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Faster path from Solvency II intent to working artefact

$199.00
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A tailored course, built for your situation

Faster path from Solvency II intent to working artefact

Turn regulatory requirements into completed deliverables faster, with fewer iterations and higher confidence

$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 practitioner in insurance risk, compliance, or capital reporting with direct accountability for Solvency II deliverables

Who this is not for

Entry-level analysts, auditors without implementation responsibility, or professionals outside insurance and financial services

What you walk away with

  • Produce first-draft Solvency II reports that pass internal review
  • Reduce time from policy directive to completed template by 40%
  • Apply reusable templates aligned with EIOPA guidelines
  • Anticipate reviewer feedback before submission
  • Deliver audit-ready documentation without rework loops

The 12 modules (with all 144 chapters)

Module 1. Understanding Solvency II intent
Map directive language to required outputs, identifying key obligations in Articles 150, 152, and 154.
12 chapters in this module
  1. Identify reporting purpose
  2. Trace regulation to output
  3. Define scope boundaries
  4. Assign article ownership
  5. Capture implementation risk
  6. Log data source locations
  7. Flag dependency links
  8. Document exemption paths
  9. Align with ORSA process
  10. Benchmark against peers
  11. Set velocity baseline
  12. Plan iteration cadence
Module 2. Translating requirements into structure
Turn qualitative obligations into structured templates, numbering each required table and annex.
12 chapters in this module
  1. Extract table mandates
  2. Number regulatory references
  3. Build index of outputs
  4. Assign ownership per column
  5. Determine update frequency
  6. Map to internal systems
  7. Link to data dictionary
  8. Identify validation rules
  9. Set version control rules
  10. Define review thresholds
  11. Document format specs
  12. Flag cross-module links
Module 3. Data sourcing automation
Reduce manual collection by connecting templates directly to trusted sources.
12 chapters in this module
  1. Identify golden sources
  2. Map field to source
  3. Validate extraction logic
  4. Design fallback paths
  5. Set refresh triggers
  6. Test extraction accuracy
  7. Document lineage trail
  8. Track ownership changes
  9. Flag outlier thresholds
  10. Enable audit logging
  11. Reduce manual input
  12. Increase traceability
Module 4. Template efficiency design
Structure templates to minimize rework, with pre-filled defaults and embedded logic.
12 chapters in this module
  1. Use default values
  2. Embed formula logic
  3. Automate aggregations
  4. Pre-fill known data
  5. Reduce input fields
  6. Increase automation
  7. Standardize formatting
  8. Prevent invalid entries
  9. Accelerate review
  10. Reduce errors
  11. Shorten cycle time
  12. Improve consistency
Module 5. Validation rule implementation
Build checks that catch errors early, reducing reviewer feedback loops.
12 chapters in this module
  1. Define validation scope
  2. Code range limits
  3. Add cross-check logic
  4. Implement sign-off rules
  5. Log validation status
  6. Track error types
  7. Reduce false positives
  8. Increase detection rate
  9. Speed up correction
  10. Improve data quality
  11. Flag outliers
  12. Document rule intent
Module 6. Review cycle acceleration
Anticipate feedback by building reviewer expectations into early drafts.
12 chapters in this module
  1. Map reviewer profile
  2. Anticipate queries
  3. Pre-empt common issues
  4. Document assumptions
  5. Clarify edge cases
  6. Reduce follow-ups
  7. Speed up approvals
  8. Shorten turnaround
  9. Improve clarity
  10. Increase confidence
  11. Standardize responses
  12. Track resolution rate
Module 7. Version control and traceability
Maintain a clear audit trail across changes, with accountability at every stage.
12 chapters in this module
  1. Set version rules
  2. Log changes systematically
  3. Assign change owners
  4. Track approval status
  5. Maintain change history
  6. Enable rollbacks
  7. Enforce naming standards
  8. Link to documentation
  9. Reduce confusion
  10. Increase transparency
  11. Support audits
  12. Improve collaboration
Module 8. Cross-functional alignment
Align actuarial, finance, and risk teams early to avoid late-stage rework.
12 chapters in this module
  1. Identify stakeholders
  2. Set alignment checkpoints
  3. Clarify ownership lines
  4. Document handoff rules
  5. Reduce delays
  6. Increase predictability
  7. Improve data flow
  8. Standardize definitions
  9. Resolve conflicts
  10. Track decisions
  11. Improve trust
  12. Shorten feedback loops
Module 9. Documentation efficiency
Produce clear, compliant documentation that supports auditors and reviewers.
12 chapters in this module
  1. Structure narrative flow
  2. Embed evidence references
  3. Use standard phrasing
  4. Reduce word count
  5. Increase clarity
  6. Speed up review
  7. Improve readability
  8. Support auditor needs
  9. Link to outputs
  10. Maintain compliance
  11. Reduce back-and-forth
  12. Increase confidence
Module 10. Audit-readiness preparation
Ensure every submission is backed by complete, traceable, and defensible evidence.
12 chapters in this module
  1. Verify completeness
  2. Check cross-references
  3. Confirm data accuracy
  4. Validate assumptions
  5. Review documentation
  6. Test consistency
  7. Run pre-audit checks
  8. Improve response speed
  9. Reduce findings
  10. Increase readiness
  11. Support sign-off
  12. Prepare for queries
Module 11. Feedback loop minimisation
Design outputs to pass review on first submission, reducing rework.
12 chapters in this module
  1. Analyse past rework
  2. Identify root causes
  3. Build prevention rules
  4. Test with proxies
  5. Validate assumptions early
  6. Improve clarity
  7. Increase completeness
  8. Reduce follow-ups
  9. Speed up delivery
  10. Improve quality
  11. Track reduction rate
  12. Scale success
Module 12. Velocity compound engine
Turn fast delivery into repeatable patterns that accelerate future work.
12 chapters in this module
  1. Capture best practices
  2. Standardize templates
  3. Reuse validation logic
  4. Automate reporting
  5. Scale across teams
  6. Improve consistency
  7. Reduce onboarding time
  8. Increase output
  9. Maintain quality
  10. Track time savings
  11. Share across domains
  12. Build institutional memory

How this maps to your situation

  • First-time Solvency II report preparation
  • Mid-cycle update under tight deadline
  • Cross-team alignment on capital definition
  • Audit preparation with limited reviewer bandwidth

Before vs. after

Before
Waiting for feedback, reworking templates, manually sourcing data, and responding to reviewer queries
After
Producing high-quality, compliant outputs faster, with fewer iterations and built-in validation

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 module, designed to be completed alongside current responsibilities.

If nothing changes
Continuing with slow, rework-heavy cycles risks missing deadlines, increasing scrutiny, and falling behind peers who deliver faster with equal accuracy.

How this compares to the alternatives

Public training focuses on theory; this course delivers field-tested patterns for faster execution. Internal resources are fragmented; this gives you a unified, repeatable system. Generic templates fail under audit; ours are built to survive scrutiny.

Frequently asked

Is this course technical or strategic?
It’s execution-focused, bridging policy intent to working artefact with concrete templates and automation patterns.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this work for upcoming Solvency II revisions?
Yes, the course teaches how to adapt quickly to changes in directive language and implementation guidance.
$199 one-time. Approximately 3 hours per module, designed to be completed alongside current responsibilities..

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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