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Islamic Estate Planning by Helwa Sofni
RM160.00
| Date | 14 March 2024 |
|---|---|
| Time | 9.00am – 1.00pm (Half-Day Session) |
| CE/CPE/CPD | 5 CE Points / 4 CPD Points |
| Facilitator | Helwa Sofni |
Islamic estate planning is a financial and legal process adhering to Islamic principles to ensure the elderly distribution of assets after one’s demise. It involves understanding the importance of Estate Planning and Wealth Preservation & Distribution and knowing the difference between Wasiat, Takaful, Hibah and Trusts. In addition to a better knowledge of the Faraid System.
Learning Outcome
Participants will be able to:
- Gain an in-depth understanding of the Faraid system in Islamic estate planning.
- Differentiate between Wasiat, Hibah, Trust (Amanah), and their applications.
- Understand the use of takaful and insurance in Islamic estate planning.
- Recognize the importance of estate planning in wealth preservation and distribution.
- Acquire a clearer understanding of the Islamic estate planning instruments available in the market.
Learning Outline
| 8.30 – 9.00 am | Registration / Pre-Assessment |
| 9.00 – 9.30 am | 1. Introduction to Islamic Estate Planning
|
| 9.30 – 10.00 am | 2. The Faraid System
|
| 10.00 – 10.30 am | 3. Wasiat as an Administrative Instrument
|
| 10.30 – 10.45 am | TEA BREAK |
| 10.45 – 11.30 am | 4. Hibah, Trust, and Wasiat: Differences and Uses
|
| 11.30 am – 12.00 pm | 5. Role of Takaful and Insurance in Estate Planning
|
| 12.00 – 12.30 pm | 6. Practical Applications
|
| 12.30 – 1.00 pm | Q&A Session |
Facilitator
Helwa Sofni,
Helwa Sofni is proficient in Holistic Financial Planning Advisory and a strong advocate for empowering women in personal wealth management. As a Licensed Financial Planner and Financial Adviser approved by the Securities Commission and Bank Negara Malaysia, she brings over a decade of experience as a Chartered Accountant, including a 7-year stint in Oil & Gas Accounting. Over the past 5 years, Helwa has collaborated mainly with couples and independent women, offering personalised financial guidance to optimize their wealth. She is committed to guiding her clients toward sustainable, long-term changes that go beyond their financial goals.
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.