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FINANCIAL MARKET COURSES

Islamic Banking & Finance – Wealth Management

In this course, we look at the emerging niche market of shari’a-compliant wealth management. Although dwarfed by its conventional counterpart, and facing significant challenges, this industry is making significant inroads, especially in the GCC states.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Explain the importance of prudential imperatives and financial planning in Islamic wealth management

    Discuss the different types of investment available to Islamic wealth management customers

    Outline the issues and challenges facing the Islamic wealth management industry

  • COURSE OUTLINE

    Topic 1: Wealth Management & Financial Planning

    Overview of Islamic Wealth Management

    Prudential Imperatives

    Types of Financial Planning

    o Investment Planning

    o Retirement Planning

    o Risk Management (Takaful)

    o Tax Planning

    o Estate Planning

    Topic 2: Islamic Wealth Management & Investment

    Overview of Islamic Wealth Management & Investment

    Wealth Accumulation

    Wealth Protection & Risk Management

    Wealth Distribution & Estate Management

    Wealth Purification

    o Zakat

    o Sadaqah

    o Purification of Non-Shari’a Income

    Topic 3: Islamic Wealth Management: Issues & Challenges

    Overview of Issues & Challenges in Islamic Wealth Management

    Audit

    Liquidity

    Credibility

    Performance

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    60 Minutes

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