A tailored course, built for your situation
Reference of Choice on IFRS 17 Implementation Questions
Become the internal go-to practitioner for IFRS 17 execution clarity across teams
$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 or compliance practitioner in financial services driving implementation of accounting standards, particularly IFRS 17, with influence across development and reporting teams.
Who this is not for
Entry-level accountants, auditors focused only on retrospective compliance checks, or consultants selling framework reviews without implementation depth.
What you walk away with
- Recognized internally as the first call for IFRS 17 interpretation questions
- Documented rationale library that survives team turnover
- Faster alignment between finance, actuarial, and development teams on reporting changes
- Repeatable decision templates for IFRS 17 boundary judgments
- Increased visibility in cross-functional discussions ahead of audit cycles
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Foundations in Practice
Establish a working familiarity with IFRS 17 structure, scope, and key definitions as applied in financial services environments.
12 chapters in this module
- Understanding the IFRS 17 effective date impact
- Key objectives of the standard
- Scope: insurance contracts covered
- Dual measurement model overview
- Building blocks of the liability for remaining coverage
- The building blocks of the asset for acquisition cash flows
- Overlay of IFRS 17 on existing financial reporting
- Differences from IFRS 4 and local GAAP
- Phased implementation paths in large firms
- Regulatory expectations on transition
- Common misinterpretations in early adoption
- Mapping IFRS 17 clauses to internal functions
Module 2. Linking IFRS 17 to System Design
Connect accounting requirements to data architecture and development workflows in financial systems.
12 chapters in this module
- Identifying data points needed for cash flow projections
- Time bucketing under IFRS 17
- Granularity requirements for coverage units
- System tagging for contract groups
- Designing for discount rate updates
- Incorporating risk adjustment calculations
- Treatment of acquisition costs in data models
- Vendor system compatibility checks
- Integration points with actuarial models
- Audit trail design for model changes
- Version control for projection assumptions
- Change management for ongoing refinements
Module 3. Actuarial and Finance Alignment
Facilitate collaboration between technical teams and actuarial functions to ensure consistent interpretation.
12 chapters in this module
- Common language for actuarial inputs
- Understanding CSM mechanics
- Recognizing release of the CSM over time
- Handling current estimates vs. initial recognition
- Treatment of risk adjustments
- Discount rate sourcing and validation
- Incorporating probability-weighted outcomes
- Sensitivity to discount rate changes
- Impact of future service on CSM
- Non-parallel shifts in yield curves
- Currency translation for multi-jurisdiction portfolios
- Actuarial sign-off workflows
Module 4. Implementation Decision Frameworks
Build repeatable logic for resolving common implementation edge cases.
12 chapters in this module
- Boundary between service margin and risk adjustment
- Identifying direct vs. indirect acquisition costs
- Treatment of premium inflation
- Accounting for contract renewals
- Handling modifications and cancellations
- Reinsurance accounting under IFRS 17
- Grouping and overlay considerations
- Segmentation by profitability
- Loss component identification
- Day-one profit recognition rules
- Measurement of fulfilment cash flows
- Presentation of insurance revenue
Module 5. Documentation That Sticks
Create clear, defensible records that stand up to internal and external scrutiny.
12 chapters in this module
- Principles of audit-ready documentation
- Capturing rationale for judgment calls
- Versioning policy for assumptions
- Template design for peer review
- Storing actuarial input justifications
- Linking decisions to policy clauses
- Documenting materiality thresholds
- Formatting for cross-team readability
- Labels for uncertainty levels
- Archiving decisions across cycles
- Searchable indexing of interpretations
- Handover packages for new team members
Module 6. Cross-Team Communication
Lead effective conversations between finance, actuarial, and development teams.
12 chapters in this module
- Translating accounting rules into technical terms
- Explaining actuarial concepts to developers
- Summarizing system constraints to finance
- Running effective triage meetings
- Documenting decision trade-offs
- Managing timeline pressures
- Setting expectations on data quality
- Escalation paths for unresolved issues
- Creating shared glossaries
- Visualising data flow impacts
- Timing alignment with reporting cycles
- Feedback loops for ongoing refinement
Module 7. Transition Methods and Practical Choices
Evaluate and apply transition approaches used in real-world implementations.
