Intermediate MasterclassHalal Screening Toolkit included

Halal Stock Screening Masterclass

Master the art of halal stock screening. Go beyond the basics with AAOIFI and MSCI frameworks, ratio analysis, research tooling, spreadsheet design, and conviction-based portfolio construction.

📚8 lessons
2h 2m total
🎯Intermediate
🧰Halal Screening Toolkit
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What you'll master

Understand why serious stock screening matters for Muslim investors
Compare AAOIFI and MSCI Islamic screening frameworks confidently
Interpret debt, cash, and receivables thresholds without guesswork
Use Zoya as a fast retail workflow while keeping your own judgment
Borrow institutional habits from IdealRatings and MSCI-style processes
Build a reusable halal screening spreadsheet from scratch
Document conviction levels instead of relying on app labels alone
Construct a cleaner, more intentional halal stock portfolio

Included with enrollment

Halal Screening Toolkit download
8 structured masterclass lessons
AAOIFI vs. MSCI comparison framework
Spreadsheet column template and workflow prompts
Portfolio review checklist for re-screening holdings

Course curriculum

8 lessons · 2h 2m
1
Why Stock Screening Matters for Muslim Investors
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12 min
  • Understand why stock screening is a core part of halal investing, not an optional extra
  • Link ownership of shares to ethical accountability in Islam
  • Build a practical mindset for ongoing screening instead of one-time guesswork
2
AAOIFI Screening Standards Deep Dive
16 min
  • Understand the main components of an AAOIFI-style stock screen
  • Separate business activity screens from financial ratio screens
  • Learn how to think about borderline or mixed-activity companies
3
MSCI Islamic Index Methodology Explained
15 min
  • Understand how MSCI Islamic screens are used in index construction
  • Compare MSCI Islamic methodology with AAOIFI-style retail screening
  • Learn why institutional screens emphasize standardization and rebalance discipline
4
Financial Ratio Thresholds (Debt, Cash, Receivables)
17 min
  • Learn the purpose behind the three core financial screening ratios
  • Understand common threshold ranges and why denominators matter
  • Build confidence in interpreting ratio results instead of memorizing headlines
5
Using Zoya App for Stock Screening
14 min
  • Learn a practical workflow for screening a stock with Zoya
  • Understand what to verify beyond the pass or fail label
  • Use the app as a decision aid without outsourcing your judgment
6
Using IdealRatings and MSCI for Institutional-Grade Screening
14 min
  • Understand how institutional screening workflows differ from retail app workflows
  • Learn when IdealRatings or MSCI-style data is useful for deeper research
  • Adopt professional habits around governance, universes, and review cycles
7
Building Your Own Halal Screening Spreadsheet
18 min
  • Design a spreadsheet that captures both qualitative and ratio-based screening inputs
  • Track methodology, data dates, and confidence notes in one place
  • Turn scattered checks into a reusable decision system
8
Putting It Together: Building a Conviction Halal Portfolio
16 min
  • Combine screening results with position sizing and portfolio construction
  • Use conviction to distinguish between passing stocks and deserving holdings
  • Create a repeatable review rhythm for a halal portfolio over time