A tailored course, built for your situation
Premium engagement picks with IFRS 17 mastery
Designed for senior practitioners leading insurance financial reporting transformations
$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.
Getting passed over for complex IFRS 17 work despite frontline experience
The situation this course is for
Experienced professionals often find themselves sidelined on high-visibility IFRS 17 projects not due to skill, but because their approach lacks the structured, repeatable clarity that leadership trusts in high-stakes financial reporting cycles.
Who this is for
Senior insurance finance or actuarial professional with frontline exposure to IFRS 17 implementation, seeking distinction through technical mastery and strategic influence
Who this is not for
Entry-level staff, auditors seeking checkbox compliance, or practitioners focused solely on local GAAP reporting without international financial statement exposure
What you walk away with
- Ability to structure IFRS 17 disclosures that align actuarial models with finance narratives
- Confidence in selecting and justifying transition methods across portfolios
- Faster consensus-building with cross-functional teams on valuation assumptions
- Clarity in communicating key judgments to executive stakeholders
- Recognition as a go-to resource for IFRS 17 interpretation within the organization
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 fundamentals and scope determination
Establish the foundation of IFRS 17 including contract boundary setting and coverage unit logic.
12 chapters in this module
- What is IFRS 17
- Scope of insurance contracts
- Identifying contract boundaries
- Coverage units and cohorts
- Measurement model selection
- Choices in transition methods
- Practical expedients overview
- DAC and fulfillment cash flows
- Discount rate determination
- Risk adjustment frameworks
- Contractual service margin basics
- Presentation requirements
Module 2. Portfolio segmentation and grouping rules
Learn how to group contracts appropriately to balance compliance and operational efficiency.
12 chapters in this module
- Grouping by profitability
- Time boundaries for grouping
- Profitability testing methods
- Frequency of loss recognition
- Homogeneity criteria
- Policyholder behavior assumptions
- Refinement of groupings
- Changes in estimates
- Disclosure of grouping logic
- Audit readiness checks
- Actuarial model alignment
- System configuration impact
Module 3. Variable fee approach and VFA contracts
Master the specialized measurement for investment contracts with discretion.
12 chapters in this module
- Identifying VFA contracts
- Variable fee recognition
- Exposure to underlying assets
- Separating investment and service components
- Accounting for fees over time
- DAC treatment under VFA
- Risk adjustment in VFA
- Presentation of VFA results
- Disclosures for discretionary policies
- System handling of VFA
- Actuarial model integration
- Audit focus areas
Module 4. Transition methods and practical expedients
Navigate choices between full and modified retrospective approaches confidently.
12 chapters in this module
- Full retrospective approach
- Modified retrospective basics
- Fair value overlay option
- Portfolio relief provision
- Assumption setting under relief
- Consistency across portfolios
- Documentation requirements
- Audit evidence preparation
- System cut-off planning
- Change management steps
- Governance approvals
- Regulatory alignment
Module 5. Discount rate selection and updates
Ensure compliance with IFRS 17 while aligning to economic reality.
12 chapters in this module
- Risk-free yield curve use
- Credit spread adjustments
- Liquidity premium inclusion
- Currency-specific curves
- Term structure alignment
- Updating discount rates
- Backwardation handling
- Smoothing mechanisms
- Market volatility response
- Actuarial governance
- Documentation standards
- Audit expectations
Module 6. Risk adjustment and confidence level
Build credible risk margins that withstand review and align with capital practices.
12 chapters in this module
- Purpose of risk adjustment
- Confidence level definition
- Value at risk methods
- Tail value at risk
- Internal model validation
- Calibration to capital models
- Simplifications allowed
- Disclosing methodology
- Sensitivity testing
- Peer benchmarking
- Review committee input
- External auditor alignment
Module 7. Contractual service margin and release patterns
Ensure accurate recognition of profits over time aligned with service delivery.
12 chapters in this module
- CSM calculation basics
- Initial recognition timing
- Subsequent release pattern
- Changes in CSM
- Loss recognition events
- Rebalancing triggers
- Disclosures for CSM
- System amortization logic
- Actuarial model alignment
- Audit focus areas
- Presentation clarity
- Executive reporting
Module 8. Disclosure strategy and footnotes
Transform technical work into clear, stakeholder-ready reporting.
12 chapters in this module
- Significant accounting policies
- Judgment disclosure
- Sensitivity analysis
- Rollforward presentation
- Narrative structure
- Executive summary
- Actuarial assumptions
- Model validation summary
- Grouping disclosures
- Risk margin explanation
- CSM release pattern
- Comparative period handling
Module 9. System configuration and data mapping
Align core systems to IFRS 17 without over-engineering or delays.
12 chapters in this module
- Data requirements inventory
- Chart of accounts mapping
- Event calendar alignment
- Cash flow modeling inputs
- Discount curve sourcing
- Risk adjustment inputs
- CSM tracking setup
- Reporting layer design
- Control framework
- Audit trail needs
- Governance workflows
- Change management
Module 10. Actuarial model integration
Ensure models support both statutory and IFRS 17 outputs efficiently.
12 chapters in this module
- Model segmentation needs
- Output frequency
- Assumption alignment
- Risk adjustment calibration
- CSM calculation
- Rollforward automation
- Sensitivity testing
- Model validation
- Documentation standards
- Peer review steps
- Regulatory audit support
- Executive summaries
Module 11. Cross-functional leadership
Lead alignment between finance, actuarial, IT, and compliance teams.
12 chapters in this module
- Stakeholder communication
- Timeline negotiation
- Issue escalation paths
- Decision rights mapping
- Governance committee setup
- Status reporting
- Meeting cadence
- Conflict resolution
- Executive updates
- Risk escalation
- Change approval
- Lessons learned
Module 12. External review and audit readiness
Prepare for auditor inquiries with confidence and complete documentation.
12 chapters in this module
- Audit timeline
- Documentation checklist
- Judgment rationale
- Peer benchmarking
- Assumptions review
- Model validation
- Disclosure review
- Management letters
- Regulator inquiries
- Follow-up process
- Deficiency tracking
- Final approval
How this maps to your situation
- When leadership assigns a new IFRS 17 workstream
- Before first audit cycle under IFRS 17
- When actuarial and finance teams disagree on assumptions
- When external auditors request clarification
Before vs. after
Before
Reactive approach to IFRS 17 tasks with limited influence on workstream selection
After
Proactive leader of high-visibility IFRS 17 initiatives with consistent access to premium engagements
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 on-demand learning around core project cycles.
If nothing changes
Continuing with ad hoc IFRS 17 work limits visibility and allows peers with structured expertise to capture leadership attention and complex assignments.
How this compares to the alternatives
Unlike generic webinars or academic courses, this program delivers field-tested implementation patterns used in Tier 1 insurers, focused on decision clarity and stakeholder alignment rather than theory alone.
Frequently asked
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does the course cover ORSA or NAIC MAR?
The focus is IFRS 17 implementation; ORSA and NAIC MAR are referenced where alignment exists but are not the core subject.
Is this relevant for private client insurance reporting?
Yes, especially where high net worth policies involve complex valuation and risk adjustments under IFRS 17.
$199 one-time. Approximately 3 hours per module, designed for on-demand learning around core project 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