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Executive visibility on home lending product decisions shaped by IFRS 17

$199.00
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A tailored course, built for your situation

Executive visibility on home lending product decisions shaped by IFRS 17

Turn regulatory complexity into strategic influence with precise, board-level storytelling grounded in IFRS 17 compliance

$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.
High-impact product work in regulated finance often gets buried in technical detail

The situation this course is for

Even when product decisions are sound, they fail to gain traction because the narrative doesn’t resonate at senior levels. The gap isn’t effort, it’s visibility. Strong work stays below the line when it lacks the structured storytelling that executives rely on, especially under new standards like IFRS 17.

Who this is for

Senior Product Manager in financial services navigating complex regulatory change and seeking greater influence on strategic direction

Who this is not for

Entry-level analysts, developers focused on implementation only, or professionals outside financial product or regulatory domains

What you walk away with

  • Craft executive-ready summaries that elevate IFRS 17 impacts beyond compliance into strategic trade-offs
  • Produce consistent, evidence-based narratives that preempt escalation and build cross-departmental trust
  • Embed IFRS 17 insights directly into product roadmap documentation used by leadership
  • Design dashboards that translate actuarial outputs into product-level performance indicators
  • Anticipate and shape questions from finance and risk teams before they arise

The 12 modules (with all 144 chapters)

