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In support of (Program Code: ZZ871) Overview of Wealth Management from Islamic Perspective This workshop is designed to introduce the concepts of Islamic financial planning. Participants will be exposed

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How to fill out overview of wealth management

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Step 1: Gather all financial information

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Step 3: Assess risk tolerance

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High net worth individuals

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Anyone seeking professional guidance for managing their wealth

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What is overview of wealth management?

Overview of wealth management is a comprehensive analysis of an individual's financial situation, goals, and risk tolerance to create a customized strategy for managing their wealth.

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Individuals or entities with significant wealth or complex financial situations are typically required to file an overview of wealth management.

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