A tailored course, built for your situation
Mastering Solvency II for Senior Insurance Executives
Polished, defensible regulatory reporting from day one
$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.
Avoid last-minute scrambles and repeated review cycles in Solvency II reporting
The situation this course is for
Regulatory submissions often loop back for fixes, dragging on timelines and credibility. Even strong teams face pushback when logic isn't clearly documented or assumptions aren't proactively justified.
Who this is for
Senior insurance executives responsible for Solvency II compliance, capital reporting, and regulatory engagement, especially those in carrier leadership roles at large US-based insurers
Who this is not for
Junior analysts, external auditors, or professionals outside the insurance sector looking for general compliance training
What you walk away with
- Produce Solvency II reports with first-pass approval rates
- Build documented decision trails for every key assumption
- Use standardized templates that align with EIOPA review patterns
- Anticipate regulator follow-ups with pre-built responses
- Reduce review cycle time by 50% or more
The 12 modules (with all 144 chapters)
Module 1. Solvency II Reporting Landscape
Understand the current regulatory expectations and how top teams structure their reporting cycle to meet them without rework.
12 chapters in this module
- Regulator priorities this cycle
- Key changes in reporting scope
- How top teams allocate ownership
- The defensible report blueprint
- Common failure points in submissions
- Tools used by leading insurers
- Benchmarking turnaround time
- Role of the actuarial function
- Documentation standards deep dive
- Internal sign-off workflows
- Timeline for clean submissions
- First principles of accuracy
Module 2. Technical Provisions Framework
Master the calculation and justification of best estimate and risk margin with regulator-ready documentation.
12 chapters in this module
- Best estimate modeling approach
- Discount rate selection logic
- Cash flow projection methods
- Risk margin calculation steps
- Volatility in liability assumptions
- Data quality thresholds
- Audit trail design
- Peer review benchmarks
- Documentation for uncertainty
- Back-testing frequency
- Sensitivity analysis depth
- Regulator follow-up prep
Module 3. SCR Calculation and Calibration
Ensure Solvency Capital Requirement outputs are accurate, explained, and aligned with firm-specific risk profiles.
12 chapters in this module
- Standard formula adjustments
- Calibration of sub-modules
- Correlation assumptions
- Internal model prerequisites
- Materiality thresholds
- Aggregation methodology
- Sensitivity testing design
- Stress scenario inputs
- Model validation checkpoints
- Documentation for deviations
- Audit readiness checklist
- Sign-off workflow setup
Module 4. Look-Through Approach for Investments
Implement consistent, justified asset-level reporting with minimal review friction.
12 chapters in this module
- Asset classification rules
- Equity vs debt treatment
- Derivatives inclusion logic
- Collateral quality checks
- Concentration risk flags
- Look-through depth levels
- Third-party data reliance
- Validation against audited books
- Exemptions and justifications
- Documentation for complex holdings
- Mapping to SCR sub-modules
- Review cycle reduction tactics
Module 5. Own Funds Composition
Structure eligible capital components with clarity and full regulator defensibility.
12 chapters in this module
- Tier 1 capital components
- Eligibility criteria for instruments
- Double leverage checks
- Conversion triggers
- Subordination hierarchy
- Intercompany adjustments
- Currency matching logic
- Deferred tax considerations
- Documentation for hybrid capital
- Audit trail for valuation
- Stress impacts on eligibility
- Disclosure alignment
Module 6. Governance and Operating Models
Establish clear accountabilities and workflows that ensure report quality without bottlenecks.
12 chapters in this module
- RACI for reporting roles
- Actuarial CFO alignment
- Internal audit touchpoints
- Data governance integration
- Change management process
- Escalation protocols
- Cross-functional reviews
- Version control discipline
- Quality assurance design
- Training for new staff
- Leadership sign-off timing
- Post-submission retrospectives
Module 7. Documentation and Audit Trail Design
Build structured, searchable records that anticipate auditor and regulator inquiries.
12 chapters in this module
- Standardized naming conventions
- Version control rules
- Assumption log structure
- Approval history capture
- Data lineage mapping
- Model input traceability
- Third-party validation references
- Exception logging process
- Retention policies
- Folder structure best practices
- Searchability enhancements
- Automated checklist integration
Module 8. Internal Model Approval Process
Navigate the path to internal model recognition with clean, complete submissions.
12 chapters in this module
- Eligibility criteria check
- Model scope definition
- Validation framework setup
- Governance documentation
- Benchmarking against standard formula
- Sensitivity testing depth
- Scenarios for extreme events
- Output stability analysis
- Audit readiness prep
- Regulator Q&A simulation
- Submission package assembly
- Post-approval monitoring
Module 9. Risk Management Function Alignment
Integrate Solvency II reporting with enterprise risk management for consistency and efficiency.
12 chapters in this module
- ERM framework linkages
- ORSA integration points
- Risk appetite statement alignment
- Risk register updates
- Scenario consistency
- Governance overlap mapping
- Reporting synergy opportunities
- Staff coordination models
- Training handoffs
- Audit efficiency gains
- Executive summary alignment
- Feedback loop design
Module 10. Audit and Review Readiness
Prepare every report element to withstand external scrutiny without revision.
12 chapters in this module
- Auditor inquiry patterns
- Common request types
- Pre-response documentation
- Assumption justification depth
- Data verification process
- Actuarial independence checks
- Model validation scope
- Cross-check with financials
- Time-saving documentation tactics
- Version comparison tools
- Q&A prep workflow
- Lessons from past audits
Module 11. Change and Update Management
Maintain reporting integrity through organizational shifts, model updates, and regulatory changes.
12 chapters in this module
- Change impact assessment
- Version control system
- Peer review for updates
- Training for replacements
- Knowledge retention tactics
- Documentation update rhythm
- Regulatory change tracking
- Internal communication plan
- Model validation triggers
- Audit trail for changes
- Leadership notification flow
- Post-change verification
Module 12. Continuous Improvement and Benchmarking
Establish a feedback loop that turns each reporting cycle into a quality lift for the next.
12 chapters in this module
- Post-cycle review process
- Benchmarking against peers
- Internal feedback collection
- Process gap identification
- Technology enhancements
- Training refinements
- Documentation upgrades
- Regulator feedback analysis
- Audit findings integration
- Efficiency metric tracking
- Roadmap for next cycle
- Best practice adoption rhythm
How this maps to your situation
- First Solvency II submission under new ownership
- Preparing for internal model review
- Reducing audit findings in reporting
- Leading regulatory engagement as MD
Before vs. after
Before
Reports require multiple revision cycles, with last-minute fixes and inconsistent documentation undermining credibility.
After
Submissions are clean, complete, and defensible from the start, approved quickly, with confidence in their rigor.
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 8, 10 hours of focused work, designed to fit around executive schedules with modular, self-paced access.
If nothing changes
Continuing with current practices means repeated review loops, increased scrutiny, and missed opportunities to position your team as the standard for accuracy and preparedness.
How this compares to the alternatives
Unlike generic compliance courses, this program focuses exclusively on Solvency II with real-world templates and artefacts used by top-tier insurers, ensuring immediate applicability and higher output quality.
Frequently asked
Who is this course designed for?
Senior insurance executives responsible for Solvency II reporting, capital modelling, and regulatory engagement, especially those in leadership roles at large US insurers.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is the course technical or strategic?
It balances both, deep technical precision for core calculations with strategic framing for governance, documentation, and leadership alignment.
$199 one-time. Approximately 8, 10 hours of focused work, designed to fit around executive schedules with modular, self-paced access..
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