A tailored course, built for your situation
Repeatable IFRS 17 artefacts that compound across deliveries
Build a self-reinforcing library of capital reporting assets that accelerate every future submission
$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.
Starting from zero on every IFRS 17 cycle
The situation this course is for
High-effort, low-reuse work patterns mean each reporting cycle restarts the heavy lifting, despite growing team experience. Without documented, structured assets, institutional knowledge stays trapped in individuals, not systems.
Who this is for
Senior capital reporting or financial compliance practitioner leading or contributing to IFRS 17 implementation at a large insurer, focused on repeatability and audit readiness
Who this is not for
Entry-level staff learning IFRS 17 basics, or executives seeking high-level summaries without implementation detail
What you walk away with
- A modular IFRS 17 implementation playbook you own and evolve
- Standardized templates for disclosure narratives, control mappings, and data lineage logs
- A repeatable process to capture learnings after each filing cycle
- Confidence that audits will reference your artefacts as authoritative
- Reduced cycle time on future submissions by at least 30 percent
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 reporting lifecycle overview
Map the full end-to-end flow from data ingestion to audit package delivery, highlighting key handoffs and decision points.
12 chapters in this module
- Stages in IFRS 17 reporting cycle
- Key stakeholders by phase
- Timing of actuarial inputs
- Data sourcing from core systems
- Validation checkpoints
- Documentation requirements
- Audit trail expectations
- Version control needs
- Team coordination patterns
- Governance milestones
- Common rework triggers
- Handoff documentation
Module 2. Designing reusable disclosure templates
Structure narrative and quantitative disclosures to allow versioning and audit traceability across cycles.
12 chapters in this module
- Disclosure categories under IFRS 17
- Modular narrative design
- Placeholder architecture
- Footnote templating
- Regulatory change tracking
- Cross-referencing techniques
- Version annotation
- Audit-ready formatting
- Localization strategies
- Approval workflow mapping
- Storage and access controls
- Template retirement criteria
Module 3. Building a validation rule library
Create a living set of automated and manual checks that travel with your data from source to report.
12 chapters in this module
- Data quality rule types
- Actuarial consistency checks
- Formula validation patterns
- Boundary condition testing
- Exception logging standards
- Threshold documentation
- Versioned test scripts
- Tool-agnostic rule design
- Peer review process
- Integration with control framework
- Automatable vs manual splits
- Rule deprecation triggers
Module 4. Creating audit-grade control mappings
Document controls once, reference them forever , with direct lineage to IFRS 17 disclosure requirements.
12 chapters in this module
- Mapping control to disclosure
- Ownership assignment
- Evidence retention rules
- Testing frequency logic
- Change impact analysis
- Cross-cycle consistency
- Linking to SOX controls
- Control versioning
- Automated control tracking
- Third-party attestation prep
- Remediation workflow design
- Control reuse matrix
Module 5. Structured data lineage documentation
Build clear, repeatable data flow descriptions that survive team changes and system updates.
12 chapters in this module
- Data source identification
- Transformation step logging
- System of record tagging
- Ownership tracking
- Change notification process
- Versioned data dictionaries
- Flow diagram standards
- Integration with BI tools
- Retention policies
- Access audit trails
- Exception handling logs
- Reconciliation touchpoints
Module 6. Knowledge capture after each cycle
Embed learning into artefacts, not just memories , with a structured post-submission review rhythm.
12 chapters in this module
- Post-filing review cadence
- Rework root cause tracking
- Change validation accuracy
- Team feedback collection
- Artefact improvement backlog
- Version update protocol
- Lessons log maintenance
- Cross-cycle comparison
- Audit finding integration
- Stakeholder input synthesis
- Process deviation logging
- Improvement roadmap update
Module 7. Version control for compliance assets
Apply software-style versioning to financial reporting artefacts to enable traceability and rollback.
12 chapters in this module
- Version naming convention
- Change type classification
- Branching strategy
- Merge process design
- Release tagging
- Access control tiers
- Audit log requirements
- Integration with storage
- Automated diff alerts
- Rollback protocol
- Version deprecation
- Cross-artefact dependencies
Module 8. Documenting implementation playbooks
Turn tacit team knowledge into a sharable, upgradable guide for future teams.
12 chapters in this module
- Playbook scope definition
- Role-specific guidance
- Decision rationale logging
- Tool configuration settings
- Common failure mode tracking
- Vendor integration notes
- Stakeholder comms templates
- Escalation path mapping
- Rhythm synchronization
- Onboarding integration
- Update trigger rules
- Versioned appendix structure
Module 9. Enabling cross-functional consistency
Align actuarial, finance, and risk teams on shared definitions, timelines, and artefacts.
12 chapters in this module
- Common terminology glossary
- Cross-team milestone alignment
- Shared calendar design
- Interlock meeting rhythms
- Joint review gates
- Discrepancy escalation path
- Consolidated issue log
- Change broadcast mechanism
- Unified version control
- Cross-training requirements
- Joint documentation standards
- Performance feedback loops
Module 10. Scaling artefact reuse across entities
Adapt core templates for regional variations while preserving global consistency.
12 chapters in this module
- Global vs local distinction
- Localization tagging
- Jurisdiction-specific overrides
- Translation workflow
- Compliance divergence tracking
- Entity-specific configuration
- Change propagation logic
- Audit trail boundaries
- Cross-entity review process
- Version sync strategy
- Governance exception process
- Central library maintenance
Module 11. Integrating feedback from auditors
Turn auditor comments into structured artefact improvements, not one-time fixes.
12 chapters in this module
- Comment categorization
- Trend identification
- Root cause analysis
- Artefact update protocol
- Future-proofing changes
- Cross-cycle application
- Documented rationale
- Team communication plan
- Validation after update
- Audit trail update
- Lessons integration
- Pre-emptive clarification
Module 12. Maintaining long-term artefact relevance
Ensure your library stays current with regulation changes, team shifts, and system updates.
12 chapters in this module
- Regulation change monitoring
- Impact assessment protocol
- Update prioritization
- Stale artefact review
- Deprecation workflow
- Successor design
- Knowledge transfer design
- Training integration
- Automated health checks
- Usage analytics tracking
- Stakeholder feedback review
- Annual refresh cycle
How this maps to your situation
- After first IFRS 17 submission
- When audit findings are received
- Before next reporting cycle begins
- During team onboarding
Before vs. after
Before
Starting each IFRS 17 cycle from scratch, reinventing templates and relearning past mistakes.
After
Launching each new cycle with a growing library of proven artefacts , reducing rework and elevating consistency.
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 lifetime updates.
If nothing changes
Without a structured approach to capturing and reusing knowledge, each reporting cycle repeats past effort, amplifies rework risk, and delays your ability to scale impact across the organization.
How this compares to the alternatives
Unlike generic IFRS 17 overviews or lecture-style trainings, this course delivers a tailored, implementation-grade system to build and reuse your own capital reporting assets , with templates and playbooks designed for real-world use, not just theory.
Frequently asked
Is this course technical or conceptual?
It’s implementation-focused , you’ll build reusable artefacts, not just understand principles.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this work for local GAAP to IFRS 17 reconciliations?
Yes , the artefact design principles support reconciliation tracking and disclosure alignment.
$199 one-time. Approximately 3 hours per module, with self-paced access and lifetime updates..
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