop offer: If booking online in a single transaction, an
ACCA revision course and pre-exam workshop (PEW) for the same paper and sitting, a £50 discount
will be applied to the PEW 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.
-
The terms and conditions of the Kaplan Financial Pass Guarantee for Classroom, Live Online
and OnDemand ACCA, CTA, ATT, AAT and CIMA courses are as follows:
Eligibility
- The complete course programme must be purchased as detailed below:
- ACCA Applied Knowledge/Foundation Diploma in Accounting and Business: a Classroom,
OnDemand or Live Online course; or
- ACCA Applied Skills or Strategic Professional: a Classroom and/or Live Online, Tuition,
Revision and Pre-Exam Workshop (PEW) course for the same subject and sitting, or a
complete SBL or LW ENG course, or an OnDemand course.
- ATT and CTA: a Classroom and/or Live Online, Tuition and Revision course for the same
subject and sitting.
- CIMA Classroom or Live Online or OnDemand course.
- AAT Classroom or Live online or OnDemand Course.
- All amounts due must have been paid in full.
- A student must make a reasonable attempt at all programmed course tests and mocks.
- For ACCA Applied Knowledge/Foundation Diploma in Accounting and Business, a student must
attempt their Consolidation Test, Progress Test and Mock online via MyKaplan;
- For ACCA Applied Skills and Strategic Professional, a student must attempt their
Consolidation Test, Progress Test, Mock and PEW questions. Where applicable, scripts
must be submitted for marking via MyKaplan in accordance with the relevant submission
deadlines provided.
- 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.
- 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.
- For CIMA Certificate in Business Accounting and Professional OT, a student must attempt
their Consolidation Test, Progress Test and two online mock exams via MyKaplan.
- For CIMA Professional Case Study, a student must attempt their three mock exams via
MyKaplan.
- For AAT Q2022, a student must attempt their consolidation test, progress test and two
mock exams via MyKaplan.
- The course must be followed as detailed below:
- 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;
- A Live Online student must attend or fully view all of the course lectures;
- An OnDemand student must complete all online modules via MyKaplan.
- Students must attempt the real exam.
- ACCA Applied Knowledge/Foundation Diploma in Accounting and Business and ACCA LW
students:
- Classroom and Live Online students must attempt their computerised examination
within 3 weeks of the final date of their course;
- OnDemand must attempt their computerised examination within a maximum of 3 weeks
from completion of the online mock exam;
- ACCA Applied Skills and Strategic Professional students must attempt the scheduled exam
sitting for that course.
- ATT and CTA students must attempt the scheduled exam sitting for that course.
- CIMA Certificate in Business Accounting & Professional OT:
- Classroom and Live Online students must attempt their computerised examination
within 3 weeks of the final date of their course.
- OnDemand students must attempt their computerised examination within 14 weeks of
commencing the course.
- CIMA Professional Case Study students must attempt the scheduled exam sitting for that
course.
- AAT:
- AAT students must attempt their computerised examination within a maximum of 4
weeks from completion of the Classroom or Live Course.
- AAT OnDemand students must attempt the exam within 14 weeks of commencing the
course.
- The Pass Guarantee does not apply to Distance Learning, Subscription or CIMAstudy.com courses.
- 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.
- The Pass Guarantee is not transferable.
- Students who defer a course may still be eligible for the pass guarantee, provided all other
conditions have been met.
- The Pass Guarantee is subject to availability and may be withdrawn at any time without notice.
-
In the event of an exam failure
- Provided eligibility requirements have been met, a student will be entitled to the following
support relating to the subject failed:
- Reattendance of a course or part of a course for a Classroom or Live Online student, as
detailed below.
- A Classroom student will be entitled to attend (where available) a subsequent
Classroom or Live Online course free of charge;
- A Live Online student will be entitled to attend (where available) a subsequent
Live Online course free of charge;
- To arrange enrolment on a subsequent course the student must discuss their
request with a Progression Advisor (previously known as 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.
- The latest online materials will be provided via MyKaplan on the new course. New
printed materials will not be supplied.
- For ACCA Foundation and Applied Knowledge, CIMA Cert BA and CIMA Professional OT and AAT
Q2022 eligible students your online resit resources will be available via your existing
MyKaplan classroom, Live Online or OnDemand course. To automatically release your resit
resources you must have attempted all the assessments on the course and completed the
resit survey.
