Islamic Finance

Introduction

• Trainer/Delegates
• Islamic Finance Training Course Objectives
• Islamic Financial Planner Course Topics
  • Introduction to Principles of Islamic Finance
  • Types of Islamic Finance and Investments
  • Differences with Conventional Finance

Introduction to Principles of Islamic Finance

• Basics of Islamic Finance
• General Principles of Islamic Finance
  • Lawful investments
  • Sharing of profits and losses
  • Assets trading
  • Sanctity of contracts
• Prohibitions in Islamic Finance
  • Riba (Interest)
  • Gharar (Speculation and Uncertainty)
  • Chance game (Maysir)
  • Money trading

Types of Islamic Finance and Investments

• Profit sharing (Mudharabah)
• Joint venture (Musharakah)
• Cost plus finance (Murabahah)
• Leasing (Ijara)
• Agency Services (Wakalah)
• Guarantees (Kafala)
• Future sale contract (Istisna)
• Islamic bonds (Sukuk) markets

Difference Between Conventional and Islamic Commercial Banks

• Oversight of a Sharia board
• Islamic banking training explores concepts of money/basis of transactions
• Relationships with clients or customers
• Investments in the bank

Islamic Financial Planner Course: Case Studies

This Islamic Finance trainer is a highly experienced professional with over 30 years of expertise in the financial services industry. A seasoned educator in Islamic banking training, he has been delivering comprehensive courses for over a decade. With 22 years at HSBC Bank Middle East (1991–2013), he brings a wealth of knowledge and practical insights to his sessions.

The trainer’s professional journey began at HSBC, where he started as a credit analyst and steadily advanced to several senior Relationship Manager roles. His tenure at this global institution enabled him to build a solid foundation in banking, gaining a diverse skill set across various sectors. Over time, he developed specialised expertise in Commercial Banking, focusing on areas such as Corporate Lending, Credit Risk Analysis, Trade Finance, Relationship Management, and Corporate Banking Products.

As his career evolved, he broadened his knowledge to include Islamic finance and banking, now sharing his expertise through various Islamic banking training courses.

In 2008, he transitioned into a full-time trainer role within HSBC, a position he held until 2012. Following his time at HSBC, he ventured into independent financial consultancy and training delivery.

With excellent technical knowledge across a broad range of commercial banking businesses and products and strong commercial acumen, communication, and interpersonal skills, he delivers courses with real authority and enthusiasm.

The trainer employs a unique and engaging delivery style that captivates his audience, ensuring the effective communication of key concepts and nuances of Islamic finance. As a result, he has also successfully delivered technical, product, and behavioural courses to a wide range of audiences on subjects such as Financial Analysis, Credit Risk Management, Trade Finance, Anti-Money Laundering/Compliance, Project Finance and Sales and Negotiation Skills.

As a global educator in every sense, his work has taken him across the GCC, MENA, Europe, Latin America, and Asia Pacific, offering valuable exposure to diverse cultural and professional environments. He has completed trainer accreditation programs in Hong Kong and the UAE and, alongside Islamic finance training, has delivered numerous seminars and courses.

The key objective of this Islamic financial planner course is to empower professionals to:

• Acquire the necessary knowledge about Islamic banking and finance.
• Understand Sharia law and Islamic principles that are relevant from an Islamic Finance perspective.
• Structure products and/or services in line with Islamic principles and Sharia law.
• Gain skills and experience to work in any facet of this banking system.
• Utilise Islamic finance training techniques to identify key risks related to non-compliance with Islamic Finance laws and establish appropriate controls within any organisation.

• Unlike Islamic banking training courses that rely heavily on theoretical knowledge, our program integrates real-world scenarios and case studies that illustrate practical aspects of Islamic Financing.
• The instructor is not just an academic but has significant field experience working with businesses. This allows him to share first-hand experiences and insights that carry immense value from a learning perspective.
• The course content has been customised bearing the specific needs of the audience. This tailored approach ensures that the material is always relevant and directly applicable to the needs of you and your organisation.

This Islamic financial planner course is a “must know” for:

• Finance professionals working in banks, corporations or other financial institutions and related to functions of Islamic banking and finance
• Legal and financial advisors providing advice to financial institutions regarding Islamic banking and finance
• Compliance officers and internal and external auditors who are responsible for checking adherence to Islamic principles and Sharia law

Islamic Finance adheres to the principles of Islamic/Sharia law and is further guided by Islamic economics. Interest is prohibited under Islamic law, and hence Islamic Finance (in addition to some other Islamic banking training courses) centre around several key Islamic principles which include the following:

• Mudarabah - profit-sharing and loss-bearing products
• Musharaka - joint ventures
• Murabaha - cost plus arrangements
• Ijara - leasing solutions

In addition to the prohibition of interest (riba), Islamic finance also prohibits investments in products and/or services which are against Islamic principles.

This insightful, dynamic and engaging training will enable participants to fully understand the fundamental principles of Islamic banking and finance. The content covers all important tenets of Islamic Finance and equips delegates with the required skills, knowledge and confidence to pursue a career in Islamic Finance.

Islamic finance training consists of lectures, case studies and discussions.