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Premium engagement picks with IFRS 17 mastery

$199.00
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A tailored course, built for your situation

Premium engagement picks with IFRS 17 mastery

Position yourself for the highest-impact IFRS 17 work across actuarial, finance, and regulatory teams

$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

Senior insurance analyst or capital reporting specialist working under IFRS 17, aiming to shift from execution to strategic ownership of high-visibility engagements.

Who this is not for

Entry-level analysts without direct IFRS 17 exposure, or executives seeking board-level summaries rather than technical depth.

What you walk away with

  • Identify and position for premium IFRS 17 engagements before they're assigned
  • Produce audit-ready liability valuations using proven structuring frameworks
  • Accelerate internal review cycles with repeatable, standard-aligned documentation
  • Command cross-functional credibility in actuarial-finance-regulatory handoffs
  • Build a personal library of IFRS 17 artefacts that compound across reporting cycles

The 12 modules (with all 144 chapters)

Module 1. IFRS 17 engagement typology
Understand the spectrum of IFRS 17 work and how to categorize high-margin versus routine assignments.
12 chapters in this module
  1. Mapping engagement types
  2. High-value work patterns
  3. Margin sensitivity analysis
  4. Reporting cycle pressure points
  5. Actuarial input dependencies
  6. Finance integration scope
  7. Regulatory scrutiny triggers
  8. Internal escalation paths
  9. Vendor involvement benchmarks
  10. Team capacity indicators
  11. Ownership opportunity windows
  12. Strategic positioning levers
Module 2. Liability valuation foundations
Master the core mechanics of liability valuation under IFRS 17 with precision and repeatability.
12 chapters in this module
  1. Contract boundary rules
  2. Fulfillment cash flow setup
  3. Risk adjustment methods
  4. Discount rate alignment
  5. Time value of money inputs
  6. Currency translation rules
  7. Portfolio segmentation logic
  8. Measurement model variants
  9. Transitional relief paths
  10. Practicable insignificance thresholds
  11. Data completeness benchmarks
  12. Model validation checkpoints
Module 3. Discount rate curve construction
Build and defend yield curve selections that withstand auditor and regulator review.
12 chapters in this module
  1. Jurisdictional curve sources
  2. Credit adjustment protocols
  3. Liquidity premium handling
  4. Curve interpolation rules
  5. Fallback methodology design
  6. Benchmark rate alignment
  7. Curve update frequency
  8. Materiality thresholds
  9. Sovereign vs corporate mix
  10. Currency-specific curves
  11. Term structure validation
  12. Curve change documentation
Module 4. Risk adjustment frameworks
Apply consistent, audit-defensible methods for risk adjustment across contract groups.
12 chapters in this module
  1. Risk type classification
  2. Confidence level selection
  3. Parametric vs simulation methods
  4. Volatility input sourcing
  5. Correlation assumptions
  6. Diversification benefits
  7. Currency risk handling
  8. Reinsurance offset logic
  9. Time horizon alignment
  10. Data scarcity workarounds
  11. Peer benchmarking rules
  12. Sensitivity reporting formats
Module 5. Cash flow estimation rigor
Strengthen estimation processes to reduce volatility and audit pushback.
12 chapters in this module
  1. Experience assumption setting
  2. Mortality table sourcing
  3. Lapse rate modeling
  4. Expense inflation inputs
  5. Reinsurance recovery estimates
  6. Policyholder behavior models
  7. Stochastic testing rules
  8. Deterministic fallbacks
  9. Sensitivity analysis design
  10. Management overlay documentation
  11. Historical data gap handling
  12. Emerging risk adjustments
Module 6. Presentation and disclosure
Structure footnotes and statements to meet regulator expectations and enable clean audits.
12 chapters in this module
  1. Balance sheet line items
  2. Income statement flow
  3. OCI treatment rules
  4. Segment reporting logic
  5. Contract group disclosure
  6. Sensitivity table formats
  7. Assumption disclosure depth
  8. Judgment explanations
  9. Prior period restatement rules
  10. Materiality thresholds
  11. Comparative period rules
  12. Regulatory variation mapping
