A tailored course, built for your situation
Direct Sign Off Authority on IFRS 17 Implementation Decisions
Own the framework rollout 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.
Escalation dependency slowing down final approvals
The situation this course is for
Technical leads often wait for senior sign-off on IFRS 17 decisions that fall within their expertise, delaying timelines and diluting ownership.
Who this is for
Mid-level technical coordinator in financial services driving compliance implementation with authority just below final approval
Who this is not for
Executives who already own enterprise-wide mandates or junior staff still learning core concepts
What you walk away with
- Authority to finalize IFRS 17 control mappings without review
- Decision ownership over data flow approvals in reporting systems
- Final say on reconciliation logic for transition adjustments
- Ownership of audit narrative packaging for external reviewers
- Direct sign-off on quarterly IFRS 17 disclosure templates
The 12 modules (with all 144 chapters)
Module 1. Defining the IFRS 17 boundary
Establish clear scope lines for what falls under IFRS 17 control and what does not. Learn to distinguish transitional assets, insurance contracts, and investment components with precision.
12 chapters in this module
- Scope identification for insurance contracts
- Differentiating IFRS 17 from local GAAP
- Mapping legacy positions to new categories
- Setting thresholds for materiality
- Documenting intent for future audits
- Aligning with actuarial teams on assumptions
- Classifying reinsurance recoverables
- Handling mixed contracts
- Boundary decisions for hybrid products
- Ownership of classification rationale
- Finalizing initial cohort groupings
- Approving classification rules
Module 2. Control ownership model
Take full ownership of control design and documentation for IFRS 17 processes. Understand how to assign, justify, and sign off on control effectiveness.
12 chapters in this module
- Designing input validation rules
- Ownership of reconciliation frequency
- Approving control exception thresholds
- Signing off on monitoring routines
- Defining rollback triggers
- Finalizing control documentation
- Assigning control operators
- Justifying manual override limits
- Setting control review cycles
- Documenting control logic
- Authorizing control changes
- Closing control gaps
Module 3. Data flow authority
Lead approval of data pipelines feeding IFRS 17 reports. Make final calls on sourcing, transformation logic, and lineage documentation.
12 chapters in this module
- Approving source system extracts
- Signing off on ETL mappings
- Validating calculation engine inputs
- Finalizing data aggregation rules
- Authorizing data fixes
- Setting data retention standards
- Documenting data lineage
- Approving reconciliation partners
- Signing off on trial balance feeds
- Owning data exception reports
- Closing data discrepancy tickets
- Approving data quality metrics
Module 4. Disclosure package command
Take full responsibility for the content, timing, and structure of IFRS 17 disclosures. Finalize templates and release schedules independently.
12 chapters in this module
- Designing disclosure layouts
- Finalizing narrative language
- Approving footnote content
- Setting approval workflows
- Signing off on draft filings
- Handling regulator queries
- Updating disclosure templates
- Managing version control
- Releasing to compliance team
- Archiving prior versions
- Authorizing external sharing
- Tracking disclosure deadlines
Module 5. Actuarial assumption oversight
Exercise decision rights over key assumptions feeding the IFRS 17 model, including discount rates, mortality tables, and lapse rates.
12 chapters in this module
- Setting assumption review frequency
- Approving base case inputs
- Signing off on sensitivity ranges
- Validating volatility assumptions
- Finalizing CSM parameters
- Approving stochastic model outputs
- Reviewing best estimate judgments
- Documenting rationale for changes
- Handling assumption drift
- Escalating outlier cases
- Owning assumption change log
- Closing assumption validation cycles
Module 6. Transition adjustment authority
Lead decisions on how historical positions are treated under IFRS 17, including Day One adjustments and prudence overlays.
