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FIN7387 Mastering IFRS 17 for Banking Specialists

$199.00
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What is the IFRS 17 for Banking Specialists course about?

Banking specialist at a global financial institution working at the intersection of regulatory compliance and financial reporting, particularly where IFRS 17 impacts capital treatment and cross-border disclosures.

Who is the IFRS 17 for Banking Specialists course for?

Banking specialist at a global financial institution working at the intersection of regulatory compliance and financial reporting, particularly where IFRS 17 impacts capital treatment and cross-border disclosures.

What do you take away from the IFRS 17 for Banking Specialists course?

Produce regulator-ready IFRS 17 disclosures with documented methodology Lead internal alignment on transition assumptions without escalation Anticipate reviewer questions on contractual service margin calculations Adapt templates to local jurisdictional variations in filing requirements Become the internal reference for IFRS 17 implications in M&A due diligence.

How does this map to your situation?

Preparing for first-time IFRS 17 disclosures Supporting regulator-facing reviews Advising on M&A transactions with insurance components Strengthening internal control over financial reporting.

What's included with your purchase?

12 modules with 12 chapters each (144 chapters) Downloadable templates and worked examples for every module Hand-built implementation playbook delivered alongside course access 30-day money-back guarantee.

What does the IFRS 17 for Banking Specialists cover on delivery and format?

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access. Time investment: Approximately 45, 60 hours total, designed to be completed in segments over 4, 6 weeks.

How does this compare to the alternatives?

Unlike generic IFRS courses, this program focuses exclusively on banking contexts where IFRS 17 intersects with capital treatment, regulatory reporting, and cross-border consolidation , not theoretical accounting but field-tested application.

What does the IFRS 17 for Banking Specialists cover on frequently asked?

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

Closely related courses: IFRS 17 for Financial Reporting Specialists, IFRS 17 for Interim Reporting Specialists, GLBA for Senior Finance Specialists in Regulated Banking, PCI DSS for Financial Specialists in Banking.

More answers: what you get with every course, refund policy, all help answers.

A tailored course, built for your situation

Mastering IFRS 17 for Banking Specialists

Build regulator-ready financial reporting frameworks with confidence and precision

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.

Who this is for

Banking specialist at a global financial institution working at the intersection of regulatory compliance and financial reporting, particularly where IFRS 17 impacts capital treatment and cross-border disclosures

Who this is not for

Entry-level analysts, auditors focused only on SOX 404, or professionals without exposure to IFRS or insurance-linked liabilities

What you walk away with

  • Produce regulator-ready IFRS 17 disclosures with documented methodology
  • Lead internal alignment on transition assumptions without escalation
  • Anticipate reviewer questions on contractual service margin calculations
  • Adapt templates to local jurisdictional variations in filing requirements
  • Become the internal reference for IFRS 17 implications in M&A due diligence

The 12 modules (with all 144 chapters)

