A tailored course, built for your situation
Deeper Command of IFRS 17 Implementation Patterns
Master the framework, own the execution
$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 finance and compliance practitioner at a global financial institution, actively involved in IFRS 17 readiness, implementation, or audit oversight , focused on accurate, repeatable execution rather than high-level awareness.
Who this is not for
This is not for executives seeking board-level summaries, junior staff needing introductory concepts, or teams still assessing whether IFRS 17 applies to them. It assumes active engagement with implementation-level work.
What you walk away with
- Fluency in the full IFRS 17 standard with ability to interpret and apply key clauses independently
- A repeatable process for aligning actuarial models with reporting outputs
- Structured templates for documenting transition adjustments and disclosure narratives
- Clear mapping between IFRS 17 requirements and internal control frameworks
- Ability to lead internal reviews and challenge assumptions during audit cycles
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Foundations
Establish a solid grounding in the core principles, scope, and objectives of IFRS 17, focusing on classification, initial recognition, and contract boundary decisions.
12 chapters in this module
- Purpose of IFRS 17
- Five key definitions
- Scope exclusion triggers
- Contract grouping logic
- Initial measurement date
- Variable fee adjustments
- Loss component handling
- Premium allocation approach
- Transition method comparison
- Simplifications allowed
- Disclosure hierarchy
- First-time adoption checklist
Module 2. Building the Coverage Unit Model
Learn how to define and maintain coverage units for measurement consistency, ensuring alignment with portfolio segmentation and risk management practices.
12 chapters in this module
- Coverage unit definition
- Risk adjustment mapping
- Coverage period boundaries
- Unit size calibration
- Grouping by duration
- Refundable premiums
- Dynamic grouping rules
- Unit exit triggers
- Interim adjustments
- Aggregation thresholds
- Reinsurance considerations
- System flag requirements
Module 3. Measurement Model Design
Design and validate the building blocks of the measurement model including fulfillment cash flows, discounting, and the risk adjustment component.
12 chapters in this module
- Fulfillment cash flow inputs
- Probability weighting methods
- Discount rate selection
- Time value of money
- Currency matching rules
- Risk adjustment models
- Confidence level benchmarks
- Liquidity premium handling
- Model validation steps
- Simplifications permitted
- Change in assumptions
- Documentation standards
Module 4. The Building Block Approach
Implement the core structure of the general model with precision, focusing on balancing accuracy with practical maintainability.
12 chapters in this module
- Fulfillment component
- Loss component timing
- Interest margin flow
- Contract service margin
- CSM release pattern
- Acquisition cost allocation
- Expense recognition
- Reinsurance offsets
- In-force profitability
- Sensitivity testing
- Rollforward mechanics
- Model output checks
Module 5. Premium Allocation Approach
Apply the simplified approach correctly where eligible, with clear decision boundaries and documentation trails.
12 chapters in this module
- Eligibility criteria
- Short-duration threshold
- Consistent application
- Coverage units under PAA
- Risk adjustment treatment
- Expense deferral matching
- Cash flow projection
- Discounting rules
- Disclosure requirements
- Audit readiness checks
- Change to general model
- Documentation trail
Module 6. Reinsurance Accounting
Handle reinsurance contracts held under IFRS 17 with appropriate measurement and attribution logic.
12 chapters in this module
- Reinsurance contract definition
- Coverage unit matching
- Reinsurance CSM
- Reinsurance recoverables
- Risk adjustment allocation
- Loss recognition triggers
- Fulfillment cash flows
- Discounting alignment
- Collateral treatment
- Reporting hierarchy
- Segmentation logic
- Audit challenges
Module 7. Transition Methods
Navigate the choices between full, modified, and fair value approaches with confidence, ensuring clean opening balances.
12 chapters in this module
- Full retrospective path
- Modified approach entry
- FVRA selection criteria
- Opening CSM calculation
- Prior period adjustments
- Data availability gaps
- Actuarial model alignment
- System data mapping
- Disclosure burden
- Regulatory expectations
- Internal sign-off steps
- Transition playbooks
Module 8. Disclosure Strategy
Build a structured, scalable disclosure framework that satisfies both regulator expectations and internal governance needs.
12 chapters in this module
- Disclosure objective
- Rollforward template
- Risk adjustment explanation
- Discount rate sensitivity
- CSM release schedule
- Judgment documentation
- Aggregation rules
- Comparative period handling
- Narrative consistency
- Audit trail readiness
- Stakeholder queries
- Public filing alignment
Module 9. Systems and Data Readiness
Map IFRS 17 logic to data pipelines, system flags, and automation workflows to support sustainable compliance.
12 chapters in this module
- Data input taxonomy
- System tagging needs
- Actuarial system sync
- CSM rollforward automation
- Adjustment tracking
- Version control
- Reprocessing triggers
- Reconciliation points
- Exception handling
- Control framework link
- Audit query readiness
- System documentation
Module 10. Internal Controls and Audit
Strengthen internal validation steps and prepare for external auditor scrutiny with documented rationale and traceable decisions.
12 chapters in this module
- Control environment
- Segregation of duties
- Change management
- Model validation
- Assumption approval
- Disclosure review
- CSM challenge process
- Actuarial inputs
- System overrides
- Exception logs
- Audit walkthrough prep
- Regulator Q&A prep
Module 11. Cross-Functional Alignment
Lead coordination between finance, actuarial, systems, and compliance teams using shared frameworks and decision checkpoints.
12 chapters in this module
- Governance cadence
- Steering committee
- Actuarial liaison
- IT engagement
- Compliance alignment
- Change control board
- Decision log
- Escalation path
- Stakeholder updates
- Issue resolution
- Knowledge transfer
- Lessons learned
Module 12. Sustaining Compliance
Institutionalize IFRS 17 practices so they survive staff changes, system updates, and regulatory evolution.
12 chapters in this module
- Playbook maintenance
- Training plan
- Version control
- Change impact analysis
- Regulatory monitoring
- Benchmarking
- Peer network
- Internal audit cycle
- Documentation updates
- Lessons repository
- External advisor use
- Continuous improvement
How this maps to your situation
- When the first draft of the SoA is due
- After audit feedback on measurement models
- Before leadership reviews transition progress
- When systems need configuration updates
Before vs. after
Before
Uncertainty about correct application of IFRS 17 clauses, reliance on external advisors, inconsistent internal documentation
After
Confident, independent execution of IFRS 17 workflows with standardized outputs and clear audit trails
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 3-4 hours per module, designed for steady progress over 6-8 weeks with full reference usability thereafter.
How this compares to the alternatives
Public training focuses on overview and awareness. This course delivers practitioner-level depth with implementation-grade templates and structured workflows unavailable in generic seminars or vendor-led sessions.
Frequently asked
Who is this course for?
Practitioners actively implementing or auditing IFRS 17, especially in financial services firms with significant insurance liabilities.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is this aligned with actual audit expectations?
Yes. Content reflects current EBA and IFRS Interpretations Committee guidance, plus patterns observed in live audits.
$199 one-time. Approximately 3-4 hours per module, designed for steady progress over 6-8 weeks with full reference usability thereafter..
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