A tailored course, built for your situation
Mandate for IFRS 17 Implementation Oversight
A structured path to owning the financial reporting shift at scale
$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 accountant or office manager in a global insurance firm navigating IFRS 17 transition, responsible for accurate financial reporting and cross-functional coordination.
Who this is not for
Entry-level accountants, auditors focused solely on post-implementation reviews, or consultants without direct reporting duties.
What you walk away with
- Own the full IFRS 17 implementation workflow from data sourcing to final disclosure
- Produce regulator-facing documentation that requires no senior rework
- Design reconciliation frameworks between actuarial models and general ledger entries
- Lead cross-functional alignment between finance, actuarial, and compliance teams
- Deliver audit-ready financial supplements with documented rationale and traceability
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Transition Readiness
Assess current reporting gaps and map them to IFRS 17 requirements using real data samples from insurance entities.
12 chapters in this module
- Current state assessment
- Regulatory timeline alignment
- Stakeholder mapping
- Data inventory audit
- Actuarial interface points
- Disclosure scope definition
- Risk of non-compliance areas
- Control environment review
- Gap closure planning
- Resource coordination model
- Documentation baseline
- Readiness checkpoint
Module 2. Contract Grouping and Measurement
Apply IFRS 17 rules to real policy portfolios, identifying materiality thresholds and measurement boundaries.
12 chapters in this module
- Contract boundary definition
- Grouping criteria application
- Variable fee approach setup
- Fulfillment cash flows
- Discount rate selection
- Loss recognition triggers
- Reinsurance accounting
- Overlay model use
- Reporting unit design
- Actuarial model validation
- Change impact analysis
- Measurement audit trail
Module 3. General Measurement Model (GMM)
Build complete GMM constructs with worked examples from large insurers transitioning legacy liabilities.
12 chapters in this module
- Fulfillment component setup
- Interest rate curve alignment
- Expense recognition timing
- Risk adjustment calibration
- Discounted cash flow logic
- Ineffectiveness handling
- Currency translation rules
- Segment-level tracking
- Sensitivity disclosures
- Model output reconciliation
- Adjustment documentation
- GMM sign-off
Module 4. Premium Allocation Approach (PAA)
Implement PAA for short-duration contracts with compliance-grade documentation and traceability.
12 chapters in this module
- Eligibility screening
- Coverage period definition
- Expense deferral setup
- Profit recognition pacing
- Renewal option handling
- Cancellation rights
- Data segmentation
- Reporting alignment
- Audit sample readiness
- PAA to GMM transition
- Policy-level tracking
- Compliance checklist
Module 5. Variable Fee Approach (VFA)
Construct VFA models for participating contracts with clear linkage to underlying performance.
12 chapters in this module
- Participating feature identification
- Underlying items definition
- Fee variation mechanics
- Lock-in rate application
- Crediting rate alignment
- Policyholder share calculation
- Reserve attribution
- Disclosed sensitivity
- Actuarial review protocol
- VFA reconciliation
- Change impact logging
- Model governance
Module 6. Reinsurance Accounting
Apply IFRS 17 rules to reinsurance contracts with direct mapping to ceding entity reporting.
12 chapters in this module
- Reinsurance contract scope
- Transfer of risk criteria
- Reinsurance margin setup
- Coverage unit alignment
- Cash flow mapping
- Present value calculation
- Offsetting eligibility
- Disclosure linkage
- Reinstatement clauses
- Collateral handling
- Intercompany reporting
- Audit trail completeness
Module 7. Transition Methodology
Execute a compliant transition using practical examples from recent adopters.
12 chapters in this module
- Full vs modified approach
- Relief corridor application
- Comparative period setup
- Opening balance adjustments
- Data gap bridging
- Actuarial model backcasting
- Judgment documentation
- Disclosure reconciliation
- Audit support package
- Regulator query prep
- Leadership briefing
- Transition sign-off
Module 8. Disclosure Design
Build regulator-ready disclosures with narrative precision and data integrity.
12 chapters in this module
- Note structure setup
- Significant assumption listing
- Sensitivity framework
- Risk profile summary
- Contract grouping rationale
- Measurement uncertainty
- Judgment explanation
- Actuarial input trace
- Reconciliation to GAAP
- Comparative data handling
- Footnote validation
- Final disclosure package
Module 9. Actuarial and Finance Alignment
Bridge actuarial models with financial reporting systems using standard interface protocols.
12 chapters in this module
- Data exchange formats
- Model validation points
- Assumption sign-off
- Change control process
- Version tracking
- Output reconciliation
- Error escalation
- Documentation handoff
- Review cycle sync
- Governance committee
- Discrepancy resolution
- Audit trail generation
Module 10. Internal Control Framework
Design controls specific to IFRS 17 compliance with audit-ready documentation.
12 chapters in this module
- Control objective mapping
- Segregation of duties
- Review thresholds
- Automated checks
- Manual override logging
- Model input controls
- Assumption approval
- Disclosure review
- Change management
- Evidence retention
- Control testing
- Audit readiness
Module 11. Audit and Regulatory Review
Prepare for external scrutiny with comprehensive, defensible documentation.
12 chapters in this module
- Audit request anticipation
- Documentation hierarchy
- Rationale availability
- Assumption challenge prep
- Model simplification
- Communication protocol
- Regulator query response
- Deficiency tracking
- Clarification loop
- Supporting evidence
- Final review package
- Post-audit follow-up
Module 12. Sustained Compliance Management
Operationalize IFRS 17 reporting with repeatable, defensible processes.
12 chapters in this module
- Quarterly close adaptation
- Annual reporting cycle
- Change impact assessment
- Model update process
- New product alignment
- Training protocol
- Knowledge transfer
- Documentation refresh
- Peer review setup
- Continuous improvement
- Leadership update
- Compliance sustainment
How this maps to your situation
- Transition planning kickoff
- Actuarial and finance team alignment
- Regulator-facing documentation cycle
- Audit preparation and response
Before vs. after
Before
Coordinating IFRS 17 inputs across teams without full ownership of the outcome.
After
Leading the end-to-end IFRS 17 reporting process with documented authority and regulator-ready outputs.
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 45 hours total, designed for completion over 8-10 weeks with weekly deep dives.
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course delivers concrete, artifact-driven guidance tailored to practitioners with operational accountability, giving you direct ownership of the implementation, not just awareness of the standard.
Frequently asked
Is this course technical enough for someone with accounting responsibility?
Yes. Every module builds from real financial reporting tasks and includes templates you can adapt to your environment.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does it cover both GMM and PAA approaches?
Yes, with detailed implementation paths for both General Measurement Model and Premium Allocation Approach.
$199 one-time. Approximately 45 hours total, designed for completion over 8-10 weeks with weekly deep dives..
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