A tailored course, built for your situation
Mastering IFRS 17 for Senior Financial Reporting Practitioners
Turn complex insurance accounting standards into clear, defensible reporting outcomes
$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.
Struggling to align actuarial, finance, and audit teams on IFRS 17 outputs?
The situation this course is for
IFRS 17 reporting often stalls at the handoff points, between models and disclosures, actuaries and accountants, policy and production. The standard is live, but execution remains fragmented, creating rework, audit exposure, and blurred ownership.
Who this is for
Senior financial reporting specialist at a global financial institution implementing IFRS 17, accountable for accurate, timely, and defensible outputs across multi-team environments
Who this is not for
Entry-level accountants, auditors not involved in implementation, or practitioners outside insurance-linked financial reporting
What you walk away with
- Confidently lead technical discussions on IFRS 17 model design and validation
- Produce audit-ready documentation with traceable control mappings
- Align actuarial, finance, and compliance teams around a single source of truth
- Anticipate and resolve disclosure conflicts before finalization
- Own end-to-end reporting workflows with documented decision trails
The 12 modules (with all 144 chapters)
Module 1. Understanding IFRS 17 Foundations
Build a rock-solid grounding in IFRS 17's structure, objectives, and core principles, with emphasis on insurance contract definition and measurement models.
12 chapters in this module
- Scope of IFRS 17
- Insurance Contract Definition
- Building Blocks Approach
- Variable Fee Approach
- Premium Allocation Approach
- Coverage Units
- Contract Boundary
- Modification Accounting
- Portfolio Grouping
- Measurement Model Selection
- Discount Rate Curves
- Loss Recognition Triggers
Module 2. Transition Methods and Practical Application
Navigate the three transition methods, full, modified, and fair value, with real examples from global implementations.
12 chapters in this module
- Full Retrospective Method
- Modified Retrospective Overview
- Fair Value Approach Criteria
- Determining Applicability
- Data Readiness Checks
- Prior Period Adjustments
- Disclosure Requirements
- Actuarial Alignment
- System Impact Assessment
- First Reporting Period
- Audit Trail Setup
- Change Management
Module 3. Building the Liability for Remaining Coverage
Step-by-step construction of the LRC using real actuarial assumptions and policy data.
12 chapters in this module
- Cash Flow Projection Timing
- Discount Rate Selection
- Risk Adjustment Methods
- Confidence Level Setting
- Monte Carlo Basics
- Rollforward Mechanics
- Expense Allocation
- Acquisition Cost Treatment
- Time Value of Money
- Currency Translation
- Hedging Interaction
- Sensitivity Disclosure
Module 4. Constructing the Liability for Claim Payments
Detailed walkthrough of claims liability calculation, including settlement patterns and adjustment triggers.
12 chapters in this module
- Claim Incurrence Timing
- Incurred But Not Reported
- Claims Development Patterns
- Ultimate Loss Estimation
- Discounting Claims
- Reinsurance Recovery
- Recoverability Tests
- Currency Exposure
- Event-Based Triggers
- Loss Development Triangles
- Case Reserve Updates
- Finalization Controls
Module 5. Understanding the Insurance Service Result
Break down the ISR and its components across reporting periods.
12 chapters in this module
- Revenue Recognition Patterns
- Claims Expense Timing
- Risk Adjustment Unlocking
- Acquisition Cost Amortization
- Expense Recognition Curve
- Profit Recognition Profile
- Rollforward Reconciliation
- Reporting Thresholds
- Interim Periods
- Disclosures
- Management Commentary
- Peer Benchmarking
Module 6. Disclosure Strategy and Design
Structure comprehensive, auditor-friendly disclosures that tell a clear story.
12 chapters in this module
- Summary of Accounting Policies
- Reconciliation of Balances
- Risk Exposure Tables
- Sensitivity Analysis
- Actuarial Assumption Disclosure
- Management Judgment Statements
- Comparative Periods
- Aggregation Rules
- Materiality Thresholds
- Audit Query Prep
- Peer Benchmarking
- Regulator Expectations
Module 7. Actuarial and Finance Team Alignment
Bridge the gap between technical actuarial models and financial reporting outputs.
