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Reference of choice on cross functional IFRS 17 calls

$199.00
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A tailored course, built for your situation

Reference of choice on cross functional IFRS 17 calls

Become the practitioner others route to when IFRS 17 interpretations stall

$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 technical specialist in insurance or financial services who operates at the intersection of compliance, actuarial reporting, and systems implementation for IFRS 17

Who this is not for

Entry level analysts, auditors focused solely on inspection, or consultants without direct implementation responsibility

What you walk away with

  • Recognized internally as the go-to interpreter of IFRS 17 edge cases
  • Produce audit-ready documentation that survives leadership turnover
  • Resolve cross-team disagreements with sourced reasoning and framework fluency
  • Anticipate actuarial and audit needs before escalation points arise
  • Own end to end flow from policy update to signed-off reporting output

The 12 modules (with all 144 chapters)

Module 1. IFRS 17 Core Logic
Foundational mechanics of IFRS 17 including the building block approach, current exit value, and contractual service margin. Focus on implementation fidelity.
12 chapters in this module
  1. The Three Pillars of IFRS 17
  2. Differences from IFRS 4
  3. Coverage of Contracts
  4. Measurement Model Options
  5. Grouping and Batching Logic
  6. Initial Recognition Criteria
  7. Contract Boundary Definition
  8. Loss Component Handling
  9. Acquisition Cost Treatment
  10. DSI and OCI Approaches
  11. Risk Adjustment Methods
  12. PVFC Framework Overview
Module 2. Transition Methods
Full retrospective vs. modified approaches, practical expedients, and documentation required for audit validation.
12 chapters in this module
  1. Full vs Modified Transition
  2. Practical Expedient Eligibility
  3. Relativity Approach Setup
  4. Time Value of Money Inputs
  5. Discount Rate Selection
  6. Cohort Definition Rules
  7. FVTPL Re-measurement
  8. Policy Loan Treatment
  9. Hedging Strategy Alignment
  10. Reinsurance Recovery Timing
  11. Documentation Completeness
  12. Audit Sign Off Path
Module 3. Actuarial Model Integration
How IFRS 17 logic embeds into actuarial systems and the interface points with finance and compliance teams.
12 chapters in this module
  1. Model Output Definition
  2. CSM Roll Forward Design
  3. Risk Adjustment Inputs
  4. Calibration Frequency Rules
  5. Lapse Rate Sensitivity
  6. Expense Allocation Logic
  7. DAC and DSI Tracking
  8. Non Financial Risk Adjustments
  9. Monte Carlo Simulation Scope
  10. Portfolio Level Aggregation
  11. Simplification Options
  12. Model Audit Trail Requirements
Module 4. Contract Boundaries
Precision in defining what constitutes a contract under IFRS 17 and when to separate components.
12 chapters in this module
  1. Initial Recognition Test
  2. Modification Recognition Point
  3. Distinct Service Features
  4. Embedded Derivatives
  5. Investment Contracts
  6. Universal Life Split
  7. Fee Clarity Requirements
  8. Guaranteed Benefits
  9. Indexation Mechanics
  10. Ratchet Features
  11. Profit Sharing Provisions
  12. Cash Dividend Rules
Module 5. Measurement Model Selection
Choosing and defending the General Model, Premium Allocation, or Variable Fee approaches.
12 chapters in this module
  1. General Model Applicability
  2. PAA Qualification Criteria
  3. VFA for Participating Contracts
  4. Profit Recognition Timing
  5. RORAC Thresholds
  6. Commission Amortization
  7. Expense Recognition Profile
  8. Contractual Friction Costs
  9. DAC Capitalization Rules
  10. DSI and CSM Alignment
  11. Fulfilment Cash Flow Inputs
  12. Discount Rate Selection
Module 6. Cash Flow Projection
Best practices for projecting obligations and aligning assumptions across actuarial, finance, and compliance.
12 chapters in this module
  1. Future Service Margin
  2. Lapse Assumption Inputs
  3. Mortality Table Selection
  4. Expense Inflation Rates
  5. Investment Return Assumptions
  6. Tax Cash Flow Timing
  7. Reinsurance Recovery Timing
  8. Dynamic Lapse Models
  9. Stochastic vs Deterministic
  10. Management Action Assumptions
  11. Cohort Level Detail
  12. Sensitivity Disclosure
Module 7. Risk Adjustment
