A tailored course, built for your situation
Influence across business units with IFRS 17 implementation
Build cross-functional impact through precise execution and trusted interpretation of IFRS 17
$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 financial reporting or research practitioner in a multi-line financial institution, responsible for shaping or interpreting IFRS 17 outcomes across teams
Who this is not for
Entry-level accountants, auditors focused only on check-the-box compliance, or practitioners without cross-functional exposure to IFRS 17 implementation
What you walk away with
- Credible, consistent interpretation of IFRS 17 standards used as reference across teams
- Artefacts that become default inputs for actuarial, capital planning, and executive reporting
- Trusted standing in cross-functional meetings where IFRS 17 assumptions are debated
- Proactive shaping of reporting outcomes before review cycles begin
- Clear linkage between technical work and strategic implications understood by non-specialists
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 standard setup
Establish the authoritative text baseline for IFRS 17 as applied in complex financial institutions, avoiding interpretive drift across teams.
12 chapters in this module
- Scope definition under IFRS 17
- Identifying insurance contracts
- Distinction from financial instruments
- Onboarding embedded derivatives
- Coverage units and measurement models
- Variable fee approach setup
- Contracts in loss positions
- Risk adjustments quantified
- Discount rate selection policy
- Transitional relief options
- Group-level consistency rules
- Documentation standards for audit
Module 2. Measurement model alignment
Align current estimate techniques with IFRS 17 requirements across diverse product lines and reporting units.
12 chapters in this module
- Building Current Estimate inputs
- Future cash flow projection standards
- Probability weighting methods
- Monte Carlo vs deterministic
- Time value of money inputs
- Inflation adjustment protocols
- Credit margin inclusion
- Non-performance risk handling
- Currency conversion rules
- Aggregation level decisions
- Portfolio segmentation logic
- Model validation checklists
Module 3. Cohort construction
Design durable cohort groupings that satisfy both actuarial rigor and financial reporting stability.
12 chapters in this module
- Initial recognition timing
- Grouping by similarity
- Product type classification
- Term alignment rules
- Renewal option handling
- Modification accounting
- Cohort-level rollback
- Loss recognition triggers
- Profit recognition pacing
- Acquisition cost capitalization
- Selling expense allocation
- Periodic reassessment logic
Module 4. Discount rate framework
Implement a defensible, institutionally consistent approach to risk-free yield curves and credit spreads.
12 chapters in this module
- Risk-free rate selection
- Credit spread add-on
- Liquidity premium inclusion
- Currency-specific curves
- Roll-down methodology
- Effective interest rate
- Time-series alignment
- Curve interpolation
- Market observability
- Sovereign curve mapping
- Inflation-linked adjustments
- Regulatory curve adoption
Module 5. Risk adjustment protocols
Standardize risk adjustment for non-financial risk across business lines with auditable consistency.
12 chapters in this module
- Definition of non-financial risk
- Risk margin methods
- Confidence level selection
- Cost of capital approach
- Parameter uncertainty
- Event risk quantification
- Catastrophe risk inclusion
- Correlation assumptions
- Time horizon alignment
- Currency translation
- Portfolio diversification
- Audit trail completeness
Module 6. Contract boundary settings
Define clear, repeatable rules for contract boundaries and modifications under IFRS 17.
12 chapters in this module
- Initial recognition criteria
- Modification assessment
- Onerous contract checks
- Loss recognition rules
- Acquisition cost deferral
- Renewal option valuation
- Embedded derivative extraction
- Direct participation contracts
- Reinsurance recoverables
- Hedging relationship setup
- Fair value transitions
- Model boundary documentation
Module 7. Reporting segmentation
Structure IFRS 17 outputs to align with internal management reporting and group consolidation needs.
12 chapters in this module
- Geographic reporting
- Line of business splits
- Currency presentation
- Internal transfer pricing
- Capital allocation logic
- Performance metrics
- Sensitivity disclosures
- Management action reports
- Aggregation exceptions
- Segment overlap rules
- Cross-border consolidation
- Executive summary design
Module 8. Transition method selection
Choose and justify transition methods that balance simplicity with financial impact visibility.
12 chapters in this module
- Full retrospective path
- Modified retrospective
- Fair value overlay
- Relief option eligibility
- Policy choice disclosure
- Comparative period handling
- Opening balance impact
- Actuarial model rewrite
- Data gap remediation
- Judgment documentation
- Materiality thresholds
- Roll-forward validation
Module 9. Data governance standards
Enforce data quality and traceability standards that support defensible IFRS 17 reporting across cycles.
12 chapters in this module
- Source system identification
- Data lineage mapping
- Ownership assignment
- Update frequency rules
- Historical data retention
- Estimate change tracking
- Model version control
- Access control standards
- External data validation
- Gap documentation
- Error correction process
- Audit log requirements
Module 10. Cross-functional alignment
Drive consistent interpretation and adoption of IFRS 17 outcomes across actuarial, finance, and strategy teams.
12 chapters in this module
- Assumption approval workflow
- Cross-team validation
- Change notification rules
- Feedback loop design
- Dispute resolution
- Escalation paths
- Meeting rhythm setup
- Minutes and decisions
- Standing agenda items
- Decision log maintenance
- Executive summary cycle
- Glossary alignment
Module 11. Disclosure design
Craft disclosures that satisfy regulators while serving internal decision-makers.
12 chapters in this module
- Regulatory minimums
- Materiality filters
- Sensitivity tables
- Narrative framing
- Assumption transparency
- Risk factor description
- Comparative metrics
- Forward-looking statements
- Internal use variants
- Public release version
- Translation for non-experts
- Approval workflow
Module 12. Audit and review readiness
Structure documentation and responses to streamline audit cycles and reduce rework.
12 chapters in this module
- Audit request tracking
- Evidence repository
- Response templates
- Common question bank
- Assumption challenge prep
- Model walkthrough script
- Control narrative
- Disclosure review checklist
- Management letter prep
- External actuary coordination
- Deadline calendar
- Lessons learned update
How this maps to your situation
- When adopting IFRS 17 in a multinational financial institution
- When leading cross-functional reporting teams
- When standardizing actuarial and finance outputs
- When preparing for first-time external audit under IFRS 17
Before vs. after
Before
IFRS 17 work remains siloed, subject to inconsistent interpretation, and reactive to review cycles
After
Your interpretations guide cross-functional teams, artefacts become reference standards, and outcomes are shaped proactively
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 for integration with ongoing work cycles
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course focuses on the specific artefacts, decisions, and cross-functional dynamics that determine real influence in enterprise settings.
Frequently asked
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is this focused on a specific region or jurisdiction?
No. The course emphasizes globally consistent application of IFRS 17 principles, applicable across jurisdictions.
Will this help me lead cross-functional teams?
Yes. Each module includes templates and decision frameworks used to align actuarial, finance, and strategy functions.
$199 one-time. Approximately 3 hours per module, designed for integration with ongoing work cycles.
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