A tailored course, built for your situation
Mastering IFRS 17 for Deceased Estates Practitioners
Build authoritative execution capacity in financial reporting for deceased estates under IFRS 17
$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.
Fragmented ownership of IFRS 17 compliance inputs leads to rework, delayed filings, and diluted accountability
The situation this course is for
Deceased estate specialists often deliver core data for IFRS 17 reports without final say on treatment, leaving them exposed when assumptions are challenged. The same actuarial inputs used in valuation reviews, reserve reports, and disclosure packages are frequently reassessed by teams without frontline context, creating delays and inconsistent outcomes.
Who this is for
Senior compliance or financial reporting practitioner in banking, insurance, or wealth management, specialising in estate transitions and financial asset disposition under reporting frameworks
Who this is not for
Entry-level administrators, auditors without estate-specific experience, or professionals outside financial services where IFRS 17 does not apply
What you walk away with
- Full command of IFRS 17's impact on deceased estate valuation and reporting timelines
- Documented rationale library for common liability classification decisions
- Standardised templates for audit-ready reserve calculations under IFRS 17
- Ability to lead cross-functional alignment on reporting cutoff rules
- Confidence to challenge actuarial assumptions using structured IFRS 17 logic
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Foundations for Estate Assets
Establish baseline fluency in IFRS 17 principles as they apply to deferred liabilities and estate-held instruments. Understand how measurement models differ from prior standards.
12 chapters in this module
- Scope of IFRS 17 in estate contexts
- Contract boundary definition
- Measurement model selection
- Discounting fundamentals
- Liability adequacy testing
- Transition mechanics
- Variable fee adjustments
- Overlay treatments
- Disclosure thresholds
- Actuarial input standards
- Asset eligibility rules
- Time horizon alignment
Module 2. Valuation of Deceased Estate Portfolios
Apply IFRS 17 valuation rules to illiquid and mixed-tenor portfolios typical in estate administration. Learn to classify instruments under contract boundary rules.
12 chapters in this module
- Identifying insurance contracts
- Embedded derivative separation
- Cash flow estimation methods
- Collateral eligibility rules
- Lapse rate assumptions
- Mortality adjustments
- Premium allocation approach
- Unitisation techniques
- Currency mismatch handling
- Reinsurance recoverables
- Portfolio segmentation logic
- Hedging overlay applicability
Module 3. Reserve Calculation Frameworks
Build defensible, repeatable processes for calculating liability reserves under IFRS 17, including risk adjustment and service margin.
12 chapters in this module
- Risk adjustment methodologies
- Confidence level selection
- Service margin calculation
- Amortisation patterns
- Loss recognition testing
- Acquisition cost capitalisation
- Offsetting criteria
- Sensitivity reporting
- Scenario stress testing
- Rollforward mechanics
- Discount rate sourcing
- Peer benchmark selection
Module 4. Reporting Architecture Design
Design internal reporting flows that meet IFRS 17 requirements while minimising rework. Align legal, actuarial, and finance teams on data ownership.
12 chapters in this module
- Data lineage mapping
- Reporting ownership model
- Cutoff rule governance
- Intercompany coordination
- Disclosure checklist building
- Footnote drafting standards
- Management commentary structure
- Audit trail requirements
- Version control protocol
- Materiality threshold setting
- Exception escalation path
- Review cycle scheduling
Module 5. Actuarial Assumption Governance
Evaluate and challenge actuarial inputs with confidence. Understand acceptable ranges, model constraints, and practical calibration methods.
12 chapters in this module
- Assumption reasonableness test
- Mortality table selection
- Lapse rate validation
- Expense inflation inputs
- Investment return projections
- Sensitivity analysis design
- Peer study referencing
- Regulatory precedent review
- Internal model audit
- External peer benchmarking
- Assumption change protocol
- Documentation standard
Module 6. Internal Control Mapping
Map IFRS 17 compliance steps to existing control frameworks. Identify ownership gaps and implement compensating controls.
