Pideya Learning Academy

Islamic Treasury and Risk Management Solutions

Upcoming Schedules

  • Live Online Training
  • Classroom Training

Date Venue Duration Fee (USD)
21 Jul - 25 Jul 2025 Live Online 5 Day 2750
29 Sep - 03 Oct 2025 Live Online 5 Day 2750
10 Nov - 14 Nov 2025 Live Online 5 Day 2750
24 Nov - 28 Nov 2025 Live Online 5 Day 2750
20 Jan - 24 Jan 2025 Live Online 5 Day 2750
31 Mar - 04 Apr 2025 Live Online 5 Day 2750
14 Apr - 18 Apr 2025 Live Online 5 Day 2750
30 Jun - 04 Jul 2025 Live Online 5 Day 2750

Course Overview

In an increasingly dynamic and ethically conscious financial environment, the demand for Sharia-compliant financial instruments is reshaping global treasury and risk management practices. As Islamic finance matures into a mainstream financial system, it offers distinctive solutions that align with ethical principles while supporting robust risk-adjusted strategies. The Islamic Treasury and Risk Management Solutions training by Pideya Learning Academy has been meticulously designed to help finance professionals build strong foundational and strategic knowledge in navigating treasury operations within Islamic financial frameworks.
Recent statistics from the Islamic Financial Services Board (IFSB) indicate that the global Islamic finance industry exceeded USD 4.5 trillion in assets by 2023, with treasury and risk management products accounting for a significant portion of this growth. The market expansion is particularly visible in regions such as the Gulf Cooperation Council (GCC), Southeast Asia, and emerging African financial hubs, where regulatory support and rising investor appetite are accelerating product innovation and capital flows. As Islamic financial institutions (IFIs) continue to integrate treasury functions with ethical risk control, the need for qualified professionals with deep technical and structural insights has never been greater.
This training course by Pideya Learning Academy empowers participants to decode the inner workings of treasury functions within IFIs, helping them gain clarity on core financial instruments such as Murabaha, Mudarabah, Ijarah, Salam, Wakalah, and Sukuk. Participants will explore how these instruments are structured and deployed in alignment with Shariah principles, especially in the context of liquidity management, investment portfolios, and risk mitigation strategies. A thorough exploration of Sukuk as a treasury instrument forms a key component of the course, detailing its use in long-term capital raising, balance sheet management, and regulatory compliance.
To further enhance learning outcomes, the training includes exposure to jurisdictional variations and how local interpretations of Islamic jurisprudence influence treasury structures across markets. Case-driven discussions and analytical insights will illuminate how financial institutions manage risks such as foreign exchange exposure, counterparty risk, and rate volatility without resorting to prohibited interest-based mechanisms.
Key highlights of this immersive program include:
Structured understanding of core treasury functions in Islamic financial institutions
In-depth coverage of Sukuk for liquidity, funding, and capital optimization
Comparative insights into Sharia-compliant practices across different regions
Detailed examination of Islamic alternatives for managing currency and rate risks
Insight into Islamic money market instruments and short-term liquidity tools
Exploration of risk-sharing frameworks based on ethical and legal compliance
Strategic alignment of treasury operations with Islamic regulatory standards
Participants will leave this program equipped with a powerful blend of conceptual frameworks and applied knowledge, enabling them to evaluate, recommend, and implement treasury strategies that meet the dual mandate of performance and compliance. Whether the objective is to issue Sukuk, structure short-term liquidity products, or mitigate risk in a Shariah-aligned manner, this course provides the tools and industry perspective necessary to take the lead in Islamic treasury functions.
Through the Islamic Treasury and Risk Management Solutions course, Pideya Learning Academy aims to bridge the knowledge gap and build the confidence of finance professionals operating at the intersection of ethics, compliance, and performance. With the Islamic finance industry poised for even greater global integration, this training equips participants with the insights needed to shape resilient, future-ready treasury operations aligned with Islamic values and modern financial best practices.

Key Takeaways:

  • Structured understanding of core treasury functions in Islamic financial institutions
  • In-depth coverage of Sukuk for liquidity, funding, and capital optimization
  • Comparative insights into Sharia-compliant practices across different regions
  • Detailed examination of Islamic alternatives for managing currency and rate risks
  • Insight into Islamic money market instruments and short-term liquidity tools
  • Exploration of risk-sharing frameworks based on ethical and legal compliance
  • Strategic alignment of treasury operations with Islamic regulatory standards
  • Structured understanding of core treasury functions in Islamic financial institutions
  • In-depth coverage of Sukuk for liquidity, funding, and capital optimization
  • Comparative insights into Sharia-compliant practices across different regions
  • Detailed examination of Islamic alternatives for managing currency and rate risks
  • Insight into Islamic money market instruments and short-term liquidity tools
  • Exploration of risk-sharing frameworks based on ethical and legal compliance
  • Strategic alignment of treasury operations with Islamic regulatory standards

Course Objectives

After completing this Pideya Learning Academy training, the participants will learn to:
Interpret core Shariah principles relevant to treasury and risk management
Evaluate key Islamic money market instruments and their applications
Structure Sukuk products for treasury use including funding, investment, and capital management
Apply Sharia-compliant strategies for managing currency and rate exposures
Analyze jurisdictional variations in the application of Islamic treasury tools
Design risk mitigation frameworks aligned with Islamic finance principles