Module 1. Foundations of IFRS 17 in Banking Contexts
Establish core understanding of IFRS 17 principles as applied to banking institutions with insurance exposures. Focus on scope, effective date considerations, and interface with existing financial reporting frameworks.
12 chapters in this module
  1. Scope of IFRS 17 application
  2. Identifying insurance contracts
  3. Distinction from IFRS 4 and IFRS 9
  4. Transition approaches overview
  5. Portfolio aggregation rules
  6. Measurement model selection
  7. Variable fee approach criteria
  8. Loss recognition on initial recognition
  9. Grouping contracts for reporting
  10. Disclosure hierarchy basics
  11. Regulatory overlap with local regimes
  12. Interaction with capital adequacy
Module 2. Building the Contractual Service Margin
Step-by-step construction of the CSM, including expectation modeling, discounting approaches, and allocation mechanics across coverage periods.
12 chapters in this module
  1. CSM definition and purpose
  2. Initial CSM calculation
  3. Unbundling premiums
  4. Estimating fulfillment cashflows
  5. Risk adjustment techniques
  6. Discount rate selection
  7. Time value of money inputs
  8. CSM amortization logic
  9. Changes in estimates handling
  10. Currency translation effects
  11. Segmentation by cohort
  12. Documentation standards
Module 3. Presenting the Liability for Remaining Coverage
Structure and validate the LRC, ensuring alignment with actuarial models and regulatory expectations for transparency.
12 chapters in this module
  1. LRC definition and components
  2. Initial measurement process
  3. Incorporating CSM at inception
  4. Updating fulfillment cashflows
  5. Recognizing changes in estimates
  6. Linking to profit recognition
  7. Actuarial input validation
  8. Sensitivity disclosures
  9. Model audit trail setup
  10. Rollforward reporting design
  11. Interim period updates
  12. Peer review readiness
Module 4. Handling the Liability for Past Service
Implement the LPS framework correctly, especially in run-off portfolios and legacy contract treatments.
12 chapters in this module
  1. LPS definition and scope
  2. Transition from old standards
  3. Run-off portfolio handling
  4. Accounting for lapses
  5. Recalibration triggers
  6. Segment-level adjustments
  7. Disclosure depth required
  8. Interaction with reserves
  9. Internal control points
  10. Audit trail completeness
  11. Documentation retention
  12. Cross-border consistency
Module 5. General Measurement Model Deep Dive
Master the full GMM calculation chain, including discounting, risk adjustment, and changes in assumptions.
12 chapters in this module
  1. GMM overview and purpose
  2. Discount rate curve selection
  3. Risk margin principles
  4. Confidence level standards
  5. Stochastic vs deterministic
  6. Back-testing requirements
  7. Sensitivity disclosures
  8. Rollforward mechanics
  9. Changes in discount rates
  10. Impact of inflation assumptions
  11. Currency risk integration
  12. Model validation checkpoints
Module 6. Simplifications and Modifications
Apply PAA, OLC, and other permitted simplifications appropriately and document rationale for reviewer acceptance.
12 chapters in this module
  1. Practical expedients overview
  2. Premium allocation approach
  3. Onerous contract testing
  4. Loss component recognition
  5. Modification accounting
  6. Contract changes handling
  7. Portfolio-level simplifications
  8. Disclosure relief options
  9. Internal approval process
  10. Review readiness
  11. Alignment with local regulators
  12. Documentation requirements
Module 7. Disclosure Framework Design
Build comprehensive, consistent disclosures aligned with both IFRS 17 and institutional reporting standards.
12 chapters in this module
  1. Disclosures overview
  2. Summary of accounting policies
  3. Reconciliation of CSM
  4. Rollforward of LRC
  5. Rollforward of LPS
  6. Risk exposure reporting
  7. Sensitivity analysis presentation
  8. Assumption narrative writing
  9. Actuarial model summary
  10. Segmental reporting
  11. Transparency benchmarks
  12. Regulator expectation mapping
Module 8. Transition Planning and Execution
Navigate the IFRS 17 transition from legacy standards with minimal disruption and maximum audit readiness.
12 chapters in this module
  1. Transition decision points
  2. Full vs modified retrospective
  3. Data readiness assessment
  4. Actuarial model alignment
  5. CSM initial recognition
  6. Disclosures for prior periods
  7. Control environment update
  8. Training plan rollout
  9. Audit interaction timing
  10. Stakeholder communication
  11. Timeline dependencies
  12. Internal sign-off workflow
Module 9. Internal Control Integration
Embed IFRS 17 reporting into existing control frameworks and SOX-aligned processes.
12 chapters in this module
  1. Control environment mapping
  2. Key controls identification
  3. SOX 404 interface
  4. Segregation of duties
  5. Review controls setup
  6. Change management process
  7. Data integrity checks
  8. Audit evidence collection
  9. Control testing frequency
  10. Remediation tracking
  11. Documentation standards
  12. Management assertion drafting
Module 10. M&A Implications of IFRS 17
Evaluate target companies with insurance portfolios using IFRS 17 as a due diligence lens.
12 chapters in this module
  1. Due diligence checklist
  2. CSM assessment at acquisition
  3. LRC valuation standards
  4. Contingent liability review
  5. Assumption alignment
  6. Disclosure gap analysis
  7. Integration planning
  8. Post-acquisition adjustments
  9. Regulatory notification
  10. Stakeholder communication
  11. Risk escalation path
  12. Playbook adaptation
Module 11. Regulator Engagement Preparation
Prepare for supervisory review with clarity, documentation, and precedent-based reasoning.
12 chapters in this module
  1. Regulator expectations mapping
  2. Documentation pack assembly
  3. Frequently asked questions
  4. Response narrative drafting
  5. Escalation paths defined
  6. Cross-functional alignment
  7. Timeline management
  8. Internal dry runs
  9. Gap remediation
  10. Follow-up readiness
  11. Lessons learned capture
  12. Feedback loop design
Module 12. Sustaining IFRS 17 Excellence
Ensure long-term consistency, knowledge retention, and adaptability as standards evolve.
12 chapters in this module
  1. Knowledge transfer planning
  2. Playbook maintenance
  3. Change tracking process
  4. Training materials update
  5. External resource curation
  6. Benchmarking participation
  7. Internal audit coordination
  8. Lessons learned database
  9. Succession planning
  10. Vendor review integration
  11. Regulatory change monitoring
  12. Continuous improvement cycle

How this maps to your situation

  • Preparing for first-time IFRS 17 disclosures
  • Supporting regulator-facing reviews
  • Advising on M&A transactions with insurance components
  • Strengthening internal control over financial reporting

Before vs. after

Before
Waiting for external teams to define approach, reacting to reviewer questions, relying on legacy practices
After
Leading with structured methodology, anticipating scrutiny, setting internal precedent

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: Approximately 45, 60 hours total, designed to be completed in segments over 4, 6 weeks

How this compares to the alternatives

Unlike generic IFRS courses, this program focuses exclusively on banking contexts where IFRS 17 intersects with capital treatment, regulatory reporting, and cross-border consolidation , not theoretical accounting but field-tested application.

Frequently asked

Is this course relevant if I’m not in insurance?
Yes. IFRS 17 impacts any financial institution holding insurance contracts or participating in M&A with insurers. This course focuses on those edge cases within banking.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
What kind of templates are included?
Disclosures checklists, CSM calculation sheets, LRC rollforward templates, and regulator Q&A prep guides.
$199 one-time. Approximately 45, 60 hours total, designed to be completed in segments over 4, 6 weeks.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours
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