IFRS 17 Workshop | Complete 5-Day Implementation & Financial Reporting Programme
This Comprehensive 5-Day IFRS 17 Workshop goes far beyond introductory learning. Specifically, it delivers technical, financial, and leadership-level insights for senior insurance finance professionals. Furthermore, it empowers participants to lead IFRS 17 implementation, accounting, and reporting with confidence. Consequently, it is the most comprehensive IFRS 17 workshop available globally.
Participants explore every stage of IFRS 17 in depth. Specifically, the programme covers the General Measurement Model (GMM/BBA), Premium Allocation Approach (PAA), and Variable Fee Approach (VFA). Furthermore, it addresses CSM calculation and amortisation, risk adjustment quantification, discount rate derivation, and reinsurance contract accounting. Moreover, it covers transition approaches including full retrospective, modified retrospective, and fair value methods. In addition, the programme addresses IFRS 17 disclosure requirements and their interaction with Solvency II reporting frameworks.
The workshop uses real-world examples from life and non-life insurance contracts. Specifically, participants analyse insurance liabilities and perform risk adjustment and discount rate calculations. Furthermore, they learn how to translate actuarial models and valuation techniques into accurate and compliant financial disclosures. Consequently, every session bridges the gap between technical IFRS 17 requirements and practical implementation.
By the end of this intensive programme, participants will have mastered IFRS 17 principles across all insurance contract types. Specifically, they will be able to design efficient reporting and disclosure frameworks. Furthermore, they will strengthen collaboration between actuarial, finance, and risk teams. As a result, they leave with the skills to implement IFRS 17 effectively, enhance transparency, and lead financial transformation within their organisations.
Shasat’s IFRS 17 faculty are recognised thought leaders whose technical analysis and research have been featured in the American Academy of Actuaries’ Contingencies magazine, the Actuaries Institute of Australia and Accountancy SA, bringing globally recognised IFRS 17 expertise to every session. Furthermore, our faculty are authors of Navigating IFRS 17: A Practical Guide to Accounting & Actuarial Implementation, also available on Amazon Kindle, the definitive practical guide for insurance finance professionals worldwide. Read what our participants say →
Building Financial Leadership and Strategic Expertise in IFRS 17
Beyond technical compliance, this workshop equips participants with the expertise to drive financial transformation. Specifically, it develops the strategic mindset needed for long-term financial leadership in insurance. Furthermore, participants integrate IFRS 17 methodologies into broader business strategies. Consequently, they leave with technical precision, financial acumen, and strategic foresight.
By the end of this workshop, participants will have the confidence to lead IFRS 17 implementation within their organisations. Specifically, they can refine existing IFRS 17 frameworks and integrate them into core business operations. Moreover, they will be well-prepared for long-term regulatory alignment. As a result, this programme positions participants as leaders in insurance finance and reporting.
IFRS 17 Workshop: Choosing Between the 2-Day and 5-Day Programs
Unlike our accelerated 2-day IFRS 17 city workshops, which focus on the most critical areas for rapid learning, this 5-day workshop provides a structured and immersive experience. Specifically, the 2-day workshop is ideal for professionals seeking fast-track, high-impact technical understanding. Furthermore, it is available in over 15 cities worldwide.
However, the 5-day programme allows for comprehensive discussions and progressive deep-dive into all IFRS 17 applications. Specifically, it includes strategic decision-making and leadership skills essential for managing IFRS 17 at organisational level. Moreover, it provides structured learning across all measurement models, transition strategies, actuarial integration, and financial reporting. Consequently, participants gain a deeper and more methodical understanding of IFRS 17. As a result, they are fully prepared for real-world implementation and long-term compliance success.
- Impact of IFRS 17 on business strategy and financial performance for senior insurance executives
- Comprehensive coverage of IFRS 17 accounting, highlighting implementation challenges and practical solutions
- Technical examination of all three measurement models — GMM/BBA, PAA, and VFA — with contract boundary and aggregation analysis
- CSM calculation, coverage unit allocation, and roll-forward mechanics for accurate profit recognition
- Risk adjustment quantification methodologies including confidence interval and cost of capital techniques
- Discount rate derivation under top-down and bottom-up approaches including liquidity premium calibration
- Reinsurance contracts held — recognition, measurement, and CSM offset mechanics
- Onerous contract identification, loss component calculation, and subsequent measurement
- IFRS 17 transition strategies including full retrospective, modified retrospective, and fair value approaches
- Interaction between IFRS 17 and Solvency II — alignment opportunities and key differences
- IFRS 17 financial statement presentation, OCI election, and disclosure requirements
- Integration of IFRS 17 into actuarial processes, data systems, and financial reporting governance
This IFRS 17 Comprehensive 5-Day Workshop is structured to meet the needs of finance and insurance professionals worldwide. Specifically, it is relevant for professionals across the European Union, the Middle East, Southeast Asia, South America, Africa and the Americas. Furthermore, all case studies and examples reflect global insurance markets, ensuring direct applicability across all major regulatory environments.
