A tailored course, built for your situation
Influence in IFRS 17 implementation decisions
Turn technical precision into authority on insurance accounting 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.
Who this is for
Business Development Specialist in insurance, focused on cross-functional coordination around regulatory change, especially IFRS 17
Who this is not for
Entry-level staff unfamiliar with IFRS concepts, vendors selling IFRS solutions, or executives seeking high-level summaries without technical grounding
What you walk away with
- Confidently frame IFRS 17 trade-offs using peer-reviewed rationale
- Shape vendor selection criteria with documented evaluation templates
- Lead pre-audit alignment sessions across actuarial, finance, and compliance teams
- Submit financial reporting adjustments with precedent-backed justification
- Gain direct inclusion in strategic scoping meetings for IFRS 17 updates
The 12 modules (with all 144 chapters)
Module 1. Understanding IFRS 17 scope and applicability
Clarify which contracts fall under IFRS 17 and how to classify them correctly across product lines.
12 chapters in this module
- Scope identification
- Insurance contract definition
- Reinsurance inclusion rules
- Coverage period determination
- Contract boundary assessment
- Fixed fee vs variable cashflow
- Onerous contract indicators
- Modification treatment
- Portfolio aggregation rules
- Transition method selection
- First time adoption checklist
- Materiality thresholds
Module 2. Building the contractual service margin
Master the calculation and release of the CSM as a measure of profit over time.
12 chapters in this module
- CSM initial recognition
- Fulfillment cashflow inputs
- Discount rate selection
- Risk adjustment methodology
- Loss component identification
- Acquisition cost allocation
- CSM release pattern
- Currency translation impact
- Time value of money
- Probability weighting
- Sensitivity disclosure
- Audit documentation
Module 3. Recognizing insurance revenue and expenses
Accurately map cashflows to reporting periods using IFRS 17’s new model.
12 chapters in this module
- Revenue recognition timing
- Expense grouping rules
- Cashflow timing alignment
- Refund treatment
- Claims processing lag
- Commission cost timing
- Policy maintenance cost
- Investment component split
- Amortization schedule
- Unearned profit release
- Discount unwind
- Currency adjustments
Module 4. Modeling current estimates and assumptions
Document and justify the actuarial inputs that drive financial statements.
12 chapters in this module
- Best estimate methodology
- Probability weighting models
- Mortality assumption sources
- Lapse rate benchmarks
- Expense inflation indexing
- Investment return projection
- Sensitivity testing
- Peer comparison data
- Review cycle frequency
- Assumption governance
- Audit trail creation
- Disclosure readiness
Module 5. Designing disclosures for transparency
Create clear, compliant reporting that meets regulator and investor expectations.
12 chapters in this module
- Reconciliation format
- Risk profile narrative
- Portfolio segmentation
- Sensitivity table design
- CSM rollforward
- Risk adjustment disclosure
- Capital requirements linkage
- Geographic breakdown
- Product line details
- Actuarial methods summary
- Uncertainty statement
- Internal review signoff
Module 6. Integrating IFRS 17 with local GAAP
Manage dual reporting requirements without duplication or conflict.
12 chapters in this module
- Local GAAP mapping
- Reporting overlap zones
- Control reconciliation
- Audit coordination
- System design alignment
- Timing differences
- Materiality thresholds
- Data lineage tracking
- Exception handling
- Consolidation logic
- Disclosure harmonization
- Leadership reporting
Module 7. Vendor evaluation for IFRS 17 systems
Build scoring criteria and run procurement with confidence in technical depth.
12 chapters in this module
- RFP design
- Actuarial engine capability
- Data ingestion limits
- CSM calculation speed
- Disclosure automation
- Audit trail depth
- Integration points
- Maintenance cost
- Support SLA
- Upgrade frequency
- Peer reference list
- Implementation timeline
Module 8. Leading cross-functional alignment
Facilitate agreement between finance, actuarial, IT, and compliance teams.
12 chapters in this module
- Stakeholder mapping
- Meeting cadence design
- Decision log structure
- Conflict de-escalation
- Priority alignment
- Escalation path
- Documentation standard
- Feedback loop
- Change control
- Version tracking
- Approval workflow
- Status reporting
Module 9. Preparing for internal audit review
Anticipate questions and deliver complete, defensible documentation packages.
12 chapters in this module
- Control identification
- Evidence collection
- Sample selection
- Documentation completeness
- Audit trail access
- Assumption review
- CSM variance analysis
- Disclosure validation
- System output match
- Peer review log
- Remediation tracking
- Signoff process
Module 10. Managing transition from IFRS 4
Execute a clean shift from old standards with minimal disruption.
12 chapters in this module
- Transition method choice
- Full retrospective steps
- Modified approach rules
- Data gap handling
- System configuration
- Testing plan
- Stakeholder training
- Communication rollout
- Legacy contract mapping
- Comparison period setup
- Audit support
- Post-go-live review
Module 11. Building internal training content
Create effective materials to scale understanding across teams.
12 chapters in this module
- Audience segmentation
- Core concepts distillation
- Workflow integration
- Role-specific modules
- Quiz design
- Glossary development
- Case study creation
- Instructor guide
- Feedback collection
- Version control
- Compliance signoff
- Rollout schedule
Module 12. Sustaining long-term compliance
Keep regulations and operations aligned through changing conditions.
12 chapters in this module
- Update tracking
- Regulator bulletin review
- Internal change control
- System patching
- Assumption refresh
- Control testing
- Disclosure review
- Audit coordination
- Stakeholder check-in
- Training updates
- Knowledge retention
- Lessons learned
How this maps to your situation
- Managing IFRS 17 rollout across business units
- Responding to audit questions on financials
- Evaluating vendor tools for compliance automation
- Leading alignment between actuarial and finance teams
Before vs. after
Before
Reacting to IFRS 17 requirements with limited authority in technical discussions
After
Shaping decisions with peer-reviewed justification and structured influence
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, with self-paced access.
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course delivers actionable templates, decision frameworks, and precedent-backed reasoning tailored to business development roles in insurance. It focuses on influence through technical command, not just awareness.
Frequently asked
Who is this course designed for?
Business Development Specialists and cross-functional leads in insurance who engage with IFRS 17 implementation and need to influence outcomes.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this course cover ORSA or NAIC MAR?
No, it focuses exclusively on IFRS 17 implementation influence. It references integration points but does not teach ORSA or NAIC MAR.
$199 one-time. Approximately 3 hours per module, with self-paced access..
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