A tailored course, built for your situation
Mastering IFRS 17 for Insurance Venture Principals
Produce auditable, regulator-ready financial outputs with precision and consistency
$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
Insurance finance leader in a corporate venture or innovation group, responsible for regulatory-compliant financial reporting and capital efficiency under IFRS 17
Who this is not for
Entry-level accountants, auditors focused solely on local GAAP, or practitioners outside insurance-linked financial reporting
What you walk away with
- Generate IFRS 17-compliant financial statements with fewer iterations
- Defend liability valuations using transparent, source-backed methodologies
- Align actuarial modeling with finance reporting on first submission
- Produce audit-ready disclosures that require no rework
- Integrate IFRS 17 reporting into venture investment reviews with confidence
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Foundations for Venture Contexts
Understand how IFRS 17 applies uniquely to innovation arms within large insurers. Focus on scope, measurement models, and materiality thresholds relevant to early-stage ventures.
12 chapters in this module
- Scope of IFRS 17 applicability
- Identifying insurance contracts
- Variance from local GAAP
- Materiality thresholds
- Venture-specific exemptions
- Embedded derivatives
- Reinsurance considerations
- Initial recognition events
- Contract boundary definition
- Modification accounting
- Termination accounting
- Disclosure hierarchy
Module 2. Building the Grouped Liability Model
Construct liability cashflows using probability-weighted scenarios. Validate assumptions using benchmark datasets and historical lapse rates.
12 chapters in this module
- Grouping criteria
- Timeframe selection
- Best estimate cashflows
- Probability weighting
- Lapse rate modeling
- Mortality assumptions
- Expense inflation
- Discount rate selection
- Risk adjustment methods
- Confidence interval setting
- Sensitivity testing
- Model validation
Module 3. Contractual Service Margin Mechanics
Calculate and amortize CSM accurately across performance periods. Align with capital allocation timing for venture units.
12 chapters in this module
- CSM initial recognition
- Amortization methods
- Loss recognition events
- Recovery of CSM
- Acquisition cost inclusion
- Financing components
- Service cost separation
- Expense allocation
- Capital charge integration
- Venture ROI alignment
- Interim profit recognition
- Regulatory capital impact
Module 4. Fair Value Measurement Alignment
Apply fair value principles consistently across assets and liabilities. Reconcile actuarial models with finance reporting.
12 chapters in this module
- Fair value hierarchy
- Observable inputs
- Unobservable inputs
- Calibration to market data
- Back-testing requirements
- Liquidity premium handling
- Circuity risk adjustments
- Currency translation
- Hedging strategy linkage
- Derivatives offsetting
- Portfolio-level adjustments
- Reporting currency alignment
Module 5. Disclosure Design for Clarity
Structure notes to financial statements for regulator and investor clarity. Prioritize decision-useful information.
12 chapters in this module
- Disclosure objectives
- Summary of judgments
- Assumption transparency
- Risk exposure tables
- Sensitivity analysis
- Reconciliation templates
- Segment reporting
- Venture-specific metrics
- KPI disclosures
- Management commentary
- Comparative period rules
- Transition disclosures
Module 6. Policyholder Behavior Modeling
Forecast lapse, surrender, and utilization behavior using behavioral economics and claims history.
12 chapters in this module
- Behavioral drivers
- Cohort segmentation
- Interest rate sensitivity
- Economic environment impact
- Health status influence
- Socioeconomic factors
- Marketing effect
- Digital engagement
- Early termination trends
- Reinstatement modeling
- Non-forfeiture options
- Behavioral calibration
Module 7. Actuarial Model Validation
Verify model integrity using peer-reviewed checks and regulatory benchmarks.
12 chapters in this module
- Model audit trail
- Input verification
- Logic consistency
- Boundary testing
- Benchmark comparison
- Peer review process
- Back-testing protocol
- Error tolerance
- Documentation standards
- Third-party validation
- Model update rules
- Governance sign-off
Module 8. Integration with Local Solvency Frameworks
Map IFRS 17 outputs to ORSA and NAIC requirements. Ensure dual-reporting efficiency.
12 chapters in this module
- Solvency II crosswalk
- ORSA integration
- NAIC MAR alignment
- Capital adequacy checks
- Risk category mapping
- Stress testing
- Scenario analysis
- Internal model rules
- External audit prep
- Regulatory filing coordination
- Data consistency
- Reporting overlap reduction
Module 9. Venture Investment Reporting
Adapt IFRS 17 outputs for internal capital committees and innovation governance boards.
12 chapters in this module
- Capital request templates
- ROI under IFRS 17
- Scenario-based funding
- Pilot program metrics
- Burn rate integration
- Scaling projections
- Exit assumption modeling
- Portfolio diversification
- Risk-adjusted return
- Stakeholder communication
- Funding round disclosures
- Investor Q&A prep
Module 10. Technology Stack for IFRS 17
Evaluate actuarial platforms, databases, and automation tools for scalability and auditability.
12 chapters in this module
- Actuarial software selection
- Data warehouse design
- Version control
- Automated assurance
- Cloud platform fit
- Integration with core systems
- Audit trail generation
- User access control
- Model governance
- Change management
- Vendor evaluation
- Scalability testing
Module 11. Cross-Functional Alignment
Coordinate with legal, tax, and capital planning teams to ensure consistent interpretation.
12 chapters in this module
- Legal entity alignment
- Tax timing differences
- Transfer pricing
- Intercompany agreements
- Capital allocation
- Treasury coordination
- External auditor prep
- Regulator inquiry response
- Executive summary prep
- Stakeholder feedback loops
- Glossary standardization
- Meeting rhythm
Module 12. Continuous Improvement and Updates
Stay ahead of IFRS 17 amendments and interpretations with structured review cycles.
12 chapters in this module
- IASB update tracking
- Interpretation monitoring
- Local regulator guidance
- Implementation timelines
- Impact assessment
- Team training
- Model updates
- Disclosure evolution
- Benchmarking
- Knowledge management
- Regulatory filing updates
- Future phase-in planning
How this maps to your situation
- New IFRS 17 reporting cycle
- Venture fund review
- Regulatory audit preparation
- Actuarial model refresh
Before vs. after
Before
Time spent reconciling actuarial models with finance, reworking disclosures, and defending assumptions during audits.
After
First-time right financial outputs with clear audit trails, accepted with minimal back-and-forth from regulators and investors.
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 4 hours per module, designed for completion within 6 weeks with real-world application.
If nothing changes
Continued reliance on manual adjustments and inconsistent assumptions increases audit friction, delays funding decisions, and weakens credibility in cross-functional reviews.
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course delivers actionable, venture-tailored methods for producing clean, defensible outputs, no theory, no filler, just precision-built for practitioners like you.
Frequently asked
Is this course relevant to non-life insurers?
Yes. The principles apply across insurance types, with tailored examples for both life and non-life contexts.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I apply this to early-stage ventures?
Yes. The course includes methods adapted for limited data and agile timelines common in innovation units.
$199 one-time. Approximately 4 hours per module, designed for completion within 6 weeks with real-world application..
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