A tailored course, built for your situation
Direct Oversight of IFRS 17 Deliverables from Senior Sponsors
Become the go-to owner for critical accounting standard implementations with trusted responsibility handed directly from leadership
$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.
Being left out of high-impact IFRS 17 work despite having the right skills
The situation this course is for
Talented data analysts often sit outside the core loop of major accounting standard rollouts, even when their data modeling and validation skills are spot-on. The gap isn’t capability, it’s visibility and trusted ownership. Without a documented approach to owning end-to-end IFRS 17 deliverables, strong contributors remain on the periphery, while urgent escalations go to others by default.
Who this is for
IC-level financial data practitioners at global financial institutions managing regulatory reporting inputs
Who this is not for
Managers looking for team-wide compliance training or executives seeking board-level summaries
What you walk away with
- Own end-to-end IFRS 17 data validation workflows from actuarial teams
- Produce regulator-facing disclosure drafts with sign-off readiness
- Handle internal escalations from audit and control teams without escalation
- Build reusable templates for recurring IFRS 17 cycle tasks
- Gain direct routing of pre-filing review packets from senior sponsors
The 12 modules (with all 144 chapters)
Module 1. Understanding IFRS 17 Objectives and Scope
Establish foundational clarity on the standard’s intent, coverage, and impact across insurance contracts and financial reporting lines.
12 chapters in this module
- Core purpose of IFRS 17
- Insurance contract definition
- Coverage units and groupings
- Distinction from IFRS 4
- Key transition methods
- Regulatory timeline alignment
- Materiality thresholds
- Disclosure requirements
- Actuarial input dependencies
- Data granularity expectations
- Interactions with local GAAP
- Audit trail design basics
Module 2. Data Readiness for Contract Boundary Setting
Map source systems and extract data attributes needed to define and validate contract boundaries under IFRS 17.
12 chapters in this module
- Identifying inception dates
- Policy term extraction
- Modification tracking setup
- Renewal option flags
- Cancellation right fields
- DAC cost allocation tags
- Direct acquisition costs
- Indirect overhead mapping
- Contract group alignment
- Portfolio segmentation logic
- System of record tagging
- Cross-subsidy detection
Module 3. Measurement Model Configuration
Configure the chosen measurement model, GDP, PAA, or VFA, with data inputs and transformation logic.
12 chapters in this module
- Choosing GDP vs PAA
- VFA eligibility check
- Risk adjustment methods
- Discount rate sourcing
- Time value of money
- Cohort-level measurement
- Currency translation rules
- Monte Carlo inputs
- Stochastic vs deterministic
- Simplification elections
- CVA/DVA considerations
- Lapse rate inputs
Module 4. Building the LRC and Liability Components
Structure the Liability for Remaining Coverage and Loss Component with accurate data and calculation flows.
12 chapters in this module
- Future cash flow modeling
- Probability weighting inputs
- Expense inflation indexing
- Claims development lag
- Settlement pattern curves
- Reinsurance recoverables
- Discounted cash flow setup
- Risk adjustment inputs
- Confidence level selection
- VoC impact analysis
- Sensitivity testing design
- Lapse-supported assumptions
Module 5. DAC and Asset-Liability Matching
Track and amortize Deferred Acquisition Costs and align assets with liability profiles.
12 chapters in this module
- Eligible DAC costs
- Amortization pattern design
- Unbundling mixed costs
- Capitalization thresholds
- Asset class mapping
- Duration matching rules
- Yield curve alignment
- Hedging strategy inputs
- Macro hedge recognition
- Financial asset tagging
- Cohort-level pairing
- Rebalancing triggers
Module 6. Transition Approach Selection
Evaluate Full Retrospective, Modified Retrospective, or Fair Value approach for adoption.
12 chapters in this module
- Data availability check
- Mapping prior GAAP
- Opening IFRS 17 balance
- Cumulative effect calc
- Relief from retrospective
- Comparative period handling
- Disclosing transition method
- Audit documentation setup
- System cutoff date
- Change management scope
- Sign-off workflow
- Version control process
Module 7. Disclosures for Regulatory Submission
Generate complete, regulator-ready disclosures using standardized templates and commentary.
12 chapters in this module
- Key assumptions table
- Risk sensitivity output
- Reconciliation template
- Management commentary
- Capital adequacy metrics
- Portfolio performance
- Model validation summary
- Actuarial certification
- External auditor notes
- Internal control statements
- Segment reporting
- Materiality explanations
Module 8. Internal Audit and Control Alignment
Prepare for audit scrutiny with complete documentation trails and control checkpoints.
12 chapters in this module
- SOC 1 control mapping
- Segregation of duties
- Change approval logs
- Data lineage tracing
- Version control audit
- Model validation records
- Assumption tracking
- Peer review setup
- Exception handling
- Reprocessing protocol
- Control exception reporting
- Automated reconciliation
Module 9. Cross-Functional Coordination
Lead alignment between actuarial, finance, IT, and risk teams on data and process handoffs.
12 chapters in this module
- Actuarial data specs
- Finance data feeds
- IT system access
- Risk team sign-off
- Legal input tracking
- Tax implications
- Reinsurance updates
- External vendor inputs
- ServiceLevel agreement
- Escalation matrix
- Status reporting cadence
- Issue resolution workflow
Module 10. Automation and Scalability
Design repeatable processes and automate data pipelines for future cycles.
12 chapters in this module
- Template reuse strategy
- Parameterization setup
- Data pipeline design
- ETL scheduling
- Error handling
- Dashboard integration
- Change detection
- Batch processing
- API connectivity
- Version control
- Reprocessing flags
- User access control
Module 11. Stakeholder Communication
Produce clear, concise updates for senior sponsors and regulatory reviewers.
12 chapters in this module
- Executive summary format
- Technical appendix
- Highlighting exceptions
- Assumption rationale
- Model limitations
- Audit response prep
- Presentation design
- Q&A readiness
- Peer challenge prep
- Escalation summary
- Timeline updates
- Risk flagging
Module 12. Sustaining Ownership and Governance
Institutionalize your role as the trusted owner of IFRS 17 deliverables across cycles.
12 chapters in this module
- Playbook documentation
- Succession planning
- Knowledge transfer
- Training materials
- Review cycle planning
- Feedback collection
- Process improvement
- Lessons learned
- Stakeholder check-ins
- Change tracking
- Archive protocol
- Annual readiness
How this maps to your situation
- When starting first IFRS 17 cycle
- During actuarial data handoff
- Before regulator submission
- After audit findings
Before vs. after
Before
IFRS 17 work is siloed, reactive, and dependent on others to initiate
After
You own end-to-end delivery, with escalations and pre-filing reviews routed directly to you
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 2.5 hours per week over 12 weeks
If nothing changes
Continuing to rely on ad-hoc processes means remaining outside the core loop of high-impact financial reporting work, missing opportunities for trusted ownership and leadership visibility
How this compares to the alternatives
Generic IFRS 17 overviews provide high-level summaries but lack the execution detail needed to own deliverables. This course is built specifically for practitioners who must produce auditable, regulator-facing outputs, not just understand the standard.
Frequently asked
Who is this course for?
IC-level data and financial analysts at financial institutions implementing IFRS 17 with hands-on responsibility for data, modeling, or reporting outputs.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this cover local variants like APRA or PRA requirements?
Yes, with adaptable templates that align with local regulator expectations while maintaining IFRS 17 core compliance.
$199 one-time. Approximately 2.5 hours per week over 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