A tailored course, built for your situation
Mastering IFRS 17 for Software Engineers in Financial Services
Build compliant, scalable systems that align with global insurance accounting standards
$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.
Engineers building systems for IFRS 17 compliance often work from incomplete or inconsistent specifications, leading to rework and misalignment with actuarial models
The situation this course is for
Without clear implementation patterns, engineering teams end up rebuilding data pipelines, remapping event-based projections, or refactoring core logic after audit feedback. The cost isn’t just time, it’s credibility across risk and finance partners.
Who this is for
Software engineers in insurance or capital markets firms implementing IFRS 17, who need to bridge technical delivery with actuarial and financial reporting requirements
Who this is not for
Actuaries setting IFRS 17 policy, auditors validating compliance, or executives overseeing timelines, this is not a high-level overview or accounting course
What you walk away with
- Translate IFRS 17 accounting events into reliable system triggers and state models
- Design audit-ready data lineage for contractual service margin (CSM) rollforward logic
- Map standard actuarial outputs to scalable data contracts used by engineering teams
- Reduce rework cycles by applying pre-validated design patterns for coverage units and liability corridors
- Earn recognition as the go-to engineer when new IFRS 17-aligned features enter the backlog
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Core Principles for Engineering Teams
Understand the three pillars of IFRS 17, recognition, measurement, and presentation, from a system design perspective.
12 chapters in this module
- Insurance contract definition
- Distinction from IFRS 4
- Coverage period determination
- Contract boundary rules
- Acquisition cost capitalization
- Service provider roles
- Contract modification handling
- Portfolio aggregation logic
- Measurement model selection
- Fair value inputs tracking
- Time value of money use
- Transition method options
Module 2. Event-Based Accounting and System Triggers
Model system behaviors around key IFRS 17 events like initial recognition, service completion, and loss recognition.
12 chapters in this module
- Initial recognition triggers
- Service model configuration
- Incremental costs tracking
- Acquisition cost amortization
- Loss recognition thresholds
- Profit emergence signaling
- Modification detection
- Rewriting contracts in code
- System state transitions
- Event sourcing patterns
- Idempotent processing
- Replayability design
Module 3. CSM Rollforward Implementation Patterns
Build systems that maintain accurate, auditable CSM rollforward calculations across reporting periods.
12 chapters in this module
- CSM initial recognition
- Interest accretion logic
- Changes in fulfillment cashflows
- Risk adjustment handling
- Time-based release schedules
- Currency translation impact
- Portfolio-level rollforward
- Entity-level aggregation
- Adjustment reconciliation
- Audit trail structure
- Versioned assumptions
- Rollback scenarios
Module 4. Data Lineage for Regulatory Auditability
Implement traceable data pipelines from source systems to regulatory reports with full version control.
12 chapters in this module
- Source system tagging
- ETL process labeling
- Schema versioning
- Metadata capture
- Change tracking
- Data provenance
- Point-in-time queries
- Immutable logs
- Audit interface design
- Regulator-facing exports
- Reconciliation reports
- Gap detection alerts
Module 5. Integration with Actuarial Workflows
Bridge engineering and actuarial teams through shared data contracts and interface standards.
12 chapters in this module
- Actuarial model outputs
- Data exchange formats
- Assumption versioning
- Coverage unit calculations
- Liability corridor inputs
- Stochastic projection ingestion
- Deterministic fallbacks
- Model validation sync
- Error tolerance thresholds
- Reprocessing triggers
- Model drift detection
- Cross-team handoff points
Module 6. System Design for Coverage Units
Implement scalable coverage unit logic to support CSM amortization and reporting accuracy.
12 chapters in this module
- Coverage unit definition
- Units per contract
- Time-based denominators
- Amortization schedules
- Portfolio segmentation
- Unit rebasing rules
- Data precision requirements
- Floating-point handling
- Rounding logic
- Batch vs. streaming
- Aggregation hierarchies
- Reconciliation checks
Module 7. Liability for Remaining Coverage
Structure systems to calculate and report LRC accurately across dynamic portfolios.
12 chapters in this module
- LRC initial measurement
- Future cashflow modeling
- Discount rate inputs
- Risk adjustment integration
- Sensitivity reporting
- Currency impact handling
- Inflation assumptions
- Projection horizon
- Annual cohort tracking
- Early termination logic
- Lapse rate inputs
- Reinsurance offsets
Module 8. Risk Adjustment Implementation
Model risk adjustments in system logic to reflect uncertainty in future cashflows.
12 chapters in this module
- Risk margin definition
- Confidence level setting
- Bootstrap method use
- Cost of capital model
- Parameter uncertainty
- Process uncertainty
- Market risk integration
- Currency volatility
- Reinsurance recovery risk
- Time diversification
- Aggregation method
- Backtesting process
Module 9. Financial Statement Presentation
Ensure system outputs align with required IFRS 17 disclosures and reporting formats.
12 chapters in this module
- Balance sheet structure
- Liability subcomponents
- CSM presentation
- Profit recognition timing
- Income statement layout
- Reconciliation reports
- Segment reporting
- Geographic breakdown
- Product-line disclosures
- Interim reporting
- Comparative period handling
- Footnote automation
Module 10. Testing and Validation for Compliance
Design robust test strategies that validate IFRS 17 system outputs against expected accounting results.
12 chapters in this module
- Golden dataset creation
- Expected outcome assertions
- Floating-point tolerance
- Cross-system reconciliation
- Actuarial model comparison
- Audit trail verification
- Reprocessing validation
- Boundary condition testing
- Regression suite design
- Version compatibility
- Parallel run setup
- Sign-off criteria
Module 11. Change Management and Version Control
Implement governance for IFRS 17 system changes across actuarial, finance, and engineering teams.
12 chapters in this module
- Assumption change process
- Model version tracking
- System configuration control
- Release coordination
- Cross-team approval
- Documentation standards
- Audit readiness
- Rollback planning
- Emergency patching
- Backward compatibility
- Change impact analysis
- Stakeholder notification
Module 12. Scaling IFRS 17 Across Regions and Lines of Business
Extend core IFRS 17 systems to support global operations and multiple product lines.
12 chapters in this module
- Regional regulatory variations
- Local GAAP mapping
- Currency translation
- Tax jurisdiction rules
- Product-line customization
- Reinsurance structure support
- Multi-entity consolidation
- Intercompany settlement
- Centralized vs. local data
- API-based integration
- Governance model
- Cross-border data flow
How this maps to your situation
- Engineering team receiving IFRS 17 implementation tasks
- Integration with actuarial modeling teams
- Audit preparation and regulatory scrutiny
- Scaling across global business units
Before vs. after
Before
Receiving IFRS 17 requirements without clear implementation patterns, leading to rework and misalignment with finance partners.
After
Confidently designing systems that meet IFRS 17 specifications with audit-ready data flows 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 engineers to complete alongside active projects.
If nothing changes
Without structured implementation knowledge, engineers risk repeated rework, misaligned outputs, and reduced influence when financial reporting timelines tighten.
How this compares to the alternatives
Generic IFRS 17 training focuses on accounting principles. This course is built specifically for engineers who must implement the standard in production systems.
Frequently asked
Is this course for actuaries or accountants?
No. This course is designed specifically for software engineers implementing IFRS 17 systems, not for accounting or actuarial professionals.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me pass a certification exam?
No. This course focuses on practical implementation, not exam preparation.
$199 one-time. Approximately 3 hours per module, designed for engineers to complete alongside active projects..
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