A tailored course, built for your situation
Own the IFRS 17 implementation roadmap from policy to sign-off
A 12-module mastery path for senior finance practitioners leading complex standard adoption
$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.
Fragments of IFRS 17 guidance scattered across teams with no single owner
Who this is for
Senior finance executive in a global financial institution leading regulatory standard implementation
Who this is not for
Junior accountants, auditors not involved in policy design, or practitioners outside insurance-linked financial reporting
What you walk away with
- Full ownership of IFRS 17 policy interpretation and rollout sequencing
- Direct influence over actuarial model alignment with disclosure requirements
- Authority to consolidate cross-functional feedback into final implementation decisions
- Internal recognition as the go-to decision-maker for IFRS 17 exceptions and edge cases
- Streamlined validation workflows with pre-approved sign-off chains
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 scope boundaries and materiality thresholds
Define what falls under IFRS 17 reporting with precision, avoiding over-scoping and reducing audit friction.
12 chapters in this module
- Initial scope assessment
- Product-level mapping
- Materiality band setting
- Exemption identification
- Portfolio segmentation
- Liability grouping logic
- Contract boundary rules
- Variable fee analysis
- Reinsurance inclusion criteria
- Transition method selection
- Election tracking
- Documentation standards
Module 2. Policy drafting for compliance and operational impact
Transform IFRS 17 requirements into internal policies that align legal, actuarial, and accounting teams.
12 chapters in this module
- Regulatory clause parsing
- Definition harmonization
- Accounting policy linkage
- Actuarial input specifications
- Control point insertion
- Exception handling protocols
- Version control rules
- Approval routing
- Stakeholder feedback loops
- Change impact tracking
- Policy-to-procedure alignment
- Audit trail design
Module 3. Actuarial model governance under IFRS 17
Ensure actuarial outputs meet IFRS 17’s measurement and disclosure demands with traceability and consistency.
12 chapters in this module
- Model validation checkpoints
- Discount rate selection
- Risk adjustment methods
- LOB segmentation
- Cohort grouping logic
- Monte Carlo run frequency
- Sensitivity testing scope
- Data granularity standards
- Calibration documentation
- Model change controls
- Back-testing requirements
- Peer review integration
Module 4. Financial statement integration and disclosure design
Structure primary and supplementary statements to meet IFRS 17’s granular reporting obligations.
12 chapters in this module
- Balance sheet line item mapping
- P&L presentation formats
- OCI treatment rules
- Disclosure hierarchy
- KPI selection
- Comparative period handling
- Narrative content standards
- Actuarial note drafting
- Sensitivity disclosure
- Transition disclosures
- Reinsurance presentation
- Audit-ready footnote design
Module 5. Cross-functional alignment on IFRS 17 adoption
Lead coordination between finance, actuarial, IT, and compliance to ensure coherent implementation.
12 chapters in this module
- Stakeholder identification
- Communication cadence design
- Conflict resolution framework
- Decision rights matrix
- Change advisory board setup
- Feedback integration
- Escalation protocols
- Knowledge transfer plans
- Training coordination
- Tooling alignment
- Data pipeline governance
- Post-launch review cycle
Module 6. Internal control framework for IFRS 17
Build audit-ready controls that ensure consistency, accuracy, and completeness across reporting cycles.
12 chapters in this module
- Control objective mapping
- Segregation of duties
- Automated check design
- Manual review points
- Data lineage tracking
- Input validation rules
- Output reconciliation
- Exception logging
- Control testing frequency
- SOX integration
- Control documentation
- Audit evidence packaging
Module 7. Audit and regulatory engagement strategy
Prepare for external scrutiny with structured responses and proactive transparency.
12 chapters in this module
- Audit timeline alignment
- Evidence request templates
- Deficiency tracking
- Regulatory Q&A prep
- Comment response drafting
- Position paper development
- Escalation handling
- Tone and language standards
- Follow-up tracking
- Regulatory update monitoring
- Inspection readiness
- Lessons learned loop
Module 8. Technology and data pipeline design
Architect systems that support IFRS 17 data flows, transformations, and validations at scale.
12 chapters in this module
- Data source identification
- ETL logic design
- Validation rule coding
- System of record designation
- Version control integration
- Reprocessing protocols
- Error handling
- Reconciliation logic
- Performance benchmarking
- Scalability planning
- Disaster recovery
- Change management
Module 9. Transition planning and execution
Manage the shift from prior accounting standards to IFRS 17 with minimal disruption.
12 chapters in this module
- Cutover timeline
- Data migration scope
- Backfill methodology
- Parallel run design
- Gap analysis
- Correction window
- Stakeholder comms
- System testing
- User acceptance
- Go/no-go criteria
- Contingency planning
- Post-transition review
Module 10. Ongoing compliance and maintenance
Sustain IFRS 17 compliance through regular updates, reviews, and process refinements.
12 chapters in this module
- Update monitoring
- Policy refresh cycle
- Model recalibration
- Control review
- Audit prep rhythm
- Regulatory change tracking
- Internal review meetings
- Issue logging
- Knowledge retention
- Staff turnover planning
- Tooling updates
- Benchmarking
Module 11. Stakeholder communication and training
Equip teams across the organization with the knowledge to support IFRS 17 compliance.
12 chapters in this module
- Audience segmentation
- Training material design
- Delivery format selection
- Session scheduling
- Feedback collection
- Knowledge assessment
- Documentation library
- FAQ development
- On-demand resources
- Role-specific modules
- Refresher cycles
- Performance support
Module 12. Mastery and leadership in IFRS 17 practice
Elevate from implementer to recognized authority within your institution and industry.
12 chapters in this module
- Thought leadership
- Peer benchmarking
- Contribution to standards
- Mentorship
- Cross-institution engagement
- Publication opportunities
- Conference participation
- Internal advisory role
- Succession planning
- Best practice codification
- Innovation pipeline
- Legacy documentation
How this maps to your situation
- Post-regulatory finalization
- Pre-implementation planning
- Cross-functional alignment
- Sustained compliance
Before vs. after
Before
Fragmented ownership of IFRS 17 tasks across teams with unclear decision rights
After
Single point of accountability with end-to-end control over implementation and validation
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 active application alongside current responsibilities.
If nothing changes
Without clear ownership, IFRS 17 adoption risks delays, inconsistencies, audit findings, and redundant work across departments.
How this compares to the alternatives
Unlike generic IFRS 17 summaries or academic courses, this program focuses on decision ownership, internal influence, and practical execution within real financial institutions.
Frequently asked
Who is this course for?
Senior finance and accounting practitioners leading or contributing to IFRS 17 implementation in insurance or reinsurance firms.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is this relevant if I'm not in insurance?
Only if your organization has insurance-linked liabilities subject to IFRS 17 reporting.
$199 one-time. Approximately 3 hours per module, designed for active application alongside current 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