Insurance Financial Reporting and IFRS 17 Course

Name: Insurance Financial Reporting and IFRS 17 Operations Course
Availability: InStock

Build insurer reporting workflows for contract measurement, margin reconciliation, statement presentation, disclosure, and close control.

Insurance Financial Reporting and IFRS 17 Course

At a glance

Duration: 5 days
Format: Classroom
Cities: Muscat, Casablanca, Toronto, Lisbon, Johannesburg, Istanbul and more
Next session: 11 – 15 October 2026, Muscat
Average fee: 5,800 €

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Insurance Financial Reporting and IFRS 17 Operations Course

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Overview

Insurance Financial Reporting and IFRS 17 Operations Course is a five-day intermediate course for insurance accountants, reporting managers, controllers, actuaries, auditors, and finance professionals, who leave with an Insurer Reporting Close Pack. The course connects insurance contract grouping, measurement, service results, finance effects, disclosures, reconciliations, and controls in one reporting workflow. Agile Leaders Training Center delivers this insurance financial reporting course.

Who Should Attend

Financial reporting functions responsible for insurer statements and disclosures
Accounting functions responsible for insurance contract balances and journals
Actuarial functions responsible for cash flow, discount, and risk adjustment inputs
Controllership functions responsible for close governance and reconciliations
Audit and assurance functions responsible for testing reporting evidence
Finance analysis functions responsible for explaining insurance performance

The course assumes participants already work with insurer accounting, actuarial data, financial close activities, or reporting review and leaves out product pricing and broad introductory IFRS coverage.

Departments and Industries

The course supports departments that prepare, supply, control, or review insurance financial information across risk-bearing and advisory organizations.

Insurance and reinsurance finance operations
Actuarial valuation and financial modeling
Financial control, consolidation, and external reporting
Internal audit, external assurance, and compliance
Investment accounting and asset-liability management
Advisory, technology, and reporting transformation services

Learning Objectives

By the end of this course, participants will be able to:

Apply IFRS 17 scope, separation, grouping, and recognition decisions
Build fulfilment cash flow and contractual service margin reconciliations
Compare the general model and premium allocation approach
Analyze reinsurance held and IFRS 9 interaction points
Evaluate statement presentation, disclosures, and close controls
Create an Insurer Reporting Close Pack

Course Agenda

Day 1: Contract Scope and Reporting Architecture

IFRS 17 Scope and Contract Classification Decision Tree
Embedded Component Separation Assessment
Portfolio and Grouping Classification Matrix
Recognition and Contract Boundary Checklist
Insurance Reporting Data Lineage Map

Day 2: Measurement and Margin Mechanics

Fulfilment Cash Flow Measurement Bridge
Discount Rate Selection Evidence Sheet
Non-Financial Risk Adjustment Method
Contractual Service Margin Roll-Forward
Onerous Group Loss Component Reconciliation

Day 3: Models and Reinsurance Reporting

General Measurement Model Accounting Flow
Premium Allocation Approach Eligibility Test
Variable Fee Approach Applicability Map
Reinsurance Contracts Held Measurement Schedule
IFRS 17 and IFRS 9 Interaction Matrix

Day 4: Statements Disclosures and Close Controls

Insurance Service Result Presentation Bridge
Insurance Finance Income and Expense Allocation
Statement of Financial Position Mapping
IFRS 17 Disclosure and Reconciliation Checklist
Reporting Close Control and Sign-Off RACI

Day 5: Insurance Reporting Practice

Exercise: Contract Scope and Grouping Assessment
Exercise: Measurement and Margin Roll-Forward
Exercise: Reinsurance and Financial Instrument Reconciliation
Exercise: Statement Presentation and Disclosure Review
Capstone Exercise: Insurer Reporting Close Pack

Practical Exercises

The course includes the following suggested activities:

Suggested activity: classify insurance contracts, separate components, and document grouping decisions for a mixed portfolio.
Suggested activity: reconcile fulfilment cash flows, risk adjustment, contractual service margin, and loss components.
Suggested activity: trace reinsurance held and financial instrument balances through reporting interfaces.
Suggested activity: assemble statement mappings, disclosures, controls, evidence, and sign-offs into a reporting close pack.

FAQs

Who suits the Insurance Financial Reporting and IFRS 17 Operations Course, and what does it assume?

The course suits insurance finance, actuarial, control, reporting, and assurance functions and assumes practical exposure to insurer balances, data, close processes, or statement review.

How does insurance financial reporting training differ from a general IFRS course?

Insurance financial reporting training concentrates on insurance contract measurement, margins, service results, reinsurance, disclosures, and close controls, while a general IFRS course surveys standards across many transaction types and industries.

How does IFRS 17 group insurance contracts for reporting?

IFRS 17 groups contracts by portfolio, profitability characteristics, and issue period so that profitable and loss-making contract economics are not obscured within the measurement and reporting process.

What is the contractual service margin in IFRS 17 reporting?

The contractual service margin represents unearned profit in a group of insurance contracts and is recognized as insurance contract services are provided, subject to the applicable measurement model.

How do IFRS 17 and IFRS 9 interact in insurer financial reporting?

IFRS 17 measures and presents insurance contract balances, while IFRS 9 addresses relevant financial assets and instruments; reporting teams align classifications, finance effects, evidence, and explanations across both standards.

Conclusion

Participants take back an Insurer Reporting Close Pack containing classification, measurement, reconciliation, presentation, disclosure, control, and sign-off artifacts. The pack changes disconnected actuarial and accounting outputs into a traceable reporting sequence. It gives reporting teams a working structure for reviewing balances, explaining movements, resolving exceptions, and supporting period-end decisions.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 61-74 of 74 events

Location	Dates	Duration	Mode	Price
Manama	Week 30, 2027 1 – 5 August 2027	5 Days	Onsite	€4,700
Marbella	Week 31, 2027 8 – 12 August 2027	5 Days	Onsite	€5,700
Accra	Week 32, 2027 15 – 19 August 2027	5 Days	Onsite	€4,100
Amsterdam	Week 34, 2027 23 – 27 August 2027	5 Days	Onsite	€5,700
Abu Dhabi	Week 35, 2027 30 August – 3 September 2027	5 Days	Onsite	€4,700
Seoul	Week 36, 2027 6 – 10 September 2027	5 Days	Onsite	€10,000
Paris	Week 37, 2027 13 – 17 September 2027	5 Days	Onsite	€5,700
Berlin	Week 37, 2027 13 – 17 September 2027	5 Days	Onsite	€5,700
Barcelona	Week 38, 2027 20 – 24 September 2027	5 Days	Onsite	€5,700
Jakarta	Week 38, 2027 20 – 24 September 2027	5 Days	Onsite	€5,700
London	Week 39, 2027 27 September – 1 October 2027	5 Days	Onsite	€5,700
Madrid	Week 39, 2027 27 September – 1 October 2027	5 Days	Onsite	€5,700
Sharm El-Sheikh	Week 40, 2027 4 – 8 October 2027	5 Days	Onsite	€4,100
Rome	Week 41, 2027 11 – 15 October 2027	5 Days	Onsite	€5,700

Frequently asked questions

What does this course cover?

OverviewInsurance Financial Reporting and IFRS 17 Operations Course is a five-day intermediate course for insurance accountants, reporting managers, controllers, actuaries, auditors, and finance professionals, who leave with an Insurer Reporting Close Pack. The course connects insurance contract grouping, measurement, service results, finance effects, dis…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Insurance Financial Reporting and IFRS 17 Course