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Accounting Standards

Understanding Financial Instruments

Classifying, Measuring, and Impairing Financial Instruments Under IFRS 9

5 CPD credits on completion
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Certificate on completion
Downloadable resources
Self-paced learning

About This Course

Course Information

The learning outcomes from this accounting standards CPD course include: Identifying the accounting standards covering financial instruments Classifying financial assets The criteria required for classification Identifying financial liabilities Derecognising financial instrument

Certificate on Completion

This course is made up of videos, questions and additional reading materials and accounts for 5 units of CPD. One unit is the equivalent of one hour of learning. A certificate will be issued once you have completed all 5 units.

Course Sections

This course is made up of the following sections:

  • Relevant accounting standards (video)
  • Relevant accounting standards (quiz)
  • Classification of Financial Assets (video)
  • Classification of Financial Assets (quiz)
  • Classification Criteria (video)
  • Classification Criteria (quiz)
  • Financial Assets Measured at Amortised Cost (video)
  • Financial Assets Measured at Amortised Cost (quiz)
  • Financial Liabilities (video)
  • Financial Liabilities (quiz)
  • Derecognition of Financial Instruments (video)
  • Derecognition of Financial Instruments (quiz)

What You Will Learn

  • Define financial instruments under IAS 32 and classify items as financial assets, financial liabilities, or equity instruments using the contractual obligation test
  • Categorise financial assets into amortised cost, fair value through other full income (FVTOCI), and fair value through profit or loss (FVTPL) under IFRS 9's business model and SPPI tests
  • Apply initial and subsequent measurement rules for each financial asset category, including the treatment of transaction costs
  • Explain the expected credit loss model for impairment of financial assets, including the three-stage approach and the distinction between 12-month and lifetime expected credit losses
  • Describe the classification and measurement rules for financial liabilities, distinguishing between those measured at amortised cost and those designated at FVTPL
  • Identify the disclosure requirements under IFRS 7, including credit risk, liquidity risk, and market risk disclosures
  • Apply the effective interest method to calculate amortised cost for both financial assets and financial liabilities

Who This Course Is For

  • Accountants responsible for classifying and measuring financial instruments in IFRS financial statements
  • Auditors reviewing the impairment of financial assets and fair value measurements
  • Finance professionals in banking, insurance, or treasury functions who work with financial instruments daily
  • Candidates preparing for professional exams that test IAS 32, IFRS 7, and IFRS 9

Prerequisites

  • Familiarity with the statement of financial position and the distinction between assets, liabilities, and equity
  • Basic understanding of time value of money concepts such as present value and discount rates
  • Awareness of common financial products like bonds, loans, receivables, and equity investments

Frequently Asked Questions

Course Details

CPD Credits5
CertificateYes

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CPD certificate on completion
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