12 chapters in this module
- Full retrospective vs. practical expedients
- Identifying eligible simplifications
- Use of deemed CSM approach
- Handling prior period data gaps
- System cut-off strategies
- Data reconstruction methods
- Impact on comparative reporting
- Documentation of transition election
- Regulatory acceptance patterns
- Audit expectations on opening balances
- Internal controls for transition entries
- Reconciliation with prior GAAP
Module 8. Internal Controls and Assurance
Design controls that support accurate and consistent application of IFRS 17.
12 chapters in this module
- Identifying key control points
- Change approval workflows
- Access controls for model inputs
- Automated checks for reasonableness
- Segregation of duties design
- Reconciliation with general ledger
- Audit trail requirements
- Periodic review cycles
- Exception reporting templates
- Third-party assurance coordination
- Documentation of control effectiveness
- Updating controls for model changes
Module 9. Reporting and Disclosure Readiness
Prepare clear disclosures that meet regulatory expectations and internal stakeholder needs.
12 chapters in this module
- Minimum disclosure requirements
- Rollforward of CSM reporting
- Reconciliation of risk adjustments
- Sensitivity disclosures
- Narrative explanations for material items
- Formatting for executive consumption
- Timing relative to earnings releases
- Coordination with investor relations
- Handling jurisdiction-specific variations
- Internal sign-off checklist
- Disclosure review cycles
- Tracking changes across periods
Module 10. Vendor and Tool Evaluation
Assess third-party solutions for IFRS 17 support with informed judgment.
12 chapters in this module
- Key capabilities to look for
- Data model compatibility checks
- Actuarial integration depth
- CSM calculation accuracy
- Risk adjustment methodologies
- Reporting flexibility
- Audit trail quality
- Version control features
- Vendor implementation track record
- Total cost of ownership considerations
- Support for future updates
- Reference client validation
Module 11. Sustaining the Implementation
Maintain accuracy and consistency through ongoing reporting cycles.
12 chapters in this module
- Monthly close process adaptations
- Ongoing data validation routines
- Treatment of new contracts
- Handling contract modifications
- Updates to discount rates
- Refinements to estimates
- Documentation of judgment changes
- Training for new staff
- Knowledge transfer planning
- Lessons learned capture
- Improvement backlog management
- Benchmarking against peers
Module 12. Building Recognition as a Practitioner
Position yourself as the trusted internal expert on IFRS 17 execution.
12 chapters in this module
- Sharing insights proactively
- Creating templates others adopt
- Mentoring junior team members
- Presenting at internal forums
- Contributing to standard practices
- Responding to ad-hoc queries effectively
- Circulating reference materials
- Documenting institutional memory
- Earning peer referrals
- Staying current with guidance updates
- Engaging with external working groups
- Tracking impact of contributions
How this maps to your situation
- When new contracts need classification under IFRS 17
- During system integration planning for reporting modules
- Ahead of audit fieldwork and documentation reviews
- When actuarial and finance teams disagree on assumptions
Before vs. after
Before
Interpretation questions on IFRS 17 are scattered across teams, with inconsistent documentation and delayed decisions.
After
You're the named reference point for IFRS 17 execution, with a growing library of decisions that accelerate future work.
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: 6-8 hours total, designed for completion in short sessions over two weeks.
How this compares to the alternatives
Public courses focus on theory; internal training lacks implementation depth. This course bridges both, with practitioner-tested frameworks and documentation templates used in complex financial institutions.
Frequently asked
Who is this course for?
Senior technical leads, compliance specialists, and development managers in financial services who are involved in implementing IFRS 17 changes in systems and reporting.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me if I’m not in accounting?
Yes. The course focuses on implementation clarity for non-accounting roles who must execute based on IFRS 17 requirements.
$199 one-time. 6-8 hours total, designed for completion in short sessions over two weeks..
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