A tailored course, built for your situation
Mastering IFRS 17 for Bank Relationships Leaders
Build a repeatable, compounding framework for IFRS 17 compliance that strengthens client trust and internal influence
$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.
Starting from scratch on every IFRS 17 engagement wastes time and dilutes impact
The situation this course is for
High performers in bank relationships are expected to deliver precision on financial reporting standards, but too often, they reinvent the wheel with each new client or reporting cycle. Without a living repository of proven approaches, even experienced practitioners face rework, inconsistent outcomes, and missed opportunities to scale their influence.
Who this is for
Senior bank relationship managers and financial services advisors who lead IFRS 17 compliance across institutional clients and internal stakeholders
Who this is not for
Entry-level analysts or staff accountants looking for basic IFRS 17 overviews
What you walk away with
- A personal implementation playbook for IFRS 17 that evolves with every engagement
- Standardized templates for liability modeling, discount rate assumptions, and disclosure alignment
- Documented client onboarding workflows that reduce setup time by 50%
- Cross-functional alignment checklists used in actual Macquarie-scale environments
- Strategies to reuse audit feedback into future deals, creating compounding quality gains
The 12 modules (with all 144 chapters)
Module 1. Foundations of IFRS 17 in Banking
Establish core concepts including insurance contract classification, building blocks model, and transition mechanics specific to financial institutions.
12 chapters in this module
- What defines an insurance contract under IFRS 17
- Identifying embedded guarantees and discretionary participation
- Distinction between measurement models: GPM vs VFA
- Scope exemptions for reinsurance and investment contracts
- Key differences from IFRS 4 and local GAAP
- Practical implications for portfolio segmentation
- Treatment of acquisition costs and fulfillment cash flows
- Discount rate selection: benchmark vs market yield
- Contractual service margin mechanics
- Release patterns: straight-line vs coverage units
- Presentation requirements in aggregate reporting
- Disclosure depth expected by regulators
Module 2. Building the Initial Framework
Create your first repeatable IFRS 17 implementation guide tailored to complex banking clients.
12 chapters in this module
- Defining project boundaries for audit readiness
- Setting up data governance workflows
- Mapping legacy systems to new reporting needs
- Identifying material contracts pre-survey
- Designing client intake questionnaires
- Documenting assumptions tracking process
- Building timeline milestones for sign-off
- Assigning roles in cross-functional teams
- Creating version-controlled disclosure drafts
- Establishing control over input parameters
- Integrating actuarial inputs into finance flow
- Validating outputs against prior periods
Module 3. Data Architecture for Long-Term Reuse
Design scalable data structures that support multiple IFRS 17 implementations.
12 chapters in this module
- Core data entities in IFRS 17 reporting
- Standardizing policy-level attribute capture
- Time series management for discount rates
- Handling currency translation across regions
- Automating inflation index integration
- Storing model assumption histories
- Linking contractual terms to liability units
- Versioning client-specific overrides
- Export formats for audit trail clarity
- Secure access controls for sensitive inputs
- Metadata tagging for future retrieval
- Building a searchable asset library
Module 4. Actuarial Input Integration
Bridge finance and actuarial teams with structured collaboration points.
12 chapters in this module
- Specifying required actuarial outputs
- Reviewing stochastic model scope
- Validating credibility of assumptions
- Handling uncertainty in lapse rates
- Catastrophe risk inclusion protocols
- Monitoring reserve volatility trends
- Back-testing observed vs projected results
- Updating best estimate assumptions
- Managing model change approvals
- Documenting rationale for adjustments
- Audit-ready package assembly
- Cross-team sign-off workflow
Module 5. Disclosure Design and Clarity
Produce clear, consistent, and regulator-ready disclosures across clients.
12 chapters in this module
- Required disclosures under IFRS 17
- Summarizing measurement approaches
- Explaining risk exposure narratives
- Presenting sensitivity analyses
- Benchmarking against peer institutions
- Clarifying CSM release patterns
- Avoiding overly technical jargon
- Tailoring tone for executive readers
- Visualizing cash flow projections
- Incorporating auditor comments
- Version history logging
- Final approval checklist
Module 6. Client Onboarding Playbooks
Reduce time-to-compliance with reusable client onboarding workflows.
