Alternative Investments for Islamic Financial Planners: Unlocking Halal Wealth Opportunities By Eza Ezamie

RM160.00

Date	23 September 2025, Tuesday (Half-Day Online CE Workshop)
Time	9.00am – 1.00pm
CE/CPE/CPD	5 FPAM CE Points / 10 SIDC CPE Points / 4 FiMM CPD Points (TBC)
Facilitator	Eza Ezamie

SKU: N/A Category: Workshops

As clients grow more financially savvy, many are starting to ask deeper questions: “Are there Shariah- compliant investments beyond stocks and sukuk?” “What about crypto, private equity, or crowdfunding—is that halal?” For Islamic Financial Planners, the ability to answer these questions with confidence is no longer optional—it’s essential. This programme aims to broaden your understanding of alternative investments within an Islamic context, helping you stay ahead of the curve and better serve clients who are seeking both financial growth and Shariah integrity.

Throughout this 3-hour session, we will explore a variety of asset classes that fall outside the traditional mould—yet align with Islamic principles. From halal venture capital and ethical fintech, to the rise of digital assets and innovative uses of waqaf, you will learn how these instruments work, what makes them compliant, and how they can fit into a client’s financial strategy. The session also touches on diversification benefits, risk profiles, and the screening tools you can use to assess emerging opportunities in a fast-changing market.

This is more than just a technical update—it’s a practical, real-world look at where Islamic investing is headed. Whether you’re advising high-net-worth clients, helping young professionals get started, or simply looking to enrich your own practice, this programme offers valuable insights you can immediately apply. Expect straightforward explanations, real case studies, and a fresh perspective on how alternative investments can unlock new halal wealth opportunities.

Learning Outcome

By the end of the course, participants will be able to:

Recognise the fundamentals of Shariah-compliant alternative investments
Identify viable alternative asset classes beyond traditional stocks and sukuk
Analyse the risks and opportunities associated with private equity, crypto, P2P financing, and impact investing
Advise clients on diversifying portfolios using alternative halal investments

Learning Outline

Time	Details
8.45 am – 9.00 am	Registration / Pre-Assessment
9.00 am – 9.30 am	Module 1: Framing the Landscape (45 mins) · Traditional vs. Alternative Investments: What’s the difference? · Why alternative investments matter in today’s Islamic wealth landscape · Growing client curiosity: Fintech, crypto, and crowdfunding
9.30 am – 10.45 am	Module 2: Deep dive into Key Asset Classes (75 mins) · Private Equity/Venture Capital: Shariah structures and practical · examples · P2P Financing: Local halal platforms and risk considerations · Cryptocurrency: Key Shariah debates and use cases · Waqf & Impact Investing: Ethical capital with social returns
10.45 am – 11.00 am	Break
11:00 am – 11.45 am	Module 3: Shariah & Ethical Screening (45 mins) · Riba, gharar, maysir: How they apply in alternatives · Screening criteria and tools used by Shariah advisors · The link between Shariah and ESG ethics
11.45 am – 12:45 pm	Module 4: Applying the Knowledge as an IFP (60 mins) · Client profiling for alternative investments · Assessing suitability and risk appetite · Role of the IFP: Due diligence, product knowledge, client education · Building sample portfolios
12:45 pm – 1:00 pm	Wrap-Up & Q&A / Post-Assessment (15 mins) · Key takeaways from each module · Open Q&A via mic or chat · Post-session feedback poll and reading/resource links

Facilitator

Mr. Eza Ezamie,

Mr. Eza Ezamie is a dynamic and results-driven professional with a diverse background spanning investment education, digital media, financial planning, and strategic business development. A passionate advocate for financial literacy, he has appeared as a speaker and moderator on both local and international platforms, including television and radio, where he shares his insights on personal finance, investment, and entrepreneurship.

Currently the Managing Director of Laughing Tree Sdn Bhd, Eza brings over 20 years of cross-industry experience, including leadership roles as CEO of Inovatif Media Asia and Serius Kool Media, where he was instrumental in developing influential media portals such as MajalahLabur.com and TheKapital.my. He has successfully guided businesses in raising capital, preparing for M&A activities, and enhancing brand strategy.

Eza is a certified Islamic Financial Planner™ (IFP®) and an active member of the Association of Seniors in Islamic Finance (ARIF). With a strong foundation in digital finance, including equity crowdfunding (ECF), NFTs, and crypto education, he has conducted numerous public and corporate training sessions. A prolific writer, Eza has authored three best-selling books—“Wang Ada Di Mana,” “Bijak Merancang Wang,” and “Apa Nak Buat Dengan Duit Gaji?”—all of which aim to simplify personal finance for everyday Malaysians.

Terms & Conditions

Registration is on a first-come-first-served basis, only 30 seats are available.
Participants need to sit in for the workshop throughout the day to receive the certificate and to fulfill the endorsement of points.
Confirmation is subject to receipt of payment before the workshop.
FPAM reserves the right to amend the program, speaker, date, venue, etc, without prior notice.

Frequently Asked Questions

1. How long will each physical program take?

Each physical program is the equivalent of a day’s CE Workshop training for approximately 8 hours with the morning & afternoon coffee break and lunch in between. The duration of the program excluding the break is 6 hours.

2. Can I attend only half the sessions of the training?

You will need to sit in for the session throughout the day unless you have a valid reason or a copy of proof.

3. Mode of payment?

We accept payment by credit / debit card (VISA / MasterCard / AMERICAN EXPRESS / Discover), by FPX (Affin Bank, Alliance Bank, AmBank, Bank Islam, Bank Muamalat, Bank Rakyat, BSN, CIMB Clicks, Hong Leong Bank, HSBC Bank, KFH, Maybank2E, Maybank2U, OCBC Bank, Public Bank, RHB Bank, Standard Chartered, UOB Bank).

4. How secure is shopping? Is my data protected?

Your data will be handled confidentially and encrypted with SSL (Secure-Socket-Layer) secure server software. The encrypted information of your order, your name, address, credit card, and bank details cannot be retrieved by any third party. Credit card payments will also be verified through the 3D secure procedure.

5. Who should I contact if there is any transactional issue or problem purchasing any product/service?

Kindly drop a message below with the problem statement, and we will get back to you as soon as possible.