A tailored course, built for your situation
Mastering IFRS 17 for Financial Services Leaders
A structured path to owning complex financial reporting standards with confidence and precision
$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.
Many senior finance professionals still rely on patchwork guidance when implementing IFRS 17, leading to rework, delayed sign-offs, and last-minute escalations.
The situation this course is for
Despite their seniority, practitioners are often handed incomplete templates or legacy playbooks that don’t reflect current enforcement expectations or integration complexities. This creates unnecessary exposure during audits and transitional reporting cycles.
Who this is for
Senior financial reporting leader in asset management or investment banking, responsible for implementing and certifying IFRS-compliant disclosures under tight timelines.
Who this is not for
Entry-level accountants, auditors focused only on fieldwork, or professionals outside financial services with no exposure to IFRS or regulatory reporting.
What you walk away with
- Own end-to-end IFRS 17 reporting cycles with minimal senior oversight
- Deliver audit-ready disclosures without rework loops
- Lead cross-functional teams on implementation milestones
- Serve as primary point of contact for regulator-facing reviews
- Build a reusable internal playbook for future standard adoptions
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Foundations and Scope Definition
Establish a clear baseline for IFRS 17 applicability across insurance contracts and financial instruments within diversified portfolios.
12 chapters in this module
- Understanding the core objectives of IFRS 17 standard
- Differentiating IFRS 17 from legacy accounting treatments
- Mapping entities and contracts falling under scope
- Identifying transitional reporting boundaries
- Recognizing embedded derivatives requiring separation
- Classifying contracts under building blocks approach
- Assessing materiality thresholds for early adoption
- Documenting initial scope decisions for audit trail
- Engaging legal teams on contract interpretation
- Aligning with internal taxonomy systems
- Coordinating with treasury on cash flow projections
- Preparing preliminary inventory for working groups
Module 2. Transition Methods and Opening Balances
Navigate full retrospective, modified, and fair value approaches to IFRS 17 adoption with precision and audit confidence.
12 chapters in this module
- Comparing full vs modified retrospective options
- Calculating opening balance adjustments
- Adjusting for differences under prior GAAP
- Documenting transitional accounting policies
- Applying practical expedients where permitted
- Validating data inputs for initial recognition
- Reconciling opening reserves to general ledger
- Handling currency translation impacts
- Reporting transition choices in management commentary
- Integrating with legacy valuation systems
- Establishing audit control points pre-transition
- Avoiding common errors in balance carry-forwards
Module 3. Measurement Model Implementation
Apply the building blocks model consistently across portfolios with accurate fulfillment cash flows and discount rate assumptions.
12 chapters in this module
- Breaking down contract service margin calculations
- Estimating future cash flows by cohort
- Incorporating probability-weighted scenarios
- Selecting appropriate discount rates
- Updating rates on a portfolio basis
- Amortizing contract service margin over time
- Adjusting for changes in estimates
- Testing sensitivity to key assumptions
- Linking assumptions to actuarial inputs
- Validating outputs against internal models
- Creating traceable documentation packages
- Preparing variance explanations for leadership
Module 4. Disclosure Requirements and Narrative Design
Build compliant, clear, and auditor-tested narrative disclosures aligned with IFRS 17's transparency goals.
12 chapters in this module
- Structuring required notes to financial statements
- Describing accounting policies in plain terms
- Explaining key judgment areas to non-specialists
- Presenting reconciliation of CSM balances
- Detailing risk exposure by contract type
- Disclosing sensitivity to economic assumptions
- Integrating with segment reporting
- Drafting footnotes acceptable to external auditors
- Aligning disclosures with internal review timelines
- Versioning disclosure templates for reuse
- Indexing references to supporting evidence
- Using visuals approved under compliance guardrails
Module 5. Systems Integration and Data Pipeline Setup
Connect core finance, actuarial, and reporting platforms to support ongoing IFRS 17 measurement cycles.
12 chapters in this module
- Mapping system ownership across IT and finance
- Validating data lineage from source to output
- Designing reconciliation triggers between systems
- Testing ETL processes for actuarial inputs
- Configuring controls for data quality assurance
- Scheduling automated measurement runs
- Flagging threshold breaches for review
- Integrating with tagging frameworks
- Ensuring segregation of duties in access design
- Auditing change logs for external validation
- Stress-testing pipelines under edge cases
- Documenting integration playbooks
Module 6. Audit Coordination and External Engagement
Lead external audit interactions with structured evidence packages and proactive issue resolution.
12 chapters in this module
- Scheduling audit entry meetings with clarity
- Preparing pre-submission checklists
- Organizing evidence by assertion type
- Responding to auditor queries within SLA
- Tracking open items in shared logs
- Escalating technical disagreements appropriately
- Maintaining version control on deliverables
- Coordinating walkthroughs with cross-functional reps
- Capturing feedback for internal improvement
- Meeting deadlines for auditor confirmation
- Archiving engagement records securely
- Benchmarking responsiveness across cycles
Module 7. Internal Controls and SOX Alignment
Adapt existing SOX 404 frameworks to cover IFRS 17-specific financial reporting risks.