IFRS 17 Training Course Locations Worldwide
This IFRS 17 Comprehensive 5-Day Workshop is available globally. Specifically, it can be delivered in-person in your preferred city, as a dedicated in-house programme for your organisation, or online for globally distributed teams. Furthermore, this programme is not fixed to a single city location, consequently it is the most flexible IFRS 17 training option available worldwide. For professionals seeking a focused 2-day technical workshop in a specific city, our IFRS 17 Insurance Contracts Training Courses are available in multiple locations including:
For More Information
Please contact our customer service team for more information about our IFRS 17 Training Program and to enroll. Our team is dedicated to providing you with excellent service and answering any questions you may have. We look forward to hearing from you and helping you take the next step in your professional development.
Instructor Bio
The course instructor will be one of our highly experienced
faculty members.
Our Faculty: Expertise That Drives Success
Shasat is proud to have over 30 world-renowned faculty members, each an expert in their respective fields, who share their hands-on implementation experience through our technical and professional development programs.
This IFRS 17 Masterclass is led by one of Shasat’s distinguished faculty members — a renowned expert in insurance accounting, actuarial modelling, and IFRS 17 implementation. With extensive experience supporting insurers, auditors, and regulators across the UK and Europe, the instructor shares first-hand insights from successful IFRS 17 implementation and post-implementation projects.
Participants gain a practical understanding of contract classification, measurement models (BBA, PAA, VFA), risk adjustment, discounting techniques, transition strategies, and disclosure requirements. Through real-world case studies, the instructor demonstrates how to apply IFRS 17 principles to complex insurance portfolios, improve financial reporting accuracy, and ensure compliance with international accounting and regulatory frameworks.
Our faculty combine real-world expertise with academic rigour, ensuring every session is interactive, relevant, and outcomes-driven. Participants gain practical tools, case-based insights, and strategic frameworks that can be immediately applied to enhance sustainability reporting and corporate governance within their organisations.
Our Partners
Course Description
- Introduction to IFRS 17 and Building Block Approach
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- Overview of IFRS 17: Key concepts and scope
- Implementation status: Emerging markets vs. Europe
- Introduction to the Building Block Approach (BBA)
- Key components: Fulfilment Cash Flows (FCF), Risk Adjustment, Discounting, and Contractual Service Margin (CSM)
- Market practices and classification of insurance products
- Key Implementation Challenges & Industry Best Practices
- Premium Allocation and Reinsurance Contracts
- Premium Allocation Approach (PAA) vs. BBA
- Variable Fee Approach (VFA) and its applications
- Reinsurance contracts: Accounting methods and implications
- Recognition & Measurement of Reinsurance Contracts Held vs. Issued
- Understanding the Impact of Reinsurance: Key differences compared to direct insurance contracts
- Risk Adjustment & Discounting Considerations for Reinsurance
- Key processes: Discounting and actuarial integration
- Group Case Study
- Financial Statements and Strategic Implementation
- Designing IFRS 17-compliant financial statements
- Managing contracts with participation features
- Industry-wide impacts and future trends
- Risk management and compliance under IFRS 17
- Developing a strategic approach for ongoing IFRS 17 implementation.
- Understanding how IFRS 17 influences solvency and capital planning.
- Solvency II vs. IFRS 17: Key differences and interactions
- Impact of IFRS 17 on contract valuation and profitability.
- Group Case Study
- Transition Strategies and Planning
- Transition strategies: Retrospective and modified retrospective approaches
- In-depth analysis by Shasat of the first IFRS 17-compliant financial statements by top insurance companies
- Data Governance, Internal Controls & Compliance Monitoring
- Technology-Driven Solutions for IFRS 17 Implementation
- Reviewing IFRS 17 financial statements: Understanding reporting structure and disclosures.
- Case Study: Building IFRS 17-compliant financial statements for an insurance firm.
