A tailored course, built for your situation
Premium engagement picks under IFRS 17 with immediate margin upside
Secure higher-value underwriting work by mastering the financial reporting shift shaping insurer portfolios right now
$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.
Who this is for
Senior financial lines underwriter at a global insurer, navigating complex risk reporting standards and capital requirements, with influence on pricing and portfolio strategy
Who this is not for
Entry-level underwriters, claims adjusters, or professionals outside insurance financial reporting functions
What you walk away with
- Identify IFRS 17-driven underwriting opportunities before they hit the general desk
- Command pricing conversations with actuarial and financial reporting teams using shared frameworks
- Earn reputation as the go-to practitioner for complex, high-margin policy structures
- Reduce time spent reconciling legacy assumptions with current IFRS 17 reporting demands
- Access repeatable templates for capital justification, risk adjustment, and liability modeling
The 12 modules (with all 144 chapters)
Module 1. IFRS 17 fundamentals for underwriters
Ground your practice in the core mechanics of IFRS 17 , liability recognition, contract boundaries, and risk adjustment , from a pricing and portfolio lens.
12 chapters in this module
- What triggers IFRS 17 application
- Defining a contract boundary
- Risk adjustment basics
- Loss component identification
- Coverage unit scaling
- Discount rate selection
- Fulfillment cash flows
- Contract service margin
- Acquisition cost allocation
- Premium allocation period
- Portfolio grouping rules
- Transition methods comparison
Module 2. Spotting high-margin opportunities
Learn to detect where IFRS 17 complexity creates pricing headroom and client dependency, favoring experienced underwriters.
12 chapters in this module
- Complexity as margin signal
- Multi-year policies with variations
- Intercompany reinsurance layers
- Embedded derivatives detection
- Variable fee structures
- Long-dated claims exposure
- Currency mismatch risks
- Hybrid contracts screening
- Contract modification triggers
- Portfolio transfers under IFRS 17
- Deferred acquisition cost handling
- Risk adjustment volatility windows
Module 3. Client readiness assessment
Evaluate prospects based on their IFRS 17 preparedness to prioritize engagements with higher win probability and pricing leverage.
12 chapters in this module
- Public financial disclosures review
- Actuarial function maturity signs
- Systems integration depth
- Data lineage documentation
- Internal model approval status
- Audit committee involvement
- Reserving policy alignment
- ECL vs. CSM consistency
- Management commentary depth
- External audit findings
- Regulatory filing completeness
- Transition method transparency
Module 4. Pricing with CSM awareness
Align premium proposals with contract service margin dynamics to improve client acceptance and profitability.
12 chapters in this module
- CSM amortization expectations
- Profit recognition timing
- Risk adjustment volatility
- Favorable loss development
- On-level premium adjustments
- Acquisition cost benchmarks
- Expense allocation methods
- Time value of money inputs
- Probability weighting use
- Sensitivity disclosures
- Discount rate stability
- Budgeting under uncertainty
Module 5. Negotiation leverage frameworks
Use IFRS 17 fluency to lead discussions with CFOs, actuaries, and risk officers from a position of technical authority.
12 chapters in this module
- Translating CSM to business terms
- Risk mitigation storytelling
- Liability adequacy narratives
- Capital efficiency arguments
- Disclosures as negotiation input
- Audit readiness as strength
- Regulatory confidence signals
- Peer comparison data use
- Internal model differentiation
- Reserving confidence bands
- Transition method credibility
- Management intent phrasing
Module 6. Deal structuring for compliance
Design policy terms that satisfy both coverage needs and IFRS 17 accounting treatment goals.
12 chapters in this module
- Contract boundary precision
- Service margin preservation
- Risk transfer clarity
- Modification impact planning
- Renewal option design
- Surrender charge structuring
- Indexation clause alignment
- Profit emergence shaping
- Acquisition cost deferral
- Loss recognition triggers
- Coverage unit stability
- Policyholder behavior modeling
Module 7. Cross-functional fluency
Speak confidently with actuarial, finance, and audit teams using shared IFRS 17 terminology and expectations.
