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Authority to Lead the IFRS 17 Transition

$199.00
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A tailored course, built for your situation

Authority to Lead the IFRS 17 Transition

Build your role into the central hub for IFRS 17 implementation across finance, actuarial, and risk 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

Early-career professional in a regulated financial services firm navigating a major accounting standard transition, positioned to grow influence beyond immediate role boundaries.

Who this is not for

Practitioners focused only on technical accounting or audit execution without cross-functional coordination goals.

What you walk away with

  • Own the internal narrative around IFRS 17 readiness timelines and resource needs
  • Coordinate actuarial, finance, and risk stakeholders without formal authority
  • Document decision rights and escalation paths that reflect your central role
  • Expand your current HR trainee role into a de facto project leadership position
  • Deliver implementation artefacts that become the standard across teams

The 12 modules (with all 144 chapters)

Module 1. Understanding IFRS 17 Core Principles
Grasp the fundamental shifts in insurance contract accounting under IFRS 17 including the general model, variable fee approach, and premium allocation approach.
12 chapters in this module
  1. Insurance contract definition
  2. Coverage period determination
  3. Fulfillment cash flows
  4. Contract boundary assessment
  5. Significant discretions in liability valuation
  6. Discount rate selection
  7. Risk adjustment methods
  8. Loss recognition triggers
  9. Modification accounting
  10. Portfolio segmentation rules
  11. Administration cost allocation
  12. Transition approach options
Module 2. Organizational Impact Mapping
Identify how IFRS 17 affects HR, actuarial, finance, and risk teams and where coordination breaks down.
12 chapters in this module
  1. Stakeholder function roles
  2. HR’s role in resourcing
  3. Actuarial data dependencies
  4. Finance reporting changes
  5. Risk capital implications
  6. Training needs analysis
  7. Change management scope
  8. Governance touchpoints
  9. Timeline alignment
  10. Communication cadence
  11. Escalation protocol design
  12. Cross-team feedback loops
Module 3. Stakeholder Alignment Frameworks
Apply structured techniques to align departments with competing priorities on IFRS 17 timelines and data ownership.
12 chapters in this module
  1. Influence without authority
  2. Stakeholder motivation mapping
  3. Deadlock resolution tactics
  4. Meeting facilitation scripts
  5. Consensus-building workflows
  6. Conflict escalation paths
  7. Decision logging
  8. Status reporting formats
  9. Feedback incorporation
  10. Alignment milestone tracking
  11. Stakeholder satisfaction check-ins
  12. Cross-functional credibility
Module 4. Project Governance Design
Create lightweight governance structures that scale with IFRS 17 complexity without bureaucratic overhead.
12 chapters in this module
  1. Steering committee setup
  2. Working group charters
  3. Decision rights matrix
  4. Approval workflow design
  5. Change control process
  6. Risk register integration
  7. Issue tracking systems
  8. Meeting rhythm planning
  9. Document control standards
  10. Version governance
  11. Audit readiness checks
  12. Stakeholder onboarding
Module 5. Implementation Playbook Development
Assemble a living document that captures decisions, timelines, assumptions, and ownership for IFRS 17 rollout.
12 chapters in this module
  1. Playbook structure design
  2. Milestone definition
  3. Dependency mapping
  4. Assumption logging
  5. Ownership assignment
  6. Timeline visualization
  7. Risk mitigation entries
  8. Decision rationale capture
  9. Version control rules
  10. Access control setup
  11. Integration with tools
  12. Playbook update cycles
Module 6. Data Governance for IFRS 17
Define ownership, quality standards, and lineage for data flowing into IFRS 17 calculations.
12 chapters in this module
  1. Data source identification
  2. Ownership assignment
  3. Quality threshold setting
  4. Lineage documentation
  5. Validation rule design
  6. Exception handling
  7. Storage requirements
  8. Access permissions
  9. Audit trail setup
  10. Metadata standards
  11. Data retention rules
  12. Data dictionary creation
