A tailored course, built for your situation
Mastering IFRS 17 for Data & Analytics Practitioners in Financial Services
A structured path to own the financial reporting evolution shaping Macquarie’s data roadmap
$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 data analytics professional in financial services navigating IFRS 17 data transformation and cross-functional reporting demands
Who this is not for
Entry-level analysts, finance-only reporting staff, or practitioners outside regulated financial institutions
What you walk away with
- Own end-to-end IFRS 17 data workflows with authority
- Deliver audit-ready outputs on first submission
- Lead cross-functional alignment between finance, actuarial, and data engineering
- Produce regulator-grade disclosures with less rework
- Position yourself for leadership in financial reporting modernisation
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Foundations for Data Teams
Understand the core principles of IFRS 17 and their specific impact on data architecture, lineage, and governance in insurance and capital markets.
12 chapters in this module
- Overview of IFRS 17 and its financial reporting implications
- Key differences between IFRS 4 and IFRS 17 for data handling
- The three measurement models under IFRS 17
- How liability cashflows reshape data sourcing
- Granularity requirements for coverage units
- Transition methods and their data impact
- The role of discount rates in valuation layers
- Licensing assumptions and their audit trail needs
- Data challenges in contract boundary identification
- Treatment of acquisition costs under the new standard
- Understanding loss components and their data triggers
- Disclosure requirements shaping downstream analytics
Module 2. Data Architecture for IFRS 17 Compliance
Design scalable data pipelines that meet IFRS 17's granularity, traceability, and audit readiness demands.
12 chapters in this module
- Mapping source systems to IFRS 17 reporting layers
- Designing coverage unit tracking at scale
- Ensuring actuarial and financial data alignment
- Data pipeline requirements for daily roll-forwards
- Version control for liability cashflow assumptions
- Building audit-ready data lineage documentation
- Handling currency translation in global portfolios
- Integrating economic scenario generators into data flow
- Managing changes in discount rate curves
- Validating data inputs for CSM calculations
- Ensuring consistency across reporting entities
- Designing for scalability and performance
Module 3. Data Governance and Lineage Requirements
Establish robust governance frameworks that satisfy internal audit and regulator expectations for IFRS 17 disclosures.
12 chapters in this module
- Data ownership models under IFRS 17
- Critical data elements for compliance tracking
- Lineage documentation standards for auditors
- Traceability from source to financial statement
- Metadata requirements for assumption inputs
- Data validation rules for cashflow projections
- Handling data changes during reporting cycle
- Versioning controls for assumptions and inputs
- Governance of third-party data providers
- Audit trail design for sign-off readiness
- Data quality KPIs specific to IFRS 17
- Managing data exceptions and overrides
Module 4. Actuarial and Finance Collaboration Patterns
Bridge the gap between actuarial models, finance reporting, and data engineering teams.
12 chapters in this module
- Understanding actuarial cashflow models
- Translating model outputs for finance use
- Data handoffs between actuarial and finance
- Assumption setting and governance process
- Collaborative review of liability results
- Managing changes in mortality and lapse assumptions
- Integrating reinsurance into the data flow
- Treatment of acquisition costs in reporting
- Aligning CSM movements with financial results
- Handling policy renewals and modifications
- Communicating data changes to actuarial teams
- Establishing feedback loops for model refinement
Module 5. Disclosure Design and Implementation
Build accurate, consistent, and audit-ready disclosures from structured data sources.
12 chapters in this module
- Overview of required IFRS 17 disclosures
- Designing tables for contract boundaries
- Reporting measurement model changes
- Disclosure of CSM rollforward components
- Presenting liability cashflow sensitivity
- Currency translation disclosures
- Segmental reporting requirements
- Geographic and product-level breakdowns
- Disclosing assumption methodologies
- Reporting transitions between models
- Version control for disclosure packages
- Automating disclosure outputs from data pipeline
Module 6. System Integration Strategies
Integrate core systems, data warehouses, and reporting tools into a compliant IFRS 17 ecosystem.
12 chapters in this module
- Assessing core insurance system capabilities
- Data extraction patterns from policy admin systems
- Integrating actuarial modeling platforms
- ETL design for daily roll-forwards
- Data warehouse schema considerations
- Integrating with financial consolidation systems
- API design for cross-system data flow
- Handling batch processing windows
- Error handling in data pipeline
- Monitoring data pipeline health
- Disaster recovery for reporting systems
- Performance tuning for large portfolios
Module 7. Audit and Regulatory Readiness
Prepare for internal and external audits with documented processes and evidence.