12 chapters in this module
- Actuarial reserve method mapping
- CSM vs. GAAP reconciliation
- Audit documentation standards
- Internal control benchmarks
- SOX alignment gaps
- Management report review
- Board-level summary use
- Risk committee updates
- Capital model inputs
- Economic scenario generator use
- Pricing model integration
- Disclosure drafting roles
Module 8. Benchmarking performance
Compare portfolio outcomes against peer firms using public disclosures and regulatory filings.
12 chapters in this module
- Public insurer CSM trends
- Risk adjustment volatility
- Profit emergence patterns
- Expense ratio evolution
- Acquisition cost pressure
- Reserving confidence levels
- Capital allocation shifts
- Portfolio churn metrics
- Disclosures completeness
- Audit opinion consistency
- Transition method adoption
- Segment reporting depth
Module 9. Risk transfer validation
Ensure contracts meet IFRS 17 risk transfer requirements to avoid misclassification and margin erosion.
12 chapters in this module
- Significant insurance risk test
- Loss potential quantification
- Risk concentration detection
- Reinsurance credit evaluation
- Catastrophe layer analysis
- Duration mismatch flags
- Probability-weighted outcomes
- Risk retention clarity
- Capital at risk evaluation
- VaR threshold checks
- Tail risk exposure
- Event risk modeling
Module 10. Documentation for audit readiness
Build audit-grade artefacts that support underwriting decisions with IFRS 17 compliance clarity.
12 chapters in this module
- Designation documentation
- Assumption governance trail
- Model validation records
- Risk adjustment rationale
- Fulfillment cash flow logs
- CSM calculation trail
- Portfolio grouping justification
- Modification history tracking
- Transition method decision log
- Internal model approval chain
- Reserving confidence statements
- External auditor Q&A prep
Module 11. Client education playbooks
Equip brokers and clients with IFRS 17 context to make your proposals the default choice.
12 chapters in this module
- IFRS 17 impact on financials
- Profit recognition timing
- Risk adjustment explanation
- CSM visibility tools
- Disclosure implications
- Audit readiness support
- Internal control alignment
- Actuarial confidence building
- Budgeting under volatility
- Capital efficiency messaging
- Reporting timeline empathy
- Document package templates
Module 12. Scaling expertise across deals
Turn individual wins into repeatable systems that compound influence and margin over time.
12 chapters in this module
- Deal archetype library
- Pricing pattern reuse
- Risk adjustment benchmarks
- Client readiness scorecard
- Proposal template system
- Negotiation playbook
- Cross-functional checklist
- Audit trail automation
- Disclosure alignment guide
- Internal model reference set
- Knowledge transfer framework
- Underwriting authority matrix
How this maps to your situation
- Client onboarding with new financial reporting requirements
- Competitive bid for multi-year financial lines portfolio
- Renewal negotiation with complex risk profile
- Internal pushback on pricing model assumptions
Before vs. after
Before
Reactive engagement flow and reliance on actuarial teams for pricing confidence
After
Proactive selection of high-margin, complex deals with clear IFRS 17 advantage
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 week over 4 weeks, with optional deep-dives for complex topics.
How this compares to the alternatives
Most IFRS 17 training is built for accountants or actuaries. This course is designed specifically for underwriters who want to leverage the standard for competitive and financial advantage , not just compliance.
Frequently asked
Who is this course for?
Senior underwriters in financial lines or complex risk who want to turn IFRS 17 into a source of pricing power and deal selection leverage.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me win bigger deals?
Yes , by giving you the fluency to spot where IFRS 17 complexity creates client dependency and pricing headroom.
$199 one-time. Approximately 3 hours per week over 4 weeks, with optional deep-dives for complex topics..
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