Course 09 · Wave 2

Portfolio Construction for Halal Investors

Allocation ranges, risk budgeting, rebalancing, tail-risk, liquidity, tax/zakat; a Personal Halal Allocation Framework.

بناء المحافظ للمستثمرين الحلال

9 lessons · ~2.6h $549 Wave 2
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Educational only · SAB review workflow in progress · Not investment, legal, tax, or Shariah advice.

Purpose

The integrator: allocation reference ranges across screened equity, sukuk, real assets, and cash; risk budgeting; rebalancing discipline; tail-risk and liquidity management; and a recurring compliance calendar — screen refresh, purification, zakat, rebalance, manager review — with tax and zakat kept distinct from purification.

Who it is for

Investors assembling a whole portfolio from the earlier building blocks; advisors constructing halal allocations for clients.

Prerequisites

Courses 01, 02, and 05 recommended; asset-class courses (06, 07) helpful.

Curriculum · 9 lessons · ~2.6h
  • L01Why Portfolio Construction Is the Final Discipline
  • L02The Halal Allocation Reference Framework
  • L03Risk Budgeting at Portfolio Level
  • L04Rebalancing Discipline
  • L05Cross-Asset Correlation and Tail-Risk Management
  • L06Liquidity Management and Asset-Liability Matching
  • L07Tax and Zakat Integration in Portfolio Construction
  • L08Manager Selection and Operational Due Diligence
  • L09Building the Personal Halal Allocation Framework
Capstone artifact — what you keep

Your Personal Halal Allocation Framework + recurring compliance calendar.

Course facts
  • Price: $549 · single source of truth across the site
  • Shariah-sensitivity level: Medium
  • SAB / legal status: Built for SAB review · review workflow in progress
  • Language: English complete · Arabic localization in production
  • Refund policy: 14-day refund window — full refund provided less than 30% of the course has been viewed.
  • Certificate: Certificate of completion — not an accreditation. The durable deliverable is the documented artifact above.
Disclaimer. Educational only · SAB review workflow in progress · Not investment, legal, tax, or Shariah advice.
Request enrollment — $549
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