CERTIFIED PROFESSIONAL IN PENSION FUND MANAGEMENT

NAME OF THE COURSE
CERTIFIED PROFESSIONAL IN PENSION FUND MANAGEMENT
 
CERTIFICATION
CERTIFIED PROFESSIONAL IN PENSION FUND MANAGEMENT
 
COURSE OVERVIEW
Takaful (Arabic: التكافل, sometimes translated as “solidarity” or mutual guarantee) is a cooperative system of reimbursement or repayment in case of loss, organized as an Islamic or sharia-compliant alternative to conventional insurance, which contains riba (usury) and gharar (excessive uncertainty)

Under takaful, people and companies concerned about hazards make regular contributions (“donations”) to be reimbursed or repaid to members in the event of loss, and managed on their behalf by a takaful operator. Like other Islamic finance products, Takaful is grounded in Islamic Muamalat (commercial and civil acts or dealings branch of Islamic law).

The takaful industry had grown to a size of $27.7 billion of “contributions” (from a 2011 figure of $12 billion). The movement has been praised as providing “superior alternatives” to insurance that “reinvigorate human capital, emphasize personal dignity, community self-help, and economic self-development”; but also criticized as having “dwindled” in scope to an industry of “conventional insurance with Arabic terminology and language of contract”.
 
TRAINING DURATION
Total Training Hours : 22 Hours
Training Duration      : 1 Week
Total Training  Days  : 4-5 Working Days
 
TRAINING SCHEDULE
Weekdays  
Regular Sessions : 4 – 6 Hrs Per day (9am to 2pm or 3.00pm to 9.00 pm)
Food & refreshments Included
Fast Track Sessions: 8 Hours per day (9am to 5pm)
Food & refreshments Included
 
CERTIFICATION
Globally recognized certificate from “Kings Global Career Academy”
 
TEST
Optional
 
LEARNING AIDS
Yes
 
COURSE MATERIAL
Hard & Soft Copies of Study Material
 
LANGUAGE OF INSTRUCTION
English
 
INSTRUCTOR HELPLINE
Yes
1. Email
2. Social Media (For Emergency requirements)
 
REGISTRATION REQUIREMENTS
1. Passport Copy
2. Curriculum Vitae
3. Passport size photographs
4. Course Fee
 
MODE OF PAYMENT
Cash / Cheque / Credit Card / Bank Transfer.
 
ELIGIBILITY CRITERIA
  • This course is designed for anyone interested in Takaful (Islamic) insurance and wishes to gain an understanding of how it works.
  • It may also be of interest to those who are interested in exploring alternative approaches to insurance and financial planning.
 
COURSE BENEFITS
  1. Portfolio management
  2. Investment analysis
  3. Private asset management
  4. Dissecting returns
  5. Asset allocation
 
COURSE CONTENTS
PORTFOLIO MANAGEMENT 
  • Risk pricing across the principal asset classes
  • Equity market analysis and valuation techniques
  • The role of bonds and money market securities in pension funds
  • Bond valuation and key risk measures including duration
 
KEY ELEMENTS OF PORTFOLIO MANAGEMENT
  • Asset Description in a Portfolio;
  • Key Elements in a Portfolio of Assets
  • Different Types of Portfolio Funds
  • Broad Spectrum of Portfolio Funds Tailored to Different Risks Preference
  • Thematic Portfolio; Geographical Portfolio
  • Special Asset Class Portfolio
  • Understanding Risk and Return Metrics of Portfolio Management
  • Optimizing The Risk – Return Profile of an Investor Through a Risk Preference Questionnaire
  • Understanding the Correlation Co-efficient
  • Construction of a Portfolio
  • Portfolio Diversification Through Asset Allocation – Strategic Asset Allocation /
  • Tactical Asset Allocation; Portfolio Monitoring / Rebalancing
  • Geographical Portfolio
  • Special Asset Class Portfolio
  • Portfolio Performance Evaluation
 
INVESTMENT ANALYSIS
  • Analyzing the risk and return profiles of Private Equity and Infrastructure investment
  • Understanding asset-liability risk from a pension fund perspective
  • The critical role of liquidity in contemporary investment
  • Risk management and the role of derivatives
  • Understanding Risk and Return Metrics of Portfolio Management
  • Optimising The Risk – Return Profile of an Investor Through a Risk Preference Questionnaire
  • Understanding the Correlation Co-efficient
  • Construction of a Portfolio
  • Portfolio Diversification Through Asset Allocation – Strategic Asset Allocation / Tactical Asset Allocation
  • Portfolio Monitoring / Rebalancing
  • Portfolio Performance Evaluation
 
PRIVATE ASSET MANAGEMENT
  • Introduction
  • The nature and risk/return profile of private asset investment
  • Rationales for pension scheme allocation to private equity and infrastructure
  • Pitfalls in private asset investment and the key role of effective due diligence
  • Realistic liquidity analysis in public and private asset markets
  • Evolution of private investments and key exit strategies
  • Project finance structures and participants
 
DISSECTING RETURNS
  • Measuring Investment Returns; Anatomy of the S&P 500
  • Returns Earned by Investors
  • Market Timing Versus Asset Allocation
  • Market Timing: Risk Versus Reward
  • Know the Odds Before You Play the Game
  • Trading Costs; Mutual Funds; Style Persistence
  • Asset Allocation; Beware of Taxes
  • Beyond Active Versus Passive; Long-Term Capital Management
 
ASSET ALLOCATION
  • Pension scheme liabilities and portfolio construction objectives
  • Inflation risk and pension investment strategies
  • Strategic Asset Allocation and actuarial advisors
  • Tactical Asset Allocation and the role of investment committees & advisors
  • Capital markets dynamics and pension fund investment
  • Portfolio strategies for managing pension scheme risks and uncertainty
  • Family wealth management – Family Office
  • Family trusts, family charitable fund and philanthropy
  • Universal life policy
  • Structured investment products – the use of financial derivatives and structuring technique
  • Securitisation products and real estate investment trusts
  • Investment funds, Fund of Funds and Exchange Traded Funds (ETF)
  • Beyond financial returns: “green” ETFs and indices
  • Alternative investment series: Hedge funds; Angel investors, venture capital and private equity; Infrastructure funds; Digital assets; Commodities; Art investment ; Real estate investment