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FIN7708 Mastering IFRS 17 for Group Financial Planning Leaders

$199.00
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A tailored course, built for your situation

Mastering IFRS 17 for Group Financial Planning Leaders

Build confidence in complex financial reporting and unlock higher-value advisory roles.

$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 translate complex accounting standards into actionable plans?

The situation this course is for

Many senior FP&A professionals feel sidelined during major reporting transitions, stuck supporting decisions rather than shaping them.

Who this is for

Senior finance leaders in global financial institutions responsible for financial planning, reporting modernization, and compliance alignment.

Who this is not for

Entry-level analysts or those with no involvement in financial reporting frameworks.

What you walk away with

  • Lead IFRS 17 implementation with confidence and clarity
  • Deliver board-grade financial narratives that anticipate scrutiny
  • Position yourself as a first-call advisor on future regulatory shifts
  • Accelerate approval cycles for reporting changes by 40%
  • Command higher-billing roles in internal consulting or cross-functional projects

The 12 modules (with all 144 chapters)

Module 1. Understanding the Core of IFRS 17
Dive into the foundational principles of IFRS 17, focusing on insurance contract measurement, coverage units, and the transition from legacy GAAP reporting. Learn how the standard reshapes profit recognition and liability modeling.
12 chapters in this module
  1. Defining IFRS 17 and its scope for financial institutions
  2. Key differences between IFRS 4 and IFRS 17
  3. Identifying insurance contracts under new criteria
  4. Understanding the building blocks of the fulfillment cash flows
  5. How coverage units affect profit recognition patterns
  6. The role of discount rates in liability valuation
  7. Practical implications for quarterly reporting cycles
  8. Transition methods: full vs. modified retrospective
  9. First-time adoption challenges for large portfolios
  10. Impact on segment reporting and intercompany allocations
  11. Common misconceptions during initial implementation
  12. How Macquarie-level complexity influences rollout design
Module 2. Building the Measurement Model
Master the mechanics of constructing the IFRS 17 measurement model, including the contractual service margin, risk adjustment, and loss components. Focus on accuracy and repeatability in model outputs.
12 chapters in this module
  1. Setting up the initial recognition of contracts
  2. Calculating the contractual service margin baseline
  3. Allocating CSM over service periods
  4. Incorporating risk adjustment for non-financial risk
  5. Determining loss components with real-world data
  6. Sensitivity testing assumptions for regulatory review
  7. Linking financial models to actuarial inputs
  8. Handling currency translation in global portfolios
  9. Validating measurement outputs across systems
  10. Benchmarking against peer implementations
  11. Avoiding common modeling errors in early adoption
  12. Documentation standards for audit readiness
Module 3. Transition Planning and Strategy
Develop a practical roadmap for migrating from previous accounting standards to IFRS 17, including data sourcing, team alignment, and timeline management.
12 chapters in this module
  1. Assessing readiness across business units
  2. Identifying critical data gaps in legacy systems
  3. Creating a cross-functional implementation team
  4. Timeline design with parallel reporting phases
  5. Stakeholder communication strategy for leadership
  6. Budgeting for vendor and internal resource needs
  7. Phasing approach for complex group structures
  8. Managing dual reporting requirements temporarily
  9. Leveraging existing SOX controls for compliance
  10. Risk log development for transition monitoring
  11. Key decision points before final sign-off
  12. Lessons from early adopters in financial services
Module 4. Data Requirements and Integration
Identify and source the granular data required under IFRS 17, including contract boundaries, fulfillment cash flows, and coverage units. Learn to map these to enterprise systems.
12 chapters in this module
  1. Defining minimum data sets for compliance
  2. Extracting policy-level information from source systems
  3. Mapping coverage units to contract groups
  4. Forecasting future cash flows with actuarial support
  5. Integrating assumptions into financial reporting platforms
  6. Validating data completeness and accuracy
  7. Handling data from acquired subsidiaries
  8. Using data lineage for audit trails
  9. Collaborating with IT on ETL pipeline design
  10. Storage and retention requirements for reporting
  11. Common data reconciliation challenges
  12. Automation opportunities in data collection
Module 5. Actuarial Collaboration Framework
Establish clear protocols for working with actuarial teams, ensuring alignment on assumptions, models, and reporting outputs under IFRS 17.
12 chapters in this module
  1. Defining roles in the IFRS 17 workflow
  2. Setting assumptions review cadences
  3. Validating actuarial model outputs
  4. Handling changes in discount rates or mortality
  5. Communicating adjustments to finance leadership
  6. Documenting rationale for assumption choices
  7. Joint testing of model sensitivity outputs
  8. Integrating stochastic projections into reporting
  9. Managing actuarial peer review requirements
  10. Escalation paths for model disputes
  11. Building trust through transparency
  12. Best practices from top-tier financial institutions
Module 6. Disclosure and Narrative Development
Craft clear, compliant disclosures that meet both regulatory and investor expectations, turning technical outputs into compelling financial stories.
12 chapters in this module
  1. Understanding mandatory IFRS 17 disclosures
  2. Structuring the management commentary section
  3. Explaining CSM movements to non-technical audiences
  4. Presenting risk adjustments with clarity
  5. Visualizing profit emergence patterns
  6. Tailoring narratives for different stakeholders
  7. Aligning with earnings call materials
  8. Avoiding common disclosure pitfalls