Personal Benefits

Participants will benefit by:
Gaining a solid understanding of Islamic treasury concepts and structures
Expanding expertise in Sharia-compliant risk management techniques
Enhancing career prospects within Islamic finance and treasury roles
Building cross-regional knowledge applicable in global Islamic financial markets
Becoming proficient in evaluating and implementing Islamic financial instruments

Organisational Benefits

By attending this training, organizations will be able to:
Strengthen treasury operations through Sharia-compliant instruments
Enhance financial risk mitigation frameworks across Islamic and hybrid portfolios
Ensure regulatory alignment with Islamic finance standards
Support strategic liquidity planning and capital optimization
Build internal capabilities for issuing and managing Sukuk effectively

Who Should Attend

This Pideya Learning Academy training is ideal for:
Treasury professionals in Islamic and conventional financial institutions
Risk management officers seeking to transition into Islamic finance
Sukuk structuring and issuance professionals
Financial analysts and portfolio managers handling Sharia-compliant assets
Corporate finance executives exploring Islamic funding options
Regulators and compliance officers in Islamic financial jurisdictions

Course Outline

Module 1: Foundations of Islamic Monetary Concepts
Core principles of Sarf contracts in Islamic finance Understanding Riba al-Nasiah and its implications Identifying Sharia-compliant assets for trade and pledge Overview of conventional money market instruments Sharia-compliant interbank deposit structures Structure and mechanics of repurchase agreements (Repo) in Islamic context
Module 2: Islamic Depository Structures and Cash Management
Qard and Wadiah deposit principles for non-remunerative accounts Profit-sharing models: Mudarabah deposit mechanisms Agency-based structures: Wakalah deposit arrangements Trade-based deposits: Murabaha deposit application Intrabank fund allocation: Fund Transfer Pricing (FTP) in Sharia context Internal transfer mechanisms: Inter-branch Pricing (IBP) in Islamic institutions
Module 3: Interbank Liquidity Solutions in Islamic Finance
Structural comparison: Murabaha vs. Tawarruq vs. Reverse Murabaha Sharia concerns in commodity-based liquidity tools Operational mechanics: OTC trades, brokers, and live warrant settlement Risk-related concepts: breakage, compounding, back valuation Suq al Sila platforms: Case study on Malaysian Murabaha/Tawarruq Document standardization: IIFM and AIBIM templates Managing fund leakage in Islamic interbank operations
Module 4: Alternative Interbank Investment Channels
Operational difference between Wakalah for Murabaha vs. Investment Wakalah Real-world analysis: Investment Dar vs. Blom Wakalah model Structuring interbank Mudarabah investments Wadiah accounts with Hibah incentive models Loyalty-based structures: Wadiah and point-based reward systems
Module 5: Islamic Tradable Securities and Market Instruments
Review of conventional tradable instruments and their limitations under Sharia Certificate of Deposits (CDs) Treasury Bills and Government Securities Banker's Acceptances and Commercial Papers Comparison of quotation methodologies: yield vs. discount basis Assessment of Sharia-compliant alternatives for each tool
Module 6: Comprehensive Introduction to Sukuk Structures
Short-term Sukuk for liquidity management: Salam Sukuk and Ijarah Sukuk Basel III considerations for Sukuk issuance Secondary market liquidity and tradability standards Long-term Sukuk design: Ijarah and Istithmar models Differentiating Asset-based vs. Asset-backed Sukuk Cross-jurisdictional analysis: Malaysia vs. global Sukuk practices Sukuk pricing models: Fixed-rate vs. Floating-rate arrangements
Module 7: Structuring Islamic Repo Transactions
Framework of conventional repo agreements Sharia-based constraints on repurchase agreements Viable structures for Islamic repos Role of IIFM in standardizing Islamic repo Innovative Sharia-compliant alternatives to repo mechanisms
Module 8: Sharia-Compliant Foreign Exchange Risk Mitigation (Part I)
Introduction to FX risk in Islamic finance Promise-based hedging techniques Unilateral vs. bilateral promises Cross Currency Deposit structures Accounting treatment: on-balance vs. off-balance Structuring FX exits in compliance with Sharia Alternative hedging methods: long-term Murabaha contracts Back-to-back promise methodology Workshop: Re-engineering a conventional FX swap for Sharia compliance
Module 9: Structuring Islamic Currency Option Solutions (Part II)
Utilization of Arbun, Ju’ala, and promises in FX risk management Option structuring using Arbun mechanisms for currencies Defining option premiums using promise structures Market trends: most adopted FX risk tools in Islamic banks Break-even and strike rate computation in Islamic FX models Analysis on tradability and secondary market implications Applied exercises: Tawarruq-based currency option design Replicating FX risk tools: Put Option vs. Put Spread under Sharia
Module 10: Interest Rate Risk Management in Islamic Finance
Examination of traditional rate risk tools under Sharia lens Forward Rate Agreements (FRAs) Interest Rate Futures Interest Rate Swaps (IRS) Cross Currency Swaps (CCS) Sharia evaluation and concerns on conventional tools Group Discussion: Feasibility of Islamic alternatives to the following: Interest Rate Cap Interest Rate Floor Interest Rate Collar
Module 11: Emerging Trends in Islamic Liquidity and Risk Instruments
Role of fintech in Sharia-compliant treasury solutions Tokenization of Sukuk and digital asset issuance Blockchain applications in Islamic interbank settlements Smart contracts for Murabaha and Tawarruq automation Crowdfunding and P2P lending under Sharia-compliant models

Have Any Question?

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