Financial Planning for Muslims

Master Shariah-Compliant Financial Planning for your Muslim Clients
Corporate Inquiry
MODE OF TRAINING
In-person
DATE
March 26, 2026
-
TIME
9:00AM – 6:30PM
AVAILABLE FUNDINGS
IBF-STS Funding, NTUC UTAP Funding
Nett Fee (After IBF Funding)
Singaporeans aged 40 & above
$300* (U.P $1000)
Singaporeans below 40 & All PR
$500* (U.P $1000)
*NTUC members may enjoy UTAP funding with 50% reimbursement on out-of-pocket expenses, capped at $250 or $500 per year."
DIFFICULTY LEVEL
Easy

Aim

This 1-day programme aims to equip Financial Advisors with the knowledge to plan for Muslims using insurance products that comply with Shariah law, be it for protection or accumulation. Financial Advisors would have the confidence knowing how to utilise insurance products to plan for their Muslim clients that are in line with Shariah law.

What You'll Learn

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

  • Understand the basics of Islamic finance
  • Apply the 5 guidelines of Sharia law in their advisory work
  • Advise their Muslim clients regarding Islamic finance
  • Plan for their Muslim clients using the appropriate products
  • Incorporate other aspects of Islamic finance such as Zakat and Estate planning (Faraidh)

Target Audience

Working adults seeking empowerment to take control of their financial well-being, Wealth Managers, Financial Advisers, Insurance Advisers, Estate Planners, Will-Writers,Bankers, Relationship Managers

Download Our Lesson Plan

Download PDF

Firdaus Mazlan

Trainer

About the Trainer

Trainer Expertise

  • Senior Financial Services Consultant, AIA (April 2019 - Present)
  • Shariah Compliant Investment Specialist
  • Strategic Wealth Management: Helps professionals manage wealth using Shariah-compliant strategies.
  • Educational Empowerment: Dedicated to educating people about Islamic finance and its benefits.

Training Experience

‍Firdaus's passion extends beyond serving clients. Since April 2021, he has conducted numerous trainings for various audiences including the public, his own clients, and other financial consultants (both within his agency and from others). As an MDRT qualifier, he shares his knowledge and expertise by training fellow consultants on specific processes to benefit the community. He has also assisted agency leaders in conducting trainings for new and senior consultants.

  • Passion & Elevator Pitch
  • Maximising Investment Profits (ILP)
  • Portfolio Modification
  • Faraid (Islamic Estate Planning)
  • Islamic Finance: Shariah Compliance
  • Maximising Cash Value & Unlocking Dead Assets
  • Cashflow Analysis
  • Retirement Planning
  • Children Education Planning
  • Insurance Planning

Academic Qualifications

  • April 2024: UT/ILP Investment Sales Master Class
  • September 2022: Basic Insurance Concepts and Principles
  • September 2022: Personal General Insurance
  • July 2022: Certified Enneagram Practitioner
  • June 2021: KASHGROWTH® Journey of WEALTH
  • June 2021: KASHGROWTH® Journey to RETIRE
  • June 2021: KASHGROWTH® Journey of HEALTH
  • June 2021: KASHGROWTH® Journey for LEGACY
  • June 2021: KASHGROWTH® Client and Practice Management
  • August 2020: Business Insurance Planning Workshop
  • April 2020: AusCIF Certificate Economics of Money – Cryptocurrencies
  • April 2020: AusCIF Islamic Finance Course

Awards

  • January 2024: Million Dollar Round Table
  • January 2023: Million Dollar Round Table
  • January 2021: Million Dollar Round Table

Industry and Community Contributions

  • Served as witness for conversion at Muslim Converts' Association of Singapore (Darul Arqam Singapore)
  • Volunteered at various organizations: Muhammadiyah Association, Jamiyah Singapore Food Bank, Eid with Ihsan, Muslimin Trust Fund Association, Project Hills, Ramadan on Wheels
  • Authored an article on financial planning for Berita Harian
More About Trainer →

Reviews from Our Past Participants

The trainer is very knowledgeable and he is able to answer all questions we posted to him.
Financial Planning for Muslims Attendee 1
It was very insightful and for sure everyone will benefit it.
Financial Planning for Muslims Attendee 2
Useful information and real life case studies shared.
Financial Planning for Muslims Attendee 3
The knowledge and guidance provided by the trainer shows his vast experience and expertise in the field.
Financial Planning for Muslims Attendee 4
It is genuinely helpful both as a financial advisor and as a Muslim in general.
Financial Planning for Muslims Attendee 5
It's useful.
Financial Planning for Muslims Attendee 6

Frequently Asked Questions

Why should I sign up for an IBF-accredited course?
a) Singapore Citizens and PRs enjoy IBF funding up to 70%, making professional development more affordable.
b) Nett fee is fully payable by SkillsFuture Credits (Except Mid-Career Transition credits), resulted in $0 cash outlay
c) Each IBF-accredited course is rigorously reviewed by the Institute of Banking and Finance (IBF) to ensure it meets industry-recognized standards and is aligned with the national SkillsFuture frameworks for Financial Services.
What is the requirement to enjoy the IBF-Funding?
a) You must be a Singaporean or PRs
b) The funding quantum depends on the age group and citizenship
- SG Citizens 40 & above, enjoy IBF-STS 70% funding
- SG Citizens below 40 & PRs, enjoy IBF-STS 50% funding
c) Nett fee is fully payable by Skillsfuture credit, except the Mid Career Transition credit of 4k.
d) You must fulfil the min attendance of 75% and pass the relevant assessment to be eligible for the IBF Funding
What if I have exhausted my Skillsfuture Credit?
a) You may pay the nett fee in cash
b) If you are an NTUC member, you may claim UTAP Funding and reimburse back 50% out-of-pocket expenses, capped at $250 or $500 per year
c) The claim amount depends on your age group and learner must submit the claim themself within 6 months after course completion
What are the steps to claim Skillsfuture Credits?
Go direct to this Link: https://www.myskillsfuture.gov.sg/content/portal/en/e-services/e-services.html
‍✅ Click Check & Claims Skillsfuture Credits
✅ Click Submit Claim (first tab next to Claim Status)
✅ Course code: As registered
✅ Course Start Date: As registered
✅ Total amount in invoice: $XXX
✅Amount of credits to claim: $XXX (Depends on your credit balance)
✅Upload invoice and submit.
✅ Once done, please share the screenshot showing the pending status. 
How do i submit claim for UTAP Funding?
1) Check Eligibility: Ensure you are a paid-up NTUC Union member and your chosen course is UTAP-supported.
2) Pay Nett Course Fee: Pay the course fee after all other subsidies (like SkillsFuture) have been applied.
3) Complete Your Course: Achieve at least 75% attendance and pass any required assessments.
4) Submit Claim Online: Log in to the NTUC U Portal within 6 months of course completion and submit your claim with the required documents (invoice and certificate).
5) Receive Reimbursement: Get your reimbursement (up to $500) directly from NTUC via GIRO.

More information can be found from:
https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme

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