A tailored course, built for your situation
Influence across more business lines with IFRS 17 implementation mastery
Lead cross-functional IFRS 17 alignment with confidence and clarity
$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 financial compliance manager in a multinational insurer, accountable for cross-functional coordination of IFRS 17 reporting cycles
Who this is not for
Individual contributors focused only on local compliance, auditors outside implementation workflows, or non-insurance finance staff
What you walk away with
- Lead IFRS 17 integration across actuarial, finance, and reporting teams
- Produce standardized inputs that reduce reconciliation effort by 40%
- Own the end-to-end narrative for segment-level disclosures
- Coordinate regional variations without compromising group consistency
- Deliver regulator-ready summaries ahead of review cycles
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 scope and applicability across business units
Define the footprint of IFRS 17 across lines of business and regions. Identify which contracts fall under Measurement Model A or B, and map reporting boundaries to avoid duplication. Clarify responsibilities between actuarial, finance, and compliance teams.
12 chapters in this module
- Contract boundary definition
- Insurance vs reinsurance scope
- LOB segmentation rules
- Materiality thresholds
- Regional carve-outs
- Exemption eligibility
- Policy-level vs portfolio aggregation
- Run-off vs ongoing contracts
- Internal transfer pricing rules
- Capital allocation logic
- Intercompany reporting lanes
- Audit trail design
Module 2. Actuarial data requirements and validation
Align actuarial teams on common assumptions, model outputs, and data formats. Build templates that ensure compliance-ready inputs from day one. Reduce rework through early-cycle validation.
12 chapters in this module
- Discount rate selection
- Risk adjustment methods
- Cohort segmentation standards
- Monte Carlo vs deterministic
- Confidence level thresholds
- Sensitivities reporting
- Model validation checklist
- Peer review protocols
- Change control process
- Back-testing requirements
- Benchmarking against peers
- Documentation completeness
Module 3. Financial reporting integration
Integrate IFRS 17 outputs into general ledger systems and external reporting. Align with local GAAP and statutory requirements. Ensure traceability from model to footnote.
12 chapters in this module
- GL mapping rules
- Interim reporting cycles
- Foreign currency translation
- Tax basis adjustments
- Earnings release disclosures
- KPIs for investor comms
- Segment profit attribution
- Lapse rate impact analysis
- Capital charge allocations
- Regulatory capital linkages
- Internal dashboard design
- Audit package generation
Module 4. Cross-functional data governance
Establish data ownership, lineage, and quality controls across departments. Define SLAs between teams. Automate reconciliation checks and exception monitoring.
12 chapters in this module
- Data stewardship model
- Source system ownership
- Data lineage tracking
- Validation rule library
- SLA frameworks
- Exception escalation
- Version control process
- Metadata standards
- Change notification rules
- Audit readiness check
- Data quality scoring
- Remediation workflows
Module 5. Disclosure framework design
Build a modular, reusable disclosure package. Standardize narrative templates and footnotes. Align legal, compliance, and investor relations on key messaging.
12 chapters in this module
- Footnote structure rules
- Narrative tone guidelines
- Material assumptions summary
- Sensitivity disclosure format
- Risk factor language
- Regulatory comparison matrix
- Translation workflow
- Review sign-off chain
- Version control policy
- Archive retention rules
- Public release checklist
- Media response prep
Module 6. Regional implementation playbook
Adapt global standards to local jurisdictions. Document jurisdiction-specific adjustments. Coordinate parallel reporting cycles without duplication.
12 chapters in this module
- Local regulation mapping
- NAIC MAR alignment
- Solvency II integration
- Local GAAP reconciliation
- Translation variance rules
- Currency hedge impact
- Tax jurisdiction rules
- Legal entity reporting
- Local audit requirements
- Timing offset management
- Central coordination model
- Regional escalation paths
Module 7. Stakeholder communication strategy
Design communication plans for executives, auditors, and regulators. Prepare Q&A packs and escalation paths. Build credibility through clarity and consistency.
12 chapters in this module
- Executive briefing format
- Audit committee update
- Regulator engagement model
- Internal trainer materials
- FAQ library development
- Escalation protocol
- Miscommunication recovery
- Presentation consistency
- Non-technical summary
- Timeline alignment
- Feedback incorporation
- Crisis comms prep
Module 8. System and tooling alignment
Map IFRS 17 requirements to existing systems. Identify integration points. Optimize data flow between platforms. Avoid redundant efforts.
12 chapters in this module
- ERP interface points
- Actuarial system mapping
- Data warehouse design
- API integration rules
- Batch processing logic
- Error handling protocol
- Reconciliation frequency
- System downtime planning
- User access controls
- Change management process
- Vendor coordination
- System audit trail
Module 9. Internal audit and review readiness
Prepare for internal and external audits. Document control environments. Respond to findings efficiently. Build a culture of continuous compliance.
12 chapters in this module
- Audit scope definition
- Control environment mapping
- Evidence retention rules
- Findings response protocol
- Remediation tracking
- Repeat issue prevention
- Management sign-off
- Audit committee reporting
- Process gap assessment
- Control testing frequency
- Third-party validation
- Lessons learned update
Module 10. Change management across teams
Lead organizational change with structured adoption plans. Address resistance through training and clarity. Ensure continuity during transitions.
12 chapters in this module
- Change impact assessment
- Training plan design
- Role transition mapping
- Knowledge transfer
- Resistance identification
- Influencer engagement
- Progress tracking
- Feedback loops
- Process documentation
- Support desk setup
- Go-live monitoring
- Post-implementation review
Module 11. Sustainability and continuous improvement
Establish feedback mechanisms. Improve processes iteratively. Document lessons for future cycles. Institutionalize best practices.
12 chapters in this module
- Performance metric selection
- Benchmarking against peers
- Improvement backlog
- Knowledge repository
- Annual review cycle
- System enhancement request
- User feedback capture
- Error trend analysis
- Process automation
- Training material updates
- Lessons database
- Version control
Module 12. Own the end-to-end IFRS 17 cycle
Synthesize all components into a repeatable, scalable process. Lead future cycles independently. Serve as the go-to expert across the organization.
12 chapters in this module
- Cycle timeline design
- Milestone tracking
- Cross-team coordination
- Risk log maintenance
- Executive reporting
- Audit package assembly
- Stakeholder update rhythm
- Process optimization
- Lessons integration
- Succession planning
- Expert network building
- External benchmarking
How this maps to your situation
- New IFRS 17 reporting cycle starting
- Cross-functional team alignment needed
- Internal audit findings to address
- Regulatory scrutiny increasing
Before vs. after
Before
Coordinating IFRS 17 inputs across teams with inconsistent standards and delayed timelines
After
Leading a unified, efficient cycle with documented processes and clear ownership across business lines
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 3 hours per module, designed for completion within 12 weeks with flexible pacing.
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course delivers actionable, role-specific frameworks for managers leading cross-functional implementation, focused on influence, coordination, and execution, not just theory.
Frequently asked
Who is this course for?
Senior financial and compliance managers in insurance organizations leading IFRS 17 implementation across actuarial, finance, and reporting teams.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is prior IFRS 17 experience required?
Familiarity with insurance financial reporting is helpful, but the course builds from foundational concepts to advanced coordination.
$199 one-time. Approximately 3 hours per module, designed for completion within 12 weeks with flexible pacing..
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