A tailored course, built for your situation
Direct influence over IFRS 17 financial disclosures
A tailored course for senior practitioners shaping financial reporting under evolving standards
$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.
Who this is for
Senior compliance or financial reporting practitioner at a global asset servicing or wealth management institution, currently involved in IFRS 17 implementation or oversight, seeking expanded decision ownership without a title change.
Who this is not for
Entry-level accountants, auditors focused solely on SOX 404 controls, or professionals outside financial services with no exposure to international accounting standards.
What you walk away with
- Final sign-off authority on IFRS 17 disclosure wording and presentation
- Earlier involvement in financial narrative design before leadership drafts
- Clear escalation path for measurement disagreements under transition relief
- Recognition as the go-to resolver for actuarial-finance alignment issues
- Documented decision logic that reduces rework during audit cycles
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 scope determination in practice
How to classify contracts under IFRS 17 with precision, avoiding misclassification that triggers downstream rework. Covers practical distinctions between investment contracts and insurance contracts using real firm examples.
12 chapters in this module
- Contract classification principles
- Dual nature exceptions
- Unit-linked policy treatment
- Variable fee contracts
- Embedded derivative identification
- Group contract aggregation
- Modifications impact
- Coverage units definition
- Direct acquisition costs
- Fair value overlay
- Transition date readiness
- Documentation trail
Module 2. Building the measurement model
Step-by-step assembly of the building block model and the premium allocation approach. Focuses on practical implementation, not theoretical constructs, using templates aligned to the firm’s structure.
12 chapters in this module
- Fulfillment cash flows
- Risk adjustment methods
- Discount rate selection
- Current estimates process
- Loss component handling
- Acquisition cost deferral
- Amortization patterns
- Monitoring changes
- Sensitivity disclosures
- Currency translation
- Intercompany elimination
- Model validation checklist
Module 3. Transition options and practical elections
Navigates the three transition methods under IFRS 17, helping practitioners choose and justify the optimal path based on historical data availability and system readiness.
12 chapters in this module
- Full retrospective path
- Modified retrospective choice
- Fair value overlay election
- Practical expedients use
- Portfolio aggregation
- Data gap workarounds
- System cutoff points
- Judgment documentation
- Change impact summary
- Approval workflow
- Back-testing necessity
- Regulator readiness
Module 4. Financial statement line items
How IFRS 17 changes P&L and balance sheet presentation, with direct mapping to the firm’s reporting format. Ensures clarity for internal stakeholders unfamiliar with actuarial logic.
12 chapters in this module
- Insurance revenue definition
- Claims expense timing
- Liability for remaining coverage
- Loss allowance movement
- Investment component separation
- OCI treatment
- Segment reporting
- Revenue recognition alignment
- Expense amortization
- Capital allocation views
- Peer comparison points
- Disclosure hierarchy
Module 5. Disclosure narrative design
Turns technical outputs into clear, regulator-ready narratives. Focuses on how to write disclosures that preempt follow-up questions and elevate your influence.
12 chapters in this module
- Risk exposure wording
- Model assumptions clarity
- Sensitivity analysis framing
- Judgment transparency
- Change from prior period
- Uncertainty explanation
- Scenario comparisons
- Actuarial input summary
- Management commentary
- Regulatory expectation match
- Peer benchmark inclusion
- Narrative consistency check
Module 6. Actuarial-finance alignment workflow
Establishes a repeatable process for data exchange, assumptions validation, and revision cycles between actuarial and finance teams to avoid last-minute surprises.
12 chapters in this module
- Assumptions sign-off flow
- Data format standards
- Version control protocol
- Revision cycle timing
- Disagreement escalation
- Interdepartmental meetings
- Lead time buffers
- Audit trail setup
- Exception logging
- Model variance tracking
- Feedback integration
- Ownership clarity
Module 7. Internal control integration
Shows how to embed IFRS 17 controls into existing SOX 404 frameworks without overburdening teams, focusing on critical data points and judgment gates.
12 chapters in this module
- Key control identification
- Judgment points mapping
- Segregation of duties
- Review escalation paths
- Automated checks
- Documentation requirements
- Testing frequency
- Control owner assignment
- Exception handling
- Audit readiness
- Process vs entity level
- Change management
Module 8. External audit preparation
Prepares practitioners to lead audit interactions confidently, with templates for evidence assembly, response drafting, and challenge handling.
12 chapters in this module
- Audit request triage
- Evidence packaging
- Response drafting
- Judgment defense
- Tone setting
- Timeline management
- Follow-up tracking
- Query categorization
- Regulator alignment
- Peer benchmark use
- Documentation completeness
- Escalation paths
Module 9. Management reporting adaptation
How to tailor IFRS 17 outputs for executive consumption, focusing on metrics that matter and avoiding technical overload in leadership summaries.
12 chapters in this module
- KPI selection
- Trend visualization
- Variance explanation
- Forward outlook
- Risk exposure summary
- Capital impact
- Peer comparison
- Sensitivity context
- Actionable insights
- Narrative brevity
- Board-level translation
- Performance tracking
Module 10. Vendor and system readiness
Evaluates third-party systems and vendor support for IFRS 17 compliance, helping practitioners assess gaps and push for improvements.
12 chapters in this module
- System capability checklist
- Vendor SLA review
- Data integration points
- Change request process
- Upgrade frequency
- Support responsiveness
- Patch management
- Customization limits
- Audit trail features
- User access control
- Performance metrics
- Contingency planning
Module 11. Cross-jurisdiction consistency
Addresses challenges in applying IFRS 17 across regions with varying interpretations, focusing on the firm’s global client base.
12 chapters in this module
- Local GAAP reconciliation
- Regulatory variation handling
- Cross-border reporting
- Currency impact
- Tax interaction
- Legal entity alignment
- Local audit requirements
- Head office coordination
- Time zone challenges
- Language clarity
- Document standardization
- Consolidation issues
Module 12. Sustainability and team scaling
Ensures knowledge transfer and process durability beyond individual ownership, so the team maintains quality even during staff changes.
12 chapters in this module
- Knowledge capture
- Playbook documentation
- Onboarding materials
- Mentorship structure
- Quality assurance
- Version control
- Feedback loops
- Process automation
- Training rhythm
- Success metrics
- Lessons learned
- Continuous improvement
How this maps to your situation
- When first adopting IFRS 17
- After initial implementation
- During audit season
- Before financial close
Before vs. after
Before
Relies on cross-functional alignment and senior review for IFRS 17 disclosure decisions
After
Owns final wording and measurement logic for IFRS 17 disclosures independently
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 practitioners to complete one module per week while maintaining regular responsibilities.
If nothing changes
Without deeper integration into financial disclosure ownership, influence remains constrained to execution rather than decision-shaping, limiting visibility and career trajectory.
How this compares to the alternatives
Generic IFRS 17 training covers theory and broad principles. This course delivers specific decision rights, sign-off workflows, and disclosure templates tailored to senior practitioners in asset servicing firms like the firm.
Frequently asked
Is this course relevant if my firm uses a different accounting standard locally?
Yes. The course focuses on IFRS 17 as the global benchmark, with techniques to reconcile local GAAP and maintain consistency across jurisdictions.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me lead audit interactions under IFRS 17?
Yes. Module 8 provides templates and strategies for leading external audit interactions confidently and efficiently.
$199 one-time. Approximately 3 hours per module, designed for practitioners to complete one module per week while maintaining regular responsibilities..
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