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FIN0664 Mastering IFRS 17 for Financial Systems Developers

$199.00
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A tailored course, built for your situation

Mastering IFRS 17 for Financial Systems Developers

A complete implementation guide for Salesforce engineers in financial services

$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.
IFRS 17 compliance packages requiring last-minute reconciliation between business logic and technical implementation

The situation this course is for

The gap between regulatory language and system execution creates recurring effort in reporting cycles, especially when auditors request traceability from clause to code. This friction slows deployment and increases rework risk, particularly under time-bound review windows.

Who this is for

Salesforce Developers in financial services institutions working on regulatory reporting systems, especially those interfacing actuarial models with enterprise platforms.

Who this is not for

This is not for compliance officers, auditors, or actuaries working purely at the policy level. It’s not for engineers maintaining non-financial CRM workflows without regulatory integration.

What you walk away with

  • Translate IFRS 17 clauses into structured Salesforce logic flows with full audit lineage
  • Automate data traceability from source fields to regulatory outputs
  • Reduce validation cycles from weeks to hours with pre-validated rule templates
  • Design extensible architectures that absorb future IFRS updates without full rework
  • Own the technical narrative in cross-functional alignment sessions with actuarial and compliance teams

The 12 modules (with all 144 chapters)

Module 1. IFRS 17 Fundamentals for Technical Implementers
Build a developer-grade understanding of IFRS 17’s three models, measurement boundaries, and profit recognition logic without wading through actuarial textbooks.
12 chapters in this module
  1. Understanding the distinction between OLT and VFM models in practice
  2. How measurement groups are defined and tracked in technical systems
  3. Identifying contract boundaries in multi-product policies
  4. Translating coverage units into technical identifiers
  5. Handling currency translation at contract level
  6. Mapping time variables: inception, reporting, and coverage dates
  7. Key differences between IFRS 17 and prior GAAP treatments
  8. Regulatory triggers for model changes and their system impact
  9. Role of dynamic lapsing in measurement calculations
  10. How reinsurance contracts are scoped under IFRS 17
  11. Understanding the uniting of interest methods across portfolios
  12. Technical implications of risk adjustments and CSM
Module 2. Salesforce Architecture for Insurance Contracts
Design scalable data models and integration patterns tailored to IFRS 17 requirements, avoiding common anti-patterns.
12 chapters in this module
  1. Optimal object hierarchy for contract grouping and segmentation
  2. Designing custom metadata types for measurement rules
  3. Using platform events for measurement boundary updates
  4. Managing large data volumes with asynchronous processing
  5. Partitioning logic by portfolio, currency, and jurisdiction
  6. Integrating with external actuarial systems via MuleSoft
  7. Security model design for jurisdictional data isolation
  8. Handling historical data migration under CSM rules
  9. Version control strategies for regulatory logic updates
  10. Audit trail requirements for CSM adjustments
  11. Performance tuning for aggregation queries
  12. Error handling in end-to-end measurement pipelines
Module 3. Translating Disclosure Requirements into Data Flows
Convert required disclosures into automated Salesforce reports and data exports with full lineage.
12 chapters in this module
  1. Mapping Table 1 disclosures to source objects
  2. Building roll-up summaries for liability cash flows
  3. Automating risk adjustment disclosures
  4. Structuring CSM rollforward reports
  5. Generating segment-level profitability views
  6. Linking disclosures to specific contract groups
  7. Designing regulator-ready PDF templates
  8. Exporting time-series data for audit review
  9. Versioning disclosure logic across reporting periods
  10. Handling currency-specific presentation rules
  11. Integrating with Tableau for visual reporting
  12. Validating disclosure completeness automatically
Module 4. Automating Measurement Model Logic
Implement the GPM, PAA, and VFM models as automated logic in Apex and Flows with traceable inputs.
12 chapters in this module
  1. Defining input parameters for GPM calculations
  2. Automating future cash flow projections in batch jobs
  3. Implementing discount rate ladders in custom settings
  4. Building dynamic CSM allocation logic
  5. Handling onerous contract recognition in real-time
  6. Designing rollback mechanisms for model updates
  7. Integrating with external yield curves via API
  8. Testing edge cases in rate shock scenarios
  9. Validating model outputs against spreadsheet benchmarks
  10. Logging execution context for audit review
  11. Scaling measurement jobs across large portfolios
  12. Error recovery patterns for failed measurement runs
Module 5. Data Traceability and Audit Lineage
Ensure every regulatory number can be traced from report to source field with zero gaps.
12 chapters in this module
  1. Designing field-level lineage tags in metadata
  2. Using custom audit objects for regulatory changes
  3. Implementing versioned logic rules with timestamps
  4. Linking Salesforce records to control assertions
  5. Generating automated audit packs from flows
  6. Capturing change requests in regulatory context
  7. Integrating with ServiceNow for change tracking
  8. Building dashboards for auditor access
  9. Masking sensitive data in audit exports
  10. Validating end-to-end traceability paths
  11. Handling data corrections with audit trails
  12. Documenting exception handling procedures
Module 6. Integration with Actuarial Systems
Build reliable, bidirectional data pipelines between Salesforce and actuarial platforms.
12 chapters in this module
  1. Mapping Salesforce identifiers to actuarial model keys
  2. Designing API contracts for measurement results
  3. Handling asynchronous result acknowledgments
