A tailored course, built for your situation
M&A Escalations Routed to Your Desk First Under IFRS 17
Become the default recipient for sensitive financial work as standards evolve
$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.
Most practitioners wait for invites to critical IFRS 17 work, you’ll be the one they call first
The situation this course is for
Important IFRS 17 decisions are being made without your input, not because of capability gaps, but because influence isn’t evenly distributed. The work you want lands on other desks first.
Who this is for
Senior financial compliance practitioner navigating complex reporting standards in a global firm
Who this is not for
Junior analysts, auditors without decision authority, or those outside financial services
What you walk away with
- M&A-related IFRS 17 escalations are directed to you proactively
- Regulator-facing filings include your inputs as standard practice
- Cross-functional teams adopt your templates as default references
- Senior sponsors assign you reviewer status on first drafts
- Your framework interpretations shape internal guidance
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Core Principles
Build fluency in scope, measurement model, and transition mechanics used in actual filings.
12 chapters in this module
- Scope determination for insurance contracts
- Identifying BAZs and FULs
- Grouping policies for reporting
- Setting measurement boundaries
- Discount rate selection
- Risk adjustment methods
- Contractual service margin basics
- Allocation of CSM over time
- Transition options overview
- Comparative period treatment
- Disclosure thresholds
- Materiality in practice
Module 2. Disclosure Strategy
Design disclosures that satisfy regulators while protecting commercial sensitivity.
12 chapters in this module
- Regulator expectations vs audience needs
- Tiered disclosure frameworks
- Benchmarking peer filings
- Sensitivity analysis formats
- Narrative structure
- Quantitative thresholds
- Roll-forward templates
- Aggregation policies
- Material assumptions list
- Disclosure review cycle
- Internal sign-off path
- Version control process
Module 3. Cross-Team Escalation Protocols
Define how and when peer teams escalate IFRS 17 issues to your desk.
12 chapters in this module
- Trigger events for escalation
- Standard intake forms
- Escalation routing logic
- Urgency classification
- Handoff documentation
- Ownership transfer
- Resolution timelines
- Review panel activation
- Peer challenge process
- Escalation audit trail
- Feedback loop design
- Template reuse policy
Module 4. M&A Due Diligence Integration
Embed IFRS 17 review into acquisition workflows before deal finalisation.
12 chapters in this module
- Pre-acquisition data requests
- Scope alignment checks
- BAZ mapping templates
- Risk adjustment comparability
- CSM integration rules
- Measurement model variance log
- Disclosure gap analysis
- Transition method alignment
- Actuarial function alignment
- IT system compatibility
- Audit readiness checklist
- Post-close integration plan
Module 5. Regulator-Ready Filings
Produce filings that withstand scrutiny without rework cycles.
12 chapters in this module
- Supervisory authority expectations
- Filing structure standards
- Assumption transparency
- Data lineage requirements
- Model validation summary
- Peer benchmarking reference
- Internal challenge process
- Final review checklist
- Submission timeline
- Response readiness
- Amendment protocol
- Version comparison
Module 6. Actuarial Function Coordination
Standardise communication with actuaries to reduce back-and-forth.
12 chapters in this module
- Request for information format
- Assumption validation process
- Model output expectations
- Timeline alignment
- Margin allocation logic
- Risk adjustment inputs
- CSM calculation review
- Discount rate sourcing
- Sensitivity testing scope
- Peer review mechanism
- Documentation standards
- Change management process
Module 7. IT System Mapping
Trace financial data from source systems to final reports.
12 chapters in this module
- Data source inventory
- Extraction logic review
- Transformation rules
- Validation checkpoints
- Reconciliation points
- System of record designation
- Change control process
- Version tracking
- Data lineage documentation
- Audit trail access
- System integration testing
- Error resolution workflow
Module 8. Internal Audit Preparation
Prepare for audits with complete, referenceable artefacts.
12 chapters in this module
- Audit scope definition
- Document request list
- Evidence repository
- Control assertion mapping
- Prior year comparison
- Exception tracking
- Response drafting
- Management sign-off
- Follow-up timeline
- Remediation plan
- Audit exit meeting
- Post-audit review
Module 9. Vendor Review End-to-End
Take ownership of third-party service providers in the IFRS 17 chain.
12 chapters in this module
- RFP design for actuarial vendors
- Scope of work definition
- Deliverable acceptance criteria
- Peer review process
- Quality assurance checklist
- Pricing model alignment
- Contract terms review
- Data security compliance
- Service level monitoring
- Performance evaluation
- Renewal readiness
- Exit planning
Module 10. Executive Communication
Translate IFRS 17 impacts into business terms for leadership.
12 chapters in this module
- Earnings impact summary
- Capital implications
- Strategic option analysis
- Risk exposure framing
- Sensitivity scenarios
- Mitigation pathway
- Timing of effects
- Peer comparison context
- Governance implications
- Board messaging prep
- Q&A preparation
- Stakeholder briefing
Module 11. Continuous Improvement Loop
Update frameworks based on lived experience and feedback.
12 chapters in this module
- Lessons learned log
- Peer feedback collection
- Regulator response tracking
- Audit finding integration
- Process gap identification
- Template update cycle
- Knowledge transfer plan
- Version control
- Review calendar
- Stakeholder input
- Change adoption
- Impact assessment
Module 12. Ownership Transition
Hand off frameworks while maintaining influence.
12 chapters in this module
- Successor readiness
- Knowledge transfer plan
- Mentorship model
- Review checkpoint
- Documentation quality
- Stakeholder alignment
- Feedback loop
- Reputation tracking
- Ongoing contribution
- Advisory role
- Exit interview
- Legacy framework
How this maps to your situation
- Working through first full IFRS 17 cycle
- Handling cross-functional handoffs
- Integrating M&A targets
- Responding to regulator inquiries
Before vs. after
Before
Important IFRS 17 decisions are made without your input, and high-visibility work lands elsewhere.
After
M&A escalations, regulator filings, and peer reviews flow to you first , you own the standards in motion.
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 week over 12 weeks
If nothing changes
High-impact IFRS 17 work will continue to bypass your desk, even when your expertise would prevent rework or misalignment.
How this compares to the alternatives
Unlike generic IFRS 17 courses, this program focuses on influence , not just knowledge. It builds the artefacts and protocols that make your role indispensable in real-time decision-making.
Frequently asked
Who is this course for?
Senior practitioners who lead or influence IFRS 17 implementation in financial institutions.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me get more high-visibility work?
Yes , by equipping you with reference-quality artefacts and escalation protocols, you become the default recipient for complex IFRS 17 tasks.
$199 one-time. Approximately 3 hours per week over 12 weeks.
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