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Sources and specific examples on hand when peers push back on IFRS 17

$199.00
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A tailored course, built for your situation

Sources and specific examples on hand when peers push back on IFRS 17

Build defensible positions on IFRS 17 implementation choices with referenced reasoning and clear audit lineage

$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 second-guess your own rationale when challenged on IFRS 17 design decisions

The situation this course is for

Mid-cycle challenges from internal reviewers or auditors can force rework if positions lack traceable reasoning or cited precedents. Without documented logic trails, even sound decisions appear arbitrary under pressure.

Who this is for

Senior compliance or financial reporting practitioner implementing IFRS 17 in a large financial institution, accountable for audit-ready outputs and cross-functional alignment

Who this is not for

Entry-level auditors, non-technical observers of IFRS 17, or those seeking only high-level overviews without implementation detail

What you walk away with

  • Trace every material IFRS 17 design decision back to a documented rationale with cited sources
  • Respond to peer challenges with specific examples from published guidance, regulator feedback, or peer implementations
  • Differentiate between policy options using explicit criteria grounded in audit expectations
  • Produce commentary that survives scrutiny from external reviewers without escalation
  • Assemble a personal reference library of decision patterns and supporting evidence for future cycles

The 12 modules (with all 144 chapters)

Module 1. Mapping IFRS 17 to organizational structure
Align standard requirements with current reporting lines and control points across actuarial, finance, and risk teams.
12 chapters in this module
  1. Identifying accountable roles under IFRS 17
  2. Linking control owners to disclosure items
  3. Charting data flow across legal entities
  4. Defining boundary conditions for consolidation
  5. Documenting delegation authority for estimates
  6. Flagging interdependencies with SOX 404 controls
  7. Establishing version control for assumptions
  8. Integrating actuarial inputs into reporting workflow
  9. Assigning ownership for model changes
  10. Tracking commentary lineage from source to output
  11. Validating alignment with internal audit scope
  12. Creating a living organization mapping
Module 2. Sourcing discount rate methodologies
Compare approaches to risk-free rate selection and liquidity premium application with documented precedents.
12 chapters in this module
  1. Reviewing regulator-accepted yield curve methods
  2. Benchmarking against EBA technical standards
  3. Applying local currency adjustments
  4. Handling non-deep market curves
  5. Incorporating currency basis spreads
  6. Adjusting for duration mismatch
  7. Validating extrapolation techniques
  8. Citing BCBS and IASB documentation
  9. Comparing firm-level vs group-level curves
  10. Integrating inflation-linked components
  11. Testing stability across reporting periods
  12. Documenting selection rationale
Module 3. Building model boundary documentation
Define where IFRS 17 models begin and end with citations from implementation guides and auditor feedback.
12 chapters in this module
  1. Identifying in-scope contracts by duration
  2. Classifying participating vs non-participating
  3. Determining variable fee treatment
  4. Setting thresholds for materiality
  5. Applying look-through rules for reinsurance
  6. Mapping to underlying cash flow drivers
  7. Documenting policy renewal assumptions
  8. Justifying aggregation methods
  9. Aligning with prior GAAP treatment
  10. Referencing transition disclosures
  11. Validating with external auditor input
  12. Updating for portfolio changes
Module 4. Constructing assumption governance logs
Create auditable trails for key estimates with version history and source references.
12 chapters in this module
  1. Defining sensitivity thresholds
  2. Assigning ownership for updates
  3. Capturing rationale for changes
  4. Linking to economic indicators
  5. Validating with actuarial models
  6. Setting review frequency
  7. Integrating stress testing results
  8. Documenting override procedures
  9. Testing independence of inputs
  10. Aligning with risk appetite
  11. Reporting deviation triggers
  12. Archiving superseded versions
Module 5. Applying transition methods with justification
Select full vs modified retrospective with documented analysis of operational impact.
12 chapters in this module
  1. Assessing data availability gaps
  2. Estimating effort for restatements
  3. Evaluating comparability benefits
  4. Consulting regulator transition feedback
  5. Documenting policy election
  6. Applying practical expedients
  7. Handling missing information
  8. Integrating with prior period audits
  9. Testing opening balance stability
  10. Aligning with tax reporting
  11. Updating disclosure templates
  12. Communicating methodology to stakeholders
Module 6. Creating audit-ready disclosure narratives
Write commentary that anticipates reviewer questions and embeds citation-ready sources.
12 chapters in this module
  1. Structuring footnote disclosures
  2. Explaining model choices clearly
  3. Integrating quantitative summaries