- For ACCA Applied Skills, ACCA Strategic Professional, ATT, CTA and CIMA Professional
Case Study students your online resit resources will be available via your existing
MyKaplan Classroom, Live Online or OnDemand course. To automatically release your resit
resources you must complete the resit survey which will be made available in the results
week for the exam sitting you were attempting.
- In order to validate and retain the Pass Guarantee, the student must reattempt their exam within
the periods specified:
- 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;
- ACCA Applied Skills or Strategic Professional: at one of the next two quarterly exam
sittings;
- ATT and CTA: at the next bi-annual exam sitting:
- For CIMA Certificate in Business Accounting & Professional OT: 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;
- CIMA Professional Case Study: at one of the next two quarterly exam sittings.
- For AAT: 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;
- The Pass Guarantee will expire should an examination not be attempted.
- In all cases the Pass Guarantee automatically expires once the exam is passed.
- 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:
- To request a deferral contact Student Services on
studentservices@kaplan.co.uk or
+44 (0)161 259 7400.
- Classroom and Live Online deferral fees will be due as follows:
- 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.
- 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.
- 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.
- If the course is due to start more than two weeks in advance no deferral fee is payable.
- Completed courses cannot be deferred.
- OnDemand and Distance Learning deferral fees will be due as follows:
- 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.
- 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.
- 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.
- 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.
- Provided all other terms and conditions are met, then you will retain your Pass Guarantee if
deferring your course.
-
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:
- Extensions are possible on Kaplan Financial Accountancy courses for the following
qualifications: ACCA, CIMA, AAT Q2022, ATT, CTA and ACA, and for Business and Finance courses
for the following qualifications: IMC and CMP
- To activate a free 3 month extension, log on to MyKaplan.co.uk and visit ‘MyAccount’
where you can complete one automatic online extension request per eligible course. Requests can
be made up to 30 days before a course is due to expire or up to 30 days after it has expired.
Successful requests are processed within 10 minutes.
- If the course is not showing as eligible for an extension in MyAccount or you wish to request a
further extension to a course, contact us. To discuss an Accountancy extension contact Student
Services on
studentservices@kaplan.co.uk or
+44 (0)161 259 7400. For a Business and Finance extension contact
citybookings@kaplan.co.uk or
+44 (0) 207 920 3060.
- An extension will be applied for 3 months from the date of request or date of expiry, whichever
is the latter.
- Further extensions of 3 months can be purchased at £50 per extension by contacting us. The
extension request will be processed within 2 working days of payment being received.
- 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.
- For Live Online courses, access to the recorded lectures will expire in line with the original
MyKaplan access period and cannot be extended.
- Extensions will not be granted if Kaplan no longer offers or supports that course or
qualification or syllabus.
- The extension is non-transferrable.
- Extensions are not possible on MyKaplan content made available via the purchase of Kaplan
Publishing materials or resources, on subscription courses or free trials.
- Apprentices should contact their Talent Coach to discuss any extension requirements. Automatic
extensions via MyAccount are not available for Apprentices.
- 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.
-
AAT, ACCA, CIMA, CTA, ATT, CFA, FRM, CAIA, IMC, CISI Capital Markets
Programme 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.
- Subject to meeting all other applicable requirements, to be eligible for a payment plan, you
must:
- Spend a minimum of £500 in total before discounts.
- Be 18 years of age or over.
- Be a UK national.
- Enrol on Kaplan courses.
- For AAT, you must book a full qualification of courses, which can be Level 2, Level 3 or
Level 4.
- Be paying for the course yourself.
- A minimum deposit equal to 10% of the total spend will be due upon enrolment.
- Repayments will be over the maximum following periods:
- AAT Level 2 for a maximum of 6 months
- AAT Level 3 or Level 4 for a maximum of 12 months
- 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.
- ACCA, CIMA, ATT, CTA and ICAEW Distance Learning or OnDemand courses, over three months
per subject purchased, up to a maximum of 12 months.
- CFA, FRM, CAIA for a maximum of 12 months.
- IMC and CISI Capital Markets Programme for a maximum of 6 months.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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).
- 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.
- 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.
