A tailored course, built for your situation
Deeper command of the Solvency II reporting framework
Turn regulatory depth into durable authority
$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.
Surface-level familiarity with Solvency II leads to repeated review cycles and dependency on external consultants.
The situation this course is for
Many practitioners rely on outdated templates or inherited checklists, creating delays during audit windows and weakening internal influence when leadership seeks clarity on capital positioning.
Who this is for
Senior risk finance professional with prior experience at a global insurer, now advising or consulting with precision on regulatory frameworks.
Who this is not for
Entry-level analysts, auditors using checklists, or consultants without direct Solvency II filing experience.
What you walk away with
- Full command of Solvency II Pillar 1, 2, and 3 requirements with working knowledge of EBA templates
- Ability to independently produce or review QRTs and annual governance reports
- Faster alignment between actuarial, finance, and compliance teams during reporting cycles
- Stronger internal credibility when contributing to capital models or ORSA assessments
- Reusable control mappings that survive team or leadership changes
The 12 modules (with all 144 chapters)
Module 1. Solvency II fundamentals and evolution
Establish baseline fluency in Solvency II’s origin, scope, and current implementation trends across EEA and equivalence jurisdictions.
12 chapters in this module
- Origins in EU insurance regulation
- Three Pillars overview
- Key objectives of capital adequacy
- Differences from US statutory accounting
- Recent EBA guidance updates
- Scope of application
- Insurance vs reinsurance treatment
- Group vs solo reporting
- Equivalent third countries
- Frequency of reporting
- Role of national competent authorities
- Interaction with IFRS 17
Module 2. Pillar 1: Quantitative requirements
Break down the technical components of SCR and MCR calculations, including standard formula and internal model pathways.
12 chapters in this module
- Solvency Capital Requirement definition
- Market risk sub-module
- Counterparty default risk
- Life underwriting risk
- Non-life underwriting risk
- Operational risk
- Combined ratio adjustments
- Look-through approach for funds
- Concentration risk
- Diversification benefits
- Risk mitigation techniques
- Internal model approval
Module 3. Pillar 2: Governance and ORSA
Master governance expectations, including risk management systems, internal control, and ORSA integration.
12 chapters in this module
- Risk management system requirements
- Risk appetite statement
- Tolerance thresholds
- Roles of board and senior management
- ORSA purpose and frequency
- Linking ORSA to capital planning
- Internal audit expectations
- Complaint handling process
- Outsourcing controls
- Fit and proper assessments
- Remuneration policy alignment
- ICAAP integration
Module 4. Pillar 3: Public disclosure
Navigate disclosure requirements, templates, and timing for public and regulator-facing reporting.
12 chapters in this module
- Disclosure regime scope
- Annual and quarterly reporting
- Quantitative reporting templates
- Qualitative disclosures
- QRT template QRT C01.00
- QRT S.01.02 preparation
- Template S.05.01 breakdown
- Template S.12.01 workflow
- ESEF tagging requirements
- Review cycle timing
- Public register access
- Confidentiality exceptions
Module 5. Solvency II and IFRS 17 alignment
Understand how Solvency II interacts with IFRS 17 in measurement, reporting, and systems.
12 chapters in this module
- Timing of recognition
- Discount rate convergence
- Risk adjustment methods
- Contractual service margin
- Coverage ratio links
- Future cash flow projections
- Transition impact analysis
- Data architecture overlap
- Actuarial model alignment
- Disclosure coordination
- Audit trail integration
- Regulatory timing differences
Module 6. Group reporting and consolidation
Address complexities in group-wide Solvency II application and consolidation mechanics.
12 chapters in this module
- Group Supervision Directive
- Group Own Funds
- Group Solvency Ratio
- Group SCR calculation
- Group internal model
- Group ORSA
- Reporting entity designation
- Downstream entity treatment
- Upstream support mechanisms
- Cross-border implications
- Group governance documentation
- Group regulatory filings
Module 7. EQUATE and equivalence
Examine how non-EEA insurers meet Solvency II standards through equivalence decisions.
12 chapters in this module
- Equivalence framework
- US insurance regulation assessment
- NAIC RBC vs SCR
- Principles-based vs formulaic
- UK post-Brexit status
- Swiss equivalence
- Japan equivalence
- Bermuda and Canada
- EQUATE submission process
- Ongoing monitoring
- Third-country reinsurance
- Commissioner letters
Module 8. Regulatory review and audit cycles
Prepare for on-site visits, documentation requests, and audit validation under Solvency II.
12 chapters in this module
- Documentation retention
- Audit committee expectations
- Internal auditor role
- External auditor standards
- Regulatory inquiry timeline
- Response templates
- Deficiency tracking
- Follow-up reporting
- Materiality thresholds
- Findings categorization
- Remediation planning
- Lessons from past inspections
Module 9. Technology and data infrastructure
Map Solvency II reporting demands to system architecture, data lineage, and validation workflows.
12 chapters in this module
- Data governance framework
- Source system inventory
- ETL pipelines for QRTs
- Golden source definitions
- Version control for actuarial models
- User access controls
- Automated validation rules
- Metadata documentation
- Reconciliation schedules
- Exception reporting
- Scalability considerations
- Cloud vs on-premise
Module 10. Change management and updates
Stay ahead of revisions, EBA opinions, and evolving supervisory expectations.
12 chapters in this module
- EBA consultation process
- EIOPA technical advice
- National transposition differences
- Fast-track amendments
- Stakeholder feedback
- Internal impact assessment
- Version-controlled playbook
- Change control board
- Training rollout planning
- Regulator communication
- Transition planning
- Sunset of legacy processes
Module 11. Peer benchmarking and best practices
Use cross-firm insights to strengthen internal reporting and governance maturity.
12 chapters in this module
- Benchmarking capital ratios
- Disclosure transparency
- Governance model variations
- ORSA public disclosures
- Efficiency metrics
- Automation rates
- Team structure designs
- External consultant usage
- Filing accuracy rates
- Audit outcome trends
- Response time benchmarks
- Peer case studies
Module 12. Integration with enterprise risk management
Embed Solvency II insights into broader strategic and risk decision-making.
12 chapters in this module
- Risk appetite cascade
- Capital allocation decisions
- Product pricing influence
- Reinsurance strategy
- M&A due diligence
- Stress testing
- Scenario planning
- Liquidity risk
- Reputation risk
- Climate risk integration
- Cyber risk linkage
- Board-level risk reporting
How this maps to your situation
- Preparing for a regulatory review
- Leading an ORSA update
- Onboarding new team members to framework
- Improving filing accuracy and timeliness
Before vs. after
Before
Reliance on outdated guidance, fragmented templates, and reactive responses during review cycles.
After
Confident, end-to-end command of Solvency II with reusable artefacts and peer-recognized fluency.
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: 2-3 hours per week over six weeks to complete all modules and apply templates.
If nothing changes
Continued dependency on consultants or outdated playbooks leads to prolonged review cycles, weakened influence in strategic discussions, and missed opportunities to lead on compliance maturity.
How this compares to the alternatives
Generic compliance courses cover Solvency II at a surface level. This course delivers field-tested templates and granular walkthroughs used in active filings, tailored for practitioners who own the work.
Frequently asked
Is this course relevant if I’m no longer in a full-time role?
Yes. Many retired practitioners use it to maintain fluency, consult selectively, or contribute with authority to industry discussions.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Are the templates compliant with the latest EBA guidance?
Yes. Templates are updated to reflect the current cycle-the current cycle reporting cycles and recent technical standards.
$199 one-time. 2-3 hours per week over six weeks to complete all modules and apply templates..
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