Organizing Institution: IslamicEvents.SG
Start Date: November 29, 2021 (9:30am)
End Date: November 29, 2021 (5:30pm +03)
Cost: $45 (After IBF Funding) | $450 (Non-IBF Funded)
Website: https://islamicevents.sg/event/8883
– California – United States
Being a more holistic Financial planner / Wealth Advisor
- Are you a Financial Planner / Wealth Advisor that has 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?
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.
Click the link to register now! – https://tinyurl.com/yadcjb32
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, 29 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.