12 chapters in this module
- SOX control integration
- Segregation of duties design
- Approval hierarchy setup
- System access rules
- Manual override logging
- Change management linkage
- Data integrity checks
- Reconciliation frequency
- Exception reporting
- Audit readiness checklist
- Control effectiveness testing
- Remediation tracking
Module 7. Disclosure Package Assembly
Assemble complete, regulator-ready disclosure packages. Learn what must be included and how to justify omissions.
12 chapters in this module
- Note 1 structure
- Significant accounting policies
- Risk exposure summary
- Sensitivity disclosures
- Reconciliation to GAAP
- Management judgment summary
- Assumption transparency
- Comparative period handling
- First-time adoption notes
- Materiality reporting
- Segment reporting
- Cross-reference validation
Module 8. Audit Response Preparation
Prepare proactively for internal and external audits. Anticipate common challenges and build supporting documentation.
12 chapters in this module
- Audit request anticipation
- Evidence package organisation
- Common challenge patterns
- Assumption defence strategy
- Model validation support
- Historical trend explanation
- Peer comparison sourcing
- Regulator precedent citation
- Materiality argument structure
- Process deviation explanation
- Control exception justification
- Remediation plan drafting
Module 9. Cross-Functional Alignment
Lead alignment between legal, tax, compliance, and finance teams on estate reporting decisions. Resolve conflicts using IFRS 17 logic.
12 chapters in this module
- Stakeholder mapping
- Decision rights framework
- Conflict resolution protocol
- Escalation path design
- Meeting rhythm setup
- Status reporting format
- Issue log management
- Communication plan
- Feedback incorporation
- Change adoption tracking
- Knowledge transfer plan
- Role clarity documentation
Module 10. System Configuration Basics
Understand how core systems must be configured to support IFRS 17 reporting. Communicate requirements clearly to IT and vendor teams.
12 chapters in this module
- General ledger mapping
- Subledger setup
- Amortisation schedule rules
- Discount rate sourcing
- Cash flow staging
- Reinsurance interface
- Reporting module design
- Data export standards
- System of record rules
- Interface protocol
- Audit trail configuration
- User access design
Module 11. First-Time Adoption Planning
Lead adoption of IFRS 17 in legacy environments. Navigate transition options and implement change with minimal disruption.
12 chapters in this module
- Transition method selection
- Opening balance audit
- Comparative period treatment
- Data gap remediation
- System retrofits
- Control retrofitting
- Team training rollout
- Stakeholder communication
- Milestones tracking
- Exception logging
- Audit trail reconstruction
- Post-adoption review
Module 12. Continuous Compliance Management
Establish ongoing compliance routines. Adapt to evolving interpretations and maintain readiness across reporting cycles.
12 chapters in this module
- Change monitoring
- Interpretation updates
- Regulatory filing tracking
- Internal audit schedule
- External audit prep
- Team knowledge refresh
- Playbook iteration
- Lessons learned capture
- Benchmark maintenance
- Stakeholder updates
- Process optimisation
- Succession planning
How this maps to your situation
- Leading first-time IFRS 17 compliance for estate portfolios
- Responding to audit findings on liability reserves
- Building internal consensus on valuation assumptions
- Designing reporting workflows across siloed teams
Before vs. after
Before
Relying on others to interpret IFRS 17 for estate-specific contexts, leading to delays and inconsistent reporting outcomes
After
Direct ownership of valuation decisions and reporting narratives under IFRS 17, with documented rationale and cross-functional alignment
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, with self-paced access and lifetime updates.
If nothing changes
Continuing to operate without full command of IFRS 17 increases exposure to audit findings, delays in estate closure, and diminished influence in financial reporting discussions.
How this compares to the alternatives
Unlike generic IFRS 17 courses focused on insurers, this program is tailored specifically to the complexities of deceased estate management, with actionable templates and real-world decision frameworks.
Frequently asked
Who is this course for?
Deceased estate specialists and financial compliance practitioners in BFS who need to execute or oversee IFRS 17 reporting for estate-held liabilities and assets.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this include practical tools?
Yes, every module includes downloadable templates, worked examples, and a final implementation playbook tailored to your role.
$199 one-time. Approximately 3 hours per module, with self-paced access and lifetime updates..
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