A tailored course, built for your situation
Own the IFRS 17 implementation track end to end
A tailored course to establish clear ownership of IFRS 17 design and execution decisions
$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.
Being involved in IFRS 17 isn’t the same as being the owner of record.
The situation this course is for
Many practitioners contribute to IFRS 17 initiatives but remain downstream of key decisions on scope, methodology, and vendor input. Without structured authority, their impact stays diluted even when their expertise is critical.
Who this is for
Senior insurance accounting or financial reporting specialist operating in a complex, regulated environment with growing IFRS 17 exposure
Who this is not for
Entry-level staff learning the basics of insurance contracts or those with no access to technical design discussions
What you walk away with
- Establish clear ownership of IFRS 17 implementation decisions across actuarial, finance, and systems teams
- Lead vendor evaluation and selection with documented criteria and stakeholder alignment
- Produce repeatable templates for control mapping and audit readiness under IFRS 17
- Build consensus on complex judgments like transition methods and portfolio segmentation
- Deliver executive-ready summaries that reflect technical depth without oversimplification
The 12 modules (with all 144 chapters)
Module 1. Defining your scope under IFRS 17
Map your insurance contracts to the standard’s coverage criteria and carve out exceptions with defensible logic.
12 chapters in this module
- Identifying contracts within scope
- Applying the derecognition trigger rules
- Handling reinsurance contracts
- Exemptions for short-term contracts
- Portfolio delineation boundaries
- Materiality thresholds in practice
- Documentation for audit trail
- Engaging actuarial early
- Data sourcing requirements
- Setting implementation milestones
- Aligning with local GAAP differences
- Change control for scope updates
Module 2. Building the measurement model
Construct the building blocks of the general measurement model with audit-ready justification.
12 chapters in this module
- Setting the fulfillment cash flows
- Incorporating loss components
- Calculating CSM amortization
- Discount rate selection process
- Time value of money inputs
- Probability weighting methods
- Sensitivity analysis design
- Model validation checkpoints
- Actuarial input handoffs
- Error tolerance thresholds
- Documentation for sign-off
- Version control for iterations
Module 3. Designing the CSM engine
Operationalize the contractual service margin calculation with real-world adjustments and governance.
12 chapters in this module
- Initial CSM calculation
- Subsequent CSM unlocking
- Allocation across periods
- Adjustments for experience differences
- Impact of changes in estimates
- Smoothing mechanism design
- Presentation in financial statements
- Disclosures for transparency
- System configuration checks
- Reconciliation with local systems
- Audit trail for CSM changes
- Governance over updates
Module 4. Transition method selection
Choose and justify the transition approach with stakeholder buy-in and audit durability.
12 chapters in this module
- Full retrospective path
- Modified retrospective option
- Practical expedients available
- Data availability constraints
- Impact on prior period restatement
- Documentation for method choice
- Engaging external auditors early
- Internal sign-off process
- System adaptation needs
- Data mapping strategy
- Testing the opening balance
- Handling incomplete histories
Module 5. Data architecture for IFRS 17
Structure the end-to-end data pipeline to support accurate, auditable, and repeatable reporting.
12 chapters in this module
- Identifying core data elements
- Source system mapping
- Granularity requirements
- Frequency of updates
- Data lineage tracking
- Validation rules setup
- Reconciliation points
- Handling missing data
- Data retention policy
- Access control design
- Audit trail integration
- Metadata documentation
Module 6. Actuarial system integration
Bridge actuarial models with financial reporting systems using stable, documented interfaces.
12 chapters in this module
- Model output specifications
- Frequency of actuarial runs
- Assumption change process
- Version control for models
- Handoff to finance team
- Reconciliation checkpoints
- Error resolution workflow
- Audit readiness of outputs
- Vendor model documentation
- Internal model validation
- Change requests process
- Performance SLAs
Module 7. Controls and audit readiness
Embed controls that make external audits smoother and reduce last-minute scrambling.
12 chapters in this module
- Key controls identification
- Segregation of duties mapping
- Automated validation rules
- Manual review checkpoints
- Documentation standards
- Roles and responsibilities
- Audit trail requirements
- Change management process
- User access reviews
- Exception reporting
- Pre-audit checklists
- Response workflow for findings
Module 8. Disclosure design and execution
Build disclosures that meet regulatory expectations and investor clarity without overburdening teams.
12 chapters in this module
- Mandatory footnote content
- Policy election disclosures
- CSM rollforward presentation
- Sensitivity disclosures
- Actuarial method summaries
- Judgments and estimates
- Comparative period handling
- Internal review process
- Formatting for clarity
- Version control
- Final sign-off workflow
- Regulator-facing summaries
Module 9. Vendor selection and management
Lead the vendor evaluation and oversight process with confidence and structure.
12 chapters in this module
- Identifying vendor needs
- RFP design with scoring criteria
- Evaluation of technical fit
- Assessing implementation track record
- Pricing model comparison
- Reference checks
- Contractual terms review
- Implementation timeline analysis
- Change request handling
- Performance KPIs
- Escalation process
- Exit strategy planning
Module 10. Cross-functional alignment
Design workflows that keep actuarial, finance, IT, and compliance in sync without bottlenecks.
12 chapters in this module
- Stakeholder mapping
- RACI matrix setup
- Cadence of sync meetings
- Decision log maintenance
- Issue escalation paths
- Conflict resolution framework
- Communication templates
- Status reporting rhythm
- Governance committee structure
- Change control process
- Documentation repository
- Post-implementation review
Module 11. Executive communication
Translate technical IFRS 17 work into clear, actionable updates for senior leadership.
12 chapters in this module
- Identifying executive concerns
- Boiling down technical complexity
- Risk presentation framework
- Progress reporting rhythm
- Budget vs actual tracking
- Timeline transparency
- Vendor performance updates
- Escalation protocols
- Decision request packaging
- Meeting preparation
- Feedback loop integration
- Post-mortem communication
Module 12. Sustaining IFRS 17 over time
Design the operating model to keep IFRS 17 compliant, efficient, and adaptive to change.
12 chapters in this module
- Ongoing monitoring design
- Change impact assessment
- Update cycle management
- Staff training plan
- Knowledge transfer process
- Succession planning
- Regulator inquiry response
- Audit cycle preparation
- Continuous improvement loop
- Lessons learned capture
- Benchmarking against peers
- Year-over-year refinement
How this maps to your situation
- When the first IFRS 17 prototype runs are due
- During cross-functional alignment on measurement approach
- Before vendor selection finalization
- After external auditor feedback on disclosures
Before vs. after
Before
Contributing to IFRS 17 discussions without clear ownership of key decisions.
After
Leading the design, vendor choices, and execution with recognized authority across teams.
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 to fit around core responsibilities.
If nothing changes
Continuing to support rather than lead IFRS 17 initiatives means missing the window to shape how compliance is implemented and recognized within the organization.
How this compares to the alternatives
Unlike generic IFRS 17 overviews or certification prep, this course focuses on the real-world decisions that separate contributors from owners, the ones that determine who gets listened to when trade-offs arise.
Frequently asked
Is this course technical or strategic?
It’s both. Every strategic decision is grounded in technical implementation, so you can lead with credibility.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me lead vendor discussions?
Yes. Module 9 gives you a structured framework for leading RFPs, evaluations, and ongoing management.
$199 one-time. Approximately 3 hours per module, designed to fit around core responsibilities..
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