The Problem
You're under pressure to implement IFRS 17 correctly, but the standard is complex, resource-intensive, and full of hidden pitfalls. Missteps in insurance accounting can trigger audit findings, delayed financial reporting, and costly rework. This playbook eliminates the guesswork , it's the exact system we used to deliver compliant IFRS 17 programs across global insurers, distilled so you don't have to learn the hard way.
What You Get
12-Module Course (132 Lessons): A structured learning path that takes you from IFRS 17 fundamentals to full implementation readiness. Key modules include:
- Introduction to IFRS 17 and the Three Models (Building Block, Premium Allocation, Variable Fee)
- Contract Boundaries and Modifications: Practical Identification Criteria
- Measurement of the Liability for Remaining Coverage (LRC)
- Measurement of the Liability for Incurred Claims (LIC)
- Discount Rate Selection and Changes: Market-Consistent Approaches
- Recognition and Presentation in Financial Statements
- Disclosure Requirements: Notes to the Financial Statements
- Interplay Between IFRS 17 and IFRS 9: Accounting Alignment
Implementation Toolkit (40, 48 Files): Ready-to-use templates and guides tailored to insurance accounting compliance. You receive:
- ✅ Actuarial Risk Exposure Matrix with Severity Scoring
- ✅ IFRS 17 Readiness Maturity Assessment (5-Level Scale)
- ✅ Gap Analysis Template: Local GAAP to IFRS 17 Mapping
- ✅ IFRS 17 Implementation Roadmap (18-Month Phased Plan)
- ✅ Stakeholder Map for Finance, Actuarial, and IT Handoffs
- ✅ Contract Acquisition Cost Capitalization Decision Framework
- ✅ Process Runbook: LRC Rollforward and Re-measurement
- ✅ Reference Portfolio Construction Guide with Pro Tips
- ✅ KPI Dashboard for IFRS 17 Data Quality and Timeliness
- ✅ Audit Readiness Checklist: External and Internal Review Points
- ✅ Disclosure Template Library: 25 Required Notes in Editable Format
- ✅ Change Control Log for Model and Assumption Updates
How It Is Organized
Start with the course to build a structured, audit-ready understanding of IFRS 17. Once you grasp the principles, move directly to the toolkit to implement , no relearning, no translation. The 10 practitioner journey folders guide you from initiation to sustainment: Getting Started gives you kickoff checklists and team onboarding; Assessment & Planning includes maturity and gap tools; Models & Frameworks contains decision logic for profit recognition and discounting; Processes & Handoffs defines finance-actuarial-IT workflows; Operations & Execution delivers runbooks and data controls; Performance & KPIs tracks accuracy and timeliness; 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 samples, definitions, and regulatory crosswalks.
This Is For You If
- You've been assigned to lead IFRS 17 implementation and need to present a credible plan to your CFO by next quarter
- Your actuarial team is struggling to reconcile cash flow models with financial reporting outputs
- You're spending hours explaining IFRS 17 concepts to auditors , and still getting pushback
- Your current templates are fragmented, inconsistent, or missing critical compliance controls
- You're preparing for external audit and need to prove robust processes for measurement and disclosure
What Makes This Different
The course gives you a complete, structured understanding of IFRS 17 , not fragments from webinars or standards text. The toolkit gives you the exact files you need to implement, aligned with the learning. Together, they close the gap between knowing and doing, which most professionals never fully bridge.
Every template is production-grade. The Excel workbooks include working tabs with formulas pre-built for LRC rollforwards and discount rate ladders. The Pro Tips sections warn you about real issues , like how contract modification rules can unexpectedly trigger full remeasurement, or why reference portfolio selection impacts volatility for years.
This was built by a team with 25 years of combined experience implementing IFRS 17 at Tier 1 insurers and global consultancies. We've seen the mistakes, survived the audits, and refined this system across multiple jurisdictions. You're not getting theory , you're getting the exact framework used to deliver compliant programs on time and under scrutiny.
Get Started Today
This playbook gives you a complete, proven system: structured learning that builds competence, and implementation files that drive execution. You avoid months of drafting from scratch, reconciling inconsistent guidance, or rebuilding after audit findings. Focus your energy on delivering a robust IFRS 17 program , not reinventing the foundation.
