A tailored course, built for your situation
Become the go-to practitioner for IFRS 17 implementation in capital markets
Deep expertise in IFRS 17 now positions you as the internal reference across ETF and derivatives teams
$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
Senior capital markets specialist focused on ETFs and derivatives, operating at the intersection of accounting policy and execution
Who this is not for
This is not for entry-level analysts or auditors outside capital markets functions. It assumes working knowledge of financial instruments and reporting frameworks.
What you walk away with
- Own the interpretation and application of IFRS 17 for hybrid financial instruments
- Lead internal alignment on classification and measurement decisions without escalation
- Produce audit-ready documentation that reduces rework cycles
- Serve as the internal reference point across ETF, derivatives, and finance teams
- Anticipate and resolve transition challenges before they impact reporting timelines
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 scope and applicability in ETF structures
Determine which ETFs and derivatives fall under IFRS 17 and why classification matters for reporting and capital treatment.
12 chapters in this module
- Scope definition under IFRS 17
- Identifying insurance contracts in fund vehicles
- Exemptions and practical expedients
- Distinction from IFRS 9
- Treatment of embedded guarantees
- Derivatives with insurance features
- Case study: ETF with yield enhancement wrapper
- Documentation checklist for initial screening
- Internal stakeholder alignment points
- Red flags for misclassification
- Mapping to existing product taxonomy
- Next-step workflow for borderline cases
Module 2. Measurement models under IFRS 17
Apply the building blocks, variable fee, and premium allocation approaches to ETF-linked liabilities.
12 chapters in this module
- General model mechanics
- Variable fee approach thresholds
- Premium allocation for short-duration exposures
- Incremental costs determination
- Discount rate selection
- Risk adjustment methodologies
- Liability for remaining coverage
- Time value of money inputs
- Sensitivity analysis for disclosures
- Treatment of reinsurance
- Case study: Indexed payout fund
- Error bounds in projection models
Module 3. Transition methods and first-time adoption
Navigate options for moving to IFRS 17 without disrupting ongoing reporting cycles.
12 chapters in this module
- Full retrospective approach
- Modified retrospective path
- Practical expedient for portfolios
- Determining transition date
- Opening balance adjustments
- Data gap remediation
- Systems readiness check
- Documentation for audit trail
- Impact on capital metrics
- Coordination with tax teams
- Timeline compression tactics
- Internal communication plan
Module 4. Disclosure requirements for public reporting
Structure footnotes and management commentary that meet regulator expectations.
12 chapters in this module
- Mandatory disclosure checklist
- Rollforward of liability balances
- Sensitivity assumptions
- Portfolio segmentation logic
- Qualitative narrative drafting
- Reconciliation to GAAP differences
- Materiality thresholds
- Third-party verification points
- Disclosure timeline sync
- Investor Q&A prep
- Redlines from prior year
- Approvals workflow
Module 5. Integration with IFRS 9 and hedge accounting
Align classification and measurement across standards for consistent reporting.
12 chapters in this module
- Scope interface between IFRS 17 and IFRS 9
- Hedge accounting eligibility
- Fair value alignment
- Timing mismatch resolution
- Credit risk overlay
- Own credit adjustments
- Designation documentation
- De-designation triggers
- Portfolio-level hedging
- Backtesting frequency
- Regulatory scrutiny points
- Internal audit readiness
Module 6. Systems and data architecture for compliance
Design sustainable pipelines that support ongoing IFRS 17 reporting.
12 chapters in this module
- Source data requirements
- Granularity level determination
- Data lineage mapping
- Model validation steps
- Automation thresholds
- Control points in ETL
- Scalability considerations
- Vendor system integration
- Change management triggers
- Version control for assumptions
- Access governance
- Audit log requirements
Module 7. Actuarial input and assumption governance
Structure oversight of models and inputs from external and internal actuaries.
12 chapters in this module
- Actuarial involvement levels
- Assumption review cycle
- Best estimate determination
- Confidence level selection
- Risk margin methodologies
- Calibration to market data
- Sensitivity testing
- Peer benchmarking
- Documentation standards
- Escalation paths for divergence
- Conflict resolution framework
- Update frequency rules
Module 8. Internal controls over financial reporting
Map IFRS 17 processes into SOX 404 control frameworks.
12 chapters in this module
- Key control identification
- Segregation of duties
- Approval hierarchies
- Exception handling
- System access rules
- Data validation points
- Reconciliations schedule
- Control testing protocols
- Deficiency tracking
- Remediation workflows
- Audit evidence requirements
- Management review points
Module 9. Cross-functional alignment on implementation
Lead consensus across finance, tax, risk, and product teams.
12 chapters in this module
- Stakeholder mapping
- Influence without authority
- Decision rights definition
- Change impact assessment
- Meeting rhythm design
- Communication templates
- Conflict resolution tactics
- Escalation protocols
- Feedback loops
- Knowledge transfer
- Training plan elements
- Post-implementation review
Module 10. Audit preparation and defense
Anticipate auditor questions and produce responsive documentation.
12 chapters in this module
- Audit request patterns
- Documentation completeness
- Management representations
- Challenging actuarial inputs
- Testing of controls
- Sampling approaches
- Materiality assessments
- Prior-year carryover issues
- Coordination with external counsel
- Response drafting
- Meeting prep checklist
- Post-audit follow-up
Module 11. Regulatory engagement and disclosure alignment
Prepare for regulator inquiries and ensure consistency with supervisory expectations.
12 chapters in this module
- Regulatory reporting overlap
- Supervisory expectations tracking
- Jurisdictional differences
- Local GAAP reconciliation
- Prudential treatment
- Capital impact analysis
- Stress testing inclusion
- Regulatory filing formats
- Liaison protocols
- Comment resolution
- Timeline alignment
- Escalation to legal
Module 12. Sustaining expertise and becoming the reference
Position yourself as the go-to person through documentation, visibility, and influence.
12 chapters in this module
- Internal knowledge base setup
- Workshop facilitation
- Onboarding new staff
- Cross-team office hours
- Publication of internal guides
- Speaking at team meetings
- Positioning in org charts
- Recognition by leadership
- Mentorship opportunities
- Succession planning
- Reputation management
- Thought leadership contributions
How this maps to your situation
- When first assigned IFRS 17 tasks
- During transition planning phase
- Before audit fieldwork begins
- After regulatory feedback
Before vs. after
Before
Reactive, dependent on external guidance, frequent escalations
After
Proactive, internally cited, leads cross-functional decisions
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 3 hours per module, designed for steady integration into current workflow.
If nothing changes
Without structured mastery, practitioners remain reliant on consultants and delayed cycles, missing the window to lead from within.
How this compares to the alternatives
Generic IFRS 17 courses focus on theoretical coverage. This course is built for capital markets practitioners who must apply the standard to real products, systems, and reporting cycles, giving you an edge in execution and influence.
Frequently asked
Is this course technical enough for someone working in capital markets?
Yes. It assumes familiarity with ETF structures and derivatives, and focuses on granular application of IFRS 17 to complex instruments.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me gain visibility across teams?
Yes. Module 12 specifically builds your ability to become the internal reference through documentation, communication, and leadership behaviors.
$199 one-time. Approximately 3 hours per module, designed for steady integration into current workflow..
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