A tailored course, built for your situation
Mastering Solvency II for Insurance Risk Managers
Build rigor, precision, and audit-ready outputs with confidence on the first pass
$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.
Tired of last-minute corrections and regulatory follow-ups?
The situation this course is for
Even experienced teams face delays when Solvency II reporting lacks cohesion between quantitative results, qualitative narratives, and supporting documentation. Small gaps trigger disproportionate review cycles.
Who this is for
Insurance risk and compliance professionals managing Solvency II reporting cycles, leading internal coordination, and accountable for submission quality
Who this is not for
Entry-level staff unfamiliar with Solvency II structure, or executives seeking only high-level summaries without implementation detail
What you walk away with
- Produce Solvency II narratives that align with EBA expectations and internal data flows
- Reduce revision loops by embedding control checks early in the drafting cycle
- Deliver complete, defensible submissions with less rework and fewer follow-up queries
- Strengthen credibility with auditors and functional partners through consistency
- Apply a repeatable method for evidence-to-requirement traceability
The 12 modules (with all 144 chapters)
Module 1. Solvency II Directive Overview
Establish a working foundation of the directive’s structure, objectives, and regulatory scope.
12 chapters in this module
- Origins of Solvency II
- Three Pillars framework
- EBA vs. national regulators
- Direct vs. indirect application
- Timeline of key updates
- Interaction with group supervision
- Risk-based capital logic
- Own Funds requirements
- Eligibility criteria for assets
- Contribution to ORSA
- Link to market conduct
- Regulatory reporting hierarchy
Module 2. Pillar 1: Quantitative Reporting
Break down the technical elements of quantitative reporting, from data sourcing to final submission.
12 chapters in this module
- Mapping eligible assets
- Surplus at risk calculations
- Undertaking Specific Parameters
- Look-through methodology
- Consistency across reporting templates
- Validation of input data
- Treatment of reinsurance
- Currency translation rules
- Granularity requirements
- Aggregation by risk class
- Solvency Capital Requirement formula
- Reporting exceptions handling
Module 3. Pillar 2: Governance and Risk Management
Apply structured assessment to internal governance, risk appetite, and ORSA integration.
12 chapters in this module
- Four Lines of Defence model
- Risk Management Function mandate
- Board accountability framework
- Risk appetite statement design
- Internal Control System checks
- ORSA timing and depth
- Materiality threshold setting
- Action plan development
- Stress testing alignment
- Risk culture evaluation
- Proportionality principle
- Peer benchmarking use
Module 4. Pillar 3: Public Disclosure
Develop clear, compliant, and stakeholder-appropriate narrative reporting.
12 chapters in this module
- Target audience segmentation
- Public vs. confidential reports
- Rationale structure writing
- Risk profile summarization
- Capital adequacy explanation
- Governance transparency
- Group vs. individual reporting
- Language consistency
- Template completion discipline
- Disclosure timing alignment
- Stakeholder expectation mapping
- Clarity vs. completeness balance
Module 5. Evidence Collection and Traceability
Build a defensible chain from requirement to data source to final output.
12 chapters in this module
- Requirement tagging system
- Data lineage mapping
- Owner assignment per field
- Version control practices
- Document retention rules
- Audit trail design
- Cross-module consistency
- Change impact analysis
- Automated validation options
- Sampling methodology
- Exception documentation
- Review sign-off workflow
Module 6. Narrative Logic and Coherence
Strengthen the logical flow between numbers, explanations, and strategic context.
12 chapters in this module
- Cause-effect reasoning
- Avoiding circular logic
- Linking metrics to drivers
- Using forward-looking language
- Contextualizing deviations
- Highlighting management actions
- Balancing caution and confidence
- Tone alignment
- Executive summary design
- Stakeholder-specific framing
- Consistency across sections
- Clarity in uncertainty
Module 7. Internal Coordination Framework
Align actuarial, finance, risk, and compliance teams on shared outputs.
12 chapters in this module
- Role clarity matrix
- Handoff timing design
- Conflict resolution path
- Cross-functional review rhythm
- Centralized document repository
- Version synchronization
- Approval workflow setup
- Escalation protocol
- Feedback integration
- Status reporting cadence
- Dependencies mapping
- Ownership clarity
Module 8. Quality Control Checkpoints
Embed validation steps to ensure completeness and consistency before submission.
12 chapters in this module
- Pre-submission checklist design
- Peer review timing
- Automated validation rules
- Consistency across Pillars
- Cross-pillar reconciliation
- Highlighting unresolved items
- Completeness threshold
- Last-mile validation
- Reviewer independence
- Error rate tracking
- Lessons-learned loop
- Baseline for next cycle
Module 9. Regulator Engagement Readiness
Anticipate and prepare for supervisory follow-ups with confidence.
12 chapters in this module
- Common EBA inquiries
- Documenting rationale
- Scenario justification
- Preemptive Q&A drafting
- Coordination with legal
- Escalation path definition
- Response ownership
- Time-bound replies
- Tone and formality
- Information withholding protocol
- Follow-up tracking
- Post-engagement review
Module 10. Continuous Improvement System
Turn each cycle into a foundation for stronger future reporting.
12 chapters in this module
- Post-submission review process
- Identifying rework sources
- Process bottleneck mapping
- Tooling gap assessment
- Training need identification
- Cross-cycle knowledge transfer
- Template refinement
- Feedback from auditors
- Benchmarking against peers
- Internal audit recommendations
- Technology enablement
- Ownership rotation
Module 11. Technology and Tooling Support
Leverage tools to structure, validate, and streamline reporting workflows.
12 chapters in this module
- Data validation tools
- Consistency check automation
- Workflow management platforms
- Version control systems
- Centralized document sharing
- Reporting template libraries
- Automated narrative generation
- Integration with actuarial models
- Access control design
- Audit trail features
- Scalability considerations
- User adoption strategy
Module 12. Implementation Playbook Integration
Apply the full method to your current cycle with tailored templates and checklists.
12 chapters in this module
- Playbook onboarding
- Customization guidance
- Team rollout plan
- Template adaptation
- Checklist prioritization
- Milestone tracking
- Stakeholder alignment
- Progress reporting
- Feedback capture
- Iteration planning
- Success metrics definition
- Sustainability roadmap
How this maps to your situation
- Preparing for year-end Solvency II submission
- Leading internal coordination across actuarial and compliance
- Responding to auditor or regulator inquiries
- Reducing revision cycles in Pillar 2 and 3 reports
Before vs. after
Before
Reports require multiple revisions, lack alignment between teams, and invite follow-up questions from regulators.
After
Submissions are coherent, complete, and consistent, requiring minimal back-and-forth and building credibility across review cycles.
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 4-6 hours per module, designed to fit around core reporting cycles.
If nothing changes
Continuing with current methods risks repeated rework, strained cross-functional relationships, and diminished influence when regulatory expectations evolve.
How this compares to the alternatives
Unlike generic compliance courses, this program delivers targeted, actionable steps specific to Solvency II quality, focused on reducing rework and strengthening defensibility, not just explaining regulations.
Frequently asked
How is this different from general insurance compliance training?
It’s built specifically for practitioners producing Solvency II outputs, with a focus on reducing revision cycles and improving narrative-defensibility on first submission.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Is there a live component?
No, this is self-paced, text-based learning with downloadable tools and a tailored implementation playbook.
$199 one-time. Approximately 4-6 hours per module, designed to fit around core reporting cycles..
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