Live Webinar

Shariah Screening of Securities & Investment Portfolios

Shariah Screening of Securities & Investment Portfolios

WEBINAR DETAILS

CPE Points
10
Objectives
By the ed of ths webinar, participants will be able to:
  1. Explain the methodology used in Shariah screening of securities.
  2. Analyse business activities and financial ratios against applicable Shariah screening criteria.
  3. Evaluate borderline and non-compliant securities based on the relevant screening criteria.
  4. Recommend appropriate actions for securities that become non-Shariah compliant which requires disposal and purification.
Level
Refresher: Intermediate: ✓ Advanced:
Topic
Introduction to Shariah-Compliant Securities 
  • Overview of Islamic capital market, role of SAC and Securities Commission Malaysia
Topic
Overview of SAC Screening Methodology
  • Business activity benchmarks, 
  • Financial ratio benchmarks, 
  • Qualitative assessment
Topic
Global Screening Methodologies – Case study: Audited financial statement of a listed company.
  • Overview of AAOIFI, FTSE Russell, MSCI Islamic Index and Dow Jones Islamic methodology
  • Comparative analysis of the respective methodologies against the SAC methodology.
  • Practical simulation and comparative assessment of the company under each Shariah screening methodology.
  • Identification and discussion of the key differences, practical challenges, and implications arising from the application of different Shariah screening methodologies
Topic
Portfolio Application – Case Study: AEON Credit Service (M) Bhd reclassification from SC to SNC
  • Rationale for the Reclassification
  • Impact on Existing Shareholdings
  • Disposal Requirement and Timeline
  •  Purification of Investment
  •  Impact on Existing Sukuk Issuances
Registration Cost & Options
By Invitation Only

Registration for this live webinar is restricted to invited participants. If you have received an invitation, please sign in with your registered email to access your learning portal.

Access Style Scheduled
Live Webinar Schedule
November 05, 2026 - 09:00 AM
Zoom
Certificate Included