A tailored course, built for your situation
Premium engagements in IFRS 17 implementation with clean audit handoffs
A 12-module mastery path for facilities and project leads to lead high-margin insurance finance initiatives with confidence
$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
Mid-senior project and facilities lead in insurance or financial services navigating complex regulatory timelines and cross-functional delivery
Who this is not for
Individuals seeking entry-level compliance training or general project management certificates
What you walk away with
- Own end-to-end IFRS 17 implementation workflows across facilities, data, and actuarial teams
- Position yourself for premium-budget projects tied to audit readiness cycles
- Deliver audit-ready documentation without last-minute rework loops
- Gain first pick on cross-functional initiatives requiring coordination across actuarial, finance, and operations
- Build repeatable handoff templates that compound efficiency across reporting cycles
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 fundamentals for non-finance practitioners
Understand the core reporting shifts driving timeline pressure across insurance operations. Learn how liability measurement impacts facilities planning cycles.
12 chapters in this module
- What changed in IFRS 17
- Liability adequacy testing basics
- Discount rate alignment triggers
- Data granularity requirements
- Cohort segmentation logic
- Transition methods overview
- Effective date implications
- Interim reporting expectations
- Actuarial input dependencies
- System interface demands
- Documentation scope definition
- Audit boundary setup
Module 2. Project scope mapping under IFRS 17 timelines
Define facility-adjacent deliverables within the broader financial reporting cycle. Map handoff points to actuarial and finance teams.
12 chapters in this module
- Identify facility-linked milestones
- Align with quarterly close
- Vendor coordination gates
- Data center capacity planning
- Facility audit trail design
- Cross-team RACI setup
- Change control integration
- Version tracking for assets
- Lease impact assessments
- Insurance service expense allocation
- Transition plan dependencies
- Sign-off sequencing
Module 3. Data workflow coordination for actuarial teams
Enable timely delivery of facility-influenced data inputs to actuarial functions with traceable lineage and minimal rework.
12 chapters in this module
- Facility data elements in CSM
- Data retention thresholds
- Field normalization rules
- Access control alignment
- Backwardation handling
- System-of-record designation
- Metadata tagging standards
- Data lineage documentation
- Validation rule design
- Error escalation paths
- Reprocessing triggers
- Audit sampling access
Module 4. Facility asset tracking under new depreciation rules
Adapt fixed asset management to support IFRS 17-aligned expense recognition for infrastructure tied to insurance contracts.
12 chapters in this module
- Asset grouping by contract type
- Useful life reassessments
- Impairment testing frequency
- Cost allocation methods
- Residual value adjustments
- Lease modification impacts
- Capitalization thresholds
- Decommissioning liabilities
- Insurance service boundary
- Contract acquisition cost tracking
- Amortization schedule alignment
- Audit trail requirements
Module 5. Vendor management in IFRS 17 environments
Lead third-party coordination with audit-ready documentation and clear scope boundaries to avoid liability spillover.
12 chapters in this module
- Scope of work definition
- IFRS 17 clause integration
- Performance KPIs alignment
- Data ownership terms
- Change request protocols
- Service level tracking
- Penalty clause design
- Termination readiness
- Subcontractor oversight
- Audit access rights
- Documentation handover
- Lessons learned integration
Module 6. Documentation standards for external audits
Produce inspection-ready records that withstand review cycles without rework or escalation.
12 chapters in this module
- Audit package components
- Version control norms
- Approver designation
- Retention period rules
- Storage location mapping
- Access logging setup
- Redaction protocols
- Cross-border transfer rules
- Completeness checklist
- Gap identification method
- Remediation logging
- Follow-up response prep
Module 7. Cross-functional communication playbooks
Build repeatable messaging frameworks for updates to finance, actuarial, and compliance teams.
12 chapters in this module
- Status reporting cadence
- Escalation path design
- Glossary alignment
- Meeting agenda structure
- Decision log maintenance
- Change impact communication
- Stakeholder matrix update
- Conflict resolution method
- Feedback loop integration
- Update distribution method
- Recordkeeping standards
- Consistency benchmark
Module 8. Internal control design for project functions
Implement checks and balances that prevent material misstatements in facility-influenced disclosures.
12 chapters in this module
- Control objective definition
- Segregation of duties
- Automated validation rules
- Manual review points
- Exception reporting setup
- Control testing frequency
- Deficiency remediation
- Control ownership assignment
- Documentation completeness
- Audit trail verification
- Third-party control reliance
- Control change process
Module 9. Audit handoff preparation
Deliver complete, organized, and defensible project records ahead of external review cycles.
12 chapters in this module
- Handoff checklist creation
- Document tagging method
- Completeness validation
- Stakeholder sign-off
- Review cycle coordination
- Access provisioning
- Anomaly logging
- Rationale documentation
- Version reconciliation
- Gap response planning
- Follow-up prep
- Post-audit debrief
Module 10. Efficiency compounding across reporting cycles
Turn project artifacts into reusable templates that reduce effort in subsequent IFRS 17 cycles.
12 chapters in this module
- Template identification
- Version control method
- Adaptation guidelines
- Storage structure design
- Access control setup
- Usage tracking
- Feedback integration
- Decommissioning rules
- Update rhythm
- Quality benchmark
- Cross-project sharing
- Ownership assignment
Module 11. Strategic positioning for high-impact projects
Signal readiness for mission-critical roles tied to regulatory finance milestones beyond core job scope.
12 chapters in this module
- Skill set articulation
- Project scope expansion
- Visibility raising tactics
- Executive communication
- Success metric definition
- Peer benchmarking
- Mentorship opportunities
- Cross-functional rotation
- Thought leadership practice
- Conference participation
- Internal training delivery
- Leadership visibility
Module 12. Long-term influence in regulatory project leadership
Establish yourself as the go-to practitioner for complex insurance finance initiatives requiring operational execution.
12 chapters in this module
- Reputation building
- Trust development
- Influence without authority
- Legacy artifact creation
- Succession planning
- Knowledge transfer design
- Mentorship framework
- Process ownership
- Innovation adoption
- Change leadership
- Boundary negotiation
- Career path alignment
How this maps to your situation
- When starting an IFRS 17-aligned project
- Before first audit engagement
- After cross-functional conflict
- Ahead of budget planning cycle
Before vs. after
Before
Project timelines stretch due to misaligned expectations across finance, actuarial, and facilities teams. Documentation lacks consistency and audit readiness.
After
You lead clean, coordinated IFRS 17 implementation cycles with reusable artifacts, clear ownership, and minimal rework, giving you first pick on premium engagements.
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: 8-10 hours per module, paced for working professionals over 12 weeks.
How this compares to the alternatives
Unlike generic PMP or risk certifications, this course focuses specifically on IFRS 17 implementation demands for project and facilities leads in insurance, delivering actionable frameworks used in audit-ready environments.
Frequently asked
Is this course only for finance professionals?
No. It's designed specifically for non-finance practitioners like project and facilities leads who must coordinate with finance and actuarial teams under IFRS 17.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this include templates I can use at work?
Yes. Every module includes downloadable, customizable templates and real-world examples used in audit-ready environments.
$199 one-time. 8-10 hours per module, paced for working professionals over 12 weeks..
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