Date: 29 Nov 2021
9:30 am to 5:30 pm
Course fee: $450
After 90% IBF Subsidy: $45
Virtual Classroom (Zoom)

IBF Course Code: P210601UIY

Click HERE to register

About This Course

Course Synopsis

The programme focuses on helping financial advisers and insurance agents to understand the holistic financial planning views of leveraging on portfolio management and understanding one’s risk profiling for portfolio creation. Financial Practitioners will learn various good examples of the use of Shariah instruments to create an investment portfolio in compliance with Islamic Banking guidelines. For insurance, Financial Practitioners will gain valuable in-depth insights on Islamic Banking views on participating in an insurance scheme and the reasons why insurance is treated as a necessary financial product offering under Islamic Banking. The course will equip Financial Practitioners with the skillset to calculate the protection needs and take a systematic approach to take towards assessing other insurance products as financial necessities or not.


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 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.


Training Methodology:


The training will be conducted via virtual learning and/or physical classroom, with hands-on assignment.

Learning Objectives & Outcomes:

Benefits of the course

Upon completion of the programme, the FA Representatives or Insurance Agents will be able to:

  • Understand the common pitfalls of typical investment methods used by investors.
  • Understand one’s own risk appetite and creating a portfolio taking risk profiling.
    Into consideration.
  • Understanding different asset classes such as equities and bonds in Portfolio Management.
  • Understand the historical development of Islamic Portfolio Management.
  • Demystify the common myths of Islamic Banking Product -investment.
  • Use of Shariah instruments for creating Investment Management Portfolio.
  • Understand the Islamic Banking views on use of insurance scheme.
  • Anticipate and calculate the protection needs required.
  • Use step by step Islamic approach to analyse and determine insurance products as a financial necessity.

Applied Islamic Financial Planning - Investments And Insurance

Date: 24 Aug 2021
9:30 am to 5:30 pm
Course fee: $450
After 90% IBF Subsidy: $45
Virtual Classroom (Zoom)

Limited to 40 pax. Book your seat fast!

Training Grants & Subsidies

IBF Financial Training Scheme (90%)

IBF course fee subsidies for locals attending accredited or recognised courses up to 90%.

​Training Allowance Grant (TAG)

TAG provides $10 per hour of training. Only for company-sponsored individuals; and
Singapore Citizens or Singapore PRs, physically based in Singapore.

Trainer's Profile

Sani Hamid

Sani Hamid currently holds the position of Director (Economy & Market Strategy) in Financial Alliance. He also heads the Financial Alliance Islamic Wealth Advisory (FAiWA) division within Financial Alliance.

Sani has more than 22 years of working experience in the financial markets, having worked for companies such as S&P MMS where he led a team of analysts covering Emerging Asian economies; BNP Paribas Peregrine as a senior economist; and S&P Ratings as a Director in the sovereign team overseeing the ratings of countries such as Indonesia, India, Malaysia and Singapore.

He has been widely quoted in the media throughout his career and has spoken at numerous international conferences on a range of topics. He holds a Bachelor in Business (Hon) from the Nanyang Technological University, Singapore and a Masters in Social Science in Applied Economics from the National University of Singapore. He is a Certified Financial Planner (CFP). He also has a Certificate in Islamic Banking & Finance from the International Islamic University of Malaysia.
Sani presently sits on the Investment Committee of the Majlis Ugama Islam Singapura (MUIS) and advises several Muslim Welfare Organizations on investment matters. He is actively involved with voluntary work with Muslim associations such as MUIS, Mendaki and others. He is also the advisor
to the Debt Advisory Centre @ Association of Muslim Professionals.