A tailored course, built for your situation
Direct sign-off authority on IFRS 17 technical decisions
Own the final call on IFRS 17 implementation choices without escalation
$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 insurance finance leader responsible for IFRS 17 implementation with cross-functional visibility and technical authority
Who this is not for
Junior accountants, auditors without decision rights, or practitioners focused only on local GAAP reconciliation
What you walk away with
- Final say on IFRS 17 discount rate selection methodology
- Authority to approve insurance contract boundary design
- Ownership of model validation thresholds without escalation
- Independence in setting overlay accounting policies
- Confidence to resolve technical disagreements with actuarial teams
The 12 modules (with all 144 chapters)
Module 1. Defining the IFRS 17 technical scope
Establish clear boundaries for insurance contract grouping and profitability analysis under IFRS 17.
12 chapters in this module
- Contract boundary definition
- Profitability cohort setup
- Risk adjustment approach
- Overlay policy triggers
- Discount rate selection
- Currency alignment
- Segmentation criteria
- Grouping by line of business
- Identifying significant risks
- Initial measurement timing
- Loss component handling
- Transition method choice
Module 2. Actuarial model validation
Set validation thresholds and sign-off criteria for IFRS 17 liability calculations.
12 chapters in this module
- Model audit readiness
- Sensitivity testing design
- Assumption sign-off
- Peer review process
- Model drift detection
- Calibration checks
- Back-testing frequency
- Reserve adequacy buffer
- Volatility adjustment
- Cohort performance
- Data quality gates
- Model exception handling
Module 3. Disclosure architecture
Design financial statement disclosures that satisfy regulators and investors.
12 chapters in this module
- Disclosure taxonomy
- Roll-forward format
- Sensitivity tables
- Narrative structure
- Reconciliation logic
- IFRS 17 vs local GAAP
- Segment reporting
- Risk profile layout
- Management commentary
- Board-facing summary
- Footnote dependencies
- Audit trail setup
Module 4. Internal governance model
Implement a lightweight approval process for ongoing IFRS 17 decisions.
12 chapters in this module
- Decision rights matrix
- Tiered review levels
- Escalation triggers
- Cross-functional alignment
- Actuarial sign-off
- Finance validation
- Legal checkpoint
- Compliance overlay
- Documentation standard
- Version control
- Change log process
- Audit readiness
Module 5. Discount rate selection
Own the methodology for selecting and updating discount curves.
12 chapters in this module
- Curve interpolation
- Currency alignment
- Liquidity premium
- Term structure
- Market data sourcing
- Fallback process
- Third-party validation
- Review frequency
- Benchmarking
- Curve volatility
- Regulatory consistency
- Internal consistency
Module 6. Risk adjustment framework
Define and defend risk margin methodology across portfolios.
12 chapters in this module
- Confidence level choice
- Cost of capital rate
- Volatility input
- Stochastic modeling
- Deterministic fallback
- Risk segmentation
- Time value of risk
- Currency effects
- Reinsurance impact
- Portfolio aggregation
- Peer benchmarking
- Sensitivity testing
Module 7. Transition method selection
Choose and justify full or modified retrospective approach.
12 chapters in this module
- Full vs partial
- Modified approach
- Data availability
- System readiness
- Gap analysis
- Materiality threshold
- Disclosure burden
- Actuarial effort
- Control environment
- Audit trail
- Third-party review
- Final approval
Module 8. Model validation sign-off
Establish independent review criteria for IFRS 17 models.
12 chapters in this module
- Validation checklist
- Assumption testing
- Code review
- Output consistency
- Sensitivity checks
- Boundary testing
- Stress scenarios
- Peer review
- Documentation
- Escalation process
- Revalidation timing
- Exception logging
Module 9. Overlay accounting policies
Design and approve internal overlays for financial reporting.
12 chapters in this module
- Profit emergence
- Management actions
- Risk mitigation
- Reinsurance alignment
- Capital allocation
- Performance metrics
- Incentive design
- Segment reporting
- Transfer pricing
- Tax alignment
- Regulatory coordination
- Audit trail
Module 10. Actuarial communication
Lead technical discussions with actuarial teams confidently.
12 chapters in this module
- Assumption challenges
- Model limitations
- Risk profile
- Sensitivity analysis
- Peer validation
- Model updates
- Data quality
- Process efficiency
- Documentation
- Governance alignment
- Regulatory expectations
- Internal reporting
Module 11. Audit readiness
Prepare for external scrutiny with complete technical documentation.
12 chapters in this module
- Audit trail
- Assumption log
- Model versioning
- Change control
- Review notes
- Documentation standard
- File naming
- Retention policy
- Access control
- Version history
- Cross-reference
- Final sign-off
Module 12. Sustained technical leadership
Maintain decision authority as IFRS 17 evolves.
12 chapters in this module
- Change tracking
- Regulatory updates
- Industry shifts
- Peer benchmarking
- Model refresh
- Team training
- Knowledge transfer
- Mentorship
- Succession planning
- Continuous learning
- Stakeholder updates
- Governance evolution
How this maps to your situation
- Initial IFRS 17 implementation
- Ongoing model validation
- Audit preparation
- Regulatory inquiry response
Before vs. after
Before
Requires escalation for core technical decisions under IFRS 17
After
Confidently signs off on measurement, modeling, and disclosure choices
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 integration with active IFRS 17 responsibilities
If nothing changes
Continued reliance on senior review slows execution and dilutes technical ownership
How this compares to the alternatives
Unlike generic compliance courses, this program focuses exclusively on technical decision rights under IFRS 17, with templates and validation frameworks used by practitioners at global insurers.
Frequently asked
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this apply to other standards like ORSA or NAIC MAR?
The core decision frameworks are tailored to IFRS 17, but the governance structure can be adapted to other regulatory contexts.
$199 one-time. Approximately 3 hours per module, designed for integration with active IFRS 17 responsibilities.
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