A tailored course, built for your situation
Sources and specific examples on hand when peers push back
Build unshakable reasoning on IFRS 17 implementation that holds up under scrutiny
$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.
Having to defer to others when challenged on project design or compliance logic
The situation this course is for
Even strong project managers can find themselves second-guessed when technical stakeholders question the basis for timeline estimates, control boundaries, or reporting structure decisions under IFRS 17. Without direct access to authoritative sources and implementation precedents, it's easy to lose influence in cross-functional debates.
Who this is for
Senior project manager in financial services leading or coordinating IFRS 17 initiatives, expected to navigate technical uncertainty without being the subject-matter expert
Who this is not for
Entry-level analysts, auditors seeking certification, or executives who delegate all technical detail, this is for practitioners in the middle who must defend decisions daily
What you walk away with
- Trace every IFRS 17 project decision back to the standard, local regulator guidance, and precedent
- Respond confidently when peers question control scope, timeline drivers, or data flow logic
- Navigate disagreements using documented examples from early adopters
- Distinguish between firm-specific policy choices and mandatory compliance requirements
- Lead discussions with actuarial, finance, and internal audit using shared reference points
The 12 modules (with all 144 chapters)
Module 1. Why IFRS 17 changes project ownership
Understand how IFRS 17 shifts decision rights and accountability in financial reporting projects. Learn where project managers gain influence and where they must lean on structured reasoning.
12 chapters in this module
- New accountability models under IFRS 17
- Project manager as integration node
- Shift from timeline tracking to rationale anchoring
- How standards create decision leverage
- Finance and actuarial alignment points
- Regulatory expectations for documentation
- Cross-functional challenge patterns
- Decision ownership without technical title
- Mapping requirements to standard clauses
- When to escalate vs. resolve
- Building credibility through precision
- Early signals of implementation drift
Module 2. Anatomy of a defensible timeline
Break down realistic IFRS 17 project schedules using input from firms that have completed dry runs. Focus on causation, not just sequence.
12 chapters in this module
- Critical path drivers in IFRS 17
- Actuarial model integration delays
- Data pipeline validation time
- Month-end close dependencies
- Parallel track risks
- Resource contention patterns
- Historical precedent from insurers
- Buffer allocation logic
- Stakeholder availability bottlenecks
- Audit trail requirements
- Why some phases cannot be compressed
- Timeline defense playbook
Module 3. Control mapping from principle to practice
Translate high-level IFRS 17 requirements into specific controls with ownership and evidence trails. Avoid over- or under-scoping.
12 chapters in this module
- IFRS 17 paragraph to control logic
- Identifying mandatory vs. policy-based controls
- Segregation of duties in reporting
- Automated vs. manual control points
- Ownership assignment patterns
- Evidence retention rules
- Cross-system reconciliation needs
- Change management linkages
- Third-party vendor oversight
- Internal audit readiness markers
- Control rationalization techniques
- Documentation depth by layer
Module 4. Navigating actuarial and finance disagreements
Equip yourself with neutral frameworks to mediate technical disputes. Move from facilitator to trusted integrator.
12 chapters in this module
- Actuarial assumptions vs. reporting needs
- Disclosure requirement tensions
- Model validation timing conflicts
- Data granularity expectations
- Change control in projection models
- Reserve calculation frequency
- Sensitivity disclosure boundaries
- Communication rhythm mismatches
- Escalation paths for unresolved items
- Consensus-building techniques
- Reference to IFRS 17 illustrative examples
- Facilitating joint sign-offs
Module 5. Data flow decisions with defensible logic
Structure data architecture discussions so they resolve, not stall. Anchor on standard requirements, not opinions.
12 chapters in this module
- Source system identification rules
- Granularity required by standard
- Data lineage expectations
- Aggregation impact on disclosures
- Retention period alignment
- System-of-record conflicts
- ETL design trade-offs
- Master data management links
- Validation rule thresholds
- Error handling protocols
- Auditability of transformations
- Data ownership clarity
Module 6. Disclosure design under scrutiny
Build reporting outputs that preempt follow-up questions. Know where flexibility exists and where it doesn’t.
