A tailored course, built for your situation
Expanded IFRS 17 Ownership Across Reserving and Reporting
Step into broader responsibility in your current role with complete command of IFRS 17 implementation layers
$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 technical specialist in a multinational carrier, operating at the intersection of underwriting, reserving, and financial reporting, with hands-on exposure to IFRS 17 data flows and compliance timelines
Who this is not for
Executives seeking board-level summaries, actuaries focused only on model validation, or IT teams managing core system integration without business-process ownership
What you walk away with
- Own end-to-end IFRS 17 data traceability from policy-level inputs to aggregated liability outputs
- Lead cross-functional alignment between actuarial, finance, and underwriting teams on assumption-setting meetings
- Produce audit-ready documentation packages that satisfy internal and external reviewers
- Anticipate and resolve reconciliation gaps before they escalate to reporting cycles
- Drive consistency in discount rate selection and segmentation logic across portfolios
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Foundations for Non-Actuaries
Understand the core pillars of IFRS 17, LLPs, CSM, and risk adjustment, and how they reshape insurance accounting beyond legacy GAAP frameworks.
12 chapters in this module
- What changed with IFRS 17
- Three pillars of the standard
- LLP calculation basics
- CSM mechanics simplified
- Risk adjustment methods
- Discount rate fundamentals
- Coverage units explained
- Grouping policies correctly
- Temporal vs. portfolio approach
- Effective date impact
- Transition methods overview
- First-time adoption paths
Module 2. Data Requirements for Compliance
Map required inputs across underwriting, claims, and finance systems to ensure clean data flow into IFRS 17 reporting layers.
12 chapters in this module
- Policy-level data fields
- Claims lag expectations
- Expense allocation rules
- Reinsurance data needs
- Currency conversion timing
- System-of-record alignment
- Data quality thresholds
- Validation checkpoints
- Source-to-report traceability
- Handling missing inputs
- Granularity by line of business
- Audit trail design
Module 3. Liability for Remaining Coverage
Build accurate Liability for Remaining Coverage calculations using real-world policy behaviors and lapse assumptions.
12 chapters in this module
- Initial recognition rules
- Lapse rate selection
- Mortality and morbidity inputs
- Coverage unit dynamics
- Premium allocation method
- Contract boundary definition
- Non-fulfillment cash flows
- Risk adjustment inputs
- Confidence level selection
- Volatility smoothing options
- Sensitivity testing
- Documentation standards
Module 4. Contract Service Margin Buildup
Track CSM development across time and cohorts with precision, including release patterns and loss recognition triggers.
12 chapters in this module
- CSM initial recognition
- Profit recognition curve
- Loss recognition events
- CSM release methods
- Currency translation impact
- Reinsurance CSM handling
- Portfolio-level adjustments
- CSM rollback scenarios
- Amortization schedules
- Actuarial update process
- CSM disclosure formats
- Peer benchmarking
Module 5. Discount Rate Selection and Management
Implement a robust, auditable process for selecting and updating discount rates across currency and duration bands.
12 chapters in this module
- Yield curve sources
- Currency-specific curves
- Duration matching rules
- Liquidity premium inputs
- Curve smoothing options
- Quarterly update process
- Sensitivity disclosures
- Backtesting requirements
- Actuarial sign-off workflow
- Finance alignment points
- Documentation templates
- Regulator Q&A prep
Module 6. Risk Adjustment Methodologies
Apply consistent risk adjustment techniques across portfolios using confidence levels, VaR, and economic capital models.
12 chapters in this module
- Purpose of risk adjustment
- Confidence level selection
- Value at Risk inputs
- Economic capital mapping
- Volatility by line of business
- Stress testing logic
- Aggregation methods
- Currency translation
- Backtesting process
- Disclosure requirements
- Peer comparison data
- Audit preparation
Module 7. Reinsurance Accounting Under IFRS 17
Structure reinsurance recoverables and ceded contracts to align with underlying asset-liability framework.
12 chapters in this module
- Reinsurance eligibility
- Ceded vs. assumed
- LLR recovery timing
- CSM treatment for reinsurers
- Reinsurance service margin
- Cash flow allocation
- Contract boundary rules
- Discount rate alignment
- Collateral impact
- Credit risk adjustment
- Reporting disclosures
- Audit trail setup
Module 8. Disclosure Design and Production
Create clear, accurate, and regulator-aligned disclosures that communicate technical results to financial audiences.
12 chapters in this module
- Note 1 structure
- Rollforward templates
- Sensitivity tables
- Portfolio summaries
- Risk adjustment narrative
- CSM release pattern
- Reinsurance disclosures
- Currency impact
- Actuarial methods section
- Assumption transparency
- Peer comparison
- Review cycle workflow
Module 9. Audit Readiness and Documentation
Prepare for internal and external audit cycles with standardized, defensible documentation packages.
12 chapters in this module
- Audit scope definition
- Sample selection rules
- Data lineage maps
- Assumption rationale
- Model output review
- CSM audit trail
- Discount rate audit
- Lapse rate validation
- Risk adjustment testing
- Reinsurance verification
- Disclosure alignment
- Sign-off workflow
Module 10. Cross-Functional Coordination
Lead alignment meetings with actuarial, finance, and underwriting teams using structured, repeatable processes.
12 chapters in this module
- Meeting cadence design
- Agenda templates
- Assumption sign-off
- Change request process
- Escalation paths
- Data ownership matrix
- Finance integration
- Underwriting feedback loop
- Actuarial update sync
- Reinsurance coordination
- Audit prep alignment
- Executive summary handoff
Module 11. System Integration and Controls
Ensure data integrity and control compliance across source systems feeding IFRS 17 outputs.
12 chapters in this module
- Source system mapping
- Data extraction rules
- Transformation logic
- Reconciliation points
- Control framework
- Exception handling
- User access design
- Change management
- Version control
- SOX alignment
- Audit trail preservation
- Disaster recovery
Module 12. Sustaining Compliance and Evolution
Maintain compliance through updates, audits, and organizational changes using documented, transferable processes.
12 chapters in this module
- Regulatory update tracking
- Interpretation research
- Implementation planning
- Change impact analysis
- Stakeholder communication
- Training materials
- Knowledge transfer
- Process documentation
- Vendor management
- Internal audit readiness
- Peer benchmarking
- Continuous improvement
How this maps to your situation
- When transitioning from IFRS 4 to IFRS 17
- During quarterly financial close cycles
- Ahead of actuarial assumption reviews
- Before external audit engagement
Before vs. after
Before
Limited visibility into how actuarial assumptions translate into financial statements, with reactive involvement in reporting cycles
After
Direct ownership of IFRS 17 data flows, assumption coordination, and disclosure inputs across reserving and finance teams
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 ongoing work cycles.
How this compares to the alternatives
Public webinars offer overview-level content without role-specific workflows. Competitor certifications focus on actuarial math, not cross-functional execution. This course delivers field-tested coordination tools and documentation templates tailored to technical specialists leading implementation.
Frequently asked
Who is this course for?
Technical insurance professionals involved in underwriting, reserving, or financial reporting who need to lead or contribute to IFRS 17 compliance without being a qualified actuary.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me influence decisions without a promotion?
Yes. You’ll gain the structured knowledge and documentation tools to lead assumption-setting meetings and own key reporting workflows in your current role.
$199 one-time. Approximately 3 hours per module, designed for integration with ongoing work cycles..
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