What do you take away from the IFRS 17 for Financial Services Relationship course?
Produce IFRS 17 disclosures that require no rework during internal review Reference authoritative implementation guidance when client questions arise Align financial narrative with technical compliance requirements seamlessly Reduce time spent reconciling between actuarial inputs and reporting outputs Confidently present defensible reporting positions to senior stakeholders.
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 Financial Services Relationship 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 12 hours of focused learning, designed for completion over 3, 4 weeks with weekly application.
How does this compare to the alternatives?
Unlike generic IFRS training, this course focuses specifically on IFRS 17 implementation challenges faced by financial services professionals, with templates and examples tailored to relationship managers and reporting leads in investment banking environments.
What does the IFRS 17 for Financial Services Relationship cover on frequently asked?
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
How is the IFRS 17 for Financial Services Relationship delivered?
The IFRS 17 for Financial Services Relationship is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. A certificate of completion is issued by The Art of Service when you finish.
How much does the IFRS 17 for Financial Services Relationship cost?
The IFRS 17 for Financial Services Relationship is $199 as a one time payment. There is no subscription and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.
Closely related courses: IFRS 17 in Financial Reporting Kit, GAAP Vs IFRS in Financial Reporting Kit, Direct influence over IFRS 17 financial disclosures, International Financial Reporting Standards (IFRS).
More answers: what you get with every course, refund policy, all help answers.
A tailored course, built for your situation
Mastering IFRS 17 for Financial Services Relationship Managers
Build defensible, audit-ready financial reporting frameworks with precision
Who this is for
Financial Services Relationship Manager at a global investment bank, responsible for client financial reporting oversight and regulatory compliance alignment
Who this is not for
Entry-level analysts, auditors focused solely on fieldwork, or technical accounting staff without client-facing reporting responsibilities
What you walk away with
- Produce IFRS 17 disclosures that require no rework during internal review
- Reference authoritative implementation guidance when client questions arise
- Align financial narrative with technical compliance requirements seamlessly
- Reduce time spent reconciling between actuarial inputs and reporting outputs
- Confidently present defensible reporting positions to senior stakeholders
The 12 modules (with all 144 chapters)
- Understanding the core objectives of IFRS 17 standard
- Identifying insurance contracts within complex financial products
- Distinguishing IFRS 17 from local GAAP and tax treatment
- Applying the coverage extension practical expedient
- Determining contract acquisition costs inclusion criteria
- Evaluating modifications to existing contracts under IFRS 17
- Recognizing the timing of initial measurement events
- Assessing embedded derivatives in insurance contracts
- Mapping policyholder benefits to liability recognition
- Applying the risk adjustment for non-financial risk
- Documenting the transition approach from previous standards
- Building a scope checklist for recurring review cycles
- Overview of the three IFRS 17 measurement methodologies
- Determining eligibility for Premium Allocation Approach
- Calculating liability for remaining coverage in PAA
- Applying the Variable Fee Approach to investment contracts
- Defining investment components under VFA rules
- Linking fee variability to underlying items accurately
- Setting discount rates for cash flow projections
- Incorporating experience adjustments in GMM
- Handling currency translation in multi-jurisdiction portfolios
- Aggregating contracts into measurement groups correctly
- Justifying model choice to internal audit teams
- Documenting model assumptions for external scrutiny
- Establishing appropriate yield curves for discounting
- Incorporating liquidity premiums in discount rates
- Applying credit value adjustment to liabilities
- Using observable data for rate calibration
- Handling non-observable inputs with transparency
- Updating discount rates on a consistent basis
- Aligning discounting practices with IFRS 13
- Assessing materiality of rate changes quarterly
- Documenting the rationale for risk adjustment levels
- Applying time value of money to long-dated liabilities
- Reconciling model outputs with actuarial reports
- Producing audit-ready discount rate workpapers
- Mapping data sources for contractual cash flows
- Validating actuarial model inputs for compliance
- Integrating policy administration systems with general ledger
- Ensuring data lineage from source to disclosure
- Designing data quality controls for monthly runs
- Handling foreign currency data across regions
- Documenting data transformations in ETL processes
- Aligning data definitions with IFRS 17 glossary
- Tracking changes in assumptions over time
- Building reconciliation routines between systems
- Testing data accuracy with sample audit trails
- Producing data governance documentation for auditors
