FIN 005 – Islamic Way Of Wealth Management & Financial Planning

FIN 005 – Islamic Way Of Wealth Management & Financial Planning

Teachers

Category:

Finance / Finance & Account / In-House Programs /

FIN 005 - Islamic Way Of Wealth Management & Financial Planning

Price

Duration: 2 Days

Lectures: InHouse

Certificate of Completion

INTRODUCTION

Islamic finance is the fastest growing sector within the global financial system and Islamic wealth management is a major segment of Islamic financial system. Islamic wealth management and financial planning consist of wealth accumulation, wealth protection, wealth distribution (preservation) and wealth purification

Objective

To provide clear understanding on Islamic wealth management and financial planning in terms of Islamic principles and practical or application aspect.

Who should attend?

Islamic wealth manager
Islamic bankers
Islamic investment consultant
Islamic estate planner
Takaful operator
Zakat and Baitumal authorities
Lecturer
Investors

2 Days Training Modules

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Day One

Module 1: An overview on Islamic Wealth Management: Development & Prospect

Islamic principles
Development
Prospect

Module 2: Islamic Wealth Accumulation

Islamic Wealth Accumulation

Between savings & investment
Types of Islamic investment

Learning outcome/objective:

Understand types of Islamic investment available in the market

Continue: Islamic Wealth Accumulation

Recommended types of investment
Investment to avoid

Learning outcome/objective:

Able to decide the best forms of Islamic investment

Module 3: Case Study 1

Group presentation

Learning outcome/objective:

to apply Islamic wealth management & investment principles

Day Two

Module 4: Islamic Wealth Protection

Family takaful
General takaful

Learning outcome/objective:

To know differences between Islamic insurance & takaful and to know the advantages of takaful.

Module 5: Islamic Wealth Distribution / Estate Planning

Hibah
Will (wasiat)
Faraid (Islamic law of distribution)
Wakaf (endowment)

Module 6: Islamic Wealth Purification

Zakat
Sadaqah

Learning outcome/objective:

To know the Islamic requirements on zakat and encouragement on sadaqah.
To know the treatment of zakat on taxation

Module 7: Case Study 2

Group presentation

Learning outcome/objective:

To apply the principles of Islamic wealth protection, Islamic wealth distribution and wealth purification

About Instructors

Business Management

- Writing Formal Business Letters & Emails - Pembantu Tadbir dan Kumpulan Sokongan - Executive Development Programs

Price

Duration: 2 Days

Lectures: InHouse

Certificate of Completion