A tailored course, built for your situation
Mastering IFRS 17 for Insurance Technology Engineers
A structured path to mastering IFRS 17 compliance through engineered systems and control design
$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.
Most engineers build systems that comply, few design them to be seen
The situation this course is for
Technology engineers often deliver critical components for IFRS 17 compliance without recognition, because their work stays embedded in infrastructure. The reporting narrative defaults to actuaries or finance, leaving engineering expertise under-acknowledged despite being foundational.
Who this is for
Insurance Technology Engineers responsible for designing and maintaining systems that support IFRS 17 reporting, particularly those working at large US-based insurers with complex legacy environments.
Who this is not for
Actuaries focused solely on valuation models, finance leaders owning reporting narratives, or auditors assessing compliance, this is not for those outside the engineering track.
What you walk away with
- Own the architecture narrative for IFRS 17-compliant systems
- Deliver documentation that leadership uses in regulatory discussions
- Reduce rework through reusable compliance-by-design patterns
- Position engineering as the source of truth in audit follow-ups
- Earn recognition as the technical anchor in cross-functional IFRS 17 reviews
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Foundations for Engineers
Understand the regulatory intent behind IFRS 17 and how it translates into system requirements, data flows, and audit trails.
12 chapters in this module
- Regulatory background of IFRS 17
- Key principles: coverage units, building blocks, and discounting
- How IFRS 17 differs from GAAP
- Engineered systems in the context of liability measurement
- Actuarial inputs vs. system outputs
- Data integrity requirements
- System boundaries for compliance
- Versioning and change control
- Documentation standards for audit
- Traceability from code to reporting
- Integration with general ledger systems
- Common failure points in early implementations
Module 2. Data Architecture for IFRS 17 Compliance
Design data pipelines that support reproducible, auditable, and accurate financial reporting under IFRS 17.
12 chapters in this module
- Data lineage from source to output
- Golden record standards
- Immutable audit logs
- Schema design for coverage units
- Handling nested data structures
- Data versioning strategies
- Validation at ingestion
- Cross-system reconciliation
- Latency requirements for reporting
- Metadata tagging for compliance
- Data retention policies
- Scalability for future filings
Module 3. Control Design in IFRS 17 Systems
Implement technical controls that align with SOX and actuarial expectations without over-engineering.
12 chapters in this module
- Mapping controls to IFRS 17 disclosures
- Automated assertion validation
- User access and segregation of duties
- Change management workflows
- Code deployment approvals
- Runtime monitoring for reporting jobs
- Error handling and logging
- Reconciliation automation
- Exception escalation paths
- Control testing templates
- Integration with GRC tools
- Audit-ready control evidence
Module 4. System Integration Patterns
Connect actuarial models, financial systems, and data warehouses securely and reliably.
12 chapters in this module
- API design for financial data
- Batch vs. real-time reporting
- Message queuing for actuarial inputs
- Error retry mechanisms
- Data transformation pipelines
- Handling model version mismatches
- Secure credential management
- Cross-environment consistency
- Monitoring integration health
- Fallback procedures
- Performance benchmarks
- Documentation for handoff
Module 5. Documentation That Gets Seen
Shift from technical specs to leadership-facing artefacts that elevate engineering visibility.
12 chapters in this module
- Executive summaries for IT leads
- Architecture diagrams for non-engineers
- Highlighting engineering contributions
- Versioned runbooks
- Compliance readiness checklists
- Glossary for finance teams
- Data flow narratives
- Audit trail walkthroughs
- Change impact assessments
- Stakeholder update templates
- Meeting briefs for cross-functional syncs
- Ownership logs for accountability
Module 6. Audit Preparation for Engineers
Anticipate questions, prepare evidence, and reduce follow-up burden through proactive design.
