A tailored course, built for your situation
Direct Sign-Off Authority on IFRS 17 Framework Decisions
Own the final say in 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 corporate sales practitioner in insurance, operating at the nexus of commercial deals and regulatory financial reporting, seeking formal authority over IFRS 17 judgements without escalation
Who this is not for
Entry-level staff, auditors focused only on compliance checking, or executives seeking board-level summaries without operational depth
What you walk away with
- Final approval authority on IFRS 17 classification of new contracts
- Unilateral decision rights on discount rate model inputs
- Direct sign-off on contractual service margin allocations
- Ownership of cashflow estimation methodology for long-duration policies
- Approved deviation rights from standard valuation templates
The 12 modules (with all 144 chapters)
Module 1. Classification of Insurance Contracts
Master the criteria for distinguishing insurance contracts under IFRS 17. Learn to apply the coverage unit boundary test and allocate premiums accurately. Build defensible logic for contract grouping decisions.
12 chapters in this module
- Contract boundary definition
- Coverage unit identification
- Premium allocation rules
- Risk adjustment thresholds
- Fee separation principles
- Contract modification handling
- Embedded derivative isolation
- Reinsurance eligibility checks
- Contract combination logic
- Loss recognition triggers
- Profit recognition timing
- Initial measurement steps
Module 2. Measurement Model Selection
Understand the building block vs. premium allocation approach. Learn to justify model selection based on portfolio characteristics and data availability. Document assumptions for audit readiness.
12 chapters in this module
- Building block model overview
- Premium allocation conditions
- Portfolio segmentation rules
- Data sufficiency assessment
- Transition method selection
- PAA eligibility checklist
- LOB-specific adaptations
- Model change governance
- Actuarial input validation
- Discount rate alignment
- Risk adjustment methods
- Sensitivity testing norms
Module 3. Discount Rate Determination
Own the selection and validation of risk-free yield curves. Learn to adjust for currency, duration, and liquidity. Formalize your input into the valuation chain.
12 chapters in this module
- Yield curve selection
- Currency matching rules
- Liquidity premium inclusion
- Extrapolation method choice
- Curve smoothing technique
- Fallback rate policies
- Market corridor checks
- Review frequency setting
- Central bank alignment
- Sovereign spread thresholds
- Corporate bond criteria
- Supervisory overrides
Module 4. Cashflow Estimation
Lead the development of future cashflow projections. Own assumptions for mortality, lapse, and expense. Ensure defensible documentation for internal and external review.
12 chapters in this module
- Mortality assumption sources
- Lapse rate modelling
- Expense projection
- Inflation indexing
- Tax cashflow timing
- Reinsurance recovery
- Dynamic lapse behaviour
- Macroeconomic linkage
- Stochastic vs deterministic
- Parameter uncertainty
- Calibration frequency
- Sensitivity ranges
Module 5. Risk Adjustment Methods
Choose and justify risk adjustment techniques. Learn to balance conservatism with capital efficiency. Own the selection of confidence levels and methods.
12 chapters in this module
- Risk margin definition
- Confidence level choice
- Cost of capital rate
- VaR vs TVaR selection
- Bootstrap simulation
- Parameter risk inputs
- Market risk integration
- Diversification credit
- Aggregation method
- Back-testing protocol
- Trend adjustment
- Peer benchmarking
Module 6. Contractual Service Margin
Control the recognition and release of CSM. Understand unlocking mechanisms and enforceable rights. Document your rationale for internal audit.
12 chapters in this module
- CSM initial calculation
- Release pattern setting
- Unlocks vs corrections
- Actuarial gains treatment
- Incentive compensation link
- LOB-level CSM tracking
- Premium adjustment triggers
- Experience variance handling
- CSM rollback rules
- Currency translation
- Hedging offset impact
- Regulatory scrutiny prep
Module 7. Presentation and Disclosure
Shape the financial statement outputs. Own the format and granularity of IFRS 17 disclosures. Influence how results are communicated internally and externally.
12 chapters in this module
- Balance sheet layout
- P&L structure design
- OCI treatment rules
- Note disclosure depth
- Segment reporting
- Prior period restatement
- KPI selection
- Narrative drafting
- Auditor coordination
- Regulator submission
- Internal summary format
- Executive briefing pack
Module 8. Transition Approaches
Lead the transition from prior accounting. Choose between full and modified retrospective. Document materiality thresholds and practical expedients.
12 chapters in this module
- Date of initial application
- Full retrospective path
- Modified approach conditions
- Practical expedient use
- Materiality thresholds
- Prior GAAP analysis
- Adjustment documentation
- Systems readiness check
- Data gap handling
- Comparative period rules
- Disclosure continuity
- Audit trail creation
Module 9. Internal Controls
Design and enforce controls over IFRS 17 inputs and outputs. Own approval workflows and change management. Formalize your oversight role.
12 chapters in this module
- Input validation rules
- Change request process
- Version control policy
- Segregation of duties
- Approval hierarchy
- Data lineage tracking
- Model governance
- Reconciliation cycles
- Exception reporting
- Audit access rights
- Documentation standards
- Control testing
Module 10. Vendor and System Oversight
Direct third-party valuation platforms and actuarial vendors. Own the sign-off on system outputs and model validations. Control the tech stack.
12 chapters in this module
- System selection criteria
- Vendor contract terms
- Output validation rules
- Model independence check
- Change control process
- User acceptance testing
- Data feed monitoring
- Error correction protocol
- Performance benchmarking
- Support escalation path
- License usage audit
- Integration compliance
Module 11. Stakeholder Communication
Lead conversations with finance, actuarial, and leadership teams. Own the narrative on IFRS 17 impacts. Formalize your role as the decision point.
12 chapters in this module
- Finance alignment
- Actuarial collaboration
- Leadership updates
- Sales incentive design
- Capital planning input
- Investor messaging
- Regulator engagement
- Audit committee prep
- Training delivery
- FAQ development
- Glossary standardization
- Cross-functional workshops
Module 12. Ongoing Governance
Maintain control over IFRS 17 processes. Own updates to assumptions, models, and disclosures. Enforce your authority through documented playbooks.
12 chapters in this module
- Assumption review cycle
- Model update approval
- Disclosure change control
- Peer review process
- Regulatory change tracking
- Internal audit coordination
- Lessons learned capture
- Playbook maintenance
- Succession planning
- Knowledge transfer
- Training refresh
- Performance metrics
How this maps to your situation
- When launching a new product line
- During annual valuation cycle
- Before regulator submissions
- After systems upgrade
Before vs. after
Before
Reliant on senior approval for IFRS 17 judgements, with delayed responses and diluted ownership
After
Formally recognized as the decision-maker on classification, valuation inputs, and disclosure depth, no escalation needed
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 within 6 weeks with real-world application
If nothing changes
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How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course delivers documented authority over specific decisions, classification rules, discount rates, CSM release, mapped to real corporate sales impact.
Frequently asked
Who is this course designed for?
Senior practitioners in insurance corporate sales and financial reporting who need formal decision rights over IFRS 17 outcomes.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this course grant official certification?
No. It delivers operational authority and documented ownership within your current role, not third-party credentials.
$199 one-time. Approximately 3 hours per module, designed for completion within 6 weeks with real-world application.
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