A tailored course, built for your situation
Premium engagement picks with full IFRS 17 command
Target high-impact financial reporting projects where precision and framework fluency drive client trust and margin upside
$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
Senior financial compliance practitioner at a global asset manager or custodial bank, accountable for IFRS 17 reporting integrity and cross-functional alignment
Who this is not for
Entry-level accountants, auditors focused solely on SOX 404 controls, or professionals without direct responsibility for IFRS 17 disclosure packages
What you walk away with
- Consistently selected for premium financial reporting engagements with strategic client exposure
- Full command of IFRS 17 disclosure architecture, including transition mechanics and audit touchpoints
- Repeatable methodology for aligning actuarial, finance, and compliance teams on reporting timelines
- Documented decision logic that stands up to regulator and external auditor scrutiny
- First-mover status on internal advisory panels shaping future IFRS implementation cycles
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 scoping fundamentals
Define the boundaries of IFRS 17 applicability across insurance contracts and hybrid instruments with precision.
12 chapters in this module
- Contract boundary definition
- Insurance vs investment split
- Reinsurance inclusion rules
- Embedded derivative identification
- Portfolio segmentation logic
- Transition method selection
- Grouping by profitability
- Modification accounting triggers
- Coverage unit calculation
- Discount rate sourcing
- Cash flow estimation standards
- Loss component recognition
Module 2. Measurement model mastery
Apply the building block, premium allocation, and variable fee approaches correctly across contract types.
12 chapters in this module
- Building block approach steps
- Risk adjustment calibration
- Service margin mechanics
- Time value of money inputs
- Premium allocation period
- Variable fee model triggers
- Cohort-level adjustments
- Loss recognition timing
- Acquisition cost capitalisation
- Financial assumption updates
- Non-financial assumption updates
- Currency translation effects
Module 3. Disclosure architecture design
Structure comprehensive note disclosures that satisfy regulators and reassure investors.
12 chapters in this module
- Summary of significant judgements
- Risk concentration statements
- Sensitivity analysis formatting
- Reconciliation of CSM balances
- Weighted average assumptions
- Rollforward presentation
- Segment reporting alignment
- Liquidity risk disclosures
- Capital adequacy links
- Actuarial model description
- Model validation references
- Governance oversight statement
Module 4. Cross-functional alignment
Lead coordinated inputs from actuarial, finance, and systems teams without delays.
12 chapters in this module
- Actuarial data request protocols
- Finance integration points
- IT system handoff standards
- Data lineage documentation
- Model validation coordination
- Change control workflows
- Version control standards
- Assumption approval chain
- Timeline alignment tactics
- Exception escalation paths
- Audit trail requirements
- Sign-off sequence logic
Module 5. Audit readiness preparation
Anticipate external auditor requests and prepare supporting evidence in advance.
12 chapters in this module
- CSM reconciliation templates
- Judgement documentation standards
- Model output verification
- Assumption rationale files
- Peer review checklists
- Internal sign-off trails
- External data sourcing logs
- Sensitivity testing runs
- Materiality thresholds
- Disclosure cross-checks
- Regulator question prep
- Amendment tracking
Module 6. Transition planning
Execute a clean shift from IFRS 4 to IFRS 17 with full comparability.
12 chapters in this module
- Full retrospective method steps
- Modified retrospective approach
- Practical expedient use
- Level 2 and 3 disclosures
- Comparative period handling
- Opening balance validation
- Cumulative effect recording
- Disclosures for transition
- System migration scope
- Data gap remediation
- Stakeholder communication plan
- Training rollout schedule
Module 7. Reinsurance accounting
Apply IFRS 17 to reinsurance contracts held with correct offsetting and disclosure.
12 chapters in this module
- Reinsurance contract boundary
- Transfer of risk assessment
- Coverage ratio calculation
- CSM recognition timing
- Gain recognition events
- Reinstatement clauses
- Ceded contract service margin
- Reinsurance recoverables
- Collateral accounting
- Credit risk disclosures
- Amendment treatment
- Runoff alignment
Module 8. System and data requirements
Specify technical and data architecture needs for sustainable IFRS 17 reporting.
12 chapters in this module
- Data granularity standards
- Actuarial system outputs
- Finance system inputs
- General ledger mapping
- Version control needs
- Audit trail specs
- Data retention rules
- Access control logic
- Change management process
- Reprocessing protocols
- Error correction workflows
- Automated reconciliation design
Module 9. Management reporting
Translate IFRS 17 results into actionable insights for senior leadership.
12 chapters in this module
- KPI selection for C-suite
- Profitability dashboard design
- CSM rollforward visuals
- Risk exposure summaries
- Sensitivity scenario layout
- Capital impact statements
- Peer benchmarking
- Trend analysis
- Forecast integration
- Assumption change alerts
- Exception reporting
- Board-level summary prep
Module 10. Regulatory engagement
Prepare for supervisor inquiries with complete, defensible responses.
12 chapters in this module
- Supervisor inquiry types
- Response timeline standards
- Documentation packet assembly
- Judgement defence strategy
- Model validation evidence
- Internal review records
- External consultant use
- Disclosure alignment
- Cross-border consistency
- Enforcement precedent tracking
- Comment letter responses
- Follow-up preparation
Module 11. Ongoing maintenance
Maintain compliance through regular updates and emerging guidance.
12 chapters in this module
- Quarterly CSM updates
- Assumption review cycles
- Model recalibration
- Disclosure refresh
- Audit trail updates
- System patching
- Staff training refresh
- Internal audit coordination
- External guidance tracking
- Peer practice monitoring
- Regulatory change alerts
- Lessons learned documentation
Module 12. Advisory positioning
Become the internal reference for IFRS 17 across finance, risk, and strategy teams.
12 chapters in this module
- Internal consultation requests
- Cross-department training
- Policy drafting support
- Vendor evaluation input
- M&A due diligence
- Strategic initiative input
- External speaker opportunities
- Benchmarking participation
- Regulatory working groups
- Knowledge transfer design
- Succession planning
- Reputation capital building
How this maps to your situation
- When scoping new insurance contracts
- During actuarial model validation
- Before audit fieldwork begins
- When leadership requests profitability insights
Before vs. after
Before
Reactive participation in IFRS 17 cycles with reliance on external consultants and fragmented internal coordination
After
Proactive leadership on high-value engagements with full command of the standard and cross-functional influence
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 completion within 6 weeks with real-world application.
How this compares to the alternatives
Unlike generic webinars or certification prep courses, this program delivers specific, field-tested structuring tools and decision logic used in leading financial institutions , not abstract theory or exam-focused memorisation.
Frequently asked
Who is this course for?
Senior financial reporting, compliance, or actuarial professionals directly involved in IFRS 17 implementation and disclosure.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is this aligned with current regulator expectations?
Yes, content reflects live supervisory feedback from EMEA and APAC jurisdictions with active IFRS 17 enforcement.
$199 one-time. Approximately 3 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