NEW COURSE 4 day course
Islamic Wealth Management
What past delegates
have said about other
“Very useful course! Great
experience full of practical
case studies” 13-16 July 2009
Past delegate, ICICI Bank Kuala Lumpur
“Very informative. An eye
opener to the ‘whys’ and Discover the rapidly growing opportunities in Islamic wealth
‘hows’ of Islamic finance. management
The course has answered
many of my questions” Understand how it differs from traditional wealth management
VP, Counterparty Risk and
Financial Institutions, BNP Paribas Learn how to use a three-tier wealth management model to
construct efficient portfolios
Understand the different Shari’ah compliant asset classes and
Learn how to assist families during the wealth transfer phase
Communicate wealth management ideas to clients
WHO SHOULD ATTEND?
¢ Private bankers
Gain skills at potential client prospecting
¢ Investment managers
¢ Financial planners and Learn how to grow your book
¢ Insurance agents
¢ Senior executives of
Course Director: Secure your place!
Waseem A. Khan Register before
Why not recommend this
course to a colleague?
PhD, CFA 1 June 2009 at
Find out more or register your place today!
Case study: action plan to grow your book Day 4 VENUE
All of our courses are held in
Role play: fact finding exercise 4 – 5 star hotels, chosen for their
Shari’ah compliant portfolio structuring location, facilities and level of
service. You can be assured of a
Investor needs and requirements (preferences and comfortable, convenient learning
Matching assets with investor needs
environment throughout the
duration of the course.
Due to the variation in
Benchmarks (relative vs. absolute return)
The need for prudent financial management
delegate numbers, we will send
Optimal portfolios confirmation of the venue to you
Setting sensible and achievable goals Core/satellite approach approximately 2 weeks before the
Attitude towards risk and return start of the course.
Separating personal wealth from business wealth A Shari’ah compliant model portfolio ABOUT US
Euromoney Training courses
A typical Shari’ah compliant HNWI portfolio
Wealth management for HNWIs (part I)
are designed for ambitious
Portfolio re-balancing and re-structuring professionals who wish to gain
Portfolio management (modern portfolio theory – Limitations of a Shari’ah compliant portfolio practical skills based knowledge.
from Markowitz to Sharpe) With offices located in Asia,
Advantages of a Shari’ah compliant portfolio Europe and the USA and as
Types of risk (market, inflation, shortfall) part of the global media group,
Risk measured Wealth protection
Investor PLC, we are in the
Targeted return (absolute vs. relative) perfect position to provide you
Risk adjusted return (Sharpe, Treynor, and Jensen Investment diversification with relevant, up-to-date and
ratios – usefulness and limitations) Insurance (Takaful) international expertise.
The mean/variance approach Trusts (concept of Waqf) With an extensive range of
Diversification Estate management (Faraid, Hibah, Will) financial, legal and audit training
courses we have met the training
Wealth redistribution and purification (concept of needs of over 40,000 market
Zakat) professionals globally.
Wealth management for HNWIs (Part II)
Tax planning Our courses are held on a
Economic cycles Retirement planning public or in-house basis, a
Financial market bubbles The holistic approach to wealth management full list of which can be found
Asset allocation (strategic vs. tactical) on our website. Visit www.
Wealth preservation objective Communicating with the client
Wealth enhancement goal CONTINUING
Wealth generation aim Oral communication PROFESSIONAL
The three-tier wealth management model Written communication DEVELOPMENT
Highlight issues and considerations Although Euromoney Training
cannot warrant that the
Awareness of current and potential liabilities
Asset classes (traditional vs. Shari’ah compliant) attendance of this programme
A contingency fund would automatically be recognised
Equities and equity mutual funds Recommending a wealth management strategy by your country’s Securities
and Futures Commission, it is
Sukuks highly likely that Euromoney
Alternative investments Skill diagnostics Training courses can fulfil CPT
Real estate funds requirements as they maintain
Case study: building efficient portfolios and enhance delegates’ technical
Private equity and venture capital funds knowledge and professional
Asset allocation (top down vs. bottom up) expertise. Please check directly
Role play: communicating wealth management ideas to with your employer as the
the client corporate licensee of your SFC
Skill diagnostics registration, who is responsible
for determining whether a training
Case study: wealth gap management course satisfies CPT requirements.
Role play: presenting the wealth management model
Bank. After thirteen years at ADIA, he moved management, investment analysis, fixed SAVE TIME AND MONEY WITH IN-HOUSE
to London and joined Citigroup as director in income management, equity valuation, TRAINING
the investment management function for high financial risk management, private banking In-house training is an efficient and cost effective way to
net-worth individuals. He also headed up the and portfolio management, corporate finance, ensure that your employees are equipped with the knowledge
Islamic products and investments platform and Islamic Banking and Finance. Previously, and skills needed to make a real impact in your organisation.
at Citigroup. Following Citigroup, he joined he taught corporate finance and investment Training can be arranged for anything from small groups to
Coutts & Co., one of the oldest and most analysis at the Graduate Schools of Business at entire divisions and will take place at a time chosen by and
prestigious private banks with responsibility the University of California and the University convenient to you.
for managing ultra high net-worth individuals of Colorado. For more information on holding this, or any other
in the South Asian market. Euromoney Training course in-house, please contact:
Joanne Ma, Division Manager, Financial Training
Waseem has over 20 years of practical and Tel: +852 2111 6620
teaching experience in the areas of asset Email: firstname.lastname@example.org
Book by 1 June 2009 to secure your place.
Email Telephone Facsimile
email@example.com +852 2520 1481 +852 2866 7340