Shariah RFP Module 3
Shariah Investment Planning
Programme Overview
Shariah RFP Module 3 covers Islamic investment principles and time value of money concepts, constructing diversified Shariah-compliant portfolios, analysing investment opportunities in Islamic capital markets, and evaluating sukuk, unit trusts and real estate investments, building the skills to monitor and manage investment portfolios effectively.
Key Highlights
- Islamic investment principles and time value of money
- Diversified Shariah-compliant portfolios
- Investment opportunities in Islamic capital markets
- Sukuk, unit trusts and real estate investments
- Investment portfolio monitoring and management
Objectives
- Apply Shariah principles comprehensively in financial planning contexts, demonstrating mastery of Fiqh al-Muamalat and Maqasid al-Shariah.
- Conduct holistic financial needs analysis integrating risk management, investment, zakat, tax, estate and retirement planning.
- Design and implement Shariah-compliant solutions across all financial planning domains using appropriate Islamic contracts and instruments.
- Calculate and advise on zakat obligations while optimising tax efficiency within Shariah parameters.
- Construct Shariah-compliant investment portfolios using screening methodologies and governance frameworks.
- Apply Faraid principles and Islamic estate planning tools (wasiyyah, hibah, waqf) for wealth distribution.
- Execute the six-step financial planning process of Establish, Gather, Analyse, Develop, Implement and Monitor with professional competence.
- Uphold professional ethics and standards as defined by the MFPC Code of Ethics and Best Practice Standards.
- Qualify for the Financial Adviser's Licence and Capital Markets Services Licence applications.
What You Will Be Able To Do
- Apply Islamic investment principles and time value of money concepts.
- Construct diversified Shariah-compliant portfolios.
- Analyse investment opportunities in Islamic capital markets.
- Evaluate sukuk, unit trusts and real estate investments.
- Monitor and manage investment portfolios effectively.
- Conduct financial statement and technical analysis.
Schedule
Classes
- 13 Oct (Tue)
- 14 Oct (Wed)
- 15 Oct (Thu)
Other Programmes
IFP® Full-Fledged Module 1
Shariah and Major Components of Islamic Financial Planning
Have Questions About This Programme?
Our team can confirm eligibility, HRD Corp claimability, and help you choose between this and other certification pathways.