12 chapters in this module
- Common auditor questions
- Evidence packaging strategies
- System access for auditors
- Version-controlled documentation
- Log extraction protocols
- Data sampling methods
- Reproducibility of results
- Change history presentation
- Exception reporting
- Audit response workflows
- Time-saving templates
- Post-audit improvement cycles
Module 7. Testing and Validation Frameworks
Build repeatable tests that ensure compliance across reporting cycles.
12 chapters in this module
- Unit testing for actuarial inputs
- Integration testing scope
- End-to-end test design
- Mock data generation
- Regression testing strategy
- Performance testing thresholds
- Security testing for financial data
- Automated compliance checks
- Test ownership assignment
- Version compatibility checks
- Failure scenario simulation
- Test documentation for audit
Module 8. Change Management for IFRS 17 Systems
Maintain compliance while evolving systems in response to business and regulatory shifts.
12 chapters in this module
- Impact assessment process
- Stakeholder alignment checklist
- Change request workflows
- Rollback strategies
- Communication templates
- Documentation updates
- Testing after changes
- Version control for models
- Approval hierarchies
- Change tracking metrics
- Audit trail for changes
- Post-implementation reviews
Module 9. Cross-Functional Collaboration
Work effectively with actuarial, finance, and compliance teams without losing technical ownership.
12 chapters in this module
- Understanding actuarial priorities
- Speaking to finance needs
- Translating technical constraints
- Meeting facilitation techniques
- Conflict resolution in design debates
- Stakeholder mapping
- Escalation procedures
- Joint documentation standards
- Feedback loops
- Regular sync cadence
- Shared artefact ownership
- Building trust through consistency
Module 10. Optimizing System Performance
Ensure systems meet reporting deadlines without sacrificing accuracy or compliance.
12 chapters in this module
- Latency benchmarks
- Job scheduling strategies
- Resource allocation
- Parallel processing design
- Database optimization
- Cache strategies for actuarial models
- Monitoring for early warnings
- Scaling during peak periods
- Cost-performance tradeoffs
- Error rate thresholds
- Capacity planning
- System health dashboards
Module 11. Future-Proofing IFRS 17 Systems
Design with evolution in mind, anticipate updates, expansion, and integration needs.
12 chapters in this module
- Regulatory change tracking
- Modular architecture
- API-first design
- Backward compatibility
- Documentation for onboarding
- Knowledge transfer protocols
- Succession planning
- Vendor independence
- Open standards adoption
- Upgrade readiness
- Deprecation planning
- Long-term maintenance roadmap
Module 12. Engineer as Strategic Partner
Position yourself as an essential contributor to financial transparency and regulatory success.
12 chapters in this module
- Owning the technical narrative
- Influencing design decisions
- Proposing improvements
- Mentoring junior engineers
- Contributing to policy
- Presenting to leadership
- Building cross-team credibility
- Tracking engineering impact
- Sharing best practices
- Shaping future projects
- Advocating for resources
- Defining success metrics
How this maps to your situation
- Designing new IFRS 17 data pipelines
- Supporting audit cycles
- Responding to actuarial model updates
- Leading system integration efforts
Before vs. after
Before
Delivering backend systems that comply but go unnoticed in executive discussions
After
Leading the technical narrative in IFRS 17 reviews, with artefacts leadership relies on
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 3-4 hours per module, designed to be completed alongside current responsibilities.
If nothing changes
Without structured documentation and visibility, engineering contributions to IFRS 17 compliance remain invisible, leading to missed recognition, repeated audit follow-ups, and underinvestment in system improvements.
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course is built specifically for engineers, focusing on system design, control implementation, and documentation that elevates visibility. No other resource connects technical execution to executive recognition in insurance technology.
Frequently asked
Is this course for actuaries or finance professionals?
No, this course is designed specifically for technology engineers working on IFRS 17 systems. It does not cover valuation models or financial reporting narratives.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I get templates I can use at work?
Yes, every module includes downloadable templates and worked examples you can adapt to your environment.
$199 one-time. Approximately 3-4 hours per module, designed to be completed 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