A tailored course, built for your situation
Influence across more business lines with Solvency II
Turn capital adequacy expertise into cross-functional leadership
$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.
Stuck in siloed conversations despite knowing the bigger picture
The situation this course is for
Knowledge of sales and distribution is often undervalued in capital discussions, even when it directly impacts risk profiles and pricing decisions. Practitioners with commercial insight frequently miss the chance to shape Solvency II reporting because they lack structured language to engage technical teams.
Who this is for
Commercial or hybrid-risk professionals in insurance who understand frontline operations but want to influence capital, reserving or risk aggregation discussions
Who this is not for
Dedicated actuaries focused only on model validation or compliance officers whose role ends at documentation
What you walk away with
- Fluency in Solvency II Pillar 1, 2 and 3 reporting sufficient to contribute in cross-functional meetings
- Ability to connect sales performance and distribution risk to capital implications
- Credibility to participate in risk committee discussions on ORSA and SCR
- Frameworks to translate technical capital reports into business impact narratives
- Strategic positioning as a connector between commercial and risk functions
The 12 modules (with all 144 chapters)
Module 1. Solvency II in Plain Context
Ground the directive in real-world insurance operations. Understand why it exists, who uses it, and where capital adequacy meets commercial reality. Build a mental model that separates technical rigor from jargon.
12 chapters in this module
- Origins of Solvency II
- Three pillars demystified
- How capital links to risk
- Risk margin explained simply
- SCR vs. MCR difference
- ORSA purpose clarified
- Quantitative reporting basics
- Pillar 2 role in governance
- Pillar 3 transparency goals
- Link to product pricing
- Distribution risk exposure
- Board-level expectations
Module 2. Capital Adequacy from the Ground Up
Start with balance sheets and build to full Solvency Capital Requirement logic. Learn how assets and liabilities are treated under Solvency II, and where assumptions drive outcomes.
12 chapters in this module
- Balance sheet adjustment rules
- Best estimate liabilities
- Risk discounting method
- Technical provisions structure
- Asset eligible criteria
- Matching adjustment mechanics
- Illiquid assets treatment
- Concentration risk deduction
- FX risk in capital model
- Currency hedge effectiveness
- Reinsurance recoverables
- Default risk charge
Module 3. Pillar 1 Quantitative Reporting
Walk through the full QRT schema. Understand what each field captures and why it matters. See how reporting feeds into supervisory review.
12 chapters in this module
- QRT 0100 balance sheet
- QRT 0200 solvency ratio
- QRT 0300 technical provisions
- QRT 0400 market risk
- QRT 0500 credit risk
- QRT 0600 counterparty default
- QRT 0700 operational risk
- QRT 0800 reserve risk
- QRT 0900 premium risk
- QRT 1000 catastrophe risk
- QRT 1100 underwriting risk
- QRT 1200 reinsurance risk
Module 4. Risk Aggregation and Diversification
Learn how different risks are modeled, correlated, and netted. Understand the difference between diversification benefit and risk concentration.
12 chapters in this module
- Risk correlation matrix
- Diversification benefit
- Aggregation formula structure
- Inter-risk dependencies
- Scenario weighting
- Tail dependence logic
- Stress testing inputs
- Reverse stress testing
- Risk concentration flags
- Portfolio-level exposure
- Inter-model consistency
- Sensitivity analysis
Module 5. Pillar 2 Governance and Risk Management
Focus on internal controls, risk culture, and governance. Learn how ERM frameworks align with Solvency II expectations.
12 chapters in this module
- ORSA definition and use
- Risk appetite statement
- Risk tolerance levels
- Governance reporting
- Risk management function
- Compliance function role
- Internal audit integration
- Risk culture assessment
- Risk escalation paths
- Action plan tracking
- Senior management oversight
- Documentation standards
Module 6. Pillar 3 Public Disclosure
Understand what must be published and why. Learn how transparency builds trust and shapes market perception.