Module 1. The shift from product delivery to strategic influence
How top product managers are using IFRS 17 not just to comply but to shape capital allocation and risk appetite at enterprise level.
12 chapters in this module
  1. From feature owner to strategic signal
  2. When product decisions meet capital constraints
  3. How IFRS 17 changes the value equation
  4. Three shifts in decision ownership
  5. Mapping product outcomes to liability profiles
  6. The storytelling gap in product reporting
  7. Why actuaries trust some product leads
  8. Patterns in executive escalation paths
  9. Case study first mover advantage
  10. The cost of flying under the radar
  11. How standard updates become strategic moments
  12. Positioning product work beyond delivery
Module 2. Understanding IFRS 17 core mechanics for product leaders
No actuarial background needed, this module breaks down IFRS 17 concepts into product-relevant drivers like risk adjustment and contractual service margin.
12 chapters in this module
  1. Profitability over time not just upfront
  2. Risk adjustment as product design lever
  3. CSM unlocking and timing dynamics
  4. Discount rate sensitivity mapping
  5. How assumptions flow into product metrics
  6. Linking origination volume to liability views
  7. Product features that increase risk margins
  8. Longevity and prepayment as levers
  9. How capital charges differ by segment
  10. Benchmarking product cohorts under IFRS 17
  11. Building feedback loops with actuarial
  12. Translating model output into plain language
Module 3. Aligning product lifecycle with IFRS 17 timing
Match product planning cycles to IFRS 17 reporting deadlines so strategic choices are informed not reactive.
12 chapters in this module
  1. Quarterly close impact on roadmap
  2. When to lock assumptions for reporting
  3. Lead time for assumption sign off
  4. How product changes affect CSM trajectory
  5. Timing of remediation efforts
  6. Aligning incentives with recognition periods
  7. Front loading versus smoothing
  8. Pricing decisions with embedded cost of capital
  9. Monitoring shifts in profitability curves
  10. Building buffers into product design
  11. Flagging changes that trigger restatement
  12. Documenting rationale for audit readiness
Module 4. Creating artefacts that gain executive attention
Build lightweight, repeatable documents that turn product decisions into narrative assets for leadership forums.
12 chapters in this module
  1. One page IFRS 17 impact brief
  2. Visualising margin erosion by cohort
  3. Mapping features to risk buckets
  4. Executive summary structure that works
  5. Pre mortem for key assumptions
  6. Comparison views across products
  7. Benchmarking against peer metrics
  8. Highlighting sensitivity factors
  9. Risk appetite alignment check
  10. Linking to strategic objectives
  11. Using colour and tone effectively
  12. Version control for leadership review
Module 5. Integrating product decisions with capital planning
Show how product choices directly influence capital efficiency and risk-weighted asset profiles.
12 chapters in this module
  1. Capital as product cost center
  2. How RWAs allocate to product lines
  3. Leveraging capital efficiency as differentiator
  4. Product features that reduce capital charge
  5. Trade off between growth and CSM
  6. Risk transfer through structuring
  7. Capital relief from reinsurance design
  8. Communicating capital impact clearly
  9. Aligning product KPIs with capital goals
  10. Building capital efficiency into design specs
  11. Scenario testing for product proposals
  12. Reporting capital impact by quarter
Module 6. Building trust with actuarial and finance partners
Develop shared language and collaboration rhythms that make actuarial teams advocate for your product priorities.
12 chapters in this module
  1. Scheduling assumption alignment huddles
  2. Defining joint ownership moments
  3. Translating product intent into inputs
  4. How to challenge assumptions constructively
  5. Sharing early drafts for feedback
  6. Creating feedback loops on changes
  7. Documenting decisions for traceability
  8. Using common data sources
  9. Clarifying roles in sign off
  10. Escalation paths for misalignment
  11. Building rapport through precision
  12. Turning conflict into co ownership
Module 7. Anticipating executive questions before meetings
Use pattern recognition to shape preparation and avoid being put on defense during high stakes discussions.
12 chapters in this module
  1. Common lines of inquiry from execs
  2. Drilling into profitability drivers
  3. Explaining volatility in margins
  4. How mix changes affect results
  5. Responding to capital pressure
  6. Justifying assumption choices
  7. Balancing prudence and optimism
  8. Preparing alternative narratives
  9. What if scenarios that matter
  10. Linking product performance to strategy
  11. Using peer benchmarks proactively
  12. Owning the narrative before scrutiny
Module 8. Shaping product roadmaps with IFRS 17 in mind
Embed regulatory economics directly into feature prioritisation and innovation planning.
12 chapters in this module
  1. Scoring features for CSM impact
  2. Prioritising based on margin trajectory
  3. Identifying capital efficient designs
  4. Avoiding choices that increase volatility
  5. Long term view of profitability
  6. Balancing customer benefits with reporting impact
  7. Testing ideas against actuarial models
  8. Roadmap annotation for compliance
  9. Highlighting strategic enablers
  10. Flagging high risk assumptions
  11. Linking experiments to learning goals
  12. Roadmap communication templates
Module 9. Designing pricing and features for IFRS 17 advantage
Turn compliance constraints into competitive edges by engineering products with superior reporting profiles.
12 chapters in this module
  1. Pricing for stable margin recognition
  2. Structuring to reduce risk adjustment
  3. Fee design that accelerates CSM unlock
  4. Term length and volatility trade offs
  5. Product bundling for reporting benefit
  6. Designing for renewability not churn
  7. Incentives aligned with recognition curve
  8. Fee transparency as trust signal
  9. Customer value within capital limits
  10. Testing designs in simulation
  11. Capturing efficiency in marketing
  12. Differentiating on economic soundness
Module 10. Developing narrative fluency across functions
Speak confidently with finance, risk, and strategy teams using shared frameworks and precise terminology.
12 chapters in this module
  1. Common misconceptions to avoid
  2. How to explain CSM simply
  3. Talking about risk adjustment correctly
  4. Using terms consistently
  5. Avoiding misleading simplifications
  6. Connecting product to enterprise goals
  7. Telling stories with data
  8. Owning the complexity without confusion
  9. When to go deeper vs summarise
  10. Building credibility through consistency
  11. Correcting misperceptions gently
  12. Being the go to explainer
Module 11. Creating strategic optionality through product design
Build products with features that allow for future adjustment under changing capital or regulatory conditions.
12 chapters in this module
  1. Designing for assumption flexibility
  2. Embedding switch points in contracts
  3. Options to extend or terminate early
  4. Adjustable margins with triggers
  5. Contingent features based on performance
  6. Phased rollout as risk management
  7. Building in review points
  8. Clarity on change rights
  9. Disclosure strategies for optionality
  10. Balancing transparency and agility
  11. Customer communication planning
  12. Internal governance for activation
Module 12. Sustaining influence beyond the reporting cycle
Turn one-time compliance into lasting credibility by institutionalising practices that keep product work visible.
12 chapters in this module
  1. Building recurring stakeholder touchpoints
  2. Creating living documentation
  3. Updating artefacts automatically
  4. Archiving decisions for future reference
  5. Onboarding new leaders effectively
  6. Sharing templates across teams
  7. Celebrating wins with evidence
  8. Linking to performance reviews
  9. Nominate others to advocate
  10. Measuring influence growth
  11. Refining narrative over time
  12. Leaving a legacy of clarity

How this maps to your situation

  • Preparing for quarterly financial review
  • Proposing a new product feature with IFRS 17 implications
  • Responding to executive query on margin volatility
  • Aligning with actuarial on assumption updates

Before vs. after

Before
Strong product work gets lost in technical detail and fails to shape strategic direction.
After
Product leadership gains traction in executive forums with clear, credible, IFRS 17-informed narratives.

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 90 minutes per module, designed to fit around product delivery cycles.

If nothing changes
Remaining invisible to leadership despite strong delivery means missed opportunities for influence and career growth.

How this compares to the alternatives

Generic finance courses lack IFRS 17 specificity. Internal training is often too technical. This course fills the gap: practical, product-focused, and designed for influence.

Frequently asked

Do I need a finance or actuarial background?
No. This course is built for product leaders and assumes no prior knowledge of IFRS 17 mechanics.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I apply this to other accounting standards?
While focused on IFRS 17, the principles of narrative building and strategic visibility transfer to other complex domains.
$199 one-time. Approximately 90 minutes per module, designed to fit around product delivery 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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