12 chapters in this module
- Assumption Handoff Protocol
- Model Validation Checklist
- Data Consistency Rules
- Controlled Assumption Updates
- Change Approval Workflow
- Disagreement Escalation
- Cross-Team Reviews
- Version Control
- Documentation Standards
- Audit Trail Requirements
- Model Certification
- Governance Calendar
Module 8. Audit Preparation and Readiness
Produce fully traceable, evidence-backed reporting packages.
12 chapters in this module
- Audit Request Checklist
- Document Retention Strategy
- Control Mapping
- Assumption Justification
- Model Output Traceability
- Management Sign-Off
- Third-Party Evidence
- Time Zone Coordination
- Version Lockdown
- Query Response Templates
- Rollforward Reconciliation
- Evidence Index
Module 9. System Integration and Data Flow
Map IFRS 17 data requirements across source systems and reporting layers.
12 chapters in this module
- Policy Data Requirements
- Claims System Inputs
- Actuarial Model Feeds
- ERP Integration Points
- Data Quality Checks
- Mapping Tables
- Exception Handling
- Reconciliation Triggers
- Batch Processing
- Governance Dashboard
- Error Resolution
- Change Management
Module 10. Management Reporting and Commentary
Translate technical outputs into strategic insights for leadership.
12 chapters in this module
- Executive Summary Templates
- KPI Dashboard Design
- Variance Explanation
- Assumption Sensitivity
- Trend Commentary
- Peer Comparison
- Risk Highlighting
- Forward-Looking Statements
- Governance Updates
- Board-Level Summary
- Scenario Planning
- Management Action Items
Module 11. Ongoing Maintenance and Updates
Keep IFRS 17 reporting accurate and responsive to change.
12 chapters in this module
- Assumption Refresh Cycle
- Model Validation Frequency
- Disclosure Updates
- Audit Feedback Loop
- Regulator Communication
- Team Onboarding
- Knowledge Transfer
- Playbook Updates
- Process Automation
- Change Tracking
- Lessons Learned
- Continuous Improvement
Module 12. Final Implementation Review
Ensure all moving parts work together in a live reporting environment.
12 chapters in this module
- End-to-End Walkthrough
- Cross-Module Consistency
- Data Integrity Check
- Disclosure Accuracy
- Audit Trail Completeness
- Stakeholder Sign-Off
- Peer Review
- Gap Remediation
- Final Validation
- Handover Protocol
- Post-Launch Support
- Lessons Archive
How this maps to your situation
- When launching first full IFRS 17 reporting cycle
- When reconciling actuarial and financial models
- When preparing for external audit
- When refining disclosure strategy
Before vs. after
Before
IFRS 17 reporting is a collaborative bottleneck, dependent on slow handoffs, inconsistent assumptions, and fragmented ownership.
After
You lead production cycles with clear control, aligned teams, and audit-ready outputs, making the standard a source of strength, not strain.
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 4-6 hours per module, designed to fit within existing reporting cycles.
If nothing changes
Without structured mastery of IFRS 17, reporting cycles remain vulnerable to delays, audit queries, and erosion of influence during technical debates. The longer teams operate without a unified framework, the harder it becomes to align and lead.
How this compares to the alternatives
Unlike generic training on IFRS 17, this course focuses specifically on the decision points, documentation standards, and cross-functional dynamics faced by senior practitioners in global financial institutions. It’s not theory, it’s a field guide for influence.
Frequently asked
Is this course suitable for auditors?
Yes, if you’re involved in reviewing or validating IFRS 17 reporting. The content is designed for hands-on practitioners who need to document, defend, or challenge implementation choices.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Are the templates customisable?
Yes, all templates are provided in editable formats for use across your reporting environment.
$199 one-time. Approximately 4-6 hours per module, designed to fit within existing 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