Calculating and justifying risk margins using confidence level, cost of capital, and risk discounting methods.
12 chapters in this module
  1. Risk Margin Purpose
  2. Confidence Level Method
  3. Cost of Capital Rate
  4. Risk Discount Rate
  5. Volatility Inputs
  6. Reinsurance Impact
  7. Diversification Adjustments
  8. Portfolio Level Aggregation
  9. Stochastic Calibration
  10. Market Consistent Assumptions
  11. Peer Benchmarking
  12. Audit Justification
Module 8. Discount Rates
Selecting and maintaining yield curves, credit spreads, and inflation indices used in IFRS 17 valuation.
12 chapters in this module
  1. Yield Curve Source Selection
  2. Credit Spread Inputs
  3. Inflation Index Reference
  4. Local Currency Alignment
  5. Market Disruption Rules
  6. Rolling 12 Month Average
  7. Extrapolation Techniques
  8. Swap Curve Adjustments
  9. Liquidity Premium
  10. Currency Basis Spread
  11. Tenor Matching Rules
  12. Fallback Mechanisms
Module 9. DAC and DSI Accounting
Tracking, amortizing, and reconciling deferred acquisition costs and deferred sales inducements under IFRS 17.
12 chapters in this module
  1. DAC Eligibility Rules
  2. DSI Recognition Criteria
  3. Amortization Patterns
  4. Recoverability Testing
  5. Impairment Indicators
  6. Capitalization Thresholds
  7. Direct vs Indirect Costs
  8. Commission Tracking
  9. Renewal Expense Allocation
  10. Bonus Clipping Rules
  11. Expense Timing Differences
  12. Tax Reconciliation
Module 10. Reinsurance Accounting
Applying IFRS 17 to reinsurance contracts held and presented in financial statements.
12 chapters in this module
  1. Reinsurance Contract Definition
  2. Contractual Service Margin
  3. Reinsurance Recoveries
  4. Risk Adjustment Netting
  5. Loss Recognition Rule
  6. CSM Transfer Timing
  7. Fulfillment Risk
  8. Credit Risk Exposure
  9. Collateral Agreements
  10. Effective Period Matching
  11. Fronting Arrangement Rules
  12. Audit Disclosure Requirements
Module 11. Disclosure Requirements
Generating regulator-ready footnotes, management commentaries, and reconciliation statements.
12 chapters in this module
  1. Statement of Financial Position
  2. Statement of Profit and Loss
  3. CSM Roll Forward
  4. Risk Adjustment Roll Forward
  5. Sensitivity Disclosures
  6. Judgment Explanations
  7. Actuarial Model Summary
  8. Discount Rate Assumptions
  9. Lapse Assumption Rationale
  10. Reinsurance Presentation
  11. Management Approach
  12. Comparative Period Rules
Module 12. Cross Functional Alignment
Leading consensus across actuarial, finance, audit, and compliance teams with authoritative interpretation.
12 chapters in this module
  1. Terminology Consistency
  2. Interpretation Committees
  3. Decision Tracking
  4. Sign Off Workflows
  5. Dispute Resolution
  6. Peer Consultation
  7. Pre Audit Walkthroughs
  8. Regulator Facing Docs
  9. Executive Summaries
  10. Change Management
  11. Version Control
  12. Knowledge Transfer

How this maps to your situation

  • When audit teams request clarification on measurement logic
  • When actuarial models produce conflicting outputs
  • When leadership demands faster reporting cycles
  • When new contracts require boundary assessments

Before vs. after

Before
Interpretation stalls occur frequently, requiring escalation and slowing reporting timelines
After
You are the first call for resolution with sourced reasoning and precedent-ready outputs

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 2 hours per week over 12 weeks, with self paced access to all materials.

How this compares to the alternatives

Public training focuses on theory; this course delivers field tested implementation logic, audit proof documentation patterns, and cross functional resolution tactics used by leading practitioners.

Frequently asked

Is this course technical enough for a senior specialist?
Yes. It assumes fluency in insurance accounting and builds directly on implementation challenges like edge case resolution and audit validation.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me influence beyond my team?
Yes. Module 12 focuses on leading cross functional alignment with confidence and consistency.
$199 one-time. Approximately 2 hours per week over 12 weeks, with self paced access to all materials..

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
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