12 chapters in this module
- Annual public report
- Solvency and financial condition
- Risk profile summary
- Capital structure
- Own funds composition
- Eligible own funds
- Capital objective
- Risk management policies
- Governance structure
- Remuneration report
- Key performance indicators
- External auditor opinion
Module 7. Solvency Capital Requirement Deep Dive
Break down the SCR calculation. Learn the building blocks, aggregation method, and how assumptions change outcomes.
12 chapters in this module
- Standard formula baseline
- Volatility adjustments
- Concentration charges
- Interest rate risk
- Equity risk submodules
- Spread risk module
- Currency risk input
- Property risk charge
- Basis risk handling
- Reinsurance counterparty
- Operational risk factor
- SCR aggregation total
Module 8. Internal Models and Use Test
Understand when and why firms use internal models. Learn the approval process and ongoing validation requirements.
12 chapters in this module
- Internal model benefits
- Use test definition
- Validation frequency
- Model governance
- Audit readiness
- Benchmarking to standard
- Internal model outputs
- Reporting integration
- Regulatory review cycle
- Change control process
- Model risk management
- Documentation depth
Module 9. Risk Committees and Decision Rights
Map how Solvency II inputs shape executive decisions. Learn where risk and commercial priorities intersect.
12 chapters in this module
- Risk committee charter
- Agenda structure
- Risk report formats
- Decision rights mapping
- Escalation thresholds
- Action tracking
- Cross-functional alignment
- Commercial tradeoffs
- Capital allocation logic
- Reinsurance strategy
- Product exit triggers
- Growth guardrails
Module 10. Connecting Sales to Risk and Capital
Bridge frontline performance with capital impact. Learn how distribution patterns affect risk aggregation and ORSA outcomes.
12 chapters in this module
- Channel risk profile
- Sales concentration
- Churn rate impact
- Commission structure
- Underwriting leakage
- Claims leakage
- Distribution risk charge
- Geographic exposure
- Product mix effect
- Pricing adequacy link
- Risk-adjusted performance
- Incentive alignment
Module 11. Strategic Capital Conversations
Learn how to frame capital topics in business terms. Move from compliance to influence.
12 chapters in this module
- Capital efficiency talk
- Risk-adjusted returns
- ROE and cost of capital
- Capital budgeting
- M&A implications
- Dividend policy
- Reinsurance optimization
- Growth funding
- Liquidity planning
- Stress scenario prep
- Board presentation prep
- Investor Q&A prep
Module 12. Implementation Playbook
Apply all concepts to a real-world scenario. Build a personal action plan to engage in cross-functional capital discussions.
12 chapters in this module
- Self-assessment tool
- Stakeholder map
- Knowledge gap plan
- Meeting prep checklist
- Question bank
- Speaking points
- Data access paths
- Reporting access
- Cross-team onboarding
- Initiative proposal
- First contribution plan
- Confidence tracker
How this maps to your situation
- Preparing for ORSA review
- Joining cross-functional risk call
- Presenting to senior management
- Contributing to capital planning
Before vs. after
Before
Aware of Solvency II but not confident contributing to capital or risk strategy discussions
After
Equipped to engage in cross-functional risk and capital conversations with credibility and clear frameworks
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 for busy practitioners over 4-6 weeks
If nothing changes
Remaining siloed in commercial roles without influencing capital or risk decisions, missing leadership opportunities in integrated risk management
How this compares to the alternatives
Unlike generic compliance courses, this program focuses on practical application of Solvency II for non-technical professionals who want real influence across risk, finance and commercial functions.
Frequently asked
Do I need an actuarial background?
No. This course is designed for commercial, sales and hybrid-risk professionals who want to understand and influence Solvency II outcomes without becoming actuaries.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I apply this if I'm not in a technical role?
Yes. The course is tailored for professionals in commercial, distribution or management roles who want to expand their influence into capital and risk strategy.
$199 one-time. Approximately 3 hours per module, designed for busy practitioners over 4-6 weeks.
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