  9. Using templates for consistency
  10. Incorporating external auditor feedback
  11. Version control for disclosure drafts
  12. Getting ahead of regulator questions
Module 7. System and Technology Considerations
Evaluate existing reporting infrastructure and identify system changes needed to support IFRS 17 compliance and ongoing operations.
12 chapters in this module
  1. Assessing current financial reporting platforms
  2. Identifying gaps in IFRS 17 capability
  3. Vendor selection for specialized modules
  4. Integration with actuarial software
  5. Data warehouse design for new metrics
  6. User access and role-based permissions
  7. Change management for system rollout
  8. Performance testing under load
  9. Support for multi-GAAP reporting
  10. Cloud migration opportunities
  11. Security and compliance alignment
  12. Long-term maintenance planning
Module 8. Internal Controls and Audit Readiness
Design and document robust internal controls to ensure IFRS 17 reporting accuracy and withstand external audit scrutiny.
12 chapters in this module
  1. Mapping key IFRS 17 processes to control points
  2. Designing detective and preventive controls
  3. SOX 404 alignment for material processes
  4. Control testing methodology
  5. Documentation standards for auditors
  6. Handling control deficiencies
  7. Segregation of duties in reporting teams
  8. Evidence collection for annual audits
  9. Audit trail requirements for data changes
  10. Working with external audit teams
  11. Common audit findings and how to avoid them
  12. Building a culture of control ownership
Module 9. Stakeholder Communication Strategy
Develop targeted messaging for executives, regulators, investors, and internal teams to build confidence in IFRS 17 implementation.
12 chapters in this module
  1. Identifying key stakeholder groups
  2. Tailoring technical depth by audience
  3. Creating executive summaries
  4. Preparing for board-level discussions
  5. Managing investor relations outreach
  6. Training materials for finance teams
  7. Regulator engagement protocols
  8. Crisis communication planning
  9. Using dashboards for performance tracking
  10. Feedback loops for continuous improvement
  11. Timing disclosures with earnings cycles
  12. Measuring communication effectiveness
Module 10. Ongoing Maintenance and Updates
Establish processes for maintaining IFRS 17 compliance beyond go-live, including assumption updates, model recalibrations, and regulatory changes.
12 chapters in this module
  1. Setting regular review cycles
  2. Updating discount rates and assumptions
  3. Handling portfolio changes and new contracts
  4. Model recalibration procedures
  5. Documentation of changes over time
  6. Audit trail maintenance
  7. Team knowledge retention strategies
  8. Onboarding new staff into IFRS 17 workflows
  9. Handling regulatory guidance updates
  10. Benchmarking against evolving best practices
  11. Cost optimization for ongoing compliance
  12. Planning for future standard changes
Module 11. Cross-Jurisdictional Reporting
Navigate IFRS 17 application across different regions, handling local regulatory nuances and currency impacts.
12 chapters in this module
  1. Identifying regional variations in implementation
  2. Managing multi-currency reporting
  3. Consolidating results from global entities
  4. Local GAAP reconciliation requirements
  5. Tax implications of new reporting
  6. Working with regional finance teams
  7. Handling different legal structures
  8. Data privacy regulations affecting reporting
  9. Time zone coordination for reporting cycles
  10. Language and translation challenges
  11. Cultural differences in interpretation
  12. Centralization vs. local autonomy trade-offs
Module 12. Future-Proofing the Function
Position your organization (and yourself) as a leader in financial reporting innovation, ready for the next wave of regulatory change.
12 chapters in this module
  1. Monitoring upcoming IASB projects
  2. Building modular reporting frameworks
  3. Investing in talent development
  4. Creating reusable implementation assets
  5. Sharing best practices across teams
  6. Leveraging automation for scalability
  7. Developing a continuous improvement mindset
  8. Positioning for leadership roles
  9. Mentoring emerging practitioners
  10. Contributing to industry forums
  11. Documenting lessons for future use
  12. Turning IFRS 17 experience into strategic influence

How this maps to your situation

  • Current role: Senior Manager - Group FP&A
  • Employer: the firm
  • Industry: Financial Services
  • Key Framework: IFRS 17

Before vs. after

Before
Uncertain about how to implement IFRS 17 consistently across complex portfolios and stakeholder groups.
After
Confidently lead IFRS 17 adoption with a clear, documented, and repeatable process that supports accurate financial reporting and strategic influence.

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters total)
  • 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 week over three months, designed for working professionals.

If nothing changes
Without structured guidance, organizations risk delayed adoption, audit findings, or inconsistent reporting , but more importantly, individuals miss the chance to lead during transformative change and position themselves for higher-impact roles.

How this compares to the alternatives

Unlike generic webinars or dense standard summaries, this course delivers structured, role-specific guidance with practical tools that translate directly into workplace impact , not just awareness, but actionable capability.

Frequently asked

Is this course suitable for someone in a group FP&A role?
Yes, it's designed specifically for senior finance professionals in large financial institutions who are responsible for reporting integrity and cross-functional alignment.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me move into advisory or leadership roles?
Absolutely. The course builds the technical credibility and communication skills needed to lead major reporting initiatives and influence strategic decisions.
$199 one-time. Approximately 90 minutes per week over three months, designed for working professionals..

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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