A tailored course, built for your situation
Direct sign-off authority on IFRS 17 technical design choices
A 199 course for AIG practitioners mastering insurance accounting standards 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.
Being in the middle of compliance workflows without decision authority leads to delays and rework when interpretations differ
The situation this course is for
Teams stall when technical decisions wait for approvals three levels up. Practitioners with hands-on insight aren’t trusted to decide, even on recurring design questions. This slows reporting cycles and erodes confidence in frontline ownership.
Who this is for
Mid-level insurance operations practitioner at a global carrier, embedded in financial reporting or actuarial support functions, handling tasks linked to regulatory accounting compliance
Who this is not for
Executives seeking board-level summaries, consultants wanting broad frameworks, or staff outside insurance financial reporting
What you walk away with
- Own technical design decisions for IFRS 17 implementations without escalation
- Reference regulator-aligned patterns when choosing measurement models
- Document rationale for data aggregation rules that survive audit scrutiny
- Build repeatable templates for policy-level disclosures
- Gain recognition as the go-to practitioner for IFRS 17 execution clarity
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 foundations in practice
Understand the real-world mechanics of IFRS 17 beyond textbook definitions, focusing on how standards translate into implementation choices at scale.
12 chapters in this module
- What IFRS 17 replaces and why
- Three core objectives of the standard
- How AIG applies the general model
- Difference between OCB and VFA
- Timing of liability recognition
- Unit of account definition
- Contract boundary rules
- Treatment of direct costs
- Acquisition cost capitalization
- Coverage units for service margin
- Risk adjustment approach
- Discount rate selection criteria
Module 2. Data architecture under IFRS 17
Design data flows that support compliance without over-engineering, using patterns tested in large insurance environments.
12 chapters in this module
- Source system requirements
- Granularity of contract data
- Policy-level vs portfolio aggregation
- Data lineage tracking
- Mapping legacy data to CSM
- Handling partial cancellations
- Premium inclusion rules
- Variable fee adjustments
- Cash flow segmentation
- Discounting frequency
- Currency translation method
- Intercompany reconciliation points
Module 3. Measurement model decisions
Choose and justify measurement approaches that align with both accounting intent and operational reality.
12 chapters in this module
- Building blocks of the CSM
- Initial recognition of cash flows
- Probability weighting methods
- Monte Carlo vs deterministic
- Risk adjustment calibration
- Time value of money inputs
- Inflation adjustments
- Segment definition rules
- Portfolio level reassessments
- Loss recognition triggers
- Materiality thresholds
- Simplifications allowed
Module 4. Service margin recognition
Apply systematic methods for releasing service margin in line with coverage units and time passage.
12 chapters in this module
- Defining coverage units metric
- Time vs units: when to use
- Adjusting for lapses
- Non-proportional reinsurance
- Expense allocation method
- Amortization schedule setup
- Manual override tracking
- System automation logic
- Audit trail completeness
- Policy anniversary adjustments
- Mid-period cancellations
- CSM unlocking rules
Module 5. Disclosure design execution
Produce disclosures that meet regulator expectations without requiring rework or senior review.
12 chapters in this module
- Notes to financial statements
- Reconciliation format
- CSM rollforward structure
- Risk adjustment disclosures
- Sensitivity analysis content
- Assumption tables
- Model validation summary
- Judgment descriptions
- Comparative period treatment
- Aggregation level rules
- Materiality explanations
- Internal control statements
Module 6. System integration patterns
Integrate IFRS 17 logic into core platforms without waiting for enterprise-level decisions.
12 chapters in this module
- Data ingestion pipelines
- General ledger mapping
- Chart of accounts structure
- Automation triggers
- Error flagging rules
- Batch processing windows
- Reprocessing workflows
- Version control practices
- System of record designation
- Change management form
- User access levels
- Audit log retention
Module 7. Actuarial and finance alignment
Bridge communication gaps between teams with shared frameworks for assumption setting.
12 chapters in this module
- Actuarial input templates
- Finance assumption review
- Model validation steps
- Assumption sign-off process
- Sensitivity testing method
- External peer review
- Documentation standards
- Interdepartmental escalation
- Conflict resolution track
- Change approval trail
- Meeting minutes format
- Decision register setup
Module 8. Internal audit readiness
Prepare for audit cycles with documentation that anticipates reviewer questions.
12 chapters in this module
- Control mapping exercise
- Design vs operating effectiveness
- Automated control flags
- Manual override logs
- Segregation of duties
- Change approval trails
- Test script development
- Sample selection method
- Deficiency tracking
- Remediation workflow
- Root cause analysis
- Pre-audit walkthrough
Module 9. Annual close execution
Deliver clean year-end results under tight timelines using proven playbooks.
12 chapters in this module
- Timeline for close cycle
- Intercompany coordination
- Adjustment journal entries
- CSM rollforward validation
- Disclosure draft schedule
- Management review points
- Board presentation prep
- Auditor Q&A support
- Final sign-off checklist
- Version freeze rules
- Regulatory filing dates
- Post-close review
Module 10. Change management under IFRS 17
Handle policy updates, assumption changes, and system adjustments without disrupting compliance.
12 chapters in this module
- Trigger identification
- Change impact assessment
- Stakeholder notification
- Approval workflow setup
- Model re-run requirements
- Data update scope
- Disclosure revisions
- Versioning control
- Audit trail updates
- Rollback planning
- Change log maintenance
- Post-implementation review
Module 11. Vendor implementation support
Guide third-party implementations with confidence, ensuring alignment with AIG's standards.
12 chapters in this module
- RFP preparation
- Vendor selection criteria
- Contract terms for compliance
- Implementation timeline
- Milestone tracking
- UAT design
- Defect management
- Knowledge transfer
- Go-live checklist
- Post-live support
- Performance monitoring
- Exit strategy
Module 12. Ownership and escalation framework
Define clear boundaries for decision rights, reducing reliance on senior review.
12 chapters in this module
- Decision rights matrix
- Technical design approval
- Escalation threshold rules
- Peer review triggers
- Independent verification
- Cross-functional alignment
- Sign-off delegation
- Audit readiness checks
- Documentation completeness
- Quality gate design
- Mistake recovery path
- Lessons learned capture
How this maps to your situation
- When building initial IFRS 17 models
- During year-end close cycles
- After system integration decisions
- Before audit fieldwork begins
Before vs. after
Before
Relies on senior team for technical decisions, waits for approvals, repeats explanations during audits
After
Confidently makes technical design choices, leads documentation, and sets precedent within the team
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 alongside regular work
If nothing changes
Continuing without decision authority means staying in reactive mode, repeating the same justifications, and missing chances to lead in high-visibility compliance work
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course focuses on execution-level decision rights , giving you specific, defensible ownership of technical choices others escalate
Frequently asked
Who is this course for
Practitioners in insurance operations, finance, or actuarial roles who implement IFRS 17 and want to make decisions without approval
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me get promoted
It builds recognized expertise that leads to higher-visibility work, which often precedes formal advancement
$199 one-time. Approximately 3 hours per module, designed for completion alongside regular work.
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