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Precise ORSA Submissions with First-Time Accuracy

$199.00
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A tailored course, built for your situation

Precise ORSA Submissions with First-Time Accuracy

Deliver complete, auditable ORSA outputs that stand up to scrutiny, without rounds of revision.

$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

Senior risk practitioner leading ORSA teams in a regulated insurance environment, focused on producing credible, repeatable risk assessments under tight cycles.

Who this is not for

Entry-level analysts, auditors focused solely on SOX, or professionals outside actuarial or enterprise risk disciplines.

What you walk away with

  • Submit ORSA documentation with complete confidence the first time
  • Map assumptions directly to regulatory expectations and internal risk appetite
  • Produce audit-ready narratives with referenced sources and justifications
  • Reduce time spent in revision cycles by delivering higher-quality drafts upfront
  • Strengthen credibility with risk committees through polished, structured outputs

The 12 modules (with all 144 chapters)

Module 1. ORSA Foundations and Regulatory Intent
Understand the core purpose of ORSA within NAIC standards and how it informs capital and risk decisions.
12 chapters in this module
  1. Intent of ORSA
  2. NAIC MAR Overview
  3. Solvency II Parallels
  4. Regulatory Expectations
  5. Risk Appetite Framework Linkage
  6. Internal Use vs Public Disclosure
  7. Key Assumption Categories
  8. Time Horizon Definitions
  9. Materiality Thresholds
  10. Documentation Standards
  11. Peer Benchmarking
  12. Common Submission Errors
Module 2. Assumption Design and Justification
Build defensible assumptions using historical data, external benchmarks, and scenario logic.
12 chapters in this module
  1. Types of Assumptions
  2. Data Sourcing Strategies
  3. Backtesting Principles
  4. External Benchmark Integration
  5. Scenario Weighting
  6. Justification Hierarchy
  7. Documentation Templates
  8. Peer Comparison Data
  9. Stress Test Alignment
  10. Model Input Traceability
  11. Change Management Process
  12. Audit Trail Setup
Module 3. Risk Mapping to ORSA Components
Link market, credit, operational, and strategic risks directly to ORSA sections and quantitative outputs.
12 chapters in this module
  1. Risk Taxonomy Alignment
  2. Risk Interdependencies
  3. Exposure Quantification
  4. Risk Aggregation Methods
  5. Dependency Mapping
  6. Scenario Impact Ratings
  7. Capital Charge Inputs
  8. Mitigation Effectiveness
  9. Residual Risk Calculation
  10. Risk Dashboard Design
  11. Threshold Triggers
  12. Escalation Pathways
Module 4. Documentation Structure and Narrative Flow
Organize ORSA content into a clear, logical narrative that meets reviewer expectations.
12 chapters in this module
  1. Executive Summary Design
  2. Narrative Arc Development
  3. Section-by-Section Outline
  4. Cross-Reference Setup
  5. Appendix Strategy
  6. Glossary Construction
  7. Footnoting Standards
  8. Version Control
  9. Review Cycle Planning
  10. Stakeholder Inputs Integration
  11. Rebuttal Preparation
  12. Finalization Checklist
Module 5. Model Validation and Review Readiness
Ensure models meet internal validation standards and are prepared for external scrutiny.
12 chapters in this module
  1. Model Governance Basics
  2. Input Sensitivity Testing
  3. Output Stability Analysis
  4. Residual Risk Validation
  5. Model Assumption Review
  6. Peer Review Process
  7. Challenge Questions Anticipation
  8. Third-Party Auditor Preparation
  9. Model Limitations Disclosure
  10. Remediation Planning
  11. Version Comparison
  12. Model Update Protocol
Module 6. Capital Adequacy Assessment
Calculate and justify capital levels under stressed and adverse scenarios.
12 chapters in this module
  1. Economic Capital Models
  2. Stress Scenario Design
  3. Adverse Condition Definition
  4. Capital Thresholds
  5. Surplus Analysis
  6. Liquidity Stress Tests
  7. Reinsurance Impact
  8. Downgrade Cascades
  9. Recovery Triggers
  10. Capital Action Plans
  11. Runoff Analysis
  12. Capital Policy Statements
Module 7. Scenario Development and Testing
Design credible, diverse scenarios that stress test assumptions and capital resilience.