12 chapters in this module
- Identifying new SOX-relevant processes
- Updating control matrices for IFRS 17
- Designing compensating controls where needed
- Testing control effectiveness quarterly
- Documenting walkthroughs for auditors
- Linking controls to general IT environment
- Integrating with existing SOX project teams
- Reporting control status to compliance leads
- Updating risk control matrices
- Flagging control breaks for immediate response
- Aligning with internal audit plans
- Maintaining testing evidence in shared drives
Module 8. Interim Reporting and Quarterly Close
Integrate IFRS 17 outputs into quarterly reporting cycles without delaying close timelines.
12 chapters in this module
- Synchronizing with month-end close schedule
- Automating recurring measurement updates
- Validating disclosures for timeliness
- Coordinating with IR on release timing
- Reviewing draft MD&A inputs
- Addressing auditor comments pre-filing
- Managing version control on release drafts
- Escalating conflicts with treasury or tax
- Finalizing board reporting packages
- Archiving complete close packages
- Conducting post-close retrospectives
- Updating playbooks based on feedback
Module 9. M&A Integration and Financial Harmonization
Apply IFRS 17 consistently when integrating acquired entities with different accounting histories.
12 chapters in this module
- Assessing target's IFRS 17 readiness pre-close
- Mapping differences in measurement models
- Reconciling opening balances post-acquisition
- Harmonizing assumptions across portfolios
- Integrating actuarial systems and teams
- Aligning disclosure styles across brands
- Updating group-wide reporting templates
- Conducting joint audits with legacy teams
- Managing dual reporting during transition
- Resolving conflicting interpretations
- Consolidating reserve calculations
- Documenting integration decisions for audit
Module 10. Regulatory Review Preparation
Prepare for supervisory reviews with complete, traceable, and defensible implementation records.
12 chapters in this module
- Tracking regulatory guidance updates
- Maintaining response readiness logs
- Organizing document requests by theme
- Assigning SMEs to review tracks
- Conducting mock regulatory interviews
- Rehearsing escalation paths
- Preparing rationale for judgment calls
- Compiling evidence of governance oversight
- Validating data completeness claims
- Reporting findings to executive sponsors
- Updating compliance dashboards
- Establishing follow-up tracking
Module 11. Cross-Functional Leadership and Influence
Lead initiatives across actuarial, IT, legal, and finance with shared language and aligned incentives.
12 chapters in this module
- Creating cross-departmental working groups
- Setting shared milestones and ownership
- Translating technical requirements clearly
- Facilitating joint problem-solving sessions
- Managing conflicting priorities diplomatically
- Building consensus on estimation methods
- Reporting progress to steering committees
- Recognizing contributions across functions
- Documenting decisions in shared repositories
- Driving accountability through RACI charts
- Celebrating cross-team delivery wins
- Institutionalizing collaboration rhythms
Module 12. Sustaining Compliance and Future Readiness
Ensure long-term adherence and adaptability as standards evolve and systems change.
12 chapters in this module
- Monitoring IFRS interpretation changes
- Updating internal guidance promptly
- Training new hires on standard workflows
- Conducting annual control refreshes
- Reviewing system change impacts proactively
- Maintaining external advisor relationships
- Benchmarking performance against peers
- Documenting lessons from audit cycles
- Improving tooling based on feedback
- Sharing best practices across regions
- Planning for next standard adoption
- Archiving institutional knowledge
How this maps to your situation
- Initial adoption and scope setting
- Transition accounting and opening balances
- Ongoing measurement and reporting
- Long-term governance and evolution
Before vs. after
Before
Relying on fragmented guidance, inconsistent interpretations, and reactive responses to auditor or regulator requests.
After
Owning end-to-end IFRS 17 reporting with structured processes, audit-ready outputs, and leadership credibility.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters total)
- 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 16, 20 hours total, designed for completion over 4, 6 weeks with flexible pacing.
If nothing changes
Without a formalized approach, teams risk audit qualifications, delayed reporting cycles, and diminished influence during cross-functional initiatives , especially in M&A or regulatory scrutiny scenarios.
How this compares to the alternatives
Unlike generic webinars or slide decks, this course delivers structured, actionable steps tailored to financial services practitioners responsible for IFRS 17 implementation , combining technical depth with real-world execution playbooks.
Frequently asked
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is the course specific to financial services within Macquarie's domain?
Yes, it focuses on asset management and investment banking applications of IFRS 17, with examples relevant to large, regulated institutions.
Will I receive templates I can use immediately?
Yes, every module includes downloadable templates and real-world examples ready for adaptation.
$199 one-time. Approximately 16, 20 hours total, designed for completion over 4, 6 weeks with flexible pacing..
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