- Group Case Study
- Asset-Liability Mismatches, Technology, and Regulatory Compliance
- IFRS 9 interaction with IFRS 17 and asset-liability management
- Leveraging technology for IFRS 17 compliance
- Ensuring regulatory compliance and addressing challenges
- In-depth analysis by Shasat of the first IFRS 17-compliant financial statements by top insurance companies
- Closing Q&A session and final remarks
The course agenda provided herein is the proprietary intellectual property of Shasat. It is intended solely for the use of participants enrolled in the respective course. Any reproduction, distribution, or unauthorized use of this course agenda, in whole or in part, without the explicit written consent of Shasat, is strictly prohibited and may result in legal action.
All rights reserved. ©2025, Shasat
Why you must attend?
This IFRS 17 Implementation and Financial Reporting Workshop addresses the full implementation lifecycle, from pre-transition planning through to post-implementation optimisation. Specifically, it is designed for finance professionals who need to move beyond theoretical compliance. Furthermore, it helps participants apply IFRS 17 confidently to real insurance portfolios across all major markets.
Insurance finance teams currently face three distinct pressures. First, many are still completing full-scale IFRS 17 transition. Second, those who have transitioned are now refining their measurement methodologies. Third, all are preparing for increasing regulatory scrutiny of their IFRS 17 financial statements. Consequently, this workshop addresses all three challenges directly and practically. Participants gain hands-on technical experience working with real insurance products and live case studies. Moreover, they apply IFRS 17 measurement models including GMM/BBA, PAA, and VFA directly to practical scenarios. They also master CSM calculation, risk adjustment quantification, discount rate derivation, and reinsurance accounting in a structured, expert-led environment.
Furthermore, the programme examines the organisational implications of IFRS 17, including the impact on actuarial processes, data systems, internal controls, and financial reporting governance. As a result, participants leave with both the technical competence and the strategic frameworks needed to strengthen IFRS 17 implementation within their organisations. The workshop is led by practitioners with direct IFRS 17 implementation experience across multiple insurance markets. Consequently, every session combines technical rigour with practical insight drawn from real-world implementation projects. In addition, participants benefit from peer networking with finance professionals from insurers, reinsurers, and regulatory bodies worldwide.
Teaching methodology
The IFRS 17 workshop has been designed to provide a comprehensive and engaging approach to learning for all finance and accounting professionals in the insurance industry including auditors and regulators. The teaching methodology includes:
- A user-friendly slide deck that presents the concepts, methodologies, and principles in a clear and concise manner, making the material easily accessible to all attendees.
- Interactive sessions featuring real-life case studies to provide hands-on experience and bring the material to life.
- Explanations of concepts and methodologies through the use of examples and distinct scenarios, allowing attendees to understand the material in context.
- Group exercises designed to illustrate accounting principles, encouraging collaboration and fostering a deeper understanding of the material.
- Discussions on GAAP differences, industry issues, and diversity in practices, providing attendees with a well-rounded understanding of the subject matter.
- Access to additional course material and handouts, ensuring attendees have a comprehensive reference resource to support their learning.
- An open and inclusive atmosphere that encourages attendees to ask questions and engage in discussion, ensuring a thorough understanding of the material.
Whether you are new to IFRS 17 or an experienced professional, the workshop offers a dynamic and engaging learning experience that will support your professional development.
Who should attend?
The IFRS 17 Program has been designed for a wide range of professionals, including:
- Finance professionals
- Financial Controllers
- Those involved in IFRS 17 implementation
- Regulatory Professionals
- Internal and external auditors
- Underwriters
- Risk managers
- Regulatory and Solvency II professionals
- Capital market watch experts
- Market research analysts
- Rating agency professionals
While the IFRS 17 Program has been designed with specific professionals in mind, it is also open to anyone who is interested in gaining a deeper understanding of IFRS 17 and its impact on the insurance industry. The program offers a comprehensive overview of the standard and its requirements, providing participants with the knowledge and skills they need to navigate the complex world of insurance accounting. Whether you are a seasoned professional or just starting out in your career, the IFRS 17 Program offers valuable insights and practical guidance to help you succeed. With a focus on real-world examples and case studies, the program is accessible and engaging for participants at all levels. So, no matter your background or experience, if you are interested in learning more about IFRS 17, this program is for you.
Feedback
Upon completion of the course, all delegates will receive an evaluation questionnaire aimed at gathering valuable feedback. This feedback is crucial to Shasat’s ongoing commitment to improving the quality of its learning solutions. By analyzing the trends in the responses, we are able to continuously enhance and refine our offerings to meet the evolving needs of our clients.