12 chapters in this module
- Pre-kickoff data requirements checklist
- Initial discovery meeting agenda
- Document request templates
- Stakeholder mapping for approvals
- Setting baseline assumptions
- Timeline negotiation guide
- Risk assessment starter kit
- Regulatory alignment checklist
- Onboarding escalation paths
- Client-specific playbook creation
- Lessons-learned capture process
- Template updates based on feedback
Module 7. Audit Collaboration Framework
Streamline interactions with auditors using structured engagement practices.
12 chapters in this module
- Preparing initial document packs
- Scheduling evidence collection cycles
- Responding to auditor queries
- Audit trail documentation standards
- Handling follow-up requests
- Presenting model changes clearly
- Justifying assumption updates
- Incorporating prior year feedback
- Managing materiality thresholds
- Audit meeting preparation workflow
- Post-review action tracking
- Building trust through consistency
Module 8. Change Management and Transition
Handle transitions from IFRS 4 and local GAAP with minimal disruption.
12 chapters in this module
- Assessing transition method options
- Full retrospective vs modified approaches
- Data availability gap analysis
- Determining practical expedients
- Impact on historical comparisons
- Regulator communication plan
- Internal training rollout
- Systems configuration updates
- Control environment enhancements
- Transition disclosure wording
- Staggered implementation planning
- Post-transition review process
Module 9. Cross-Border Implementation
Adapt IFRS 17 frameworks for global banking operations.
12 chapters in this module
- Identifying jurisdiction-specific nuances
- Managing multiple regulatory filings
- Currency translation strategies
- Time zone coordination tips
- Local GAAP reconciliation methods
- Centralized vs decentralized reporting models
- Language and terminology alignment
- Regional data privacy laws
- Consolidation challenges
- Head office communication protocols
- Benchmarking regional performance
- Global playbook adaptation
Module 10. Technology Enablement
Leverage tools to automate and scale IFRS 17 compliance.
12 chapters in this module
- ERP system integration points
- Data warehouse design principles
- Automation of discount rate updates
- Scripting for bulk processing
- Dashboard design for leadership
- Version control for assumptions
- Cloud storage security protocols
- API-based actuarial model links
- Error detection and alerting
- User access management
- Change logging and audit trails
- Scalability planning
Module 11. Stakeholder Communication
Improve clarity and confidence in IFRS 17 discussions with executives.
12 chapters in this module
- Translating technical terms
- Focusing on financial impact
- Creating executive summaries
- Managing expectations on volatility
- Presenting uncertainty ranges
- Linking to strategic objectives
- Board-level presentation patterns
- One-pagers for quick reference
- Q&A preparation guide
- Handling pushback on assumptions
- Tying results to capital planning
- Messaging across business lines
Module 12. Compounding Through Reuse
Turn every engagement into a reusable asset that strengthens future work.
12 chapters in this module
- Post-engagement review process
- Capturing lessons learned
- Updating master templates
- Expanding the reference library
- Sharing cross-team insights
- Reducing rework in next cycle
- Improving consistency over time
- Documenting common pitfalls
- Creating onboarding materials
- Mentoring new team members
- Scaling advisory capacity
- Becoming the go-to expert
How this maps to your situation
- Starting a new IFRS 17 engagement
- Integrating with actuarial teams
- Responding to auditor input
- Scaling advisory services across clients
Before vs. after
Before
Rebuilding IFRS 17 approaches from scratch on every client, leading to rework and inconsistent quality
After
Leveraging a growing library of proven frameworks that compound impact across relationships and reporting cycles
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 3-4 hours per module, designed for completion in parallel with live engagements.
If nothing changes
Continuing to build one-off solutions risks inefficiency, inconsistent audit outcomes, and missed opportunities to become the recognized expert on IFRS 17 within your organization.
How this compares to the alternatives
Unlike generic webinars or certification prep courses, this program delivers field-tested frameworks specifically designed for senior bank relationship professionals navigating real-world IFRS 17 challenges.
Frequently asked
Is this course focused on technical accounting or practical implementation?
It focuses on practical implementation: how to set up, run, and reuse IFRS 17 compliance processes in real banking environments.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me if I’m not an accountant?
Yes, it's designed for relationship leads and advisors who need to manage IFRS 17 outcomes without being the technical expert.
$199 one-time. Approximately 3-4 hours per module, designed for completion in parallel with live engagements..
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