Description

A focused course, tailored for you

The Actuarial Analyst's Course on Building a Solvency II Evidence Pack When the Quarterly Audit Looms

Turn fragmented risk data into a single, audit-ready evidence pack that satisfies regulators and frees your team for real analysis.

Stop spending Friday evenings rebuilding the same Solvency II evidence pack while the audit deadline looms.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

You spend weeks hunting spreadsheets, legacy policy system extracts, and email threads to assemble the data required for the Solvency II Pillar I and Pillar II reports. The process is manual, error-prone, and every deadline feels like a race against the regulator’s filing window. When the data doesn’t line up, senior managers question the credibility of your actuarial team and the audit committee demands explanations.

Meanwhile, the risk-adjusted capital model is updated in a separate tool, the governance register lives in a shared drive, and the compliance checklist is a static PDF that no one updates. The lack of a single source of truth forces you to rebuild the same tables each quarter, draining time that could be spent on scenario analysis and strategic risk mitigation.

What you walk away with

Produce a complete Solvency II evidence pack in less than three days.
Map all required data sources to a living governance register.
Automate the quarterly capital adequacy calculation with a reusable template.
Generate audit-ready control evidence without manual copy-paste.
Communicate results to senior leadership with a ready-to-present dashboard.

The 12 modules

Module 1. Mapping Requirements to Data Sources

Identify every Solvency II data element and its origin in your systems.

Module 2. Designing a Living Governance Register

Create a register that tracks ownership, refresh cadence, and audit status.

Module 3. Building the Capital Adequacy Template

Develop a reusable spreadsheet that pulls model outputs and applies regulatory formulas.

Module 4. Automating Data Extraction

Set up scripts and queries to pull data from policy and actuarial systems on schedule.

Module 5. Control Evidence Collection

Standardize evidence capture for each control and embed it in the register.

Module 6. Risk Dashboard Construction

Design a visual dashboard that summarizes key solvency metrics for leadership.

Module 7. Running a Pre-Audit Walkthrough

Conduct a dry-run review to catch gaps before the regulator’s deadline.

Module 8. Packaging the Evidence Pack

Assemble all registers, templates, and supporting documentation into a single package.

Module 9. Stakeholder Communication Plan

Create a concise briefing deck and talking points for senior management.

Module 10. Maintaining the Register Post-Submission

Implement a quarterly refresh process to keep the register current.

Module 11. Handling Regulator Queries

Develop a rapid response template for common regulator follow-up questions.

Module 12. Continuous Improvement Loop

Use feedback from each filing cycle to streamline the next one.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers Mapping Requirements to Data Sources , exactly the chaos you face when trying to locate the correct actuarial metric across three legacy systems.

Module 5 covers Control Evidence Collection , that is precisely the missing documentation you need when the regulator asks for proof of governance during the quarterly review.

Module 8 covers Packaging the Evidence Pack , exactly the frantic last-minute assembly you experience when the filing window closes in 48 hours.

What you get with this course

A populated data-source mapping matrix.
A living governance register template with ownership fields.
A capital adequacy calculation workbook with built-in formulas.
An automated data-extraction script library.
A control evidence capture checklist.
A ready-to-present risk dashboard mockup.
A pre-audit walkthrough guide.
A complete evidence pack assembly checklist.
A stakeholder briefing deck template.
A regulator query response template.
A continuous improvement log sheet.
Access to a private discussion forum for peer support.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: tailored playbook in hand, governance register template pre-populated for your environment, data-source matrix ready.

Week 1: first version of the capital adequacy workbook live and shared with finance leads.

Month 1: recurring quarterly reporting cycle running from the new register with zero manual reconciliation.

Before and after

Before

You juggle multiple Excel files, email threads, and a static PDF checklist. Evidence lives in disparate folders, the governance register is outdated, and every audit forces you to rebuild the capital adequacy table from scratch, causing missed deadlines and endless manual reconciliation.

After

All data sources are mapped in a single register, the capital adequacy workbook updates automatically, and the evidence pack is generated with one click. A live dashboard feeds senior leadership, and the quarterly refresh runs on a defined cadence, eliminating last-minute scrambling.

What happens if you do not address this

If you postpone this work, the Q3 Solvency II filing will arrive with incomplete evidence, forcing senior actuaries to present a remediation plan to the board. The regulator may issue a formal notice, and your performance review could suffer as a result.

Who it is for

An actuarial professional who owns the Solvency II reporting pipeline, works daily with actuarial modelling tools, policy administration extracts, and regulatory templates, and coordinates with finance, risk, and compliance to meet strict filing deadlines.

Who this is NOT for. This is not for someone who needs a basic introduction to Solvency II fundamentals.

How it arrives

Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.

Time investment. 6 hours of focused work spread over a week, saving an estimated 40-60 hours of internal scaffolding effort.

Why $199 is the right number

A half-day consultant would charge $2K-$5K for the same scope, generic compliance courses cost $800-$2K, and building the pack yourself typically consumes 60+ hours. At $199 you get a complete, reusable solution that pays for itself in the first filing cycle.

FAQ

Do I need prior experience with Solvency II to benefit?

The course assumes you already own the reporting process; it focuses on execution, not theory.

Will the templates work with my existing actuarial software?

Templates are format-agnostic and can import data from any spreadsheet-compatible source.

How much time will I need each week to complete the course?

About 6 hours total, spread over a week, plus a few minutes per day for hands-on practice.

What if my regulator uses a slightly different reporting format?

The core methodology is adaptable; you can map the provided assets to any required layout.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.