  4. Referencing standard paragraph numbers
  5. Linking to internal policies
  6. Citing auditor confirmation points
  7. Validating against peer filings
  8. Updating for regulator comments
  9. Maintaining version consistency
  10. Cross-referencing with control documentation
  11. Preparing Q&A briefs
  12. Publishing in structured format
Module 7. Integrating with internal audit cycles
Prepare for assurance activities with referenceable testing protocols and evidence trails.
12 chapters in this module
  1. Scheduling coordination points
  2. Defining testable assertions
  3. Producing sample packs
  4. Documenting control effectiveness
  5. Linking to SOC 2 processes
  6. Validating data integrity
  7. Confirming access controls
  8. Testing estimation processes
  9. Reviewing independence safeguards
  10. Reporting findings remediation
  11. Updating risk registers
  12. Aligning with annual planning
Module 8. Handling peer review challenges
Respond to technical disagreements with sourced reasoning and precedent examples.
12 chapters in this module
  1. Anticipating common critique points
  2. Preparing rebuttal briefs
  3. Citing jurisdiction-specific rulings
  4. Benchmarking peer approaches
  5. Engaging subject matter experts
  6. Documenting resolution paths
  7. Updating knowledge base
  8. Tracking recurring themes
  9. Improving cross-team alignment
  10. Refining communication templates
  11. Using feedback to improve models
  12. Standardizing response protocols
Module 9. Aligning with SOX 404 requirements
Map IFRS 17 controls to existing SOX framework with traceable documentation.
12 chapters in this module
  1. Identifying financial statement impacts
  2. Linking to entity-level controls
  3. Defining process-level check points
  4. Integrating with ITGCs
  5. Testing data integrity flows
  6. Documenting access restrictions
  7. Validating change management
  8. Reviewing third-party controls
  9. Reporting control exceptions
  10. Updating risk assessments
  11. Aligning with audit timelines
  12. Producing control matrices
Module 10. Maintaining documentation under change
Update reasoning trails when models, teams, or assumptions shift.
12 chapters in this module
  1. Triggering review after staff turnover
  2. Updating after system changes
  3. Revalidating after material events
  4. Adjusting for new regulator input
  5. Reassessing aggregation boundaries
  6. Revising model scope definitions
  7. Re-linking to organizational changes
  8. Retesting estimation processes
  9. Re-archiving superseded versions
  10. Reconfirming auditor alignment
  11. Re-publishing disclosure templates
  12. Re-educating stakeholders
Module 11. Developing precedent libraries
Build a go-to reference collection of rulings, examples, and auditor feedback.
12 chapters in this module
  1. Curating regulator Q&As
  2. Organizing by topic cluster
  3. Tagging by jurisdiction
  4. Summarizing key takeaways
  5. Linking to implementation cases
  6. Updating for new guidance
  7. Sharing across teams
  8. Protecting confidential content
  9. Integrating search functionality
  10. Versioning source materials
  11. Citing in internal memos
  12. Reporting usage metrics
Module 12. Institutionalizing defensible practices
Embed reference-ready habits into standard operating procedures.
12 chapters in this module
  1. Designing templates with citations
  2. Training new hires on standards
  3. Scheduling knowledge refreshers
  4. Integrating into onboarding
  5. Creating checklists for reviewers
  6. Aligning with promotion criteria
  7. Recognizing depth in performance reviews
  8. Rewarding documented rigor
  9. Publishing internal best practices
  10. Linking to career progression
  11. Building cross-functional credibility
  12. Ensuring continuity through transitions

How this maps to your situation

  • During initial IFRS 17 implementation
  • Before audit preparation cycle
  • After peer challenge to modeling approach
  • When onboarding new team members

Before vs. after

Before
Relying on memory or fragmented documentation when questioned about IFRS 17 choices
After
Responding with clear, cited reasoning and referenceable examples that close challenges efficiently

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 ongoing IFRS 17 work over 8-12 weeks.

If nothing changes
Continuing to rely on implicit knowledge increases rework risk during audits and weakens cross-functional influence when defending design choices.

How this compares to the alternatives

Unlike generic webinars or standard trainings, this course focuses exclusively on building defensible, citation-backed positions for real-world peer and auditor challenges, with templates and examples drawn from actual financial institution implementations.

Frequently asked

How is this different from general IFRS 17 training?
This course doesn’t just explain the standard, it teaches how to defend your implementation choices with sources, examples, and clear logic trails that hold up under scrutiny.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me during audits?
Yes, each module builds audit-ready documentation habits, so your rationale and evidence are referenceable before reviewer questions arise.
$199 one-time. Approximately 3 hours per module, designed to be completed alongside ongoing IFRS 17 work over 8-12 weeks..

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
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