A tailored course, built for your situation
Premium Engagement Picks with IFRS 17 Expertise
Position yourself for high-impact accounting initiatives others can't access
$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
Marketing and communications professionals in insurance and financial services who support technical reporting cycles and want to move from back-office support to strategic contributor on high-impact financial disclosures
Who this is not for
Practitioners seeking certification in IFRS 17, actuaries focused on model validation, or auditors requiring compliance sign-off authority
What you walk away with
- Recognize IFRS 17 disclosure requirements with confidence and context
- Contribute meaningfully to financial narratives shaped by liability modeling
- Anticipate messaging constraints and opportunities ahead of earnings cycles
- Position yourself for inclusion on cross-functional reporting teams
- Produce communications that align with regulatory timing and auditor expectations
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 Basics for Non-Accountants
Understand the core components of IFRS 17 without technical overload. Focus on terminology, reporting goals, and how it changes insurance financial storytelling.
12 chapters in this module
- What changed with IFRS 17
- Three pillars of the standard
- Insurance contract definition
- Coverage unit concept
- Fulfillment cash flows
- Risk adjustment basics
- Discounting methods
- Contract boundary rules
- Grouping contracts
- Measurement model types
- Transition approaches
- Entity application scope
Module 2. Narrative Design under IFRS 17
Learn how to shape financial messaging that aligns with new reporting rhythms and auditor scrutiny.
12 chapters in this module
- Earnings volatility explanation
- Year one impact messaging
- Rollforward disclosures
- Sensitivity narrative
- Model assumption transparency
- LOB performance framing
- Management commentary
- Regulatory vs market tone
- Audit committee preview
- Investor Q&A prep
- Quarterly rhythm planning
- Disclosure calendar sync
Module 3. Actuarial Communication Alignment
Bridge the gap between technical modeling outputs and financial reporting needs.
12 chapters in this module
- Effective date tracking
- Model output glossary
- LOB classification mapping
- Risk adjustment language
- Cohort stability signals
- Discount rate narratives
- Emergence explanations
- Sensitivity reporting
- Capital release patterns
- Margin recognition pacing
- Unlocking vs amortization
- Model validation summary
Module 4. Disclosure Templates and Workflows
Access and adapt standard templates used in current-cycle reporting.
12 chapters in this module
- Balance sheet line items
- Income statement mapping
- Rollforward structure
- Reconciliation logic
- Sensitivity tables
- Assumption footnotes
- Model change notes
- Transition method disclosure
- Comparative period handling
- Auditor review timing
- Internal review checklist
- Version control process
Module 5. Audit-Ready Messaging
Ensure communications withstand review and align with auditor expectations.
12 chapters in this module
- Substantive disclosure rules
- Audit testing scope
- Materiality thresholds
- Key assumption justification
- Model vs judgment balance
- Supporting evidence types
- Walkthrough preparation
- Documentation standards
- Review cycle timing
- Comment resolution
- Audit query response
- Sign-off readiness
Module 6. Cross-Team Coordination
Navigate handoffs between finance, actuarial, compliance, and external reporting.
12 chapters in this module
- Actuarial input requests
- Finance timeline sync
- Compliance checklist use
- Legal review coordination
- External auditor handover
- Executive summary prep
- Investor relations sync
- Regulatory filing alignment
- Internal comms planning
- Stakeholder escalation paths
- LOB feedback loops
- Version control handoff
Module 7. Financial Calendar Integration
Align marketing and communication deliverables with IFRS 17 reporting rhythms.
12 chapters in this module
- Quarterly close alignment
- Earnings release prep
- Management commentary timing
- Audit deadline sync
- Board pack deadlines
- Regulatory filing windows
- Investor call prep
- Press release coordination
- Internal review cycles
- Legal hold periods
- Disclosure freeze windows
- Post-release Q&A
Module 8. Stakeholder Clarity Techniques
Communicate complex changes clearly to executives, investors, and regulators.
12 chapters in this module
- Earnings impact summary
- Volatility explanation
- Model change context
- Assumption transparency
- Capital implications
- LOB performance framing
- Management action links
- Historical comparison
- Forward guidance
- Risk factor language
- Regulatory alignment
- Investor read level
Module 9. Scenario Planning for Disclosures
Anticipate and prepare for different financial outcomes in reporting.
12 chapters in this module
- Best case narrative
- Worst case framing
- Emergence scenario
- Model update impact
- Discount rate shift
- Risk adjustment change
- Catastrophe clause
- Reinsurance impact
- Regulatory change prep
- Capital release delay
- Margin erosion path
- Recovery narrative
Module 10. Compliance Integration
Align disclosures with evolving compliance expectations.
12 chapters in this module
- Regulator inquiry prep
- Local GAAP comparison
- Cross-border alignment
- Disclosure completeness
- Assurance readiness
- Audit scope coordination
- Remediation tracking
- Gap closure evidence
- Policy update sync
- Control testing
- Documentation audit
- Compliance sign-off
Module 11. Investor Readiness
Prepare messaging that answers investor concerns proactively.
12 chapters in this module
- ROE impact explanation
- Capital efficiency narrative
- Margin stability
- Cash flow visibility
- Reinsurance strategy
- LOB performance
- Risk sensitivity
- Management actions
- Guidance clarity
- Volatility context
- Long-term outlook
- Peer comparison
Module 12. Sustained Contribution Framework
Build a repeatable role in financial reporting cycles.
12 chapters in this module
- Tracking disclosure impact
- Feedback collection
- Process improvement
- Stakeholder mapping
- Role boundary clarity
- Expertise signaling
- Cross-functional visibility
- Initiative ownership
- Reputation building
- Career path alignment
- Mentorship opportunities
- Knowledge transfer
How this maps to your situation
- During earnings prep
- After actuarial model updates
- Before auditor review
- During investor briefing cycles
Before vs. after
Before
Supporting financial reporting from the sidelines, reacting to requests and templates
After
Proactively shaping messaging and disclosures with confidence, becoming a go-to contributor on IFRS 17 initiatives
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 it
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: 6-8 hours total, self-paced with downloadable resources for ongoing reference
How this compares to the alternatives
Generic IFRS 17 training focuses on accounting mechanics. This course is tailored for non-accountants who need to contribute meaningfully to disclosures, narratives, and cross-functional coordination, without overstepping into technical sign-off roles.
Frequently asked
Do I need an accounting background for this course?
No. This course is designed for professionals in marketing, communications, and support roles who work alongside technical teams.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me get a promotion?
It positions you for high-impact assignments that expand your influence and visibility, which often lead to advancement.
$199 one-time. 6-8 hours total, self-paced with downloadable resources for ongoing reference.
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