Venue & other info
Our training programs take place at the most prestigious professional training facilities in the city. Our venues have been meticulously chosen and expertly crafted to deliver an unparalleled and sophisticated learning experience. To further elevate your training journey, we will offer an array of refreshments including gourmet tea/coffee, delectable snacks, and a sumptuous lunch to sustain you throughout the course. Your comfort and satisfaction are of the utmost importance to us. One week before the program begins, you will receive comprehensive joining instructions that include the exact venue details.
Please note that accommodation arrangements are the responsibility of the attendee.
Workshop Delivery (Online Programs)
The workshop will be delivered via the WebEx platform. Upon registration, all participants will receive comprehensive joining instructions for the live workshop. This fully virtual event will encompass a live-streamed presentation, personalized networking opportunities, interactive Q&A sessions, engaging polls, and post-event consultation to address specific concerns and support your continued growth.
In-Person Workshop
Please be advised that for all in-person training programs, joining instructions will be sent via email to registered participants one week prior to the program’s commencement. These instructions will provide comprehensive information regarding the venue location, date, and time, as well as other important details such as parking arrangements, dress code, and any necessary equipment or materials. Kindly ensure that you carefully review the joining instructions and follow the guidelines provided to ensure a smooth and well-organized experience during the program.
Changes to the conference
Shasat reserves the right, at its sole discretion, to make modifications to the format, speakers, participants, content, venue location, program, or any other aspect of the conference, at any time and for any reason, without incurring any liability. This policy has been implemented due to recent events such as the Covid-19 pandemic and other jurisdictional restrictions. These modifications may include but are not limited to, changes necessitated by a Force Majeure Event
We are pleased to offer sponsorship opportunities for our training programs, providing companies with a unique platform to showcase their brand and services to a highly engaged and relevant audience. By becoming a sponsor, your organization will have the opportunity to build brand awareness, demonstrate thought leadership, and cultivate valuable relationships with industry professionals. Our programs offer a platform to reach a targeted audience and generate new business leads while showcasing your expertise. The benefits of sponsorship include increased brand exposure, opportunities to connect with key decision-makers, and a platform to promote your products and services. We invite you to take advantage of this prime opportunity and partner with us to enhance your visibility and impact within the industry.
We kindly request that you carefully review all of the terms and conditions outlined on our website. This information is critical in ensuring a clear understanding of our policies and procedures. Please follow the link provided to access this information.
Discover more about Shasat by exploring our “About Us” page, where you can gain insights into our company’s mission, values, and history, and learn how we can help you achieve your goals.
Payment
Enroll in our program with ease by choosing from our secure online payment options. You can make a payment through our website using PayPal or Stripe, or opt for a bank transfer, demand draft, or cheque payment. Our payment page will provide all necessary options during checkout. If you encounter any issues, our customer service team is here to assist you. Simply reach out to us with your selected course, and we’ll guide you through the payment process.
We kindly request that you take into consideration any associated bank fees when making your course fee payment. To ensure your participation in the program, payment must be received before the course date. Once we have received both payment and a completed registration form, we will confirm your enrollment in the program. Thank you for your understanding and cooperation.
Group discount
Our company is proud to offer a group discount of 15% for organizations or individuals who book a course for 5 or more participants. To take advantage of this offer and receive a personalized group discount code, please reach out to our customer service desk at info@shasat.com. Our team will be delighted to assist you with the booking process and answer any questions you may have. With this group discount, you can invest in the professional development of your team and drive success for your organization. Don’t hesitate to contact us today to learn more.
Upon successful completion of the training course, each participant will receive a certificate of completion that attests to the number of hours spent in training and serves as a valuable representation of their dedication to professional development. The certificate is not only a symbol of their achievement but also serves as proof of continuous professional development (CPD) and demonstrates their commitment to staying current in their field. We believe that CPD is a crucial aspect of career advancement and personal growth, and are proud to provide our participants with this important document.
For further assistance, we invite you to contact our dedicated customer service team. Our experienced and knowledgeable representatives are available to answer any questions you may have and provide the support you need to make informed decisions. We are committed to ensuring that you have a positive experience and are here to help in any way we can. Please don’t hesitate to reach out to us at your convenience.
In-House Training
Enhance your team’s skills and drive success for your business with our custom In-house training program. Our tailored approach aligns with your specific business needs, offering a cost and time-efficient solution for upskilling your employees. This not only improves their productivity but also positions your company as a competitive force in the market. Transform your investment in employee development into tangible results by choosing our In-house training option. To discuss and learn more about our services, please don’t hesitate to contact our training desk. We’re ready to help you create a bespoke program that’s just right for you.
