A tailored course, built for your situation
Higher-Stakes ORSA Reviews Routed to Your Desk First
Become the default reviewer for complex, regulator-facing ORSA assessments across global units
$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 QA practitioner in a global insurance or financial services firm responsible for reviewing internal risk assessments, particularly ORSA filings, for completeness, consistency, and regulatory alignment
Who this is not for
Entry-level reviewers, auditors without ORSA exposure, or professionals outside insurance/financial risk domains
What you walk away with
- First access to high-impact ORSA drafts requiring cross-functional alignment
- Documented review patterns that reduce rework by 40% across cycles
- Escalations from peer QA teams on boundary-case interpretations
- Named contributor status in internal ORSA working groups
- Reusable templates for control sufficiency, trend analysis, and risk aggregation
The 12 modules (with all 144 chapters)
Module 1. ORSA Framework Fundamentals
Understand the structure, purpose, and regulatory anchors of ORSA across NAIC, Solvency II, and internal capital models.
12 chapters in this module
- Definition of ORSA
- Regulatory origins NAIC
- Solvency II alignment
- Internal capital models
- Risk aggregation principles
- Scenario selection logic
- Time horizon standards
- Forward-looking assessment
- Board-level summary
- Regulatory filing types
- Jurisdictional variance
- Filing frequency cycles
Module 2. Control Mapping for ORSA
Map existing ERM and control frameworks to ORSA requirements with precision, reducing gaps in coverage.
12 chapters in this module
- Control identification
- Risk type alignment
- Control sufficiency test
- Evidence linking
- Cross-system validation
- Tiered control layers
- Automated signal checks
- Manual override points
- Control owner interviews
- Testing frequency rules
- Exception logging
- Remediation tracking
Module 3. Scenario Design and Validation
Build and critique economic, operational, and catastrophic scenarios used in ORSA stress testing.
12 chapters in this module
- Scenario taxonomy
- Tail event modeling
- Duration assumptions
- Correlation logic
- Stress severity bands
- Macroeconomic drivers
- Liquidity triggers
- Counterparty failure
- Reinsurance exposure
- Model calibration
- Back-testing methods
- Scenario documentation
Module 4. Data Quality in Aggregation
Ensure data inputs for risk aggregation meet completeness, timeliness, and lineage standards.
12 chapters in this module
- Source system inventory
- Data lineage mapping
- Latency thresholds
- Completeness checks
- Outlier detection
- Unit consistency
- Currency conversion
- Data ownership
- Governance metadata
- Reconciliation logic
- Gap interpolation
- Exception escalation
Module 5. Cross-Functional Alignment
Facilitate consensus across actuarial, finance, compliance, and risk teams during ORSA development.
12 chapters in this module
- Stakeholder map
- Functional dependencies
- Assumption alignment
- Change approval flow
- Version control
- Comment resolution
- Escalation paths
- Meeting facilitation
- Status reporting
- Deliverable tracking
- RACI model
- Handoff documentation
Module 6. Regulator-Ready Documentation
Produce clear, defensible, and auditable documentation packages for regulatory review.
12 chapters in this module
- Document classification
- Version control norms
- Approval trails
- Comment rationale
- Risk narrative
- Assumption transparency
- Sensitivity analysis
- Limitation disclosure
- Glossary standards
- Appendix structure
- Cross-reference indexing
- Filing checklist
Module 7. Quality Review Protocols
Apply structured review methods to ensure ORSA outputs meet internal and external standards.
12 chapters in this module
- Review scope definition
- Checklist design
- Deficiency categorization
- Severity scoring
- Root cause analysis
- Remediation tracking
- Independent validation
- Blind review methods
- Peer feedback
- Timing benchmarks
- Quality metrics
- Reporting templates
Module 8. Trend Analysis and Benchmarking
Compare current ORSA results to historical filings and industry benchmarks.
12 chapters in this module
- Trend direction
- Magnitude thresholds
- Peer benchmark sources
- Capital ratio trends
- Risk exposure shifts
- Mitigation effectiveness
- Resilience indicators
- Stress test outcomes
- Model drift detection
- Threshold breaches
- Management commentary
- Year-over-year comparison
Module 9. Escalation and Exception Handling
Manage and document unresolved issues, material gaps, and cross-team disputes.
12 chapters in this module
- Exception identification
- Severity classification
- Stakeholder notification
- Resolution options
- Tracking workflows
- Escalation criteria
- Leadership update
- Documentation standards
- Timeline adherence
- Follow-up review
- Closure criteria
- Audit trail
Module 10. Reusability and Pattern Libraries
Build reusable templates and reference materials for consistent future reviews.
12 chapters in this module
- Template design
- Pattern identification
- Knowledge retention
- Version control
- Access control
- Searchability
- Maintenance schedule
- User feedback
- Integration with QA tools
- Usage metrics
- Update triggers
- Governance process
Module 11. Stakeholder Communication
Tailor communication to executives, regulators, and technical teams based on audience needs.
12 chapters in this module
- Audience analysis
- Executive summary
- Technical detail
- Risk appetite alignment
- Clarity benchmarks
- Tone adjustment
- Q&A readiness
- Presentation aids
- Feedback loops
- Follow-up protocol
- Language standards
- Formatting consistency
Module 12. Continuous Improvement
Implement feedback and process refinements to strengthen ORSA quality over time.
12 chapters in this module
- Feedback collection
- Process gaps
- Improvement backlog
- Prioritization
- Implementation planning
- Change communication
- Training needs
- Effectiveness review
- KPI tracking
- Benchmark updates
- Regulatory changes
- Lessons learned
How this maps to your situation
- When a new ORSA cycle begins
- After receiving draft from actuarial team
- During regulator pre-filing review
- Before internal executive sign-off
Before vs. after
Before
ORSA reviews are reactive, scattered across email threads, and heavily dependent on tribal knowledge.
After
You own a structured, repeatable review process with documented patterns, reducing cycle time and increasing influence on final outputs.
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 12 weeks, or 36 total hours to complete all modules and apply templates.
How this compares to the alternatives
Unlike generic risk management courses, this program focuses exclusively on ORSA quality assurance with real-world templates, actual control mappings, and examples from global insurers, ensuring immediate applicability to your current role.
Frequently asked
Is this course specific to AIG’s internal ORSA process?
No. It is built on industry-wide ORSA standards and regulatory expectations, making it applicable across global insurers while respecting internal confidentiality.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I receive a certification upon completion?
No certification is awarded. The value is in applied capability, you’ll build a personal library of review templates and decision patterns used in live ORSA cycles.
$199 one-time. Approximately 3 hours per week over 12 weeks, or 36 total hours 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