A tailored course, built for your situation
Deeper command of IFRS 17 implementation workflows
Master the framework behind the numbers
$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
Insurance risk and capital strategy professional operating at the intersection of financial reporting, regulatory compliance, and group-level risk alignment
Who this is not for
Entry-level analysts or auditors focused on check-the-box compliance without strategic implementation goals
What you walk away with
- Confidently lead IFRS 17 implementation workflows across markets
- Anticipate jurisdiction-specific adjustments before rollout begins
- Integrate IFRS 17 outputs directly into ORSA and capital planning artefacts
- Respond to internal review requests with framework-level precision
- Build reusable implementation playbooks that survive team changes
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 scope determination by legal entity
How to define reportable segments under IFRS 17 based on domicile, treaty status, and product structure.
12 chapters in this module
- Entity classification matrix
- Treaty override triggers
- Product grouping by duration
- Materiality thresholds
- Local GAAP mapping
- Cross-border aggregation
- Exemption eligibility
- Policy count thresholds
- Reinsurance inclusion rules
- Contract boundary definition
- Portfolio segmentation
- Reporting hierarchy setup
Module 2. Variable fee approach (VFA) application
Step-by-step calculation and documentation of VFA for investment-linked contracts.
12 chapters in this module
- Fee variability threshold
- Investment component split
- Look-through methodology
- Attribution period start
- Cap and floor handling
- Rollforward mechanics
- Market data sourcing
- Lock-in rate decisions
- Amortization triggers
- Performance lag rules
- Currency adjustment
- Actuarial model inputs
Module 3. Building the contractual service margin (CSM)
Correct CSM initialization, unlocking, and loss recognition timing.
12 chapters in this module
- Initial CSM calculation
- Unearned profit allocation
- CSM release pattern
- Loss recognition threshold
- Emerging margin rules
- Expense recognition
- Risk adjustment integration
- Currency conversion
- Portfolio transfer
- Modifications treatment
- Onboarding new blocks
- Reversion to profitability
Module 4. Discount rate selection and update process
Selecting appropriate yield curves and handling updates under amortized cost.
12 chapters in this module
- Curve selection criteria
- Credit adjustment
- Liquidity premium
- Extrapolation method
- Update frequency
- Roll-down impact
- Market shock rules
- Capping mechanisms
- Local currency rules
- Liability duration match
- Zero lower bound
- Parallel shift acceptance
Module 5. Risk adjustment for non-financial risk
Quantifying and documenting uncertainty in cash flow estimates.
12 chapters in this module
- Risk margin definition
- Confidence level selection
- Cost of capital method
- VaR calculation
- Bootstrapping inputs
- Portfolio diversification
- Correlation assumptions
- Catastrophe risk
- Expense volatility
- Mortality drift
- Lapse rate sensitivity
- Peer benchmarking
Module 6. IFRS 17 and ORSA integration
Aligning IFRS 17 outputs with Own Risk and Solvency Assessment requirements.
12 chapters in this module
- Capital allocation
- Scenarization rules
- Reverse stress testing
- Risk appetite linkage
- Liquidity stress
- Economic capital
- Aggregation methodology
- Group-wide reporting
- Governance triggers
- Mitigation actions
- Early warning indicators
- Board-level summaries
Module 7. Disclosure drafting for group reporting
Creating consolidated disclosures that meet jurisdictional expectations.
12 chapters in this module
- Aggregation rules
- Segment disclosure
- Jurisdictional footnotes
- Reinsurance recoverables
- Risk concentration
- Sensitivity tables
- Narrative templates
- Audit trail
- Translation adjustments
- Non-controlling interest
- Related party exposure
- Intercompany eliminations
Module 8. System configuration for IFRS 17
Translating framework logic into actuarial and finance system builds.
12 chapters in this module
- Data model design
- CSM ledger setup
- Currency conversion
- Amortization engine
- Reporting calendar
- Integration layer
- Audit schema
- User access tree
- Model validation
- Change control
- Batch processing
- Exception handling
Module 9. Local implementation planning
Adapting global IFRS 17 policy to subsidiary execution.
12 chapters in this module
- Local governance
- Team structure
- Workstream scheduling
- Stakeholder map
- Training plan
- Data sourcing
- Control points
- Timeline alignment
- Vendor management
- Testing protocols
- Regulatory liaison
- Post-go-live review
Module 10. Audit preparation and walkthroughs
Preparing for external audit with complete, jurisdiction-aware documentation.
12 chapters in this module
- Document retention
- Assumptions register
- Model validation
- Judgment log
- Disclosure checklist
- Control testing
- Third-party confirmations
- Meeting minutes
- Regulator Q&A
- Amendment response
- Reporting package
- Peer benchmarking
Module 11. Interim reporting under IFRS 17
Maintaining accuracy and efficiency in quarterly and half-year disclosures.
12 chapters in this module
- Update triggers
- Materiality reassessment
- CSM rollforward
- Discount rate update
- Risk adjustment
- Currency translation
- Disclosure trimming
- Review cycles
- Management commentary
- External alignment
- Timeliness rules
- Exception reporting
Module 12. Long-term framework sustainment
Ensuring IFRS 17 implementation endures leadership and system changes.
12 chapters in this module
- Succession planning
- Knowledge transfer
- Playbook updates
- Control automation
- Audit trail
- Model governance
- Change management
- Training library
- External updates
- Guidance interpretation
- Cross-market coordination
- Version control
How this maps to your situation
- New IFRS 17 rollout under way
- Post-implementation audit cycle
- ORSA alignment needed
- Cross-border consolidation challenge
Before vs. after
Before
Reliance on external consultants for core IFRS 17 decisions and audit responses.
After
Internal depth of command: confident decision-making, reusable artefacts, and strategic ownership of IFRS 17 execution.
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 completion over 6, 8 weeks with flexibility for deep-dive study.
If nothing changes
Continued dependence on external support may delay promotion opportunities and reduce influence in capital and risk strategy discussions.
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course delivers granular, implementation-grade knowledge used in live group insurance environments, with artefacts tailored to multi-jurisdictional rollout challenges.
Frequently asked
Is this course focused on technical accounting or practical implementation?
It focuses on practical implementation: how to set up, maintain, and defend IFRS 17 workflows in a multinational insurance group.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does it cover interactions with ORSA and local solvency regimes?
Yes, including specific integration points and reporting handoffs.
$199 one-time. Approximately 3 hours per module, designed for completion over 6, 8 weeks with flexibility for deep-dive study..
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