A tailored course, built for your situation
Influence across more business lines with IFRS 17
A 12-module course to expand your impact across actuarial, finance, and risk functions through precision in IFRS 17 implementation
$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
Mid-level IC at a global insurer, embedded in financial reporting or actuarial operations, navigating IFRS 17 as a cross-functional driver
Who this is not for
Executives seeking board-level summaries, auditors focused only on compliance checks, or technical modellers who stay within actuarial silos
What you walk away with
- Lead multi-team coordination on IFRS 17 reporting with confidence
- Anticipate handoff dependencies between finance, actuarial, and risk teams
- Produce repeatable documentation that aligns assumptions across functions
- Become the go-to resolver for timing and methodology conflicts
- Shape implementation approaches that stick across reporting cycles
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 as organizational leverage
How technical fluency in IFRS 17 creates de facto influence beyond formal authority, with real examples from multinational insurers.
12 chapters in this module
- Defining scope without overreach
- Where IFRS 17 touches each function
- The reporting calendar as a coordination tool
- Actuarial assumptions vs finance needs
- Risk team alignment triggers
- When compliance timelines diverge
- Mapping stakeholder priorities
- Identifying influence points
- Timing handoffs proactively
- Documenting decisions transparently
- Version control across teams
- Avoiding isolation in silos
Module 2. Assumption-setting authority
Master the process of anchoring cross-functional work on shared assumptions, reducing rework and misalignment.
12 chapters in this module
- Baseline for discount rates
- Selecting longevity assumptions
- Inflation inputs agreed early
- Expense projection consensus
- Risk margin methodology lock
- Calibration timeline mapping
- Actuarial sign-off triggers
- Finance approval thresholds
- Internal audit checkpoints
- Documenting rationale traceably
- Handling assumption drift
- Version update protocols
Module 3. Cross-cycle consistency
Build reporting structures that survive team changes and maintain integrity across quarters.
12 chapters in this module
- Template standardization
- Data source ownership
- Model input control
- Version naming convention
- Change tracking system
- Peer review protocol
- Handover documentation
- Audit trail completeness
- Calendar alignment
- Reporting rhythm lock
- Exception logging
- Approval workflow
Module 4. Finance function collaboration
Strengthen delivery by aligning IFRS 17 outputs with financial reporting timelines and constraints.
12 chapters in this module
- Quarter-end close pressure
- Balance sheet integration
- Disclosure timeline sync
- Materiality thresholds
- Currency translation touchpoints
- Segment reporting alignment
- Intercompany eliminations
- Cash flow reporting
- Liquidity impact notes
- Debt covenant disclosures
- Footnote coordination
- External auditor handover
Module 5. Actuarial team alignment
Deepen coordination with actuarial leads to ensure models feed reporting without delay or revision.
12 chapters in this module
- Model run scheduling
- Output validation steps
- Sensitivity testing scope
- Stochastic vs deterministic
- Point estimate agreement
- Confidence interval handling
- Reserve calculation timing
- Best estimate documentation
- Scenario assumptions lock
- Model change impact
- Peer validation step
- Run log archiving
Module 6. Risk function integration
Integrate IFRS 17 outputs into risk reporting cycles with precision and reliability.
12 chapters in this module
- Risk margin alignment
- Capital model inputs
- Economic scenario generation
- Stress test linkage
- VaR reporting updates
- Lapse rate sensitivity
- Credit risk correlation
- Liquidity stress inputs
- IFRS 17 to ORSA bridge
- Risk appetite thresholds
- Exposure dashboards
- Scenario impact summaries
Module 7. Documentation that travels
Create artefacts that maintain clarity when handed off or revisited weeks later.
12 chapters in this module
- Assumption log structure
- Decision rationale capture
- Version summary header
- Change reason field
- Approval trail
- Stakeholder input log
- Feedback resolution note
- Cross-reference index
- Glossary inclusion
- Timeline annotation
- Data source tag
- Owner field update
Module 8. Timeline pressure navigation
Maintain quality and coordination even when deadlines compress.
12 chapters in this module
- Buffer zone planning
- Early warning triggers
- Critical path identification
- Dependency mapping
- Reschedule impact log
- Expedited review paths
- Out-of-band approval
- Temporary assumption lock
- Scope adjustment protocol
- Quality gate override
- Post-mortem capture
- Process improvement loop
Module 9. Stakeholder communication rhythm
Establish predictable updates that reduce noise and escalations.
12 chapters in this module
- Weekly sync agenda
- Escalation threshold
- Status colour coding
- Action item tracking
- Open issue log
- Decision log distribution
- Meeting prep packet
- Stakeholder-specific views
- Email update template
- Dashboard snapshot
- Management summary format
- Escalation path clarity
Module 10. Audit readiness by design
Build audit-ready outputs into the regular workflow, not as a last-minute effort.
12 chapters in this module
- Control point placement
- Evidence retention
- Review trail structure
- Comment resolution
- Gap tracking log
- Internal audit prep
- External auditor Q&A
- Supporting document pack
- Timeline adherence proof
- Assumption challenge response
- Change justification archive
- Sign-off sequence
Module 11. Cross-functional conflict resolution
Address disagreements in method or timing with structured, neutral approaches.
12 chapters in this module
- Dispute triage
- Neutral data reference
- Escalation path clarity
- Timing trade-off analysis
- Methodology compromise
- Precedent documentation
- Stakeholder alignment call
- Mediated decision forum
- Contingency planning
- Resolution tracking
- Post-conflict review
- Process update follow-up
Module 12. Sustainable influence patterns
Turn repeated success into lasting recognition across functions.
12 chapters in this module
- Pattern recognition
- Repeatable process
- Template refinement
- Team training role
- Mentorship initiative
- Cross-functional rotation
- Practice sharing
- Lessons learned capture
- Improvement backlog
- Efficiency metrics
- Visibility to leadership
- Long-term role expansion
How this maps to your situation
- First IFRS 17 reporting cycle
- Multi-team alignment phase
- Regulator readiness window
- Leadership visibility opportunity
Before vs. after
Before
Working within defined responsibilities, responding to requests, managing handoffs reactively
After
Proactively shaping cross-functional outcomes, leading coordination, and being sought for input beyond immediate scope
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 to fit around core responsibilities with structured progress tracking.
If nothing changes
Remaining in a siloed execution role, missing opportunities to lead integrated reporting efforts and expand professional influence
How this compares to the alternatives
Most IFRS 17 training focuses on technical accounting rules or high-level strategy. This course fills the gap: practical coordination, cross-functional influence, and implementation rhythm , the skills that turn compliance into career leverage.
Frequently asked
Who is this course for?
IC-level practitioners in actuarial, finance, or risk roles at insurers implementing IFRS 17, who want to extend their impact beyond their immediate team.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is this about technical accounting rules?
No. This course focuses on execution, coordination, and influence , not debits and credits. You’ll learn how to align teams, manage handoffs, and lead through complexity.
$199 one-time. Approximately 3 hours per module, designed to fit around core responsibilities with structured progress tracking..
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