- Kaplan Financial reserves the right to withdraw the offer at any time at its sole discretion.
-
Distance Learning 3 for 2 offers
ACCA Applied Knowledge
- This offer only applies when a combination of ACCA BT, MA and, FA Distance Learning courses are
purchased online in the same transaction for an individual student when the code: DL3FOR2 is
entered at checkout.
- You will be charged the total price of two courses.
- This offer is subject to availability and may be withdrawn at any time without notice. This
offer is not available in conjunction with any other offer. The offer is not transferable and
not redeemable for cash. Only one discount code can be applied per order and cannot be used
after a purchase has been made. Kaplan reserves the right to amend, withdraw, or cancel a
discount offer at any time. Unless otherwise specified, Kaplan's standard Terms and Conditions
apply.
ACCA Foundations
- This offer only applies when a combination of ACCA FBT, FMA and, FFA Distance Learning courses
are purchased online in the same transaction for an individual student.
- You will be charged the total price of two courses.
- 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 not available in conjunction with any other offer.
-
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).
- To be eligible for the discount a Q2022 Certificate in Accounting student must enrol on one of
each of the four courses in the same transaction.
- To be eligible for the discount an Q2022 Diploma in Accounting student must enrol on one of each
of the four 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.
- To be eligible for the discount a Q2022 Professional Diploma student must enrol on all three
compulsory courses and two of the five optional courses, in the same transaction. If a student
subsequently changes their optional paper(s) to a more expensive course then the discount will
be recalculated and an additional payment will be immediately due.
Discount rate is as follows:
Classroom, Live Online, OnDemand and Distance Learning courses discount rate: 20% of total eligible
fees.
-
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.
-
CIMA Professional Full Level Package 20% discount offer
- 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).
- 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.
- 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.
| 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 |
-
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.
-
CFA Core Elements Module 1 and 2
- 30% discount is based on purchasing both Core Elements Modules 1 and 2 together as a single
purchase.
- This is an ongoing promotion without an expiry date. Your discount will be applied automatically
upon checkout.
- Offer is non refundable, non transferable and not redeemable for cash.
- Discount can not be made in conjunction with any other offer.
-
CFA Pass Protection
- If you meet the eligibility requirements of the
Kaplan Pass Protection for CFA courses you will be entitled to the
following:
A free weekday daytime Revision Course for the next available exam sitting;
or
A 50% discount off a weekday evening or weekend Revision Course for your next available
sitting.
Eligibility requirements for a free weekday daytime Revision Course at the next
available exam sitting:
- Your original purchase was a structured teaching study package, i.e.Classroom, Blended
or Live Online.
- You've attended at least 90% of your Tuition and Revision classes based on signed class
registers and/or time logged into online classes.
- You book for the next available exam sitting.
- You provide a copy of your failed exam result.
For any subsequent exam fails, you may book further free
weekday daytime Revision Courses, provided:
- Your original purchase was a Classroom, Blended or Live Online package.
- You have 100% attendance of your previous Revision Course based on signed class
registers and/or time logged into online classes.
- You book for the next available exam sitting.
- You provide a copy of your failed exam result.
Eligibility requirements for a 50% discount on a weekday evening or weekend
Revision Course at your next available sitting:
- Your original purchase was a Classroom, Blended, Live Online or Revision Only study
package.
- The offer is used within one year of your initial exam attempt.
- You provide a copy of your failed exam result.
- If you meet the eligibility requirements of the Kaplan Pass Protection for CFA study materials
you will be entitled to the following:
The same online material package free of charge for your next exam sitting.
Eligibility requirements for the same online material package free of charge for your
next exam sitting:
- You have answered at least 50% of the available online questions from your QBank, topic
assessments, checkpoint exams and mock exams. Your performance tracker dashboard will
turn from red to green when your 'Questions Used' shows at least 50%.
- You use this offer within one year of your initial exam attempt.
- You provide a copy of your failed result.
If you have not answered at least 50% of the available online questions from your QBank,
Topic Assessments, Checkpoint Exams and Mock Exams, you can still order the same
material again at a 50% discount for the next available exam sitting. Please refer to
the resit enrolment form for prices.
Hard copy study materials are also available for an additional delivery charge.
