A tailored course, built for your situation
Influence across more business lines with IFRS 17
Build cross-functional authority by mastering the standards shaping modern insurance accounting
$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 financial analyst in a regulated financial institution, focused on reporting accuracy and standards alignment, seeking greater impact beyond core team outputs
Who this is not for
Executives looking for high-level summaries, consultants selling IFRS 17 tools, or team leads managing delivery at scale , this is for individual contributors mastering the substance
What you walk away with
- Articulate IFRS 17 impact across pricing, reserving, and capital allocation discussions
- Lead cross-team alignment on measurement methodologies without escalation
- Produce auditable, source-backed documentation that survives leadership scrutiny
- Anticipate downstream reporting implications before requirements are formalized
- Become the go-to interpreter when divisions need clarity on standard application
The 12 modules (with all 144 chapters)
Module 1. Core principles of IFRS 17
Establish foundational understanding of the three measurement models and how they apply to different insurance contracts.
12 chapters in this module
- The objective of IFRS 17
- Identifying insurance contracts
- The building block approach
- Measurement model options
- Variable fee approach basics
- Premium allocation method
- Temporal treatment of cash flows
- Discounting principles
- Risk adjustment frameworks
- Contractual service margin
- Acquisition cost capitalization
- Transition methods
Module 2. Scope and applicability
Determine which entities and contracts fall under IFRS 17 and how segmentation affects reporting.
12 chapters in this module
- Insurance vs investment contracts
- Reinsurance inclusion criteria
- Unit-linked products
- Embedded derivatives
- Portfolio segmentation rules
- Significant risk tests
- Duration-based classifications
- Geographic applicability
- Grouping contracts
- Disaggregation triggers
- Materiality thresholds
- Interim contract modifications
Module 3. Building the building blocks
Break down the components of fulfillment cash flows and how they form the foundation of liability measurement.
12 chapters in this module
- Estimating future cash flows
- Incorporating probability weighting
- Adjusting for risk margins
- Time value of money inputs
- Currency consistency checks
- Inflation adjustments
- Expense assumptions
- Claims development patterns
- Survival functions
- Catastrophe loading
- Sensitivity testing
- Management overlay considerations
Module 4. Contractual Service Margin
Track the recognition and release of CSM across the contract lifecycle.
12 chapters in this module
- CSM initial recognition
- Amortization methods
- Interest accretion
- Release timing rules
- Loss recognition events
- Margin unlocking
- Reinsurance CSM alignment
- Currency translation impact
- CSM vs profit recognition
- Regulatory scrutiny points
- Disclosure preparation
- Auditor expectations
Module 5. Fair value overlay
Apply financial instrument principles where IFRS 17 interacts with IFRS 9.
12 chapters in this module
- IFRS 9 classification rules
- Hedge accounting integration
- Fair value inputs
- Credit valuation adjustments
- Debt instrument classification
- Equity investments
- Fair value hierarchy alignment
- Liquidity premium inclusion
- Market-consistent measurement
- Volatility smoothing
- FVA and DVA
- Hedge effectiveness testing
Module 6. Reinsurance accounting
Apply IFRS 17 principles to reinsurance contracts held.
12 chapters in this module
- Reinsurance contract identification
- Proportionality assessment
- Coverage ratio tests
- Reinsurance recoverables
- Duration matching
- Profit recognition timing
- CSM allocation
- Loss recognition alignment
- Disaster clause impacts
- Retrocession treatment
- Capital relief implications
- Reporting under IFRS 17 and Solvency II
Module 7. Disclosure frameworks
Build compliant, insightful disclosures that meet stakeholder expectations.
12 chapters in this module
- Summary of significant judgments
- Sensitivity disclosures
- Risk profile reporting
- Profit recognition timing
- Reconciliation of CSM
- Risk margin breakdown
- Weighted average assumptions
- Geographic breakdowns
- Segment reporting alignment
- Narrative consistency checks
- Regulator-facing templates
- Investor communication
Module 8. System and data readiness
Ensure technical infrastructure supports accurate, auditable IFRS 17 outputs.
12 chapters in this module
- Data lineage mapping
- Actuarial system integration
- General ledger alignment
- Version control needs
- Parameter approval workflows
- Audit trail requirements
- Automation thresholds
- Model validation steps
- Data governance roles
- Third-party vendor inputs
- Cloud vs on-premise tradeoffs
- Scalability planning
Module 9. Actuarial alignment
Collaborate effectively with actuarial teams on assumption setting and refinement.
12 chapters in this module
- Assumption governance
- Best estimate principles
- Risk adjustment methods
- Future volatility inputs
- Prior year development
- Emerging claims trends
- Mortality and lapse rates
- Catastrophe modeling
- Natural hedging
- Sensitivity reporting
- Peer benchmarking
- Model calibration
Module 10. Audit and assurance
Prepare for external scrutiny with clear documentation and traceable decisions.
12 chapters in this module
- Audit readiness checklist
- Control mapping
- Evidence retention
- Materiality thresholds
- Sampling approaches
- Third-party confirmations
- Assumption challenge preparation
- Documentation standards
- Peer review expectations
- Regulatory inspection prep
- Management representation letters
- Issue escalation paths
Module 11. Cross-functional coordination
Lead alignment across finance, risk, actuarial, and compliance teams.
12 chapters in this module
- Stakeholder identification
- Communication cadence
- Glossary standardization
- Issue escalation paths
- Change impact assessment
- Training coordination
- Feedback integration
- Governance committee prep
- Decision logging
- Conflict resolution
- Version control
- Centralized documentation
Module 12. Strategic implications
Understand how IFRS 17 influences product pricing, portfolio strategy, and capital planning.
12 chapters in this module
- Product profitability analysis
- Capital efficiency
- Pricing implications
- Reserve adequacy
- Dividend capacity
- M&A due diligence
- Rating agency communication
- Investor relations
- Board-level summaries
- Scenario planning
- Capital allocation
- Long-term strategy
How this maps to your situation
- When preparing for audit
- During cross-team alignment
- Before financial reporting cycles
- While building documentation
Before vs. after
Before
Working in silos, reacting to requests, and relying on others to interpret standards
After
Leading alignment across functions with confidence, shaping narratives before they form
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, total 36 hours for full completion, designed to fit around core responsibilities.
How this compares to the alternatives
Unlike generic webinars or slide decks, this course delivers structured, decision-ready reasoning and templates used in actual implementations at global insurers.
Frequently asked
Will this help me explain IFRS 17 to non-specialists?
Yes , each module includes plain-language summaries and cross-functional communication frameworks.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is prior actuarial experience required?
No , the course is built for financial analysts and accountants working adjacent to actuarial teams.
$199 one-time. Approximately 3 hours per module, total 36 hours for full completion, designed to fit around core responsibilities..
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