A tailored course, built for your situation
Mastering IFRS 17 for Senior Treasury Managers in Global Financial Institutions
Build defensible, source-backed implementation logic that holds up under review and peer challenge
$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.
Being questioned on IFRS 17 modeling choices without a clear, documented rationale
The situation this course is for
Even senior practitioners face pushback when assumptions aren’t tied to explicit standards or precedents. Without documented reasoning, justifications become opinion-based, weakening influence and slowing approvals.
Who this is for
Senior Treasury professionals implementing IFRS 17 in multinational financial institutions, responsible for modeling, reporting, and cross-functional alignment
Who this is not for
Entry-level accountants, auditors without implementation roles, or professionals outside financial reporting and treasury functions
What you walk away with
- Build audit-ready documentation that traces every IFRS 17 liability assumption to specific regulation clauses and guidance
- Respond confidently to peer challenges using real-world regulatory precedents and documented frameworks
- Structure modeling decisions with clear rationale grounded in IFRS 17 paragraph references and EBA interpretations
- Create reusable templates that capture decision logic, not just outputs, for future reviews
- Develop a personal reference bank of examples from global filings and supervisory feedback
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Foundations and Treasury Impact
Understand the core objectives of IFRS 17 and how they reshape liability modeling, cash flow projection, and disclosure in treasury operations.
12 chapters in this module
- Scope of IFRS 17
- Key Definitions: OCI vs P&L
- Insurance vs Financial Contracts
- Contractual Service Margin
- Fulfillment Cash Flows
- Risk Adjustment Methods
- Discount Rate Selection
- Time Value of Money
- Group Treasury Implications
- Intercompany Allocations
- Reporting Thresholds
- Regulatory Overlap
Module 2. Building the Liability Model
Walk through the components of the general model, focusing on actuarial inputs, cash flow timing, and calibration to macroeconomic assumptions.
12 chapters in this module
- Projection Horizon
- Inclusion of Reinsurance
- Initial Measurement
- Subsequent Measurement
- Loss Component Detection
- Premium Allocation Approach
- Variance in Liability Estimates
- Sensitivity Testing
- Data Granularity Needs
- Model Validation Steps
- Actuarial Assumptions
- Lifecycle Endpoints
Module 3. Discount Rate Methodology
Explore the approved methods for determining discount rates, including yield curve selection, liquidity premiums, and sovereign adjustments.
12 chapters in this module
- High Quality Bonds
- Currency Matching
- Liquidity Premium
- Credit Adjustment
- Extrapolation Methods
- Sovereign Yield Curves
- Internal vs External Rates
- Overnight Index Swaps
- Tenor Selection
- Market Depth Thresholds
- Regulatory Acceptance
- Peer Benchmarking
Module 4. Risk Adjustment Frameworks
Compare confidence level methods, cost-of-capital approaches, and VaR techniques used in global implementations.
12 chapters in this module
- Prudential vs Economic View
- Cost of Capital Rate
- Confidence Level
- VaR 99.5% Calculation
- Stress Testing Linkage
- Internal Models
- External Validation
- Peer Comparisons
- Disclosure Requirements
- Time Horizon
- Profit Emergence
- Uncertainty Bands
Module 5. Data Architecture and Traceability
Map required data sources, lineage, and transformation rules to support reproducible, defensible reporting.
12 chapters in this module
- Source System Mapping
- Granular Data Needs
- ETL Requirements
- Governance Controls
- Data Retention
- Audit Trail Standards
- Metadata Management
- Reconciliation Points
- System of Record
- Access Controls
- Data Quality Metrics
- Error Handling
Module 6. Disclosure Narrative Development
Structure footnotes and management commentary that explain modeling choices clearly and consistently.