-
CFA Program - didn't pass with another provider
If you previously studied with another training provider and were unsuccessful in your exam you may
be eligible for 50% off a study package for the CFA Program if you transfer/retake with Kaplan.
To take advantage of this offer you will need to complete an online form and supply Kaplan with the
following:
- Evidence of having previously studied with another training provider
- Proof of your exam result
The offer is valid for the following study packages: Classroom, Blended, Live Online and Distance
Learning.
This offer cannot be combined with any other offers.
-
IMC Unit 1 & Unit 2 combined Classroom study package offer
- 10% discount if you purchase unit 1 and unit 2 Classroom study package in the same booking.
- 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. Your discount will be applied automatically upon checkout.
- Offer is non refundable, non transferable and not redeemable for cash.
- Discount can not be made in conjunction with any other offer.
-
IMC Unit 1 & Unit 2 combined Distance Learning offer
- 25% discount if you purchase unit 1 and unit 2 Distance Learning in the same booking.
- 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.
- is non refundable, non transferable and not redeemable for cash.
- Discount can not be made in conjunction with any other offer.
-
ACCA SAVEMORE offer
10% discount for two selected subjects, 15% discount on three selected subjects or 20% discount on
four or more selected subjects will be applied on all ACCA OnDemand courses or Applied Knowledge
Classroom or Live Online courses when the code: SAVEMORE is entered at checkout.
This offer is subject to availability and may be withdrawn at any time without notice. This offer is
not available in conjunction with any other offer. The offer is not transferable and not redeemable
for cash. Only one discount code can be applied per order and cannot be used after a purchase has
been made. Kaplan reserves the right to amend, withdraw, or cancel a discount offer at any time.
Unless otherwise specified, Kaplan's standard Terms and Conditions apply.
-
Analytics in Power BI: ICAEW Certificate - ICAEW members discount
A 15% discount will be applied to the purchase of the Analytics in Power BI: ICAEW Certificate when
the discount code is entered at checkout. This discount code will be distributed by the ICAEW to
ICAEW members. Offer valid from 00:05hrs GMT Monday 8th December 2025 to
23:59hrs GMT 31st December 2030. Offer is non refundable, non transferable and not
redeemable for cash. Only one discount code can be applied per order. A discount code cannot be used
after a purchase has been made or in conjunction with any other offer. Kaplan reserves the right to
amend, withdraw or cancel a discount offer at any time. Unless otherwise specified, Kaplan's
standard Terms and Conditions apply.
-
Live Online versus Classroom price campaign 2026
- ACCA - Average saving of 16.98% based on a comparison between the average
Classroom cost and the average Live Online cost in 2026. The Classroom average is calculated
across all UK centres, and both Classroom and Live Online averages include afternoon, evening,
weekend, and weekday courses. This comparison includes all Applied Knowledge and Applied Skills
subjects, plus SBL, SBR, and the AFM and APM optional modules at the Strategic Professional
level. Valid as of January 2026.
- CIMA - Average saving of 13.61% based on a comparison between the average
Classroom cost and the average Live Online cost in 2026. The Classroom average is calculated
across all UK centres. This comparison includes all Certificate in Business Accounting subjects
and CGMA Professional Operational, Management and Strategic Level subjects. Valid as of January
2026.
- AAT - Average saving of 10.10% based on a comparison between the average
Classroom cost and the average Live Online cost in 2026. This comparison includes all Level 2
and Level 3 subjects, plus DAIF, AMAC INAC, and the BNTA and PNTA optional modules at the Level
4. Valid as of January 2026.
-
ICAEW Data Analytics
A 25% discount will be applied to the purchase of the ICAEW’s Data Analytics Certificate
Analyst Pathway when the discount code is entered at checkout. This discount code will be
distributed by the ICAEW. Offer valid from 00:05hrs BST Friday 24th April 2026 to 23:59hrs BST
Friday 24th July 2026. Offer is non refundable, non transferable and not redeemable for cash. Only
one discount code can be applied per order. A discount code cannot be used after a purchase has been
made or in conjunction with any other offer. Kaplan reserves the right to amend, withdraw or cancel
a discount offer at any time. Unless otherwise specified, Kaplan’s standard Terms and
Conditions apply.
