A tailored course, built for your situation
Influence across actuarial and risk governance decisions using ORSA
Become the internal reference for strategic risk framing and capital allocation advice
$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
Actuarial or risk governance professional influencing capital planning and enterprise risk decisions
Who this is not for
Entry-level analysts, auditors focused solely on compliance checklists, or practitioners without exposure to ORSA or internal capital models
What you walk away with
- Lead ORSA-driven capital allocation discussions with executive teams
- Anchor peer review inputs in documented, repeatable risk logic
- Shape vendor selection criteria for risk modeling tools within ORSA workflows
- Influence strategic risk adjustments ahead of renewal cycles
- Drive consensus in cross-functional risk governance meetings using ORSA outputs
The 12 modules (with all 144 chapters)
Module 1. ORSA fundamentals in strategic risk governance
Establish core understanding of ORSA as a decision-making tool, not just a regulatory requirement.
12 chapters in this module
- Defining ORSA's purpose
- ORSA vs Solvency II
- Regulatory expectations
- Internal capital models
- Scenario selection methods
- Stakeholder mapping
- Risk aggregation techniques
- Governance escalation paths
- Documentation standards
- Board-level messaging
- Linking ORSA to ERM
- Case study AIG application
Module 2. Building credible internal capital models
Design capital models that reflect realistic risk exposures and gain trust across finance and risk teams.
12 chapters in this module
- Data inputs quality
- Model assumptions review
- Calibration techniques
- Sensitivity testing
- Model validation cycle
- Peer benchmarking
- Documentation completeness
- Audit readiness check
- Model update frequency
- Risk factor weighting
- Tail scenario design
- Model ownership governance
Module 3. Scenario design for strategic impact
Develop scenarios that challenge assumptions and inform leadership decisions beyond compliance.
12 chapters in this module
- Identifying key risks
- Economic shock design
- Liquidity stress cases
- Catastrophe modeling
- Cyber event impact
- Pandemic modeling
- Reinsurance failure
- Market volatility
- Operational disruption
- Regulatory change
- Geopolitical risk
- Scenario prioritization
Module 4. Stakeholder alignment in risk assessment
Align actuarial, finance, legal, and underwriting teams around common risk narratives.
12 chapters in this module
- Cross-functional meetings
- Consensus building
- Executive summaries
- Risk appetite metrics
- Tolerance thresholds
- Feedback integration
- Disagreement resolution
- Escalation protocols
- Meeting cadence
- Decision tracking
- Stakeholder roles
- Influence tactics
Module 5. Documentation that drives decisions
Create ORSA reports that serve as living documents guiding ongoing risk management.
12 chapters in this module
- Report structure design
- Executive summary drafting
- Risk narrative flow
- Data visualization
- Assumption transparency
- Peer review inputs
- Action item tracking
- Version control
- Internal distribution
- Regulator-readiness
- Lessons learned section
- Continuous improvement
Module 6. Vendor tool evaluation within ORSA
Lead selection of modeling and reporting tools aligned with ORSA objectives.
12 chapters in this module
- Tool requirement specs
- RFP development
- Model compatibility
- Data integration
- User adoption ease
- Cost-benefit analysis
- Security review
- Support responsiveness
- Scalability assessment
- Peer references
- Pilot evaluation
- Final selection criteria
Module 7. Peer review influence strategies
Shape peer review outcomes through preparation, precedent, and clarity.
12 chapters in this module
- Pre-review prep
- Precedent collection
- Position documentation
- Counterargument anticipation
- Alliance building
- Timing strategy
- Evidence hierarchy
- Tone calibration
- Follow-up protocol
- Reputation management
- Feedback loops
- Credibility reinforcement
Module 8. Capital allocation decision framing
Present capital needs in terms that resonate with executive leadership priorities.
12 chapters in this module
- Linking risk to strategy
- Strategic initiative funding
- Return thresholds
- Opportunity cost framing
- Risk-adjusted returns
- Portfolio optimization
- Reserve adequacy
- Dividend implications
- Investment constraints
- Liquidity buffers
- Contingency planning
- Stress testing outcomes
Module 9. Strategic risk adjustment influence
Drive changes in underwriting, investment, or operations based on ORSA insights.
12 chapters in this module
- Identifying adjustment points
- Proposal development
- Stakeholder buy-in
- Risk transfer options
- Retention level setting
- Reinsurance negotiation
- Investment policy update
- Underwriting guideline change
- Operational risk mitigation
- Monitoring mechanisms
- Performance tracking
- Board update process
Module 10. Cross-functional governance leadership
Lead enterprise risk committees with authority and structured process.
12 chapters in this module
- Agenda design
- Decision logging
- Action item tracking
- Follow-up enforcement
- Risk escalation
- Consensus building
- Disagreement resolution
- Meeting efficiency
- Stakeholder engagement
- Documentation standards
- Leadership communication
- Committee effectiveness
Module 11. Regulatory engagement preparation
Prepare for regulator inquiries with confidence and completeness.
12 chapters in this module
- Common query types
- Response drafting
- Evidence assembly
- Tone calibration
- Pre-submission review
- Gap identification
- Mitigation planning
- Follow-up readiness
- Regulator history tracking
- Benchmarking data
- Peer comparison
- Continuous monitoring
Module 12. Sustaining influence over time
Maintain credibility and relevance as risk landscape evolves.
12 chapters in this module
- Thought leadership
- Internal publishing
- External conferences
- Peer network growth
- Knowledge transfer
- Succession planning
- Feedback collection
- Reputation management
- Innovation adoption
- Trend monitoring
- Skill development
- Legacy building
How this maps to your situation
- Before first ORSA cycle involvement
- During peer review disagreements
- Ahead of vendor selection
- Prior to executive presentation
Before vs. after
Before
Input provider in ORSA process with limited influence on outcomes
After
Go-to practitioner whose risk framing shapes capital decisions and peer reviews
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, recommended over 12 weeks with applied practice between modules.
How this compares to the alternatives
Unlike generic risk management courses, this program is tailored to ORSA practitioners influencing real capital and strategic decisions, blending regulatory precision with influence tactics used by top performers at major insurers.
Frequently asked
Who is this course for?
Actuarial and risk professionals shaping ORSA outcomes, capital planning, or cross-functional risk governance.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is this focused on NAIC or Solvency II?
Primarily NAIC ORSA with comparisons to Solvency II where relevant for global context.
$199 one-time. Approximately 3 hours per module, recommended over 12 weeks with applied practice between modules..
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