Islamic Wealth Management and Financial Advisory : A Study Guide
Ruslinda Sulaiman, Ahchene Lahsasna & Maznita Mokhtar, 2014
ISBN 978-967-0419-51-6, 187 pages, RM78.00
Publisher: Islamic Banking & Finance Institute Malaysia (IBFIM)
This study guide should become handy to anyone who is interested to learn various spectrum of Islamic wealth management as it provides a step-by-step process in constructing a holistic financial plan through the use of case studies. It is a quick and easy guide on the area of wealth management, covering both theoretical and practical aspects. The guide features a question and answer format with examples and illustrations, where appropriate to show how it works in practice.
It is presented in the form of case studies that apply the knowledge of Islamic wealth management and financial advisory. Each case studies is supported by the key components of Islamic wealth planning which comprises of cash flow, assets and liability management, takaful and risk management, Islamic investment planning, zakat and tax planning, retirement planning, estate and waqf planning, with the objectives of testing the skills via analysis and evaluation.
It is hoped that this study guide will serve as a significant reference to many in the wealth management industry.