12 chapters in this module
- Internal audit expectations for IFRS 17
- External auditor requirements and timelines
- Preparing documentation for sign-off
- Handling auditor inquiries on assumptions
- Demonstrating data accuracy and completeness
- Audit trail for assumption changes
- Reviewing model validation documentation
- Handling materiality judgments
- Documentation for transition methods
- Audit response playbook for data issues
- Preparing for regulator inquiries
- Maintaining audit readiness year-round
Module 8. Change Management and Stakeholder Alignment
Lead organizational change and secure buy-in for IFRS 17 data initiatives.
12 chapters in this module
- Identifying key stakeholders in implementation
- Communicating data requirements across teams
- Managing expectations on timeline and scope
- Training finance users on data outputs
- Handling resistance from legacy teams
- Securing budget approval for data projects
- Presenting progress to leadership
- Documenting decisions and rationale
- Managing vendor relationships
- Aligning with enterprise data strategy
- Change control for data pipeline updates
- Sustaining momentum through transition
Module 9. Performance Monitoring and Optimization
Track data pipeline performance and continuously improve reporting accuracy.
12 chapters in this module
- Defining KPIs for data quality
- Monitoring data latency across systems
- Tracking reconciliation errors
- Reviewing assumption stability over time
- Benchmarking performance against peers
- Optimizing ETL job runtimes
- Capacity planning for data growth
- Error resolution workflows
- Feedback loops for process improvement
- Version comparison for liability results
- Trend analysis of CSM movements
- Reporting data health to leadership
Module 10. Future-Proofing Your IFRS 17 Data Strategy
Anticipate upcoming changes and extend your data foundation for future standards.
12 chapters in this module
- Tracking proposed amendments to IFRS 17
- Preparing for potential climate risk disclosures
- Extension to IFRS 9 data integration
- Data readiness for real-time reporting
- Scalability for M&A activity
- Cloud migration considerations
- AI opportunities in assumption modeling
- Automation of manual reconciliation steps
- Building reusable components across entities
- Knowledge transfer and documentation
- Succession planning for critical roles
- Evolving the data team's mandate
Module 11. Case Studies in IFRS 17 Data Transformation
Learn from real-world implementations in global financial institutions.
12 chapters in this module
- Case study: Global insurer with 20M policies
- Handling multi-jurisdictional reporting
- Integration with legacy core systems
- Case study: Regional bank transition
- Managing actuarial model diversity
- Data strategy for hybrid measurement models
- Lessons from audit findings
- Cost overrun analysis and recovery
- Stakeholder alignment wins
- Technology choices and trade-offs
- Post-implementation review findings
- Scaling lessons for future projects
Module 12. Implementation Playbook and Next Steps
Deploy a customised roadmap for IFRS 17 data readiness with templates and checklists.
12 chapters in this module
- Assessing your current maturity level
- Prioritizing critical data gaps
- Building a 90-day action plan
- Resource planning for data team
- Vendor selection criteria
- Internal communication strategy
- Milestone tracking framework
- Risk register for implementation
- Budget justification templates
- Checklist for audit readiness
- Playbook for assumption governance
- Handover to BAU operations
How this maps to your situation
- IFRS 17 compliance for financial institutions
- Data transformation in regulated environments
- Cross-functional analytics leadership
- Regulatory reporting in capital markets
Before vs. after
Before
Navigating IFRS 17 data requirements with fragmented processes and unclear ownership
After
Leading a unified, audit-ready data pipeline that enables timely, accurate financial disclosures
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: 90 minutes per week over 12 weeks, designed for working professionals.
If nothing changes
Without structured readiness, teams risk delayed reporting, audit findings, and diminished influence on strategic financial decisions.
How this compares to the alternatives
Unlike generic IFRS 17 overviews, this course focuses on actionable data architecture decisions, governance patterns, and cross-functional workflows used in Tier 1 institutions.
Frequently asked
Who is this course for?
Data & analytics practitioners in financial services implementing IFRS 17 reporting requirements.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is there a money-back guarantee?
Yes, 30-day money-back guarantee if the content does not meet your expectations.
$199 one-time. 90 minutes per week over 12 weeks, designed for working professionals..
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