12 chapters in this module
- Setting transition date
- Approving opening balance rules
- Finalizing prudence margins
- Signing off on CSM setup
- Handling currency differences
- Validating hedge accounting carryover
- Approving fair value adjustments
- Documenting transition logic
- Reconciling legacy reserves
- Closing transition gaps
- Authorizing final entries
- Archiving transition evidence
Module 7. Audit readiness command
Own the end-to-end process of preparing for IFRS 17 audits, including evidence packaging, walkthrough sequencing, and response finalization.
12 chapters in this module
- Scheduling audit entry meeting
- Assigning evidence owners
- Validating artifact completeness
- Signing off on sample sets
- Preparing walkthrough scripts
- Handling auditor queries
- Finalizing response letters
- Approving audit adjustments
- Closing audit findings
- Documenting control testing
- Archiving audit packs
- Reporting closure to leadership
Module 8. Regulatory inquiry response
Take full ownership of responses to regulators on IFRS 17 matters, including timing, content, and supporting evidence.
12 chapters in this module
- Assigning inquiry leads
- Validating response accuracy
- Signing off on timelines
- Finalizing disclosure positions
- Handling sensitive requests
- Approving external counsel input
- Documenting response rationale
- Escalating legal issues
- Closing inquiry loops
- Archiving regulator correspondence
- Reporting trends to compliance
- Updating internal playbook
Module 9. Internal stakeholder alignment
Lead cross-functional coordination on IFRS 17 matters with finance, actuarial, and risk teams, setting meeting outcomes and decision records.
12 chapters in this module
- Setting agenda for working groups
- Approving meeting minutes
- Finalizing action owners
- Signing off on joint deliverables
- Resolving inter-team disputes
- Documenting escalation paths
- Tracking cross-functional progress
- Closing dependency loops
- Updating shared calendars
- Managing change requests
- Approving joint templates
- Archiving stakeholder feedback
Module 10. Framework evolution decisions
Make binding calls on how emerging interpretations or jurisdictional updates affect the IFRS 17 implementation.
12 chapters in this module
- Monitoring IFRS interpretation updates
- Assessing impact on current setup
- Approving adaptation path
- Signing off on changes
- Finalizing implementation timing
- Validating test cases
- Documenting rationale
- Communicating changes
- Updating training materials
- Closing feedback loops
- Archiving change decisions
- Reporting to oversight
Module 11. Vendor implementation oversight
Exercise full decision authority over third-party vendor work on IFRS 17 systems, including scope, testing, and go-live approval.
12 chapters in this module
- Approving vendor work plan
- Signing off on milestones
- Validating deliverables
- Handling change requests
- Finalizing integration specs
- Approving test scripts
- Owning UAT outcomes
- Signing off on go-live
- Managing warranty claims
- Closing vendor contracts
- Archiving vendor evidence
- Reporting performance
Module 12. Sustainable ownership model
Build a durable framework where your decisions become the standard, even after team changes or system upgrades.
12 chapters in this module
- Documenting decision patterns
- Creating training materials
- Setting refresh cycles
- Finalizing knowledge transfer
- Approving successor plan
- Validating backup readiness
- Owning update schedule
- Signing off on version changes
- Closing legacy loops
- Archiving institutional memory
- Updating playbooks
- Reporting continuity status
How this maps to your situation
- New framework rollout
- Regulator-facing reporting cycle
- Internal audit preparation
- Leadership escalation avoidance
Before vs. after
Before
Waiting for approvals on IFRS 17 decisions that fall within expertise
After
Finalizing IFRS 17 control mappings and reporting rules independently
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: 90 minutes per week for 12 weeks
If nothing changes
Continued dependency on senior review slows down delivery cycles and limits recognition as a decisive technical leader.
How this compares to the alternatives
Most IFRS 17 training focuses on concepts. This course builds decision authority, the ability to finalize implementation choices without escalation.
Frequently asked
Who is this course for?
Technical coordinators and implementation leads who are close to execution but still require sign-off on final IFRS 17 decisions.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I get templates?
Yes, downloadable templates and worked examples are provided for every module.
$199 one-time. 90 minutes per week for 12 weeks.
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