A tailored course, built for your situation
Mastering Solvency II for Quality Assurance Practitioners
Proven methods to build polished, accurate compliance outputs the first time
$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.
Submitting rework-prone compliance outputs that stall under review
The situation this course is for
Even strong QA teams waste cycles fixing preventable gaps in Solvency II documentation. Late-stage revisions erode credibility and delay deadlines.
Who this is for
Senior QA practitioner in insurance or financial services, responsible for audit-ready compliance reporting under Solvency II
Who this is not for
Entry-level analysts, external auditors, or professionals outside financial services regulation
What you walk away with
- Produce Solvency II documentation that passes internal review on first submission
- Align control evidence with Pillar 1, 2, and 3 requirements without rework loops
- Build auditable risk reports with traceable sourcing and clean formatting
- Reduce last-minute revisions by applying structured validation checklists
- Strengthen credibility through consistent, high-quality output patterns
The 12 modules (with all 144 chapters)
Module 1. Solvency II Fundamentals and QA Relevance
Establish the core structure of Solvency II and how QA roles intersect with Pillar 1, 2, and 3 requirements. Focus on early identification of reportable gaps.
12 chapters in this module
- Overview of Solvency II directive
- Pillar 1 quantitative reporting
- Pillar 2 governance expectations
- Pillar 3 disclosure rules
- QA role in compliance lifecycle
- Regulatory expectations timeline
- Key documentation types
- Control alignment basics
- Risk and own funds mapping
- Internal model validation
- Reporting frequency requirements
- Common submission errors
Module 2. Designing First-Time-Right Documentation Workflows
Build structured workflows that ensure completeness and accuracy before submission. Emphasize checklist-driven validation.
12 chapters in this module
- Workflow design principles
- Pre-submission audit paths
- Checklist creation framework
- Version control integration
- Error prevention patterns
- Cross-functional alignment
- Template standardization
- Formatting consistency rules
- Evidence traceability
- Stakeholder review gates
- Change impact analysis
- Rejection rate tracking
Module 3. Control Evidence Mapping for Pillar 2
Link quality assurance findings directly to ORSA and governance documentation. Ensure controls are verifiable and defensible.
12 chapters in this module
- ORSA integration strategies
- Governance control identification
- Risk appetite linkage
- Board-level reporting inputs
- Control testing frequency
- Evidence collection protocols
- Control effectiveness scoring
- Remediation tracking
- Control ownership assignment
- Document retention rules
- Third-party dependency checks
- Escalation pathways
Module 4. Accuracy in Quantitative Reporting
Apply precision techniques to technical provisions, capital calculations, and asset-liability matching reports.
12 chapters in this module
- Technical provisions review
- Best estimate methodology
- Risk margin calculation
- Capital requirement checks
- SCR calculation logic
- Asset-liability matching
- Look-through approach
- Diversification benefit validation
- Currency risk handling
- Concentration limit checks
- Stress testing inputs
- Sensitivity analysis outputs
Module 5. Polished Disclosure Drafting for Pillar 3
Create clear, compliant public disclosures with correct structure, terminology, and formatting for external audiences.
12 chapters in this module
- Disclosure template usage
- Public report structure
- Glossary consistency
- Narrative clarity
- KPI selection
- Risk profile description
- Capital structure details
- Governance disclosures
- Compliance statement drafting
- External auditor inputs
- Translation checks
- Final review sign-off
Module 6. Traceability and Source-Backed Reasoning
Build audit trails that withstand scrutiny. Ensure every assertion links to verifiable data or policy.
12 chapters in this module
- Data lineage mapping
- Source document tagging
- Policy reference indexing
- Assumption documentation
- Model input tracing
- Change justification logs
- Version comparison
- Comment resolution tracking
- Approval chains
- Data governance integration
- System-of-record alignment
- Audit trail preservation
Module 7. Risk Reporting Quality Assurance
Validate internal risk reports for completeness, accuracy, and relevance to decision-making.