12 chapters in this module
- Mandated line items in IFRS 17
- Narrative disclosure expectations
- Sensitivity analysis depth
- Comparative period rules
- Entity-level vs. portfolio-level
- Transition method disclosure
- Assumption transparency level
- Prior period restatement logic
- Interim reporting nuances
- External auditor focus areas
- Regulator review patterns
- Disclosure review checklist
Module 7. Vendor selection with clear criteria
Define evaluation parameters grounded in IFRS 17 requirements, not marketing claims.
12 chapters in this module
- Core capabilities vs. nice-to-haves
- Actuarial model compatibility
- Reporting flexibility limits
- Integration points with GL
- Audit trail depth
- Change management support
- Historical data handling
- Scalability under stress test
- Reference client validation
- Implementation timeline realism
- Support model effectiveness
- Exit cost considerations
Module 8. Handling internal audit challenges
Anticipate review points and prepare evidence that closes loops, not reopens them.
12 chapters in this module
- Audit focus on control design
- Evidence sufficiency standards
- Testing frequency expectations
- Segregation of duties review
- Change approval trails
- Documentation completeness
- Risk rating methodology
- Control failure classification
- Remediation tracking
- Management response requirements
- Follow-up testing rules
- Audit communication rhythm
Module 9. Responding to regulator follow-ups
Turn inquiries into credibility-building moments using prepared, source-backed responses.
12 chapters in this module
- Regulator query types by theme
- Timing expectations for response
- Evidence packaging standards
- Coordination with legal
- Escalation for interpretation
- Precedent use in replies
- Clarity vs. over-disclosure
- Cross-border consistency
- Translation of technical detail
- Internal review checklist
- Response ownership patterns
- Tracking resolution status
Module 10. Building reusable implementation artefacts
Create templates, checklists, and playbooks that compound value across cycles.
12 chapters in this module
- Standardized control mapping template
- Timeline assumption documentation
- Cross-functional RACI guide
- Change request log design
- Status reporting cadence
- Meeting pack structure
- Decision register format
- Lessons learned capture
- Knowledge transfer checklist
- Onboarding materials
- Version control rules
- Archive and retrieval process
Module 11. Managing executive updates with precision
Turn status reporting into influence by focusing on decision-ready insights.
12 chapters in this module
- Executive summary structure
- Highlighting key trade-offs
- Risk communication tone
- Progress vs. timeline clarity
- Resource need justification
- Interdependency mapping
- Decision point anticipation
- Escalation with options
- Consensus status tracking
- Outcome-focused metrics
- Dependencies beyond team
- Forward-looking indicators
Module 12. Owning the narrative end to end
Become the go-to source on IFRS 17 project logic, not just the project tracker.
12 chapters in this module
- Integrating technical and operational views
- Building cross-domain trust
- Speaking with authority without title
- Anticipating peer challenges
- Using standards as anchor
- Maintaining neutrality in disputes
- Documenting rationale consistently
- Sharing knowledge proactively
- Mentoring junior team members
- Influencing scope decisions
- Driving closure on open items
- Earning reputation as final word
How this maps to your situation
- When a peer questions timeline assumptions
- When audit raises control design concerns
- When actuarial and finance disagree on scope
- When leadership asks for status on key decisions
Before vs. after
Before
Responding to challenges with general project updates or deferring to others for technical justification
After
Walking through specific standard references, implementation examples, and control logic with confidence when questioned
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 to be completed alongside active project work.
If nothing changes
Continuing to rely on others for technical justification risks being sidelined in key decisions, even when you're closest to execution.
How this compares to the alternatives
Generic IFRS 17 overviews explain the standard. This course teaches how to defend implementation choices using the standard, real examples, and structured reasoning.
Frequently asked
Is this course technical enough for actuaries or accountants?
It’s designed for project leaders, not subject-matter experts. It gives you the depth to engage credibly, not replace specialists.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me pass an exam or certification?
No. This course is for practitioners leading real-world implementation, not test preparation.
$199 one-time. Approximately 3 hours per module, designed to be completed alongside active project 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