Module 7. Internal controls for IFRS 17
Design control points that scale and survive audit scrutiny.
12 chapters in this module
  1. Input validation rules
  2. Model access controls
  3. Change management protocols
  4. Version control systems
  5. Reconciliation frequency
  6. Exception reporting design
  7. Segregation of duties
  8. Automated checks
  9. Control effectiveness metrics
  10. Audit trail requirements
  11. Third-party model oversight
  12. User access reviews
Module 8. Actuarial-finance integration
Bridge communication gaps between actuarial and finance teams with shared frameworks.
12 chapters in this module
  1. Common terminology mapping
  2. Data format alignment
  3. Valuation timing sync
  4. Assumption handoff rules
  5. Model output definitions
  6. Estimate update protocols
  7. Internal review cycles
  8. Discrepancy resolution paths
  9. Cross-team escalation
  10. Documentation sharing standards
  11. Tool interoperability
  12. Joint sign-off design
Module 9. Audit readiness preparation
Prepare for auditor scrutiny with clear, traceable, and defensible documentation.
12 chapters in this module
  1. Documentation hierarchy
  2. Assumption rationale capture
  3. Model logic mapping
  4. Control evidence collection
  5. Audit trail formatting
  6. Internal review minutes
  7. Peer review standards
  8. Response preparation
  9. Common audit queries
  10. Deficiency tracking
  11. Remediation workflows
  12. Pre-audit walkthroughs
Module 10. Jurisdictional variation handling
Navigate local implementation nuances without compromising global consistency.
12 chapters in this module
  1. NAIC MAR alignment
  2. Local GAAP differences
  3. Tax treatment variances
  4. Regulatory reporting splits
  5. Currency translation local rules
  6. Local actuarial standards
  7. Disclosure variation tracking
  8. Consolidation complexity
  9. Subsidiary oversight models
  10. Local auditor expectations
  11. Head office coordination
  12. Variation impact assessment
Module 11. Efficiency through automation
Identify automation opportunities that reduce manual effort and increase accuracy.
12 chapters in this module
  1. Process bottleneck mapping
  2. Data pipeline design
  3. Template reuse frameworks
  4. Model versioning rules
  5. Automated reconciliation
  6. Output validation scripts
  7. Exception alerting
  8. Task dependency mapping
  9. Tool integration points
  10. User role design
  11. Change control workflows
  12. Error recovery protocols
Module 12. Ownership and career positioning
Position yourself as the go-to expert for IFRS 17 within your organization.
12 chapters in this module
  1. Internal thought leadership
  2. Cross-functional visibility
  3. Mentorship opportunities
  4. Process improvement leads
  5. Standard-setting input
  6. External conference participation
  7. White paper development
  8. Training material creation
  9. Succession planning
  10. Innovation pilot ownership
  11. Strategic project bids
  12. Executive communication design

How this maps to your situation

  • When preparing for audit season
  • During transition reporting cycles
  • When onboarding new contract groups
  • Before major system changes

Before vs. after

Before
Waiting for IFRS 17 assignments to come your way, relying on team defaults and inherited templates.
After
Proactively selecting and shaping high-impact IFRS 17 engagements with confidence, speed, and ownership.

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 integration into busy reporting cycles.

How this compares to the alternatives

Unlike generic IFRS 17 overviews or webinar series, this course delivers actionable, engagement-specific frameworks used in actual filings , not theory, but repeatable execution patterns.

Frequently asked

Is this course suitable for someone without actuarial certification?
Yes. The course is designed for practitioners working alongside actuarial teams, focusing on execution, integration, and documentation rather than deep modeling math.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does it cover ORSA or NAIC MAR?
Yes, in Module 10, which addresses jurisdictional variations including NAIC MAR alignment and local reporting splits.
$199 one-time. Approximately 3 hours per module, designed for integration into busy reporting 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
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