A tailored course, built for your situation
Deeper command of the IFRS 17 implementation framework
Master the technical foundations and execution patterns that define successful IFRS 17 adoption in complex insurance environments
$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 connect IFRS 17 requirements with underwriting impact?
The situation this course is for
Many underwriters face difficulty translating complex financial reporting standards into operational workflows, leading to delayed inputs, misaligned assumptions, and downstream friction in reserving and capital modeling.
Who this is for
Senior A&H Underwriter navigating regulatory change in a large, multi-jurisdictional insurer
Who this is not for
Entry-level underwriters without exposure to financial reporting frameworks or actuarial collaboration
What you walk away with
- Internalize the full IFRS 17 framework structure and its core implementation drivers
- Map underwriting data inputs directly to IFRS 17 liability recognition requirements
- Anticipate actuarial review points and align submissions accordingly
- Contribute confidently to ORSA integration discussions with risk and finance teams
- Navigate NAIC MAR supplement requirements with greater context and precision
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 foundational logic
Understand the economic principles and insurance contract definitions that anchor IFRS 17, including the building blocks of the general model and the variable fee approach.
12 chapters in this module
- Core objectives of IFRS 17
- Insurance contract definition
- Coverage units and duration
- Contract boundary principles
- Modification accounting basics
- Acquisition cost capitalization rules
- Fulfillment cash flow components
- Risk adjustment methodologies
- Loss component identification
- Variable fee approach triggers
- Premium allocation approach use cases
- Simplifications and practical expedients
Module 2. Grouping and recognition timing
Learn how contracts are grouped and when revenue recognition begins and ends under IFRS 17, including impact on underwriting performance reporting.
12 chapters in this module
- Contract grouping criteria
- Identifiable cohorts
- Initial recognition timing
- Renewal accounting policy choices
- Loss recognition on initial measurement
- Subsequent measurement triggers
- Upgrade/downgrade treatment
- Portfolio-level assessments
- Reinsurance eligibility checks
- Contract boundary extensions
- Coverage period vs contractual service period
- Premium recognition timing exceptions
Module 3. Measurement model mechanics
Master the components of the fulfillment cash flow and how assumptions are updated through time under the general model.
12 chapters in this module
- Estimating future cash flows
- Probability weighting methods
- Discount rate selection process
- Risk adjustment calibration
- Time value of money inputs
- Inflation assumptions
- Lapse rate modeling
- Mortality and morbidity tables
- Expense inflation indexing
- Catastrophe risk loading
- Sensitivity testing requirements
- Currency translation impact
Module 4. Data architecture for compliance
Design data flows that meet IFRS 17 granularity and auditability requirements, with specific mappings to underwriting systems.
12 chapters in this module
- Policy-level data requirements
- Contract boundary documentation
- Invoicing and premium tracking
- Claim payment timing alignment
- Underwriting expense traceability
- Reinsurance recoverable tracking
- General expense allocation logic
- System of record segregation
- Data lineage for auditors
- Change management protocols
- Metadata tagging standards
- Access control for financial reporting
Module 5. Disclosure framework structure
Produce clear, accurate, and consistent disclosures that reflect the economic substance of insurance contracts under IFRS 17.
12 chapters in this module
- Management commentary requirements
- Profit emergence disclosures
- Risk exposure summaries
- Sensitivity analysis format
- Reconciliation to prior periods
- Contractual service margin release
- Acquisition cost amortization
- Fulfillment variance reporting
- Portfolio-level rollforwards
- Segmental reporting alignment
- Interim reporting differences
- Materiality thresholds
Module 6. Actuarial and finance collaboration
Bridge underwriting and actuarial functions with shared understanding of IFRS 17 assumptions and reporting cycles.
12 chapters in this module
- Assumption review cadence
- Lapse rate collaboration forums
- Mortality table input channels
- Expense inflation feedback
- Reserving data alignment
- Capital model integration
- ORSA linkage protocols
- Dashboarding shared metrics
- Audit preparation coordination
- Regulatory inquiry response
- Model validation participation
- Change control governance
Module 7. ORSA integration strategies
Embed IFRS 17 insights into the organization’s Own Risk and Solvency Assessment process.
