A tailored course, built for your situation
Premium engagement picks with IFRS 17 expertise
Access higher-margin work by leading IFRS 17 readiness and reporting strategy
$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
Operations leader in a large insurer facing regulatory and efficiency demands, with influence over reporting workflows and team-level execution.
Who this is not for
Entry-level staff, auditors without operational oversight, or technical accountants focused solely on month-end close without cross-functional coordination.
What you walk away with
- Own end-to-end IFRS 17 reporting cycles with confidence
- Anticipate auditor requirements and reduce review cycles
- Lead cross-functional alignment on liability valuation inputs
- Produce repeatable documentation packages for recurring reporting
- Position your team as the internal reference for IFRS 17 execution
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 fundamentals in practice
Break down the core pillars of IFRS 17, measurement, presentation, and transition, through real-world insurance scenarios.
12 chapters in this module
- What changed from prior GAAP
- Understanding the building blocks
- Identifying covered contracts
- Accounting policy elections
- Determining measurement models
- Transition methods explained
- Key disclosures required
- Reporting frequency decisions
- Team roles in implementation
- Vendor data dependencies
- Actuarial input specifications
- Internal control touchpoints
Module 2. Liability valuation mechanics
Map the calculation of fulfillment cash flows and contractual service margin with precision.
12 chapters in this module
- Estimating future cash flows
- Discount rate selection process
- Incorporating risk adjustments
- CSM recognition logic
- Amortization methods compared
- Adjusting for experience changes
- Impact of policy renewals
- Non-annual coverage handling
- Reinsurance recoveries tracking
- Loss component triggers
- Sensitivity testing routine
- Audit trail design
Module 3. Data pipeline coordination
Align source systems, actuarial models, and finance workflows to ensure data integrity.
12 chapters in this module
- Source system identification
- Data extraction standards
- Actuarial model handoff
- Validation thresholds
- Exception logging process
- Version control for inputs
- Timing alignment across teams
- Field mapping templates
- Change management protocols
- Backup data sources
- Documentation automation
- Reconciliation frequency
Module 4. Documentation framework
Build comprehensive, auditor-ready documentation packages for ongoing compliance.
12 chapters in this module
- Policies and procedures outline
- Control mapping to IFRS 17
- Assumption inventory design
- Model validation records
- Approval trail setup
- Versioning standards
- Storage and access rules
- Review cycle schedule
- External audit preparation
- Internal audit readiness
- Regulatory submission prep
- Change log integration
Module 5. Cross-functional team alignment
Lead effective collaboration between finance, actuarial, IT, and compliance teams.
12 chapters in this module
- Stakeholder mapping
- Meeting cadence design
- Decision logs
- Escalation paths
- RACI matrix setup
- Communication templates
- Conflict resolution tactics
- Update distribution rules
- Feedback integration
- Training rollout plan
- Onboarding checklist
- Performance metrics
Module 6. Internal control integration
Embed controls into reporting workflows to ensure accuracy and audit readiness.
12 chapters in this module
- Control point identification
- Segregation of duties
- Automated validation rules
- Manual review checklists
- Approval hierarchy design
- Exception handling
- Error correction workflow
- Control testing procedure
- Evidence retention
- SOX alignment points
- Audit simulation prep
- Continuous monitoring
Module 7. Reporting package assembly
Produce clear, compliant financial statements and supporting notes.
12 chapters in this module
- Balance sheet line items
- Income statement impact
- Disclosure formatting
- Narrative drafting
- Comparative period rules
- Management commentary
- Regulator-facing summaries
- Footnote integration
- Cross-reference indexing
- Version approval process
- Final sign-off workflow
- Distribution list setup
Module 8. Audit preparation cycle
Streamline external and internal audit interactions with structured readiness.
12 chapters in this module
- Audit timeline mapping
- Document request anticipation
- Response ownership
- Evidence packaging
- Q&A preparation
- Follow-up tracking
- Findings log
- Remediation planning
- Control enhancement
- Previous year carryforward
- Auditor communication style
- Relationship management
Module 9. Transition planning
Manage the shift from prior accounting to IFRS 17 with minimal disruption.
12 chapters in this module
- Readiness assessment
- Gap analysis
- Project timeline
- Resource allocation
- Stakeholder engagement
- Training schedule
- System changes
- Data cleanup
- Parallel run design
- Cutover planning
- Post-implementation review
- Lessons learned
Module 10. Change management
Lead organizational adaptation to new processes and expectations.
12 chapters in this module
- Stakeholder buy-in
- Communication plan
- Training delivery
- Feedback loops
- Performance tracking
- Incentive alignment
- Process documentation
- Support structure
- Adoption metrics
- Issue resolution
- Refinement cycles
- Leadership updates
Module 11. Ongoing compliance operations
Maintain consistent IFRS 17 reporting across quarters and years.
12 chapters in this module
- Quarterly close checklist
- Annual update process
- Assumption review cycle
- Model recalibration
- Control monitoring
- Audit coordination
- Regulatory change tracking
- Internal review schedule
- Team knowledge transfer
- Succession planning
- Version control
- Archive policy
Module 12. Strategic influence and visibility
Position yourself as the internal expert and trusted advisor on IFRS 17.
12 chapters in this module
- Executive communication
- Presentation to leadership
- Risk narrative framing
- Value demonstration
- Initiative ownership
- Cross-department projects
- Recognition opportunities
- Career growth path
- Thought leadership
- External engagement
- Conference participation
- Publication opportunities
How this maps to your situation
- First IFRS 17 reporting cycle
- Preparing for external audit
- Leading team transition to new standard
- Improving cross-functional alignment
Before vs. after
Before
Reliant on cross-team coordination with unclear ownership of IFRS 17 reporting outcomes
After
Owns end-to-end IFRS 17 reporting cycle with recognized expertise and team leadership
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 3-5 hours per module, designed to be completed in parallel with active reporting cycles.
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course delivers practitioner-grade tooling and decision frameworks tailored to operations leaders in complex insurance environments.
Frequently asked
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is this suitable for non-actuarial roles?
Yes, it’s designed for operations and finance leaders who coordinate reporting, not deep technical actuaries.
Will this help with auditor interactions?
Yes, modules 4, 8, and 11 provide direct preparation for audit cycles and documentation requests.
$199 one-time. Approximately 3-5 hours per module, designed to be completed in parallel with active reporting cycles..
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