A tailored course, built for your situation
Expanded Scope in IFRS 17 Implementation Ownership
Take full ownership of IFRS 17 workflows and extend your decision reach within current underwriting operations
$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
Technical underwriting practitioner at a global insurer navigating IFRS 17 data and reporting demands
Who this is not for
Executives seeking board-level summaries or high-level overviews of IFRS 17 impact
What you walk away with
- Confidence in defining IFRS 17 data boundaries within underwriting systems
- Ability to draft assumption documentation that survives actuarial and audit scrutiny
- Ownership of cross-functional handoffs between underwriting, finance, and compliance teams
- Recognition as the internal reference on implementation edge cases
- Structured approach to version control and audit trail readiness for IFRS 17 outputs
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 and the Underwriting Technician’s Role
Map the standard to daily deliverables, clarifying where your work intersects with valuation and reporting.
12 chapters in this module
- What IFRS 17 changes for underwriters
- Core terminology:履约现金流量 vs. risk adjustment
- Daily impact on policy issuance
- Linking pricing inputs to reporting outputs
- The new data trail requirements
- Where underwriting ends and actuarial begins
- Case: A single change in assumption propagation
- Regulatory intent behind transparency
- Traceability expectations from auditors
- How ORSA connects to IFRS 17 views
- Documenting rationale for inputs
- Setting version control standards
Module 2. Data Flow Design for Liability Views
Build schema-aware workflows that align underwriting data with LCVP reporting needs.
12 chapters in this module
- Identifying source systems for CSM
- Mapping policy-level granularity
- Handling non-observable inputs
- Time staging of cash flows
- Discount rate linkage points
- Loss recognition timing rules
- Aggregation boundaries by LOB
- Documentation of segmentation logic
- Interfacing with actuarial models
- Common data gaps in first submissions
- Validating completeness assertions
- Version control for input packages
Module 3. Assumption Setting Authority
Establish formal input ownership for best estimate, risk margin, and discount rate assumptions.
12 chapters in this module
- Best estimate vs. base estimate distinction
- Setting update frequency standards
- Documentation of rationale for changes
- Cross-check with NAIC MAR frameworks
- Peer review expectations
- Audit readiness for assumption logs
- Input ownership escalation paths
- Handling materiality thresholds
- Versioning assumption sets
- Template for assumption change requests
- Internal approvals for override
- Linking changes to financial impact
Module 4. Cross-Functional Handoff Design
Own the transition points between underwriting, actuarial, and compliance teams.
12 chapters in this module
- First handoff: policy issuance to valuation
- Data format standardization
- Responsibility matrix for inputs
- SLA design for assumption updates
- Escalation paths for discrepancies
- Version control across systems
- Audit trail expectations
- Handoff documentation templates
- Change request workflow
- Dispute resolution protocols
- Tracking ownership transitions
- Formal sign-off requirements
Module 5. Audit Trail Construction
Build a defensible, versioned record of all key decisions and inputs in IFRS 17 workflows.
12 chapters in this module
- Minimum traceability requirements
- Linking assumptions to outputs
- Versioning control files
- Documenting rationale changes
- Archiving review comments
- Access control for audit files
- Timestamp standards
- Change log structure
- Peer review sign-off capture
- Data lineage mapping
- Gap identification for auditors
- Reconstruction readiness test
Module 6. Internal Review Leadership
Lead pre-submission reviews with confidence, setting the pace and scope of feedback.
12 chapters in this module
- Designing internal review cycles
- Checklist for completeness
- Peer input coordination
- Flagging material deviations
- Version control in review
- Managing feedback timelines
- Ownership of reconciliation steps
- Documentation of resolution
- Escalation criteria
- Roll-forward procedures
- Audit simulation prep
- Lessons learned capture
Module 7. Escalation Ownership
Own the path for exceptions, gaps, and policy exceptions under IFRS 17.
12 chapters in this module
- Identifying reportable deviations
- Documenting root cause
- Ownership of remediation track
- Escalation thresholds
- Cross-team coordination
- Tracking resolution status
- Audit visibility into escalations
- Template for exception logs
- Formal closure requirements
- Roll-forward of open items
- Trend analysis of repeats
- Input into process improvement
Module 8. Regulatory Readiness
Anticipate regulator questions and prepare responsive, structured answers.
12 chapters in this module
- Common auditor inquiries
- Assumption justification prep
- Data sourcing documentation
- Segregation of duties review
- Internal control mapping
- Evidence package structure
- Response drafting workflow
- Review cycle for submissions
- Handling materiality challenges
- Gap responses under scrutiny
- Lessons from peer audits
- Continuous readiness approach
Module 9. Change Management Under IFRS 17
Lead updates to policies, assumptions, and systems without disrupting reporting stability.
12 chapters in this module
- Change impact assessment
- Version control protocols
- Roll-forward procedures
- Communication plan design
- Stakeholder notification
- Documentation of changes
- Testing requirements
- Sign-off on implementation
- Audit trail for updates
- Peer validation steps
- Backout planning
- Post-change review
Module 10. Peer Influence Without Authority
Drive alignment across teams using structured rationale and documented standards.
12 chapters in this module
- Building credibility through consistency
- Structured disagreement frameworks
- Using templates to scale input
- Documentation as influence tool
- Cross-functional meeting prep
- Facilitating consensus
- Handling pushback on inputs
- Leveraging audit requirements
- Positioning as internal expert
- Sharing best practices
- Formalizing feedback loops
- Institutionalizing improvements
Module 11. Implementation Playbook Development
Create a reusable, team-ready guide for IFRS 17 workflows.
12 chapters in this module
- Mapping current state
- Identifying pain points
- Designing standardized paths
- Template creation
- Version control setup
- Training material drafting
- Handoff documentation
- Audit trail integration
- Feedback loop design
- Continuous improvement plan
- Rollout strategy
- Ownership transition
Module 12. Ownership Mindset Integration
Embed long-term ownership behaviours into daily practice.
12 chapters in this module
- Daily decision ownership
- Proactive issue identification
- Documentation as default
- Version control discipline
- Cross-team communication
- Peer review engagement
- Continuous learning habits
- Audit readiness mindset
- Assumption tracking
- Input into policy updates
- Mentorship of peers
- Contributing to standards evolution
How this maps to your situation
- When starting a new IFRS 17 reporting cycle
- After receiving auditor feedback
- Before assumption update deadlines
- When onboarding new team members
Before vs. after
Before
Inputs provided on request, reactive to audit cycles, limited influence on assumption design
After
Ownership of end-to-end IFRS 17 workflows, proactive documentation, trusted input into actuarial and compliance processes
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 weeks with practical application between units.
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course focuses on the technician’s role in implementation, providing actionable templates and decision frameworks used in real audit cycles.
Frequently asked
Is this course for actuaries or finance teams?
No, it's designed specifically for underwriting technicians and technical staff who own data inputs and workflow execution under IFRS 17.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I receive a certification?
No certification is issued, but you’ll gain a portfolio of documented workflows and templates for immediate use.
$199 one-time. Approximately 3 hours per module, designed for completion over 6 weeks with practical application between units..
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