A tailored course, built for your situation
Direct ownership of IFRS 17 implementation decisions in current role
Master the technical and operational foundations to lead IFRS 17 execution without escalation
$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
Client Services Professional at a global insurer, operating as an individual contributor with influence over compliance reporting workflow and customer-facing data accuracy
Who this is not for
Executives seeking board-level summaries, consultants selling IFRS 17 projects, or technical actuaries focused solely on model calibration
What you walk away with
- Own end-to-end IFRS 17 liability model documentation without supervision
- Make independent judgment calls on discount rate disclosures and assumptions
- Produce audit-ready reporting packages that survive peer review
- Coordinate actuarial and finance inputs without project management overhead
- Deliver customer communications aligned with technical reserve changes
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 core principles in client services context
Understand the real-world impact of IFRS 17 on reporting accuracy and client communication. Focus on how current workflows must adapt to new liability modeling and disclosure rules.
12 chapters in this module
- What changed under IFRS 17
- Impact on insurance contract grouping
- Role of discount rates
- Identifying coverage units
- Contract boundaries
- Accounting policy elections
- Data requirements
- Actuarial input dependencies
- Presentation standards
- Disclosure expectations
- Timeline alignment
- Cross-functional handoffs
Module 2. Building a defensible measurement model
Construct a transparent, repeatable process for calculating contractual service margin and fulfillment cash flows. Use actuarial inputs while maintaining ownership of assumptions.
12 chapters in this module
- Fulfillment cash flow components
- Adjusting for risk margins
- Discount rate selection
- Reasonable estimates vs best estimates
- Time value of money
- Currency translation
- Loss recognition events
- Catastrophe provisions
- Reserve development tracking
- Sensitivity testing
- Model governance
- Assumption documentation
Module 3. Data integrity for reporting consistency
Ensure source data aligns with accounting intent. Identify gaps between actuarial systems, policy admin outputs, and financial reporting layers.
12 chapters in this module
- Source system auditability
- Policy-level data mapping
- Coverage unit aggregation
- Event tracking
- Premium allocation
- Expense recognition
- Claim incidence rates
- Lapse assumptions
- Reinsurance offsets
- Currency alignment
- System-of-record designation
- Change control
Module 4. Narrative control across disclosures
Write disclosures that reflect technical work without overpromising or exposing model fragility. Own the language leadership signs off on.
12 chapters in this module
- Disclosing assumptions
- Risk margin explanation
- CSM amortization
- Sensitivity disclosures
- Judgment transparency
- Comparative period alignment
- Transition disclosures
- Materiality thresholds
- Regulator-facing language
- Audit response readiness
- Stakeholder summaries
- Internal sign-off flow
Module 5. Ownership of actuarial coordination
Lead actuarial teams with confidence by speaking their language and setting clear expectations. Coordinate inputs without escalating to management.
12 chapters in this module
- Requesting assumptions
- Validating inputs
- Feedback loops
- Reserve model checkpoints
- Sensitivity test coordination
- Model validation timing
- Change management
- Escalation thresholds
- Data format standards
- Version control
- Model variance analysis
- Timeline alignment
Module 6. Client communication alignment
Translate technical changes into client-facing materials that are accurate and not misleading. Align disclosure with customer messaging.
12 chapters in this module
- Client impacts of CSM
- Policy value changes
- Premium adjustments
- Communication timing
- Regulatory compliance
- FAQ development
- Agent training inputs
- Illustration updates
- Complaint mitigation
- Reinsurance messaging
- Digital notice design
- Audit trail
Module 7. Audit readiness without rework
Produce documentation that stands up to internal and external review. Anticipate auditor questions and answer them in advance.
12 chapters in this module
- Audit checklist
- Evidence collection
- Assumption traceability
- Model governance
- Version history
- Change rationale
- Peer review
- Footnote consistency
- Internal audit prep
- External audit prep
- Regulator inquiry response
- Document retention
Module 8. Cross-functional influence without authority
Lead teams across actuarial, finance, and compliance by being the most prepared person in the room. Build influence through clarity and consistency.
12 chapters in this module
- Stakeholder mapping
- Meeting facilitation
- Consensus building
- Documentation standards
- Escalation avoidance
- Decision ownership
- Workstream alignment
- Timeline coordination
- Dependency tracking
- Conflict resolution
- Clarity over completeness
- Credibility through execution
Module 9. Handling exceptions and changes
Respond to new data, model changes, or audit findings without restarting the process. Maintain continuity and ownership.
12 chapters in this module
- Change impact analysis
- Exception handling
- Model recalibration
- Disclosure updates
- Version control
- Stakeholder notification
- Crisis communication
- Regulatory reporting
- Audit trail
- Lessons learned
- Process refinement
- Ownership continuity
Module 10. Ownership of transition reporting
Manage the shift from previous accounting standards to IFRS 17 with confidence. Document choices and defend them under review.
12 chapters in this module
- Transition methods
- Comparative period alignment
- Opening balance
- Adjustment documentation
- Policy mapping
- Data clean-up
- Assumption carryover
- Gap analysis
- Audit support
- Stakeholder review
- Final approval
- Post-transition monitoring
Module 11. Sustainability of IFRS 17 processes
Build a repeatable, defensible process that survives leadership changes and reduces year-over-year effort.
12 chapters in this module
- Process documentation
- Knowledge transfer
- Template library
- Checklist development
- Training materials
- Succession planning
- Version control
- Tooling integration
- Feedback loops
- Performance tracking
- Improvement roadmap
- Compliance assurance
Module 12. Confidence in ongoing execution
Enter each reporting cycle with confidence that your process is sound, your documentation is complete, and your decisions are respected.
12 chapters in this module
- Initial balance lock
- Quarterly review
- Annual reporting
- Peer validation
- Leadership review
- External audit
- Regulator inquiry
- Public disclosure
- Internal audit
- Process audit
- Lessons integration
- Next cycle prep
How this maps to your situation
- Preparing for first-time IFRS 17 reporting
- Owning disclosure packages without escalation
- Responding to auditor questions independently
- Leading cross-functional execution without formal authority
Before vs. after
Before
Reliant on approvals for reporting decisions, navigating ambiguity in disclosures, coordinating across teams without ownership
After
Direct control over IFRS 17 implementation, trusted to produce audit-ready outputs, recognized as the internal go-to on execution details
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 access.
Time investment: 6-8 hours per module, designed to be completed over 6-8 weeks with applied work between modules.
If nothing changes
Continued reliance on escalation slows reporting cycles, increases rework, and limits visibility into decision ownership, delaying professional growth in a high-impact domain.
How this compares to the alternatives
Generic IFRS 17 courses focus on theory or board-level summaries. This course is built for practitioners who must execute, giving you concrete tools, templates, and decision patterns used in live implementations.
Frequently asked
Is this course technical enough for someone in client services?
Yes. It’s designed for practitioners who are not actuaries but must understand, coordinate, and own the outputs of IFRS 17 reporting. The focus is on execution, not model building.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me gain more responsibility?
Yes. By mastering execution, you’ll be positioned to own decisions currently escalated, expanding your mandate in your current role.
$199 one-time. 6-8 hours per module, designed to be completed over 6-8 weeks with applied work between modules..
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