Being a more holistic Financial Planner/Wealth Advisor

• Are you a Financial Planner / Wealth Advisor who have Muslim clients?
• Are you looking to gain more knowledge that can add more value to your Muslim clients? 
• Other than the normal financial instruments such as insurance, short and long term investments, how else can you help your Muslim clients be more financially savvy and yet be more God conscious? 

 

Introducing “Applied Islamic Finance Planning” Course

This is a 4 days’ course ( 8 hours per day - total: 32 hours ) conducted online in Zoom with our experienced Islamic financial practitioners in Singapore. 

 

What is this course all about?

Financial planning is a major component in Muamalat (commercial transactions) that form one of the chapters in Fiqh (Islamic Jurisprudence).  

 

The importance of Islamic financial planning should not be undermined because Shariah principles encompass a Muslim's way of life, and Muslims are obligated to follow these principles; in Ibadah (religious rituals),  Munakahat (family law), Jinayat (crime) and Muamalat.

 

Islamic financial planning has the same objectives as conventional financial plans – to help people accumulate, protect and distribute their wealth.  

 

The difference is that an Islamic financial plan is grounded in accordance with Islamic values and principles.

 

At the end of this course, you will be able to comprehend and apply the principles of Shariah appropriately in planning your finances in all five areas of focus:

• Wealth Maintenance (money and tax management planning),
• Wealth Enhancement (investment planning),
• Wealth Protection (insurance planning),
• Wealth Accumulation (retirement planning) and
• Wealth Distribution (estate planning).

 

Content Outline:

• Rationales to invest using Portfolio Management
• Typical investment methods by investors in managing their portfolio
• Risk profiling impacting portfolio allocations
• Historical trends pertaining to the development of Islamic Banking Portfolio Management
• Common Misperceptions of Islamic Banking Investments
• Creating an Investment Portfolio using Shariah Instruments
• Treatment for non -compliance Islamic Banking Investments
• Islamic Banking views on participating in Insurance Scheme
• Calculation of the protection needs.
• Systematic Islamic Banking way to assess other insurance products as a financial necessity

 

Details

 

Venue: Online

- Registered participants will be invited into the Zoom session.

- Do check your email for the link  4 hours before the session start.

 

Day/Date: Monday, 22 November 2021

Time : 9:30am to 5:30pm (Lesson + Q&A)

 

Fees: Recordings shared is subject to Islamicevents terms and conditions.

 

$450 (Non - IBF Funded. Non-MAS Licensee holder)

$45* (After Enhanced IBF Funding Support. For MAS Licensee / Financial Practitioner.) 

Click here to know more if you are qualified for the IBF funding)

 

Terms & Conditions

 

- Full Payments are to be made before the Course starts.

- NO REFUND for participants that fail to attend the Course. Ensure you can commit to the course timings.

- Participants will be given Notes. You will have to download from the link given nearer to the course dates.

- The organizer has the right to make changes to the schedule or cancel the course. Participants will be informed in advance of changes.

 

Our HOTLINE @ 9002 5749 operates during office hours.

Office operating hour is from Monday to Friday, 10.30 am to 6.30 pm.

 

 

 

 

At the end of this course, you will be able to comprehend and apply the principles of Shariah appropriately in planning your finances in all five areas of focus:

- Wealth Maintenance (money and tax management planning),

- Wealth Enhancement (investment planning),

- Wealth Protection (insurance planning),

- Wealth Accumulation (retirement planning) and

- Wealth Distribution (estate planning).

 

Content Outline:

• Concept of five key steps of Islamic Estate Planning and Planned Giving
• Explanation of Islamic law which determines the manner and the order of distribution of the deceased Muslim assets (Faraid)
• Application of general rules under Islamic Estate Planning
• Use of “Wasiat” (Will) as an Estate Planning Tool under Islamic law
• Understanding the concepts of Joint Tenancy and Tenancy in Common
• Understanding the Lasting Power of Attorney (LPA)
• Understanding the concept of CPF Nomination and its implication to beneficiaries
• Understanding Trusts as an Estate Planning Instrument
• Three Key Steps to completing a “Wasiat” (Will) and a sample of a “Wasiat” (Will)
• Scenario-based learning of five key steps of Islamic Estate Planning and Planned Giving
• Overview of the Islamic Estate Planning Flowchart