
A Highly Interactive Training Course On
Islamic Sharia-Based Asset and Wealth Management in Banking
Aligning Financial Growth with Ethical Principles in Islamic Banking
Course Introduction
Sharia-Based Asset and Wealth Management provides a distinctive approach to financial growth by combining ethical values with strategic financial practices. Grounded in Islamic law, this field focuses on responsible investment, risk-sharing, and fairness, while avoiding practices like Riba (interest), Gharar (uncertainty), and Maysir (gambling). This Islamic Sharia-Based Asset and Wealth Management in Banking training course offers participants an in-depth understanding of how to structure, manage, and grow wealth in alignment with Sharia principles. Through practical case studies and interactive sessions, attendees will learn innovative tools and strategies for managing assets ethically while achieving their financial goals.
Training Objectives
By the end of this training course, participants will be able to:
- Understand the principles and objectives of Sharia-based wealth management
- Learn how to design and implement Sharia-compliant investment portfolios
- Gain knowledge of Islamic financial instruments and their applications
- Develop skills to manage risks in Sharia-compliant asset management
- Explore emerging trends and opportunities in Islamic wealth management
Training Methodology
This training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented.
Who should Attend?
This training course is suitable to a wide range of professionals but will greatly benefit:
- Banking professionals and asset managers in Islamic finance
- Investment advisors and portfolio managers
- Compliance officers and Sharia advisors
- Entrepreneurs and high-net-worth individuals interested in ethical investments
- Regulators and policymakers in Islamic financial institutions
Course Outline
- Core principles of Islamic wealth management
- Objectives of Sharia-compliant asset management
- Prohibited elements: Riba, Gharar, and Maysir
- The role of ethics in financial decision-making
- Overview of Sukuk, Takaful, and equity investments
- Structuring and managing Islamic investment funds
- Understanding Murabaha, Ijarah, and Musharakah contracts
- Case studies: Successful applications of Sharia financial instruments
- Screening criteria for Sharia-compliant investments
- Asset allocation strategies in Islamic finance
- Managing risks in investment portfolios
- Practical exercise: Designing a Sharia-compliant portfolio
- Identifying and mitigating risks in Islamic finance
- Ensuring compliance with Sharia governance standards
- Tools and techniques for effective risk management
- Case studies: Navigating challenges in Sharia-compliant asset management
- Exploring fintech solutions in Islamic asset management
- Sustainable and socially responsible investments (SRI) in Sharia finance
- Future challenges and opportunities in global Islamic banking
- Interactive workshop: Developing innovative Sharia-compliant products
Providers and Associations



Certificates
- COPEX Certificate of Attendance will be provided to delegates who attend and complete the course
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Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.
Frequently Asked Questions
This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.
COPEX stands for “The Centre for Operations & Procurement Excellence”. Our courses are designed to develop and enhance the skills and knowledge of professionals across various sectors.
Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
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Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.
Experienced Instructors: Courses are delivered by highly qualified and experienced instructors with industry expertise.
Interactive Learning: Engaging and interactive learning methods, including workshops, simulations, case studies, and group discussions.
Practical Application: Focus on practical skills and real-world applications, enabling you to apply your learning immediately.
Flexible Learning Options: A variety of course formats available, including classroom training, online courses, and blended learning.
Certification & Recognition: Upon successful completion, you may receive industry-recognized certifications.
The cost of COPEX training courses varies depending on the course duration, content, and delivery method.
There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
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Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.
Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.
The training course fee can be settled by either:
- Bank transfer
- Credit Card
Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.
Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.
Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates
Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.
Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.

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