A tailored course, built for your situation
Sources and specific examples on hand when peers push back
Build unshakable reasoning for IFRS 17 decisions with concrete precedent and traceable logic
$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 justify IFRS 17 judgments without clear references or documented rationale
The situation this course is for
Practitioners are expected to defend complex modeling and disclosure choices, but many lack structured access to the sources and precedents that make reasoning defensible. This leads to inconsistent interpretations and extended review cycles.
Who this is for
Senior compliance or actuarial professional implementing IFRS 17 with responsibility for audit defense and cross-functional alignment
Who this is not for
Entry-level analysts, auditors without implementation experience, or professionals outside insurance financial reporting
What you walk away with
- Map IFRS 17 standard clauses directly to real-world implementation examples from peer filers
- Cite specific regulator responses and published Q&As when defending measurement approaches
- Reconstruct the logic trail from standard intent to modeling decision in any audit or review
- Reference actual policy documents and footnote disclosures as precedent in internal debates
- Respond to peer challenges with sourced, structured reasoning instead of opinion
The 12 modules (with all 144 chapters)
Module 1. How IFRS 17 disclosures are being interpreted in practice
Review actual annual reports from global insurers to identify patterns in disclosure language and scope. Understand where firms are taking similar positions and where divergence creates defensibility risks.
12 chapters in this module
- First filers under IFRS 17
- Disclosure wording trends
- Scope boundary examples
- Regulator acceptances
- Common exceptions
- Footnote language patterns
- Management commentary links
- Audit opinion tie-ins
- Transition method transparency
- Materiality thresholds
- Segment reporting alignment
- Peer comparison benchmarks
Module 2. Tracing recognition criteria to real implementation choices
Connect abstract standard clauses to concrete modeling decisions in insurance contracts. See how firms justify timing, measurement, and classification in practice.
12 chapters in this module
- Coverage period determination
- Premium allocation patterns
- Loss recognition triggers
- Unit cost modeling
- Contract boundary real calls
- Acquisition cost capitalization
- Reinsurance recoveries
- Risk adjustment inputs
- Discount rate selections
- Currency translation
- Intangibles treatment
- Reserving method alignment
Module 3. Building auditable trails from standard to system
Document how IFRS 17 principles flow into actuarial models and financial outputs. Create logic maps that survive team changes and audit cycles.
12 chapters in this module
- Standard clause to field mapping
- Assumption lineage tracking
- Model input provenance
- Change control logs
- Version comparison
- Approval workflow design
- Data source tagging
- Control point integration
- System output traceability
- Documentation templates
- Cross-reference matrices
- Audit prep checklists
Module 4. Using regulator feedback as precedent
Leverage published supervisory responses to strengthen internal positions. Know what’s been accepted, challenged, or clarified by authorities.
12 chapters in this module
- EBA interpretation letters
- ESMA enforcement trends
- National regulator Q&As
- Common control findings
- IFRS Interpretations Committee records
- Solvency II alignment
- Disclosure inspection results
- Model validation expectations
- Judgment justification standards
- Materiality debates
- Comparative audit findings
- Peer review summaries
Module 5. Defending discount rate selections
Justify yield curve construction, illiquidity adjustments, and term choices with market data and precedent.
12 chapters in this module
- Yield curve sources
- Benchmark security types
- Illiquidity premium inputs
- Curve fitting methods
- Term structure alignment
- Portfolio-specific adjustments
- Currency-specific curves
- Sovereign vs corporate splits
- Liquidity thresholds
- Backtesting results
- Sensitivity disclosures
- Peer rate comparisons
Module 6. Responding to challenges on risk adjustment
Arm yourself with documented methodologies and market consistency checks to support your firm’s approach.
12 chapters in this module
- Risk margin methods
- Confidence level justification
- Volatility inputs
- Market participant views
- Cost of capital rate
- Data scarcity handling
- Peer benchmarking
- Sensitivity testing
- Backtesting protocols
- Disclosure alignment
- Audit challenges
- Regulatory acceptances
Module 7. Justifying policy decisions in impairment modeling
Align internal judgments with published standards and external practices to withstand cross-functional scrutiny.
12 chapters in this module
- Impairment trigger design
- Look-through approach
- Credit loss recognition
- Collateral treatment
- Recovery rate assumptions
- Sector-specific adjustments
- Model validation
- Stress testing
- Peer disclosure patterns
- Transition impact
- Management overlays
- Documentation standards
Module 8. Handling onerous contract assessments
Document the process for identifying and measuring onerous contracts with consistency and audit readiness.
12 chapters in this module
- Onerous test thresholds
- Future cash flow modeling
- Expense allocation
- Reinsurance impact
- Probability weighting
- Materiality cutoffs
- Peer treatment
- Disclosure examples
- Audit findings
- Regulatory expectations
- Change tracking
- Management review
Module 9. Aligning with ORSA under IFRS 17
Bridge actuarial and risk teams by showing how IFRS 17 outputs inform capital and risk strategy.
12 chapters in this module
- ORSA integration points
- Capital impact analysis
- Risk appetite alignment
- Stress testing
- Scenario design
- Liquidity planning
- Reinsurance strategy
- Risk mitigation
- Reporting integration
- Peer practices
- Audit coordination
- Board-level summaries
Module 10. Defending transition method choices
Justify full retrospective, modified, or fair value approaches with precedent and business rationale.
12 chapters in this module
- Transition method options
- Data availability impact
- System readiness
- Peer selections
- Regulator feedback
- Disclosures required
- Audit findings
- Management justification
- Impact analysis
- Backtesting
- Change tracking
- Documentation templates
Module 11. Creating defensible disclosures
Write footnotes and management commentary that withstand scrutiny and align with peer filers.
12 chapters in this module
- Disclosure checklist
- Judgment articulation
- Assumption clarity
- Peer wording
- Audit feedback
- Regulator expectations
- Transparency balance
- Complexity simplification
- Footnote structure
- Cross-reference clarity
- Consistency checks
- Review cycle prep
Module 12. Leading cross-functional alignment
Use sourced, structured reasoning to unify actuarial, finance, risk, and compliance teams.
12 chapters in this module
- Common language building
- Glossary standards
- Interpretation sharing
- Meeting facilitation
- Conflict resolution
- Template use
- Precedent libraries
- Decision logging
- Feedback integration
- Change communication
- Training materials
- Ownership mapping
How this maps to your situation
- When peers question modeling choices
- During audit preparation cycles
- In ORSA and capital planning
- When drafting disclosures and footnotes
Before vs. after
Before
Having to explain IFRS 17 judgments without clear references or documented precedent
After
Walking into any review with sourced examples, direct regulator feedback, and logic trails that defend every significant choice
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 asynchronous completion over 6-8 weeks with immediate applicability to current work.
If nothing changes
Without structured defensibility, teams face extended review cycles, inconsistent interpretations, and higher audit friction, especially as IFRS 17 becomes a benchmark for actuarial rigor.
How this compares to the alternatives
Unlike generic training, this course delivers specific examples from peer filers, regulator responses, and documented precedents, so you’re not building reasoning from scratch, but from proven practice.
Frequently asked
Is this focused on IFRS 17 implementation or audit defense?
Both. The course builds implementation rigor that naturally supports stronger audit defense through traceable logic and cited sources.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Are the examples from real insurers?
Yes. Every module includes actual disclosures, regulator responses, or published implementation choices from peer filers.
$199 one-time. Approximately 3 hours per module, designed for asynchronous completion over 6-8 weeks with immediate applicability to current 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