A tailored course, built for your situation
Influence across strategic project decisions with IFRS 17
Shape cross-functional direction and lead high-impact initiatives with confidence
$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 project managers in financial services leading IFRS 17 readiness and reporting integration
Who this is not for
Individuals seeking introductory accounting training or general project management certification
What you walk away with
- Lead cross-functional alignment on IFRS 17 reporting timelines and scope
- Direct stakeholder influence in vendor and tooling decisions tied to compliance
- Own control design inputs with authoritative understanding of disclosure requirements
- Drive consensus in technical review sessions with audit and finance partners
- Establish repeatable project frameworks that survive team turnover
The 12 modules (with all 144 chapters)
Module 1. Foundations of IFRS 17 in project delivery
Understand how IFRS 17 reshapes project scope, timeline, and stakeholder expectations in financial reporting initiatives.
12 chapters in this module
- What IFRS 17 means for project scope
- Key definitions and terminology
- Three core principles of measurement
- Contract boundaries and groupings
- Distinction from IFRS 4
- Transition methods overview
- Disclosure requirements overview
- Interaction with local GAAP
- Regulatory expectations timeline
- Project implications of unit- vs full-transition
- Integration with existing financial systems
- Common implementation pitfalls
Module 2. Project governance under IFRS 17
Design governance structures that align legal, actuarial, and finance teams around shared milestones and accountability.
12 chapters in this module
- Cross-functional team mapping
- Decision rights framework
- RACI for compliance initiatives
- Steering committee setup
- Escalation pathways
- Cadence of review meetings
- Documentation standards
- Change control under IFRS 17
- Budget alignment techniques
- Resource allocation models
- Vendor oversight integration
- Status reporting formats
Module 3. Vendor selection and tooling strategy
Evaluate platforms and vendors against IFRS 17-specific requirements with confidence and precision.
12 chapters in this module
- Core capabilities needed
- Actuarial software comparison
- Data integration requirements
- Auditability of calculations
- Scalability for future filings
- Implementation timeline realism
- Reference clients and use cases
- Total cost of ownership model
- Security and access controls
- Support responsiveness metrics
- Long-term roadmap alignment
- Negotiation leverage points
Module 4. Data architecture for compliance reporting
Structure data pipelines to meet IFRS 17 disclosure standards while ensuring traceability and audit readiness.
12 chapters in this module
- Source system inventory
- Policy data granularity
- Cash flow projection standards
- Discount rate documentation
- Aggregation logic design
- Data retention rules
- Reconciliation controls
- Metadata tagging strategy
- Version control approach
- Data lineage mapping
- Automated validation rules
- Reporting layer integration
Module 5. Actuarial input coordination
Bridge project management with actuarial teams to ensure technical assumptions translate accurately into reporting outputs.
12 chapters in this module
- Understanding actuarial models
- Assumption documentation standards
- Sensitivity testing coordination
- Reserve calculation inputs
- Risk adjustment methodology
- Time value of money inputs
- Discount curve sourcing
- Monte Carlo simulation use
- Confidence level definitions
- Credibility adjustments
- Model validation coordination
- Peer review integration
Module 6. Financial statement integration
Align project outputs with accounting team requirements for balance sheet and income statement presentation.
12 chapters in this module
- Balance sheet line items
- Income statement impact
- OCI treatment options
- Aggregation level standards
- Currency translation rules
- Intercompany elimination needs
- Segment reporting alignment
- Prior period restatement plan
- Disclosure note drafting
- Footnote coordination
- Audit trail structure
- Review cycle timing
Module 7. Stakeholder alignment strategy
Build consensus among legal, finance, audit, and operations teams on scope, timing, and resource commitments.
12 chapters in this module
- Stakeholder priority mapping
- Communication cadence design
- Expectation alignment tactics
- Conflict resolution framework
- Influence without authority
- Executive summary formatting
- Risk escalation thresholds
- Feedback loop integration
- Change adoption metrics
- Training plan rollout
- Knowledge transfer methods
- Post-implementation review
Module 8. Compliance testing and validation
Design review processes that ensure IFRS 17 outputs meet regulatory and internal audit expectations.
12 chapters in this module
- Control point identification
- Automated validation rules
- Manual review protocols
- Error tolerance thresholds
- Re-performance standards
- Sampling methodology
- Defect tracking system
- Remediation workflows
- Audit readiness checklist
- External auditor coordination
- Documentation completeness
- Sign-off sequence
Module 9. Disclosure narrative development
Craft clear, compliant, and stakeholder-appropriate disclosures that meet both regulatory and investor expectations.
12 chapters in this module
- Disclosure objective mapping
- Boilerplate vs custom content
- Risk factor integration
- Judgment disclosure needs
- Sensitivity analysis presentation
- Comparative period treatment
- Clarity standards
- Footnote referencing
- Graphics and tables use
- Investor perspective review
- Legal team coordination
- Final approval workflow
Module 10. Ongoing maintenance and scaling
Establish processes that sustain compliance accuracy across reporting cycles and organisational growth.
12 chapters in this module
- Change impact assessment
- New product onboarding
- Acquisition integration
- System upgrade planning
- Team onboarding process
- Knowledge retention design
- Process documentation standard
- Control evolution tracking
- Regulatory update monitoring
- Internal audit feedback loop
- Benchmarking against peers
- Continuous improvement cycle
Module 11. Leadership presence in strategic forums
Increase visibility and impact in executive reviews, regulatory prep sessions, and cross-functional planning.
12 chapters in this module
- Speaking with authority
- Anticipating pushback
- Framing trade-offs clearly
- Presenting options not problems
- Aligning to strategic goals
- Using data to support views
- Building coalitions
- Owning the narrative
- Setting meeting tone
- Driving outcomes
- Consensus-building tactics
- Follow-up execution
Module 12. Personal influence roadmap
Build a repeatable framework for leading high-impact initiatives beyond IFRS 17.
12 chapters in this module
- Mapping influence opportunities
- Strength-based positioning
- Credibility builders
- Alliance development
- Visibility planning
- Decision track ownership
- Reputation reinforcement
- Mentorship pathways
- Thought leadership formats
- Internal brand development
- Career trajectory planning
- Legacy project identification
How this maps to your situation
- When leading first-time IFRS 17 reporting cycle
- During vendor evaluation and selection phase
- While coordinating actuarial and finance teams
- Ahead of external audit and regulatory review
Before vs. after
Before
Input contributor on IFRS 17 timelines and design choices
After
Recognised owner of key decision tracks and cross-functional alignment
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 into existing project cycles.
How this compares to the alternatives
Unlike generic compliance courses, this program focuses specifically on project leadership within IFRS 17 implementation, combining technical depth with influence strategies used by senior practitioners in global financial institutions.
Frequently asked
Is this course technical enough for hands-on contributors?
Yes. Each module includes concrete templates, decision frameworks, and implementation patterns used in live financial institutions.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this apply only to insurance firms?
No. The content is tailored to any financial services firm managing long-duration contracts and complex liability reporting, including diversified financial institutions.
$199 one-time. Approximately 3 hours per module, designed for integration into existing project 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