12 chapters in this module
- Capital adequacy testing
- Risk tolerance mapping
- Scenario design for IFRS 17
- Lapse sensitivity modeling
- Repricing risk assessment
- Reserve volatility analysis
- Liquidity stress testing
- Market risk interaction
- Reinsurance reliance checks
- Operational risk overlay
- Governance escalation paths
- Reporting integration points
Module 8. NAIC MAR reporting alignment
Align IFRS 17 implementation with U.S. statutory reporting and regulatory expectations through the NAIC Annual Statement.
12 chapters in this module
- Statutory vs IFRS differences
- Reserve methodology comparison
- Surplus note disclosures
- Investment income treatment
- Reinsurance credit limits
- RBC capital implications
- Actuarial opinion alignment
- Loss reserve robustness
- Premium deficiency testing
- Risk management supplement
- Governance documentation
- Regulatory coordination
Module 9. Implementation playbook development
Build a living implementation guide tailored to your organization’s structure, systems, and risk appetite.
12 chapters in this module
- Stakeholder mapping
- Process gap assessment
- Data source inventory
- System integration planning
- Control framework design
- Audit trail setup
- Training material development
- Change management roadmap
- Timeline sequencing
- Vendor coordination
- Internal sign-off workflow
- Lessons learned capture
Module 10. Internal audit and validation
Prepare for scrutiny with robust validation processes and clear documentation of judgment areas.
12 chapters in this module
- Judgment documentation
- Model validation standards
- Assumption challenge process
- Control testing frequency
- Data accuracy audits
- Disclosure review cycle
- External auditor coordination
- Peer review benchmarks
- Exception tracking
- Remediation workflow
- Version control practices
- Sign-off authority mapping
Module 11. Change management and adoption
Drive organizational alignment and lasting adoption of IFRS 17 practices across underwriting, finance, and actuarial teams.
12 chapters in this module
- Communication strategy
- Stakeholder onboarding
- Training rollout plan
- Feedback loop mechanisms
- Performance metric alignment
- Incentive structure review
- Knowledge retention methods
- Leadership engagement
- Cross-functional workshops
- Process standardization
- Documentation updates
- Post-implementation review
Module 12. Future-proofing and evolution
Stay ahead of emerging guidance and industry practice shifts in IFRS 17 interpretation and application.
12 chapters in this module
- IASB update monitoring
- Jurisdictional divergence tracking
- Industry benchmarking
- Interpretation committee input
- Technical corrections watch
- Software vendor roadmaps
- Insurer peer learning
- Regulatory consultation response
- Internal research agenda
- Standard evolution planning
- Skill development roadmap
- Succession planning
How this maps to your situation
- Implementing IFRS 17 in a multi-line insurer
- Aligning underwriting data with financial reporting
- Collaborating across actuarial and finance functions
- Preparing for regulatory scrutiny
Before vs. after
Before
IFRS 17 is a complex standard with unclear implications for underwriting workflows and data requirements.
After
You lead with confidence in IFRS 17 discussions, able to connect underwriting decisions directly to financial reporting outcomes and regulatory expectations.
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 to fit around core responsibilities.
If nothing changes
Without a structured understanding of IFRS 17, underwriters risk misalignment with finance and actuarial teams, delayed inputs, and reduced influence in cross-functional discussions.
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course is tailored to underwriters, with direct application to A&H products, data flows, and regulatory expectations.
Frequently asked
Is this course relevant for U.S.-based insurers?
Yes, it includes specific guidance on aligning IFRS 17 with NAIC MAR and ORSA requirements.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I apply this to group insurance products?
Yes, the framework applies to both individual and group A&H contracts, with specific examples provided.
$199 one-time. Approximately 3 hours per module, designed to fit around core responsibilities..
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