Module 7. Communication Strategy
Develop messaging for different audiences on IFRS 17 progress, challenges, and impacts.
12 chapters in this module
  1. Audience segmentation
  2. Message tiering
  3. Frequency planning
  4. Channel selection
  5. Tone adaptation
  6. Status report drafting
  7. Q&A preparation
  8. Crisis comms planning
  9. Leadership briefings
  10. Frontline messaging
  11. Feedback channel setup
  12. Comms effectiveness review
Module 8. Change Management Execution
Drive adoption of new processes and systems required under IFRS 17 across functions.
12 chapters in this module
  1. Impact assessment
  2. Resistance mapping
  3. Training needs identification
  4. Coaching plan design
  5. Early adopter recruitment
  6. Pilot group selection
  7. Feedback incorporation
  8. Training delivery design
  9. Knowledge transfer
  10. Sustainment planning
  11. Behavior change tracking
  12. Success metric definition
Module 9. Vendor and Partner Coordination
Manage external firms supporting IFRS 17 implementation with clear expectations and accountability.
12 chapters in this module
  1. Scope of work definition
  2. Vendor selection criteria
  3. Contract oversight
  4. Milestone tracking
  5. Deliverable quality checks
  6. Escalation processes
  7. Communication protocols
  8. Resource alignment
  9. Conflict resolution
  10. Performance evaluation
  11. Exit planning
  12. Knowledge transfer
Module 10. Internal Audit Readiness
Prepare for assurance reviews on IFRS 17 processes and controls.
12 chapters in this module
  1. Audit scope anticipation
  2. Documentation standards
  3. Control evidence collection
  4. Finding response planning
  5. Audit timeline alignment
  6. Stakeholder briefing
  7. Deficiency tracking
  8. Remediation workflows
  9. Audit communication
  10. Post-audit follow-up
  11. Continuous monitoring
  12. Audit exemption strategies
Module 11. Leadership Visibility Building
Position yourself as a key contributor through strategic updates and deliverables.
12 chapters in this module
  1. Update frequency
  2. Executive summary writing
  3. Milestone highlighting
  4. Risk visibility
  5. Success storytelling
  6. Stakeholder credit sharing
  7. Visibility channel selection
  8. Presentation skills
  9. Board-level summarization
  10. Media opportunity scanning
  11. Thought leadership drafting
  12. Internal brand building
Module 12. Sustainable Operating Model
Transition from project to ongoing operations with clear ownership and performance tracking.
12 chapters in this module
  1. Process handover
  2. Owner identification
  3. Performance metrics
  4. Training completion
  5. Documentation archiving
  6. Support model design
  7. Issue resolution path
  8. Periodic review setup
  9. Continuous improvement
  10. Lessons learned capture
  11. Future readiness
  12. Model adaptation triggers

How this maps to your situation

  • When first assigned to IFRS 17 task force
  • After initial stakeholder interviews
  • Before first executive update
  • During vendor onboarding and data collection

Before vs. after

Before
Coordinating IFRS 17 efforts across teams without formal authority or documented processes.
After
Leading the workstream with clarity, stakeholder trust, and recognized decision rights , expanding your current role's scope.

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 to fit around full-time work commitments.

If nothing changes
Continuing without a structured approach risks fragmented execution, missed deadlines, and lost opportunity to grow influence during a high-visibility regulatory change.

How this compares to the alternatives

Unlike generic IFRS 17 overviews, this course focuses on the practitioner-level execution challenges: coordinating without authority, building credibility, and expanding your mandate during the transition.

Frequently asked

Do I need an accounting background to benefit from this course?
No. The course is designed for cross-functional contributors who need to lead coordination, not perform actuarial calculations.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me get promoted?
It’s designed to expand your current role’s scope by giving you the tools to lead critical cross-functional work , making you indispensable in the IFRS 17 transition.
$199 one-time. Approximately 3 hours per module, designed to fit around full-time work commitments..

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