The Problem
You're under pressure to implement IFRS 17 correctly, but the standard is complex, interpretation varies, and your team lacks a unified approach. Late nights spent reverse-engineering disclosures, reconciling CSM calculations, or defending actuarial assumptions to auditors are draining your credibility and bandwidth. This playbook eliminates the guesswork, giving you a proven framework used in real global implementations.
What You Get
A complete 12-module course that takes you from IFRS 17 fundamentals to advanced application. You'll build a structured, audit-ready understanding across:
- ✓ IFRS 17 Fundamentals and Scope Determination
- ✓ Contract Boundary and Modification Accounting
- ✓ Building the Building Block Model (BBM)
- ✓ Contract Service Margin (CSM) Dynamics and Amortization
- ✓ Variable Fee Approach (VFA) and FVLCSM Calculations
- ✓ Grouping, Onerous Testing, and Loss Components
- ✓ Disclosure Requirements and Note Templates
- ✓ Transition Methods: Full, Modified, and Practical Expedients
40+ implementation files you can adapt and deploy immediately:
- ✓ Actuarial Risk Exposure Matrix with Severity Scoring
- ✓ IFRS 17 Readiness Maturity Assessment (5-Level Scale)
- ✓ Gap Analysis Template: Local GAAP to IFRS 17 Mapping
- ✓ CSM Rollforward Workbook with Audit Trail Logic
- ✓ FVLCSM Sensitivity Testing Model (3 Scenario Tabs)
- ✓ Disclosure Checklist by Jurisdiction (EU, UK, US, APAC)
- ✓ Stakeholder Alignment Map: Actuarial, Finance, IT, Audit
- ✓ Data Requirements Specification for Source Systems
- ✓ Process Runbook: Monthly IFRS 17 Close Workflow
- ✓ KPI Dashboard: CSM Volatility, Risk Adjustment Trends
- ✓ Audit Readiness Checklist with Control Points
- ✓ Transition Impact Assessment Model (Full vs. Modified)
How It Is Organized
Start with the course to build a rigorous, consistent foundation in IFRS 17 principles. Once you understand the mechanics, open the toolkit and begin implementation using the exact files you need. The 10 practitioner journey folders guide you from scoping to sustainment: Getting Started gives you kickoff templates, Assessment & Planning includes maturity and gap tools, Models & Frameworks contains the CSM and FVLCSM engines, Processes & Handoffs defines cross-functional workflows, Operations & Execution delivers the monthly close runbook, Performance & KPIs tracks volatility and compliance, Quality & Compliance ensures audit readiness, Sustainment & Support covers version control and training, Advanced Topics dives into reinsurance, modifications, and group reporting, and Reference holds all disclosure templates, regulator FAQs, and interpretation summaries.
This Is For You If
- You have been asked to build an IFRS 17 reporting program from scratch and need to show a credible plan by next quarter.
- Your actuarial and finance teams are using different assumptions and you need a single source of truth.
- You're preparing for external audit and need to demonstrate robust controls and documentation.
- You're transitioning from IFRS 4 and struggling with CSM calculations or onerous contract assessments.
- You're responsible for disclosures and need to reconcile actuarial outputs with financial statements.
What Makes This Different
The course gives you the structured knowledge to understand IFRS 17 deeply, not just memorize rules. The toolkit gives you the exact files to implement it, no reinventing templates or reverse-engineering processes. Together, they cover the full journey from learning to execution, aligned end to end.
Every Excel workbook and PDF guide is designed to be filled in on day one. The Pro Tips sections reveal how top insurers handle contentious areas like risk adjustment calibration or transition data gaps, lessons learned from failed implementations and regulatory pushback.
Built by a team with 25 years of combined experience in insurance accounting and actuarial transformation, this isn't a theoretical framework. It's the complete system used in real IFRS 17 programs across Europe and Asia, refined through multiple close cycles and audits.
Get Started Today
This playbook gives you a complete, proven system: structured learning that builds real expertise and implementation files that accelerate execution. You're not starting from blank slides or empty workbooks. You're starting from a mature, audit-tested foundation. Skip months of research, debate, and template building, and focus on delivering accurate, compliant financial reporting under IFRS 17.