  4. Validating data consistency across systems
  5. Error handling in model run failures
  6. Scheduling integration jobs around actuarial cycles
  7. Designing fallback mechanisms for system downtime
  8. Monitoring integration health with alerts
  9. Version negotiation between systems
  10. Securing sensitive actuarial data in transit
  11. Handling large dataset transfers efficiently
  12. Reconciling totals across actuarial and CRM views
Module 7. Handling Transition Methods
Implement Fallback, Full, and Modified Transition methods as reusable technical patterns.
12 chapters in this module
  1. Identifying pre-transition balance sources
  2. Calculating CSM on day one of adoption
  3. Designing migration paths for legacy contracts
  4. Automating profit recognition under transition rules
  5. Handling partial portfolio transfers
  6. Testing transition logic with historical data
  7. Validating consistency with actuarial models
  8. Documenting assumptions in metadata
  9. Reversing transition entries when required
  10. Reporting transition impacts to stakeholders
  11. Updating logic for revised transition guidance
  12. Archiving transition data for audit
Module 8. Governance of Regulatory Logic Updates
Create a controlled process for updating regulatory rules in production environments.
12 chapters in this module
  1. Building sandboxed testing environments
  2. Designing canary release patterns for rule changes
  3. Implementing feature flags for regulatory logic
  4. Managing approvals with compliance teams
  5. Documenting rational for logic changes
  6. Conducting impact assessments pre-deployment
  7. Rolling back changes with minimal disruption
  8. Auditing rule version history
  9. Training ops teams on new logic behavior
  10. Monitoring for unexpected side effects
  11. Standardizing change request templates
  12. Integrating with change advisory boards
Module 9. Performance Optimization for Large Volumes
Ensure compliance systems scale efficiently across millions of contracts.
12 chapters in this module
  1. Optimizing SOQL queries for measurement jobs
  2. Using batch Apex with chunking strategies
  3. Caching frequently accessed reference data
  4. Designing asynchronous processing pipelines
  5. Monitoring governor limit consumption
  6. Partitioning data by fiscal period
  7. Indexing strategies for contract lookup
  8. Minimizing DML operations in loops
  9. Using platform cache for rate tables
  10. Parallelizing independent measurement groups
  11. Handling time-outs in long-running processes
  12. Scaling test coverage for performance
Module 10. Testing and Validation Frameworks
Build automated testing suites that validate IFRS 17 logic correctness and robustness.
12 chapters in this module
  1. Creating test datasets that reflect edge cases
  2. Automating expected value assertions
  3. Building regression test suites
  4. Validating boundary conditions in measurement
  5. Testing currency conversion logic
  6. Simulating rate shock scenarios
  7. Using Salesforce DX for CI/CD pipelines
  8. Integrating with external benchmark files
  9. Generating test coverage reports
  10. Mocking external system responses
  11. Validating data consistency across modules
  12. Documenting test assumptions and limitations
Module 11. Handling Jurisdictional Variations
Design flexible architectures that accommodate local regulatory differences.
12 chapters in this module
  1. Mapping jurisdiction-specific disclosure rules
  2. Building location-aware logic rules
  3. Handling tax treatment variations
  4. Designing override mechanisms for local rules
  5. Validating compliance with local audits
  6. Documenting jurisdiction-specific logic
  7. Managing currency and language settings
  8. Integrating with local actuarial practices
  9. Handling regulatory filing deadlines
  10. Auditing for cross-border data flows
  11. Scaling support for new jurisdictions
  12. Training local teams on centralized logic
Module 12. Sustaining Compliance Over Time
Create systems that evolve with regulatory changes without technical debt accumulation.
12 chapters in this module
  1. Monitoring for upcoming IFRS amendments
  2. Designing extensible logic rule frameworks
  3. Updating documentation automatically
  4. Planning for future convergence cycles
  5. Engaging with standards-setting feedback
  6. Building community knowledge internally
  7. Sharing best practices across teams
  8. Reducing rework through modular design
  9. Evaluating tooling for future readiness
  10. Documenting institutional memory
  11. Ensuring knowledge transfer to new hires
  12. Archiving deprecated logic safely

How this maps to your situation

  • IFRS 17 implementation phase
  • Salesforce integration with actuarial models
  • Regulatory audit preparation cycle
  • Cross-functional alignment with finance teams

Before vs. after

Before
Spending weeks reconciling regulatory clauses with Salesforce logic, relying on spreadsheets and manual checks.
After
Deploying auditable, automated measurement pipelines with full traceability from clause to code.

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 90 minutes per module, designed for completion over six weekends.

If nothing changes
Without a structured implementation approach, ongoing IFRS 17 reporting will continue to require disproportionate manual effort, increase rework risk during audits, and delay strategic system improvements.

How this compares to the alternatives

Unlike generic IFRS 17 overviews or actuarial deep dives, this course is built specifically for Salesforce engineers implementing the standard in production systems, bridging the gap between policy and code.

Frequently asked

Is this course suitable for non-developers?
No. This course is designed specifically for Salesforce developers working on financial systems. It assumes fluency in Apex, Flows, and enterprise data architecture.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me pass an IFRS 17 certification?
While not exam-focused, the course builds deep technical mastery that supports success in certification paths requiring implementation knowledge.
$199 one-time. Approximately 90 minutes per module, designed for completion over six weekends..

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
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