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Why Certified Islamic Wealth Management

Certified Islamic Wealth Management (CIWM) is needed because some investment products in Islamic wealth are different from conventional products and some are similar. 

An Islamic Wealth Manager must be able to provide the right advice among the differences and similarities of the products and provide added value that makes it different and attractive from its conventional options.

Consult Us

✽  What We Offer

Who Should Attend ?

1

Proficient professionals in Islamic Wealth Management, experienced in providing personalized and Shariah-compliant financial solutions.


2

Experienced staff within wealth management divisions, including Relationship Managers (RM), Private Bankers, Premier Wealth Managers, and Offshore Private Bankers, catering to high-net worth individuals with tailored investment strategies.


3

Client-facing professionals, such as Relationship Officers (RO), Guest Relations Officers (GRO), and similar roles, serving as primary points of contact, responsible for engaging with clients and promoting the delivery of Islamic wealth management services

Syllabus

Islamic Wealth Management



  1. Introduction to Islamic wealth management.
  2. Basic concept of Ethical Wealth management.
  3. The Five Pillars of Wealth Planning with Ethical Approach.
  4. Exploring Wealth Planning Pillars.
  1. An overview of contract under Islamic Law, Its classifications and General Principles.
  2. Understanding AAOFI, IFRS,IFB Standard in Islamic Finance.
  3. Key principles governing Islamic contracts (e.g., mutual consent, absence of uncertainty, absence of interest)
  4. Formation Contract and its legal effects.
  5. Additional Topic in understanding case and issues in some countries regarding to Islamic legal contract


  1. Introduction to Islamic wealth management.
  2. Basic concept of Ethical Wealth management.
  3. The Five Pillars of Wealth Planning with Ethical Approach.
  4. Exploring Wealth Planning Pillars
  1. Investing in shares/Structuring in Islamic Funds and key issues involved.
  2. Islamic REITs.
  3. Shariah complaints Bonds.
  4. Islamic insurance (Takaful).
  5. Estate planning ( basic of trustwaqf, liquidity vs assets).
  6. Steps I Islamic wealth management.
  1. The Firm and the financial manager
  2. Time value of money and risk of return
  3. Market efficency
  4. Investment Decision
  5. Source of finance : Intstitution and financial market
  6. Cost of Capital and Financing Decision
  7. Islamic Banking corporate solution
  1. Updates on shariah governance requirement for corporate and IFI’s
  2. How to building an effective shariah compliance culture
  3. Managing shariah compliance risk