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FIN5862 Mastering IFRS 17 for Senior Finance Leaders at Global Investment Firms

$199.00
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A tailored course, built for your situation

Mastering IFRS 17 for Senior Finance Leaders at Global Investment Firms

A step-by-step implementation roadmap for accurate financial reporting and strategic alignment under evolving actuarial standards

$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.
IFRS 17 isn't just an accounting update, it's a portfolio-defining challenge for senior finance leaders.

The situation this course is for

Legacy systems, cross-jurisdictional inconsistencies, and unclear actuarial assumptions slow down implementation, creating reporting delays and audit friction. Teams are stuck reconciling frameworks instead of delivering insights.

Who this is for

Senior Finance Manager at a global investment firm overseeing compliance reporting, regulatory standards, and cross-functional coordination of IFRS 17 rollout.

Who this is not for

Junior accountants, auditors focused only on verification, or practitioners outside financial reporting and regulatory compliance functions.

What you walk away with

  • Confidently lead IFRS 17 implementation across actuarial, finance, and reporting teams
  • Produce clean audit-ready outputs aligned with group consolidation needs
  • Anticipate and resolve jurisdictional interpretation gaps before they delay close
  • Deliver decision-ready narratives to senior leadership ahead of reporting deadlines
  • Own the design and rollout of internal playbooks that outlast personnel changes

The 12 modules (with all 144 chapters)

Module 1. Understanding IFRS 17 Core Principles and Scope
Lay the foundation with a precise breakdown of IFRS 17's measurement models, coverage units, and profit recognition logic tailored to investment-linked insurance contracts.
12 chapters in this module
  1. Identifying contracts within scope under IFRS 17
  2. Differentiating between insurance and investment components
  3. Applying the premium allocation approach correctly
  4. Measuring fulfillment cash flows and risk adjustment
  5. Calculating contractual service margin step by step
  6. Transition methods: full vs modified retrospective
  7. Treatment of reinsurance contracts held
  8. Role of discount rates in liability valuation
  9. Key differences from IFRS 4 and local GAAP
  10. How MAC corporate structure affects contract grouping
  11. Common misapplications in asset-backed products
  12. Mapping IFRS 17 triggers to Macquarie’s product portfolio
Module 2. Designing the Data Architecture for Compliance
Build a scalable data model that supports IFRS 17 reporting without overburdening legacy systems or creating reconciliation bottlenecks.
12 chapters in this module
  1. Identifying source systems with policy-level granularity
  2. Extracting and validating actuarial assumptions
  3. Establishing data lineage for audit transparency
  4. Integrating cash flow projections with general ledger
  5. Handling currency translation at the coverage unit level
  6. Setting up data validation rules for early error detection
  7. Designing a single source of truth for actuarial inputs
  8. Managing data latency between valuation and reporting
  9. Ensuring consistency across legal entities
  10. Documenting data transformation logic for auditors
  11. Scaling data pipelines for quarterly re-measurement
  12. Aligning with Macquarie’s data governance framework
Module 3. Actuarial Modeling and Assumption Framework
Master the interplay between actuarial judgment and accounting standards, ensuring models support both regulatory and internal reporting needs.
12 chapters in this module
  1. Defining realistic versus conservative assumptions
  2. Documenting rationale for future audit defense
  3. Modeling future service margin unlocking patterns
  4. Integrating claims development patterns into projections
  5. Setting up mortality and lapse rate benchmarks
  6. Handling dynamic lapse assumptions under stress
  7. Aligning economic scenario generation with discounting
  8. Validating model outputs against prior periods
  9. Managing changes in assumptions over time
  10. Auditable documentation of model version control
  11. Cross-checking with internal capital models
  12. Navigating model changes mid-period
Module 4. Financial Statement Presentation and Disclosure
Prepare balance sheet and income statement line items correctly, with disclosures that satisfy both auditors and internal stakeholders.
12 chapters in this module
  1. Presenting insurance contract liabilities clearly
  2. Allocating CSM to profit and loss over time
  3. Segregating receivables and payables under reinsurance
  4. Disclosing risk exposure by segment
  5. Reporting contract acquisition costs accurately
  6. Explaining changes in assumptions in narrative form
  7. Linking disclosures to executive commentary
  8. Preparing segment-level reporting templates
  9. Disclosing sensitivity to interest rate shifts
  10. Using consistent terminology across jurisdictions
  11. Aligning with the firm’s disclosure style
  12. Avoiding over-disclosure that creates liability
Module 5. Implementation Strategy and Project Governance
Lead cross-functional teams with a clear roadmap, timeline, and accountability framework that prevents delays and scope creep.
12 chapters in this module
  1. Creating a phased rollout plan by entity
  2. Assigning RACI for key implementation tasks
  3. Setting up steering committee reporting cadence
  4. Managing dependencies with IT modernization
  5. Integrating IFRS 17 into existing reporting calendars
  6. Prioritizing contracts by materiality
  7. Handling dual reporting during transition
  8. Establishing interface control points
  9. Budgeting for vendor and consultant support
  10. Measuring team velocity with milestone tracking
  11. Conducting internal readiness assessments
  12. Communicating progress to senior stakeholders
Module 6. Internal Controls and Audit Readiness
Design and document controls that ensure accuracy, completeness, and timeliness in IFRS 17 reporting for internal and external audit.
12 chapters in this module
  1. Identifying key controls in the reporting process
  2. Documenting control procedures for SOX alignment
  3. Testing controls for operating effectiveness
  4. Managing access rights to valuation systems
  5. Reviewing actuarial model output controls
  6. Tracking control exceptions and remediation
  7. Preparing for external auditor walkthroughs
  8. Maintaining an audit trail of assumption changes
  9. Logging user access to projection tools
  10. Validating intercompany reconciliations
  11. Ensuring segregation of duties across functions
  12. Building a control self-assessment toolkit
Module 7. Group Consolidation and Intercompany Alignment
Resolve challenges in aggregating IFRS 17 results across legal entities with different product lines and regulatory environments.
12 chapters in this module
  1. Standardizing contract grouping across subsidiaries
  2. Handling intercompany reinsurance arrangements
  3. Eliminating intra-group CSM entries correctly
  4. Aligning valuation dates across jurisdictions
  5. Translating foreign currency results accurately
  6. Reconciling local GAAP to IFRS 17 outputs
  7. Managing differences in tax treatment
  8. Tracking performance by region and product line
  9. Ensuring consistent interpretation of rules
  10. Building a global reporting playbook
  11. Managing local reporting demands vs group standards
  12. Resolving timing differences in close process
Module 8. Stakeholder Communication and Executive Reporting
Translate complex IFRS 17 outcomes into clear, decision-ready insights for leadership and investor audiences.
12 chapters in this module
  1. Simplifying CSM movements for executive summaries
  2. Creating visual dashboards for profit recognition
  3. Explaining IFRS 17 impact on net income
  4. Forecasting future earnings volatility
  5. Benchmarking against peer institutions
  6. Preparing Q&A briefs for earnings calls
  7. Tailoring messages to investor relations
  8. Communicating changes in assumptions
  9. Aligning narrative with Macquarie’s strategic goals
  10. Presenting sensitivity analysis to leadership
  11. Avoiding technical jargon in board-level summaries
  12. Building credibility through consistency
Module 9. Technology and System Integration
Evaluate and implement systems that support IFRS 17 requirements without creating long-term technical debt or integration silos.
12 chapters in this module
  1. Assessing off-the-shelf vs custom solutions
  2. Integrating actuarial software with ERP
  3. Choosing between cloud and on-premise hosting
  4. Ensuring scalability for future growth
  5. Managing vendor selection and contracts
  6. Testing system performance under stress
  7. Validating end-to-end data flow accuracy
  8. Building API connections for real-time updates
  9. Planning for system upgrades and patches
  10. Documenting system architecture for auditors
  11. Setting up user training and support model
  12. Ensuring compliance with Macquarie’s IT security
Module 10. Regulatory Engagement and Supervisory Expectations
Navigate interactions with regulators by anticipating questions and demonstrating robust implementation.
12 chapters in this module
  1. Understanding APRA and global regulator expectations
  2. Preparing for thematic reviews on IFRS 17
  3. Responding to supervisory inquiries effectively
  4. Documenting judgment calls for regulatory review
  5. Aligning with Basel III and capital treatment
  6. Demonstrating governance maturity
  7. Reporting on internal review findings
  8. Handling on-site inspection requests
  9. Updating playbook based on regulatory feedback
  10. Tracking regulatory developments globally
  11. Balancing transparency with legal protection
  12. Building a proactive regulatory relationship
Module 11. Ongoing Maintenance and Continuous Improvement
Establish routines for quarterly updates, assumption reviews, and process refinement to sustain compliance over time.
12 chapters in this module
  1. Setting up quarterly re-measurement workflows
  2. Reviewing and updating actuarial assumptions
  3. Managing changes in discount rates
  4. Updating models for experience adjustments
  5. Tracking performance against expectations
  6. Conducting post-implementation reviews
  7. Identifying process bottlenecks for optimization
  8. Updating internal documentation annually
  9. Training new team members efficiently
  10. Benchmarking against industry best practices
  11. Incorporating audit findings into improvements
  12. Planning for future standard revisions
Module 12. Strategic Value and Business Partnership
Leverage IFRS 17 insights to inform pricing, product design, and capital allocation decisions across the business.
12 chapters in this module
  1. Using CSM analysis to evaluate product profitability
  2. Informing pricing strategy with liability insights
  3. Supporting capital planning with reserve views
  4. Identifying underperforming segments early
  5. Enabling better reinsurance negotiations
  6. Aligning actuarial and finance incentives
  7. Contributing to product development discussions
  8. Shaping executive decisions with trend analysis
  9. Building cross-functional influence
  10. Demonstrating ROI of compliance investment
  11. Positioning finance as a strategic partner
  12. Documenting impact on business outcomes

