Sharia Compliant Investing Module

Introducing an internal training module focused on Sharia-compliant investing would provide vital knowledge to advisers engaging with Muslim clients, many of whom may have specific ethical or religious considerations around financial products. A common challenge we face is pushback around products like insurance, which may be perceived as non-compliant with Islamic principles. Often, this stems from a lack of clarity rather than firm objection — and with the right understanding, advisers can explain when and how certain products may align with Sharia guidance. This module would walk advisers through key concepts, such as riba (interest), gharar (uncertainty), and halal investment principles, using interactive e-learning methods like scenario-based learning, knowledge checks, and video explainers. It would benefit advisers across all levels, particularly those working in diverse communities, by building confidence, reducing hesitation, and ensuring clients receive well-informed, culturally sensitive advice.