-
Accountex Show Exclusive Offer
A 15% discount will be applied to the purchase of a Classroom, Live Online or OnDemand AAT, CIMA or
ACCA courses, including ACCA Tuition, Revision and PEW, when the discount code is entered at
checkout. This discount code will be distributed by the Kaplan at Accountex London between 13 and 14
May 2026. Offer valid from 00:05hrs BST Wednesday 13 May 2026 to 23:59hrs BST Monday 1 June 2026.
Offer is non refundable, non transferable and not redeemable for cash. Only one discount code can be
applied per order. A discount code cannot be used after a purchase has been made or in conjunction
with any other offer. When you purchase an entire level for AAT or CIMA, a 20% discount is applied
automatically across all study methods. This ongoing offer requires no specific discount code.
Kaplan reserves the right to amend, withdraw or cancel a discount offer at any time. Unless
otherwise specified, Kaplan’s standard Terms and Conditions apply.
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
There are currently no competitions or surveys running.
Kaplan end of course feedback - 1x £250 Amazon voucher prize draw
- 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.
- 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.
- Of the completed online survey entries, the winners will be selected by an independent adjudicator
within 24hrs of the prize draw.
- 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.
- Kaplan employees or any co-sponsors of the competition, their respective group companies and relatives
are not eligible to enter this competition.
- 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.
- Kaplan cannot be held responsible for any loss that may be incurred by readers attempting to enter this
free prize draw.
- Copyright of any photographs or images or publications of winners remains the property of Kaplan
throughout the world.
- No correspondence will be entered into regarding this prize draw. Kaplan's decision is final.
Kaplan UX Research Surveys - 1x £50 & 2 x £25 Amazon voucher prize draw
- 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.
- There are 3 prizes: 1 x Winner £50 Amazon gift voucher and 2 x Runners up £25 available. No
alternative is available, and any prizes are strictly non-transferable. Only one prize can be won per
person.
- Of the completed online survey entries, the winners will be selected by an independent adjudicator
within 24hrs of the prize draw.
- The prize draw will take place one week after the survey is closed. The winners will be contacted within
five working days of the draw's completion.
- Kaplan employees or any co-sponsors of the competition, their respective group companies and relatives
are not eligible to enter this competition.
- 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.
- Kaplan cannot be held responsible for any loss that may be incurred by readers attempting to enter this
free prize draw.
- Copyright of any photographs or images or publications of winners remains the property of Kaplan
throughout the world.
- No correspondence will be entered into regarding this prize draw. Kaplan's decision is final.
World Environment Day 2025
Be in with the chance of winning a Sustainable Prize Bundle by liking, commenting on and sharing the
competition post on Kaplan's Instagram (@kaplanuk), in accordance with the terms and conditions below.
- The promoter and administrator of this competition is: 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").
- The competition is open to residents of the United Kingdom aged 18 years or over, except employees of
Kaplan, their families, agents or any third party directly associated with the administration of the
competition.
- There is no entry fee and no purchase necessary to enter this competition.
- By entering this competition, the entrant is indicating their agreement to be bound by these terms and
conditions. Kaplan reserves the right to refuse entry or refuse to award the prize to anyone in breach
of these terms and conditions.
- Route to entry for the competition and details of how to enter are via https://www.instagram.com/kaplanuk/
on the @kaplanuk Instagram post dated 05.06.2025, which shall be the opening date for competition
entries.
- The closing date for entry will be 25.06.2025 at 23:59. After this date no further entries to the
competition will be permitted.
- Kaplan accepts no responsibility for entries not successfully completed due to a technical fault,
technical malfunction, computer hardware or software failure, satellite, network or server failure of
any kind.
- The rules of the competition and how to enter are as follows:
- 8.1 Entrants must like the Featured Post as
found via Kaplan’s company Instagram page @Kaplanuk
- 8.2 Entrants must comment on the Featured
Post as found via Kaplan’s Instagram page @Kaplanuk
- 8.3 Entrants must follow Kaplan’s
Instagram page @Kaplanuk
- 8.4 Entrants must share the post to their
Instagram story
- Only one entry per user is permitted. If more than one entry per user is submitted, this will be
disregarded.
- Kaplan reserves the right to hold void, cancel, suspend, or amend the competition where it becomes
necessary to do so. Any changes to the competition will be notified to entrants as soon as possible via
Kaplan’s Instagram page @kaplanuk.
