A tailored course, built for your situation
Premium engagement picks with IFRS 17 expertise
Position yourself for high-impact, high-visibility work in finance transformation
$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.
Most high-potential practitioners stay stuck in execution loops because they lack a signature capability that draws mandates to them
The situation this course is for
Strong performers often get overloaded with routine compliance or remediation work, not because they lack skill, but because they haven’t locked in a differentiating expertise that leadership associates with strategic value
Who this is for
Senior Manager in financial governance or regulatory implementation at a global financial institution, focused on IFRS 17, SOX 404, or financial control transformation
Who this is not for
This is not for junior analysts, auditors focused on check-the-box compliance, or professionals seeking generic IFRS knowledge without execution depth
What you walk away with
- Own high-margin project selection through recognized IFRS 17 mastery
- Lead cross-functional teams without needing escalation to senior leaders
- Deliver audit-ready documentation on first submission
- Build repeatable frameworks that scale across reporting cycles
- Become the internal reference point for IFRS 17 interpretation
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Scope Mapping
Define boundaries of IFRS 17 applicability across product lines and entities with precision, avoiding over-scoping or gaps.
12 chapters in this module
- Policy interpretation
- Insurance contract screening
- Coverage unit analysis
- Explicit vs implicit terms
- Portfolio segmentation rules
- Transition method selection
- Judgment documentation
- Actuarial interface points
- Materiality thresholds
- Exemptions tracking
- Disclosure traceability
- Internal sign-off workflow
Module 2. Liability for Remaining Coverage
Model and validate measurement of remaining coverage liabilities using full and simplified approaches.
12 chapters in this module
- Discount rate selection
- Cash flow projection
- Risk adjustment methods
- Time value of money
- Loss component handling
- Premium allocation approach
- Data lineage design
- Sensitivity testing
- Aggregation levels
- Model validation steps
- Audit trail structure
- Disclosure alignment
Module 3. Contract Service Margin
Track and amortize margins across contract portfolios with audit-grade consistency.
12 chapters in this module
- Initial recognition
- Release pattern logic
- Loss recognition trigger
- Acquisition cost handling
- Expense allocation
- Reinsurance impact
- Portfolio-level vs contract-level
- Sensitivity disclosure
- Time series tracking
- Error correction protocols
- System integration points
- Quarterly update workflow
Module 4. Presentation and Disclosure Design
Build regulator-ready financial statement disclosures with clarity and completeness.
12 chapters in this module
- Statement of financial position line items
- Statement of profit and loss mapping
- Risk exposure summaries
- Sensitivity tables
- Narrative construction
- Actuarial assumption summary
- Judgment transparency
- Comparative period handling
- Aggregation disclosure
- Internal control linkage
- Audit sign-off checklist
- Version control process
Module 5. Data Architecture for IFRS 17
Design scalable data pipelines from source systems to reporting layers.
12 chapters in this module
- Source system inventory
- Granularity requirements
- Master data mapping
- ETL handoff points
- Data retention rules
- Version control for inputs
- Reprocessing protocols
- Error handling
- Reconciliation triggers
- Automation thresholds
- Audit access design
- Change management workflow
Module 6. System Integration Strategy
Align IFRS 17 logic across actuarial, finance, and reporting platforms.
12 chapters in this module
- Actuarial model interface
- General ledger mapping
- Reinsurance system sync
- Policy admin feed design
- Currency translation
- Aggregation layer rules
- Control total design
- Exception monitoring
- Version parity checks
- Parallel run planning
- Go-live validation
- Post-implementation review
Module 7. Change Management Framework
Manage scope, approval, and version control for IFRS 17 implementation updates.
12 chapters in this module
- Change request intake
- Impact assessment
- Stakeholder review cycle
- Approval routing
- Documentation update
- Training trigger
- System backport
- Audit trail update
- Version comparison
- Rollback protocol
- Communication plan
- Regulator update process
Module 8. Internal Audit and Control Alignment
Design controls that satisfy both operational accuracy and external audit needs.
12 chapters in this module
- Control objective definition
- Automated vs manual controls
- Segregation of duties
- Sample testing design
- Exception reporting
- Remediation workflow
- Control frequency
- Documentation standards
- Audit trail access
- SOX 404 linkage
- Internal audit handoff
- Control rationalization
Module 9. External Audit Engagement
Prepare for audit cycles with precision and confidence.
12 chapters in this module
- Audit request intake
- Documentation packet design
- Request response workflow
- Meeting preparation
- Assumption validation
- Sample selection logic
- Disagreement escalation
- Draft review protocol
- Comment resolution
- Audit sign-off tracking
- Feedback loop integration
- Year-over-year carryforward
Module 10. Stakeholder Communication Playbook
Deliver clear, actionable updates to leadership and cross-functional teams.
12 chapters in this module
- Executive summary design
- Technical deep dive format
- Timeline communication
- Risk escalation path
- Decision point framing
- Assumption transparent
- Visual data presentation
- Q&A preparation
- Feedback integration
- Version control
- Archive protocol
- Stakeholder matrix
Module 11. Ongoing Compliance Maintenance
Sustain IFRS 17 compliance across reporting cycles with minimal rework.
12 chapters in this module
- Quarterly update cycle
- Judgment review
- Assumption refresh
- Model validation schedule
- Control testing
- Disclosure update
- Audit coordination
- Stakeholder review
- Version control
- Error correction
- Lessons learned capture
- Process improvement
Module 12. Strategic Influence and Career Leverage
Position yourself as the go-to expert for future finance transformation mandates.
12 chapters in this module
- Internal branding
- Cross-functional visibility
- Mentorship role
- Thought leadership
- Project selection strategy
- Sponsor cultivation
- Stakeholder trust
- Influence without authority
- Career narrative
- Skill compounding
- Recognition capture
- Next assignment targeting
How this maps to your situation
- When first assigned to an IFRS 17 workstream
- During core implementation phase with actuarial and finance teams
- Before first external audit cycle
- After first full reporting cycle closes
Before vs. after
Before
Handed broad IFRS 17 tasks without clear ownership or recognition
After
Owning strategic workstreams others defer to you on
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 execution during regular work cycles
If nothing changes
Without structured expertise, even strong performers remain in execution lanes, missing premium project access and career leverage
How this compares to the alternatives
Generic training covers theory; this course delivers field-tested frameworks, templates, and execution playbooks tailored to IFRS 17's real-world complexity.
Frequently asked
Who is this course for?
Senior Managers in financial services implementing IFRS 17 with ownership of reporting, controls, or cross-functional coordination.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this cover IFRS 17 transition methods?
Yes, including practical application of full and simplified approaches.
$199 one-time. Approximately 3 hours per module, designed for execution during regular work cycles.
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