12 chapters in this module
- Risk identification review
- Risk categorization accuracy
- Risk scoring consistency
- Emerging risk capture
- Risk aggregation logic
- Heat map validation
- Risk tolerance checks
- Risk appetite alignment
- Scenario analysis quality
- Risk mitigation tracking
- Risk owner assignment
- Reporting frequency alignment
Module 8. Own Funds and Capital Adequacy Verification
Ensure accurate assessment of eligible own funds and compliance with capital quality rules.
12 chapters in this module
- Eligible own funds classification
- Capital tier definitions
- Instrument eligibility checks
- Deduction rules application
- Contribution timing validation
- Capital treatment consistency
- Hybrid instrument review
- Subordinated debt alignment
- Permanent capital verification
- Capital reduction safeguards
- Regulatory adjustments
- Cap on Tier 2 capital
Module 9. Third-Party and Outsourcing Oversight
Evaluate vendor and service provider arrangements for compliance with Solvency II outsourcing rules.
12 chapters in this module
- Outsourcing register maintenance
- Critical function identification
- Due diligence process
- Contractual clause review
- Oversight frequency
- Performance monitoring
- Sub-outsourcing checks
- Exit strategy validation
- Data security alignment
- Regulatory notification rules
- Onsite audit rights
- Single point of failure review
Module 10. Stress Testing and Scenario Validation
Verify the robustness and realism of stress test designs and their integration into risk decision-making.
12 chapters in this module
- Stress test scope definition
- Scenario design quality
- Plausibility assessment
- Impact measurement
- Capital impact linkage
- Risk mitigation integration
- Reverse stress testing
- Liquidity stress design
- Market shock alignment
- Credit event modeling
- Operational risk scenarios
- Scenario documentation
Module 11. Internal Model Validation for QA Teams
Support validation of internal models by ensuring data integrity, assumption transparency, and documentation quality.
12 chapters in this module
- Model scope definition
- Input data accuracy
- Assumption documentation
- Calibration process
- Backtesting methodology
- Model uncertainty review
- Peer review process
- Model change control
- Model output validation
- Sensitivity testing
- Benchmarking alignment
- Model risk reporting
Module 12. Continuous Improvement in QA Practice
Embed feedback loops and benchmarks to sustain high-quality output over time.
12 chapters in this module
- Defect root cause analysis
- Rework cycle tracking
- Benchmarking against peers
- Lessons learned process
- Process update cadence
- Skill gap identification
- Knowledge transfer planning
- Tooling improvements
- Checklist refinement
- Stakeholder feedback loops
- Performance metric setting
- QA maturity assessment
How this maps to your situation
- First-time-right submission
- Audit-ready documentation
- Regulatory scrutiny resilience
- Cross-functional credibility
Before vs. after
Before
Submitting compliance outputs that require multiple review cycles and revisions due to missing evidence or formatting gaps
After
Delivering polished, accurate, and fully traceable Solvency II documentation that passes review the first time
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 3-4 hours per module, designed for self-paced learning with immediate application to current work.
If nothing changes
Continuing with ad-hoc QA approaches risks repeated rework, eroded credibility, and missed opportunities to lead higher-stakes compliance initiatives.
How this compares to the alternatives
Unlike generic compliance courses, this program is tailored to QA professionals working under Solvency II, with focus on first-time accuracy, defensible outputs, and audit resilience, not broad regulatory overviews or executive summaries.
Frequently asked
Who is this course designed for?
Senior QA practitioners in insurance and financial services responsible for Solvency II compliance documentation and review.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help reduce rework in regulatory submissions?
Yes. The course provides checklists, templates, and validation workflows designed to catch errors before submission, ensuring outputs are accurate and complete the first time.
$199 one-time. Approximately 3-4 hours per module, designed for self-paced learning with immediate application to current work..
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