A tailored course, built for your situation
Polished IFRS 17 compliance outputs on first submission
Build audit-ready financial reporting artefacts with precision, backed by framework-specific examples and structured documentation workflows.
$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
Mid-level compliance and financial reporting professionals embedded in large financial institutions, responsible for IFRS 17 implementation and coordination across actuarial, finance, and audit teams.
Who this is not for
Entry-level accountants unfamiliar with IFRS frameworks, or executives seeking high-level overviews without operational detail.
What you walk away with
- Produce IFRS 17 compliance reports with fewer revision cycles due to upfront completeness
- Apply standardized templates that ensure consistency across disclosures and footnotes
- Reference real-world examples when responding to auditor queries
- Structure narrative sections to align precisely with technical requirements
- Reduce ambiguity in data tagging and presentation for audit teams
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 scope determination
Identify which contracts fall under IFRS 17 using criteria from the standard, with examples from insurance and asset management contexts.
12 chapters in this module
- Contract boundary definition
- Variable fee identification
- Significant financing components
- Reinsurance scope alignment
- Embedded derivative screening
- Splitting multi-element contracts
- Distinction from IFRS 9
- Portfolio aggregation rules
- Transition method selection
- Historical data cutoff
- Exemptions evaluation
- Documentation for audit
Module 2. Building the general model
Construct the core measurement model with accurate cash flow projection and discounting procedures.
12 chapters in this module
- Initial recognition timing
- Fulfillment cash flows setup
- Risk adjustment methodology
- Discount rate selection
- Time value of money inputs
- Loss component handling
- Contract service margin setup
- Subsequent margin release
- Incurral pattern design
- Updating cash flow estimates
- Catastrophe risk adjustments
- Actuarial input validation
Module 3. Modified retrospective approach
Implement transition rules with minimal disruption to existing financial records.
12 chapters in this module
- Eligibility assessment
- Comparative period treatment
- Cumulative effect adjustment
- Data availability constraints
- Fictive historical profiles
- Actuarial assumption alignment
- Prior period restatement rules
- Disclosure depth requirements
- Materiality thresholds
- Transition policy documentation
- Regulator Q&A readiness
- Internal sign-off workflow
Module 4. Premium allocation approach
Apply simplified measurement for qualifying contracts with clear revenue timing.
12 chapters in this module
- Short-duration eligibility
- Revenue recognition pattern
- Expense matching rules
- Contract boundary duration
- Reassessment triggers
- Proportionate recognition
- Amortization schedule setup
- Alignment with revenue standards
- Segment-level aggregation
- Monitoring for changes
- Documentation completeness
- Audit trail maintenance
Module 5. Variable fee approach
Handle contracts with market-based returns using dynamic margin recognition.
12 chapters in this module
- Fee variability triggers
- Underlying index linkage
- Margin recognition timing
- Dynamic hedge alignment
- Performance fee structuring
- Benchmark consistency
- Actuarial model inputs
- Fee cap mechanisms
- Participant behavior assumptions
- Reserve adequacy checks
- Disclosure specificity
- Peer comparison benchmarks
Module 6. Contract boundary assessment
Define clear contract scope including optional renewals and penalties.
12 chapters in this module
- Initial recognition criteria
- Renewal option evaluation
- Termination penalty inclusion
- Customer options impact
- Material rights identification
- Non-cancellable terms
- Auto-renewal clauses
- Early exit fees
- Loss-making contract flags
- Incentive alignment checks
- Actuarial dependency mapping
- Documentation standards
Module 7. Fulfillment cash flows estimation
Project future obligations with appropriate confidence levels and conservatism.
12 chapters in this module
- Claims payment timing
- Expense inflation factors
- Lapse rate assumptions
- Settlement pattern modeling
- Emerging claim patterns
- Adjustment for uncertainty
- External data sourcing
- Actuarial peer review
- Sensitivity testing
- Best estimate determination
- Downside bias adjustment
- Reporting consistency
Module 8. Risk adjustment techniques
Quantify and document uncertainty in cash flows using consistent methodologies.
12 chapters in this module
- Risk margin purpose
- Confidence level selection
- Cost of capital method
- Value at risk approach
- Scenario weighting
- Volatility calibration
- Time horizon alignment
- Currency mismatch factors
- Liquidity risk inclusion
- Peer benchmark comparison
- Sensitivity disclosures
- Audit validation
Module 9. Contract service margin recognition
Track and release margin in line with service delivery over time.
12 chapters in this module
- Initial margin calculation
- Incurral pattern selection
- Release timing rules
- Adjustments for changes
- Loss recognition threshold
- Margin reversal scenarios
- Actuarial input changes
- Customer behavior shifts
- Expense variance tracking
- Periodic recalibration
- Disclosures alignment
- Audit readiness
Module 10. Disclosure design and structure
Create comprehensive, consistent, and regulator-ready footnote narratives.
12 chapters in this module
- Standard-required sections
- Narrative flow logic
- Quantitative summary tables
- Comparison with prior periods
- Assumption transparency
- Sensitivity disclosures
- Risk exposure summaries
- Margin release patterns
- Reconciliation to prior standards
- Transition disclosures
- Peer benchmark alignment
- Audit sign-off readiness
Module 11. System and control readiness
Ensure data pipelines and internal controls support accurate reporting.
12 chapters in this module
- Data lineage mapping
- Source system validation
- Control point identification
- Reconciliation procedures
- Version control for assumptions
- Access governance
- Change management workflow
- Automated validation rules
- Error tracking system
- Segregation of duties
- Audit trail completeness
- Documentation repository
Module 12. Cross-functional alignment
Coordinate effectively with actuarial, finance, tax, and audit teams.
12 chapters in this module
- Assumption alignment process
- Timely data exchange
- Exception escalation path
- Review cycle coordination
- Glossary standardization
- Reporting deadline sync
- Assumption governance
- Change approval workflow
- Conflict resolution protocol
- Stakeholder escalation
- Executive summary prep
- Final sign-off sequence
How this maps to your situation
- When preparing initial IFRS 17 implementation
- During audit preparation cycles
- After actuarial model updates
- Before financial statement finalization
Before vs. after
Before
Outputs require multiple rounds of revision, auditor queries delay close, and documentation lacks consistency across reporting periods.
After
Reports are audit-ready on first submission, disclosures align precisely with IFRS 17, and stakeholders accept outputs without rework.
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, with self-paced access and downloadable references for just-in-time use.
If nothing changes
Continuing with inconsistent reporting increases the chance of audit adjustments, internal criticism, and delayed financial closes , undermining credibility and efficiency.
How this compares to the alternatives
Unlike generic accounting courses, this program focuses exclusively on IFRS 17 implementation nuances, with templates and examples drawn from real financial services contexts , not theoretical overviews.
Frequently asked
Will this help me reduce auditor back-and-forth?
Yes , the templates and structured disclosure guides are designed to meet auditor expectations the first time, reducing revision cycles.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is this relevant for someone in operations, not accounting?
Yes , if you coordinate IFRS 17 workflows, data flows, or audit readiness, the course strengthens your role in producing clean, verifiable outputs.
$199 one-time. Approximately 3 hours per module, with self-paced access and downloadable references for just-in-time use..
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