- Organizing disclosures by materiality and audience
- Describing measurement policies with clarity
- Explaining key assumptions in plain language
- Presenting sensitivity analysis effectively
- Linking risk exposure to financial impact statements
- Summarizing portfolio composition for stakeholders
- Highlighting changes from prior reporting periods
- Including reconciliations of opening and closing balances
- Reporting on risk management strategy contextually
- Formatting tables for readability and audit reference
- Aligning disclosures with internal control documentation
- Preparing footnotes that withstand external review
- Choosing between full and modified transition paths
- Applying the practical expedient for acquisition costs
- Handling contracts with no directly attributable costs
- Documenting transition date election decisions
- Measuring opening balances under new standard
- Incorporating previously recognized profits or losses
- Allocating costs across overlapping policies
- Using the portfolio practical expedient appropriately
- Applying transition guidance to acquired portfolios
- Reporting comparative periods consistently
- Auditing transition workpapers for completeness
- Updating accounting policies post-transition
- Identifying key controls in the IFRS 17 workflow
- Documenting control objectives for each process step
- Designing preventative and detective controls
- Testing controls for operating effectiveness
- Integrating control logs with reporting calendars
- Managing segregation of duties in reporting teams
- Updating control documentation after system changes
- Linking controls to SOX 404 requirements where applicable
- Preparing for walkthroughs with external auditors
- Tracking control exceptions through resolution
- Using automated monitoring tools for data consistency
- Producing control summaries for executive review
- Identifying intercompany reinsurance arrangements
- Eliminating intra-group transactions at consolidation
- Applying hedge accounting in an IFRS 17 context
- Allocating capital across entities consistently
- Reporting segment-level impacts of IFRS 17
- Reconciling inter-subsidiary exposures and offsets
- Handling currency differences in cross-border portfolios
- Applying group-wide discount rate policies
- Documenting consolidation adjustments clearly
- Aligning local entity reporting with group timelines
- Managing fiscal period mismatches across regions
- Producing consolidated disclosure notes accurately
- Summarizing financial impact for non-technical leaders
- Explaining key judgment areas in simple terms
- Creating dashboards for ongoing monitoring
- Highlighting volatility drivers in earnings
- Managing expectations around reporting changes
- Building executive briefing templates
- Presenting materiality thresholds clearly
- Linking IFRS 17 outcomes to strategic decisions
- Anticipating common stakeholder questions
- Using visuals to convey complex liability structures
- Aligning messaging across departments
- Updating leadership on implementation milestones
- Tracking IASB implementation guidance updates
- Interpreting IFRS Interpretations Committee rulings
- Applying jurisdiction-specific modifications
- Responding to regulator inquiries on IFRS 17
- Documenting policy elections consistently
- Preparing for regulatory review cycles
- Engaging with auditors on interpretation questions
- Building a watchlist for upcoming clarifications
- Incorporating EBA or APRA guidance where relevant
- Updating accounting policies based on new rulings
- Sharing regulatory updates with internal teams
- Maintaining a reference library of interpretations
- Evaluating actuarial modeling platforms for compliance
- Integrating financial reporting systems with source data
- Using Power BI for disclosure visualization
- Automating data validation checks
- Setting up exception reporting dashboards
- Managing version control for assumption files
- Applying workflow tools to approval processes
- Using document management systems for audit trails
- Linking Excel templates to centralized repositories
- Building reusable report templates
- Testing system outputs against manual calculations
- Ensuring data security in distributed environments
- Scheduling regular assumption reviews
- Updating models for portfolio shifts
- Managing staff turnover in reporting roles
- Conducting post-implementation reviews
- Benchmarking against peer practices
- Planning for annual update cycles
- Updating training materials for new hires
- Refining data collection processes
- Improving disclosure language over time
- Tracking emerging industry best practices
- Aligning with future IFRS revisions
- Maintaining a living implementation playbook
How this maps to your situation
- Initial implementation phase
- First full annual reporting cycle
- Audit review preparation
- Ongoing disclosure maintenance
Before vs. after
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 12 hours of focused learning, designed for completion over 3, 4 weeks with weekly application.
How this compares to the alternatives
Unlike generic IFRS training, this course focuses specifically on IFRS 17 implementation challenges faced by financial services professionals, with templates and examples tailored to relationship managers and reporting leads in investment banking environments.
Frequently asked
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.