12 chapters in this module
- Strategic Report Linkage
- Key Assumptions Table
- Sensitivity Disclosures
- Judgment Explanations
- Risk Exposure Summary
- Changelog Documentation
- Management Commentary
- Comparative Periods
- Regulatory Format Alignment
- Internal Review Cycle
- Version Control
- Approval Workflow
Module 7. Peer Challenge Response Framework
Develop protocols for defending modeling choices using citations, precedents, and documented rationale.
12 chapters in this module
- Common Audit Questions
- Regulator Pushbacks
- Internal Skepticism
- Cross-Functional Queries
- Response Templates
- Citation Libraries
- Precedent Databases
- Decision Logs
- Meeting Briefs
- Escalation Paths
- Conflict Resolution
- Stakeholder Alignment
Module 8. Implementation Playbook Assembly
Compile a customized playbook with checklists, templates, and decision trees tailored to your environment.
12 chapters in this module
- Milestone Planning
- Resource Mapping
- Vendor Coordination
- Internal Sign-offs
- Pilot Testing
- Gap Analysis
- Control Frameworks
- Audit Liaison
- Training Modules
- Rollout Phasing
- Feedback Loops
- Post-Launch Review
Module 9. Cross-Functional Alignment
Align with actuarial, legal, finance, and risk teams to ensure modeling choices are consistent and supportable.
12 chapters in this module
- Actuarial Handoff Points
- Legal Contract Review
- Finance Integration
- Risk Team Coordination
- IT Involvement
- Data Ownership
- Change Management
- Meeting Rhythms
- Document Sharing
- Version Tracking
- Conflict Mediation
- Escalation Protocols
Module 10. Regulatory Engagement Preparation
Anticipate supervisory questions and prepare evidence dossiers that demonstrate compliance depth.
12 chapters in this module
- Regulator Expectations
- Inspection Readiness
- Evidence Dossier
- Q&A Preparation
- Document Indexing
- Representative Selection
- Mock Reviews
- Feedback Incorporation
- Gap Remediation
- Compliance Sign-off
- Follow-up Process
- Ongoing Monitoring
Module 11. Model Validation and Review
Institute robust validation processes that verify accuracy, consistency, and compliance with IFRS 17 principles.
12 chapters in this module
- Independent Validation
- Backtesting Process
- Benchmarking
- Sensitivity Analysis
- Peer Comparison
- Model Risk Framework
- Documentation Depth
- Sign-off Authority
- Change Logging
- Version Control
- Audit Trail
- External Review
Module 12. Sustaining the Framework
Ensure ongoing accuracy, adaptability, and knowledge continuity as team members or assumptions evolve.
12 chapters in this module
- Knowledge Transfer
- Succession Planning
- Model Updates
- Assumption Refreshes
- Regulation Changes
- System Upgrades
- Stakeholder Updates
- Training Refresh
- Documentation Maintenance
- Feedback Channels
- Continuous Improvement
- Archival Policy
How this maps to your situation
- Implementing IFRS 17 in a global financial institution
- Responding to internal peer challenges on modeling choices
- Preparing for regulatory review cycles
- Building sustainable, defensible reporting frameworks
Before vs. after
Before
Modeling assumptions are vulnerable to challenge due to lack of documented rationale or precedent.
After
Every decision is anchored in specific IFRS 17 clauses, regulator actions, or global peer practice examples.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters total)
- 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 week over 6 weeks to complete all modules and build the implementation playbook.
If nothing changes
Without defensible reasoning, even accurate models face delays, rework, or loss of influence during cross-functional review.
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course focuses on the reasoning depth needed to defend modeling choices in high-stakes environments, using real filings, regulator actions, and precedent decisions as source material.
Frequently asked
Is this course focused on accounting or treasury operations?
It's designed for treasury professionals who must implement IFRS 17 reporting, focusing on modeling logic, documentation, and peer defense, not general accounting.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this cover jurisdiction-specific variations?
Yes, it includes comparisons across APAC, EMEA, and North American implementations to strengthen global defensibility.
$199 one-time. Approximately 3 hours per week over 6 weeks to complete all modules and build the implementation playbook..
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