How this maps to your situation

  • IFRS 17 implementation under way across global divisions
  • Need for clear ownership and governance structure
  • Growing demand for accurate, timely financial disclosures
  • Opportunity to lead from finance with cross-functional impact

Before vs. after

Before
Navigating IFRS 17 with fragmented guidance and reactive processes, relying on ad-hoc support and inconsistent interpretations across teams.
After
Leading with a documented, repeatable framework that ensures accuracy, builds credibility, and expands influence across finance, actuarial, and executive functions.

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 90 minutes of focused reading and implementation planning, designed for completion over a weekend or in short sessions during the week.

If nothing changes
Without a structured approach, teams face repeated audit findings, delayed closes, misaligned assumptions, and eroded trust in financial reporting , risks that escalate during periods of market volatility or leadership scrutiny.

How this compares to the alternatives

Unlike generic webinars or dense accounting standards summaries, this course delivers actionable, role-specific structure with templates and decision frameworks used by practitioners at top financial institutions.

Frequently asked

Is this course suitable for someone who is not an actuary?
Yes. It's designed for senior finance and reporting leaders who need to understand, govern, and communicate IFRS 17 outcomes , not build the models themselves.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will the course help with audit preparation?
Yes. Every module includes templates and documentation practices that align with external auditor expectations and internal control requirements.
$199 one-time. Approximately 90 minutes of focused reading and implementation planning, designed for completion over a weekend or in short sessions during the week..

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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