CERT Planner 2014

    Islamic Finance In-House Training Programme.


    Contact Information

    277 Jalan Bandar 11, Metro Melawati,
    53100 Kuala Lumpur, Malaysia.
    Hotline : (+6) 03 - 4108 1439
    Fax : (+6) 03 - 4106 1549
    Monday - Friday: 08:30 to 17.30
    Saturday & Sunday : Closed


“Your Partner in Islamic Finance Training and Development”

Islamic Financial Planning and Wealth Management

This workshop is exclusively designed to highlight the issues and updates in Islamic financial planning and wealth management. With the aim to provide a clear understanding on the concept and the framework of Islamic financial planning products as well as to explore the various instruments and tools of this highly demanded industry, the organiser will bring in the workshop distinguished course trainers in order to help participants to acquire knowledge and understanding about the industry. The course trainer will assist participants to explore various issues ranging from the Shariah principles and essential contract in Islamic financial products and instruments i.e. Takaful, Islamic unit trusts, hibah, estate planning and etc.

Learning Objective


  • Acquire the knowledge on Shariah principles in Islamic financial planning and wealth management;
  • Learn legal and regulatory framework for Islamic financial planning and wealth management;
  • Identify Islamic financial planning products – Takaful, mutual funds, Hibah etc.
  • Examine the Islamic property management;
  • Understand the principles and structure of Islamic estate planning;




  • 2 Days


Course Module


  • What Islam Views on Financial Planning – An Overview
  • Takaful Products and Managing Risks an Financial Planning
  • Zakat Vs. Taxation: Role and Instruments of Financial Planning
  • The Role of Islamic Law of Succession and Administration of Estate in Financial Planning
  • Estate Planning from Islamic Perspective: Instruments and Management
  • Islamic Wealth Management: An Overview Moving Ahead with the Islamic Wealth Management through Islamic Financial Services
  • Zakat in Islamic Wealth Management: Strategies & Techniques
  • Managing Waqaf, Hibah and Trust: Products Diversification
  • Marital Wealth Management: Nafkah, Muta‘ah and Matrimonial Property Law
  • Islamic Financial Planning through Islamic Funds and Investment Products


Our popular best selling training courses:

  • Sukuk and Securitization
  • Islamic Funds and Investment Products
  • Islamic Commercial Law in Islamic Finance
  • Legal Documentation for Islamic Financing
  • Shariah Audit in Islamic Finance
  • Islamic Banking System and Operation
  • Accounting & Reporting for Islamic Financial Institutions
  • Takaful and Retakaful
  • Islamic Funds and Investment Productsl
  • View All Training Courses

  • In-house_training_programme

    Our programmes and services are designed to empower both the employers to perform to their best, exploring business best practice, innovative management thinking and product development.

    Our Training programme can be customized to the needs of your organisation. To finding more on our unique range of successful in-house programme, please do not hesitate to call us at: (603) 41081439/9012 or email at info@cert.com.my

    In-house training solutions - learn more

    cert events calendar