12 chapters in this module
  1. Scenario Typology
  2. Historical Scenario Use
  3. Hypothetical Scenario Design
  4. Tail Risk Inclusion
  5. Correlation Assumptions
  6. Cascading Effects
  7. Time Horizon Setting
  8. Severity Grading
  9. Scenario Weighting
  10. Model Integration
  11. Outcome Interpretation
  12. Narrative Linkage
Module 8. Cross-Functional Alignment
Engage actuarial, finance, and risk teams to ensure consistent data and assumptions.
12 chapters in this module
  1. Data Governance Coordination
  2. Interdepartmental Workflows
  3. Assumption Review Meetings
  4. Conflict Resolution Protocols
  5. Ownership Definition
  6. Input Standardization
  7. Feedback Integration
  8. Escalation Paths
  9. Change Approval Process
  10. Stakeholder Mapping
  11. Meeting Cadence Setup
  12. Communication Templates
Module 9. Quality Review and Internal Sign-Off
Implement a pre-submission review process that catches gaps before final delivery.
12 chapters in this module
  1. Checklist Development
  2. Tiered Review Process
  3. Independent Validation Steps
  4. Gap Identification
  5. Remediation Tracking
  6. Version Comparison
  7. Anomaly Flagging
  8. Risk Committee Readiness
  9. Executive Sign-Off Workflow
  10. Document Finalization
  11. Archive Protocol
  12. Lessons Learned Capture
Module 10. Regulatory Response Preparation
Anticipate regulator questions and prepare clear, concise responses.
12 chapters in this module
  1. Common Regulatory Inquiries
  2. Question Typology
  3. Response Template Design
  4. Evidence Compilation
  5. Pre-Review Briefings
  6. Mock Reviews
  7. Gap Response Strategy
  8. Clarification Protocol
  9. Amendment Process
  10. Follow-Up Tracking
  11. Regulator Communication Log
  12. Feedback Implementation
Module 11. Automation and Reusability
Build templates and processes that compound across cycles.
12 chapters in this module
  1. Template Design
  2. Automated Data Feeds
  3. Version Control Systems
  4. Reusable Assumption Libraries
  5. Scenario Archiving
  6. Process Documentation
  7. Onboarding Materials
  8. Knowledge Transfer
  9. Tool Integration
  10. Efficiency Tracking
  11. Continuous Improvement
  12. Scaling Best Practices
Module 12. Executive Communication and Credibility
Present ORSA findings clearly and authoritatively to senior leadership.
12 chapters in this module
  1. Executive Summary Refinement
  2. Visualization Best Practices
  3. Risk Narrative Crafting
  4. Key Message Hierarchy
  5. Q&A Preparation
  6. Tone and Precision
  7. Credibility Signals
  8. Authority-Building Language
  9. Clarity Under Pressure
  10. Storyboarding Techniques
  11. Leadership Expectations
  12. Post-Review Debrief

How this maps to your situation

  • Starting a new ORSA cycle
  • Responding to regulator feedback
  • Leading a team through first-time submission
  • Improving quality across recurring filings

Before vs. after

Before
ORSA drafts require multiple revisions, assumptions lack clear sourcing, and sign-off cycles are prolonged.
After
Submissions are complete, clearly justified, and accepted on first delivery, with fewer follow-up requests and stronger reviewer confidence.

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 1.5 hours per week over 12 weeks, with flexible access to all materials.

How this compares to the alternatives

Unlike generic compliance courses, this program focuses specifically on ORSA quality, teaching not just what to include, but how to build defensible, first-time-ready submissions using structured reasoning, reference-backed analysis, and industry-aligned practices.

Frequently asked

Is this course specific to NAIC and MAR requirements?
Yes, it is built around NAIC's ORSA framework and Model Audit Rule (MAR) expectations, with references to Solvency II where applicable for global context.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help reduce revision cycles?
Yes, by teaching how to build complete, defensible outputs the first time, it directly reduces rework and follow-up requests.
$199 one-time. Approximately 1.5 hours per week over 12 weeks, with flexible access to all materials..

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
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