- Kaplan is not responsible for inaccurate prize details supplied to any entrant by any third party
connected with this competition.
- The prize is as follows: 1 x Sustainable Prize Bundle.
- The prize is as stated and no cash or other alternatives will be offered. The prize does not cover any
additional costs, outside of those outlined above.
- The prize is not transferable to any other individual.
- There will only be one winner of this competition.
- The winner will be notified by @Kaplanuk replying to their comment on the post on Instagram.
- Kaplan will notify the winner how the prize can be redeemed. To receive the prize, winners will need to
provide a delivery address for the pack.
- Kaplan’s decision in respect of all matters to do with the competition will be final and no
correspondence will be entered into.
- Insofar as permitted by law, Kaplan, its agents or distributors will not in any circumstances be
responsible or liable to compensate the winner or accept any liability for any loss, damage, personal
injury or death occurring as a result of taking up the prize except where it is caused by the negligence
of Kaplan, its agents or distributors or that of their employees. Your statutory rights are not
affected.
- The competition and these terms and conditions will be governed by English law and any disputes will be
subject to the exclusive jurisdiction of the courts of England.
- Any personal data relating to the winner or any other entrants will be used in accordance with
Kaplan’s privacy notice available here: https://kaplan.co.uk/about/privacy-cookie-policy. Kaplan
will obtain the winner’s prior consent prior to using their name and image in any publicity
material.
- Kaplan must make available information that indicates that a valid award took place. To comply with this
obligation, the winner’s name will be available twenty-eight (28) days after the closing date by
emailing the following address: content.team@kaplan.co.uk. If the winner objects to such information
being made available, please contact Kaplan at content.team@kaplan.co.uk. In such circumstances, Kaplan
must still provide the information and winning entry to the Advertising Standards Authority on request.
- This competition is in no way sponsored, endorsed or administered by, or associated with, Facebook,
Instagram, Twitter or any other social network.
Supply chain fees and charges policy
Introduction
Kaplan Financial's approach to subcontracting 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 market leading 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 prime Department for Education (DfE) 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 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 DfE.
Kaplan Financial subcontracting rationale
Kaplan Financial's overarching strategy is to only offer apprenticeships in the areas in which we are well
equipped to deliver high quality programmes.
Kaplan Financial will not enter into subcontracting arrangements for purely 'commercial' reasons or where we
have no relationship with the employers involved. In the minority of cases where we do subcontract, this is
only done where we believe that another organisation can offer a level of expertise to deliver elements of
an Apprenticeship that we do not possess. And only on the following conditions:
- The subcontracting third party is appropriately vetted, through thorough due diligence checks; a formal
subcontract being entered into and an ongoing oversight
- The aspect of the programme delivered by the subcontractor is rigorously quality assured by Kaplan
Financial
- All affected employers and apprentices are aware of the arrangement of using a third party.
Kaplan Financial's subcontracting strategy continues to work with a range of "supporting providers" who
deliver specialist 'off the job' learning, for units and modules on certain apprenticeships. Where we have
these arrangements in place, each apprentice has their own Talent Coach provided by Kaplan Financial.
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. 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 Financial's 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
Kaplan Financial will manage the performance of its subcontractors through:
- Volumes may be revised or withdrawn if the Subcontractor fails to meet key performance targets or if DfE
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.
Management fees
Kaplan does not subcontract for financial gain. Indeed our subcontracting is generally a negative for us
financially and we have several 'no fee' subcontracting arrangements. Where Kaplan contracts for the
delivery of an element of an Apprenticeship - based on the principle of expertise - we will pay an
appropriate commercial amount for that element. 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/DfE -
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 Financial's risk rating awarded to the subcontractor
- The level of support requested or deemed to be required from Kaplan Financial
- The performance against target measures as agreed with the subcontractor in the Contract for Services
and Appendices.
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:
- Regular performance updates against clear measures of success
- Regular performance and quality visits
- Access to the feedback and recommendations of the Kaplan Financial Quality and Compliance team to
identify and mitigate any compliance and quality risks
- MIS support to ensure courses are set up correctly and data input is correct to maximise funding
- Monthly review of data and Funding Compliance Audits
- Observation of Teaching, Learning and Assessment
- Additional support that 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 DfE.
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 Financial's Head of Quality and Compliance and the
Apprenticeship Leadership 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.
Kaplan Financial - Subcontracting Strategy for Government Funded Provision
Reference:
- Kaplan Financial - Supply Chain Fees and Charges Policy
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 Financial's
operating model. Kaplan Financial's 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
Department for Education (DfE).
Strategic and business aims
In keeping with its principles and core values Kaplan Financial is here to make a difference to every learner
and to inspire them to succeed. We will do this by:
- Providing entry points into well -paid careers at successful employers
- Meeting local and national skills gaps and increasing UK productivity
- Ensuring a solid foundation of skills and qualifications that lead to career progression
- Using Apprenticeships to diversify workforces and 'open' Professions to all
- Preparing apprentices for the digital workplace and equipping them with transferable skills
- Making Kaplan's best in class learning technology and expertise available to all
- Ensuring delivery comes from experts - using the most expert provision we can find
- Focussing on Quality improvement and not on growth
- Support learners to develop the knowledge, skills and behaviours to become confident, credible and
competent within their chosen sector and profession.
Subcontracting strategy
Partnership working as a core principle 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 as well as providing short term solutions in areas of knowledge deficit.
Kaplan Financial has ended its use of “end to end” commercial subcontracting, where the large
majority of the programme is undertaken by the partner and will only use subcontracting when this is clearly
in the learner's interests. Kaplan Financial's subcontracting strategy continues to work with a range of
“supporting providers” who deliver specialist 'off the job' learning for units and modules on
certain apprenticeships. Where we have these arrangements in place, each apprentice has their own Talent
Coach provided by Kaplan Financial and we will apply the following principles to subcontracting:
- We will develop corporate partnerships and where appropriate leverage these to benefit the business and
its clients
- We will ensure that our subcontracting relationships are based on integrity and mutual respect
- We will not enter into subcontracts as a means of addressing short-term funding objectives
- We will ensure the subcontracted provision is consistent with its strategic aims and enhances the
quality of the learner offer
Risk management
In considering any formal subcontract arrangement Kaplan Financial will ensure that:
- The proposal is aligned to, and fully compliant with the priorities, rules/guidance and 'spirit' of the
primary contract it holds with the Department for Education (DfE) or any other funder.
- We carry out due diligence checks to assess the level of risk posed and whether the subcontractor has
the knowledge, skills and experience to effectively manage the proposed subcontract activity.
- There are no conflicts of interest.
- We put in place a legally binding contract with each (appointed) delivery subcontractor which includes
all applicable terms set out in the funding rules relating to the prime contract(s) that Kaplan
Financial holds with the DfE and Kaplan Financial's performance management of the subcontractor.
- 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
- Provides 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 DfE and will work with its subcontractors to ensure continuous improvements are
put in place across the range of provision being supplied.
Performance management
Kaplan Financial will manage the performance of its subcontractors through:
- Monthly Contract Reviews
- A safeguarding review of the subcontractor
- Regular checks on the accuracy and timeliness of Data
- Minimum Levels of Performance
- Overall level of risk presented/perceived
- Observation of Teaching, Learning and Assessment of our apprentices
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
Kaplan is not subcontracting for Financial gain. Indeed our subcontracting is generally a negative for us
financially and we have several 'no fee' subcontracting arrangements. Where Kaplan contracts for the
delivery of an element of an Apprenticeship - based on the principle of expertise - we will pay an
appropriate commercial amount for that element.
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 Financial's primary contract with the DfE. As a minimum Kaplan
Financial will provide the following services and support to its subcontractors to facilitate this:
- Regular performance updates against clear measures of success
- Regular performance and quality visits
- Access to the feedback and recommendations of the Kaplan Financial Quality and Compliance team to
identify and mitigate any 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 of data and Funding Compliance Audits
- Observation of Teaching, Learning and Assessment
- Additional support that 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 DfE.
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 annually by the Head of Quality
and Compliance and the Apprenticeship Leadership Team to ensure that they are satisfied that all
subcontracting meets the strategic aims of the business and enhances the quality of the learner offer.
Kaplan Financial 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 - 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.
Other policies
All other policies can be found on our Policies Page.