A tailored course, built for your situation
Own the Solvency II documentation and control workflow end to end
A 12-module mastery path for facility operators shaping capital governance under Solvency II
$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
Facility operator at a global insurer managing compliance touchpoints under Solvency II
Who this is not for
This is not for auditors, consultants, or executives seeking board-level narratives. It’s for hands-on operators already in the execution flow of Solvency II compliance who want to own more of the end-to-end workflow.
What you walk away with
- Complete ownership of Solvency II control documentation from inception to submission
- Direct influence over evidence collection, validation timelines, and version control
- Fewer handoffs and rework loops with legal, actuarial, and internal audit teams
- Internal reference playbook for recurring Solvency II artefact production
- Stronger positioning to lead updates during internal control reviews
The 12 modules (with all 144 chapters)
Module 1. Solvency II control scope mapping
Define the boundaries of your control environment with precision, aligning with Pillar 1 quantitative reporting and Pillar 2 governance expectations.
12 chapters in this module
- Understanding Solvency II Pillar 1 vs Pillar 2
- Identifying reportable control domains
- Mapping internal capital models to control scope
- Linking ORSA to control design
- Control boundary decision criteria
- Documenting control exclusions with trace
- Engaging actuarial on materiality thresholds
- Version control for scope updates
- Integrating ESG factors into scope
- Leveraging internal audit inputs
- Tracking regulatory consultation responses
- Finalising scope sign-off workflow
Module 2. Control ownership assignment
Establish clear accountability for each control, reducing ambiguity and enabling faster validation cycles.
12 chapters in this module
- RACI design for Solvency II controls
- Defining control owner eligibility
- Assigning co-owners for cross-domain controls
- Documenting delegation authority
- Escalation paths for unresponsive owners
- Quarterly owner confirmation process
- Integrating with HR reporting lines
- Updating ownership during reorgs
- Owner training requirements
- Tracking owner accountability
- Mitigating single-point dependencies
- Ownership change audit trail
Module 3. Evidence collection planning
Design efficient evidence workflows that reduce duplication and ensure timeliness.
12 chapters in this module
- Types of acceptable Solvency II evidence
- Frequency matching to reporting cycle
- Automated vs manual evidence sources
- Integrating with financial systems
- Sampling strategy for large populations
- Version control for evidence files
- Secure storage compliance
- Metadata tagging standards
- Evidence refresh triggers
- Owner evidence submission SLAs
- Validation checklist design
- Evidence backlog management
Module 4. Control testing methodology
Apply consistent, regulator-aligned testing procedures across your portfolio.
12 chapters in this module
- Designing test procedures for completeness
- Sampling methodology for key controls
- Documenting test steps with traceability
- Identifying control exceptions
- Assessing exception severity
- Linking findings to remediation
- Test result documentation standards
- Using test results for maturity scoring
- Integrating with audit findings
- Testing frequency by control type
- Peer review of test documentation
- Test evidence retention rules
Module 5. Exception tracking and remediation
Manage control gaps with structured follow-up and closure workflows.
12 chapters in this module
- Exception logging standards
- Categorising by risk severity
- Root cause classification
- Remediation plan requirements
- Tracking owner action deadlines
- Escalation for overdue items
- Interim compensating controls
- Verification of remediation
- Status reporting cadence
- Exception trend analysis
- Linking to risk registers
- Closure approval workflow
Module 6. Documentation standardisation
Establish a single source of truth for control narratives and artefacts.
12 chapters in this module
- Control narrative template structure
- Describing control objectives clearly
- Documenting process integration points
- Using standard control language
- Version numbering system
- Change log requirements
- Approval workflow design
- Retention period rules
- Archiving inactive controls
- Cross-referencing related controls
- Linking to regulatory references
- Document access controls
Module 7. Internal review coordination
Streamline reviews with legal, audit, and risk teams to reduce cycle time.
12 chapters in this module
- Review cycle timing alignment
- Defining review roles
- Submission package assembly
- Comment tracking system
- Consolidating feedback
- Revising based on input
- Finalising pre-signature versions
- Version freeze rules
- Review confirmation capture
- Managing conflicting feedback
- Reducing review iterations
- Review cycle performance metrics
Module 8. Submission readiness assurance
Ensure all required elements are complete, validated, and signed off before submission deadlines.
12 chapters in this module
- Submission checklist design
- Completeness validation steps
- Final accuracy review process
- Sign-off sequence orchestration
- Digital signature integration
- Pre-submission dry run
- Regulatory format compliance
- Submission timing buffer
- Post-submission confirmation
- Handling regulator queries
- Submission audit trail
- Lessons from prior cycles
Module 9. Version and change control
Manage updates to controls and documentation with full traceability.
12 chapters in this module
- Change request initiation
- Impact assessment process
- Stakeholder consultation steps
- Approval authority mapping
- Documentation update workflow
- Evidence re-collection triggers
- Testing revalidation rules
- Change notification process
- Version comparison tools
- Change log maintenance
- Backward compatibility review
- Rollback planning
Module 10. Stakeholder communication strategy
Keep key teams informed with targeted, timely updates.
12 chapters in this module
- Identifying core stakeholders
- Communication frequency planning
- Tailoring message depth
- Using dashboards for visibility
- Escalation communication templates
- Meeting rhythm design
- Status report structure
- Updating during remediation
- Crisis communication protocol
- Feedback collection mechanism
- Communication audit trail
- Archiving past communications
Module 11. Automation and tooling integration
Leverage technology to reduce manual effort and increase consistency.
12 chapters in this module
- Identifying automation candidates
- Tool evaluation criteria
- Integrating with GRC platforms
- Workflow automation design
- Data extraction from source systems
- Alerting for deadlines
- Reporting dashboard setup
- User permission design
- Change management for tool rollout
- Training plan development
- Measuring automation ROI
- Ongoing maintenance ownership
Module 12. Continuous improvement cycle
Institutionalise learning from each cycle to strengthen future performance.
12 chapters in this module
- Post-submission review process
- Gathering feedback from reviewers
- Analysing cycle time bottlenecks
- Identifying recurring issues
- Prioritising improvements
- Implementing process changes
- Updating templates and checklists
- Training updates
- Measuring improvement impact
- Sharing best practices
- Benchmarking against peers
- Planning next cycle enhancements
How this maps to your situation
- During annual control refresh
- Ahead of internal audit review
- After regulatory consultation
- When onboarding new control owners
Before vs. after
Before
Fragmented control documentation, inconsistent evidence collection, and frequent rework due to unclear ownership and review cycles.
After
End-to-end ownership of Solvency II control workflows, with standardised, repeatable processes that reduce dependency and increase personal mandate.
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, designed to be completed alongside regular work. Most practitioners finish the full course in 6 to 8 weeks.
How this compares to the alternatives
Unlike generic compliance courses, this program is focused exclusively on Solvency II control execution for facility operators. It delivers concrete documentation templates, RACI frameworks, and submission workflows , not abstract principles. Compared to vendor training, it’s independent, actionable, and built for hands-on practitioners, not managers.
Frequently asked
Is this course focused on Solvency II Pillar 1 or Pillar 2?
It covers both. Modules integrate Pillar 1 quantitative control design with Pillar 2 governance workflows, tailored to the facility operator role.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me reduce rework with internal audit?
Yes. By standardising evidence collection, control narratives, and review workflows, the course helps you deliver audit-ready outputs consistently.
$199 one-time. Approximately 3 hours per module, designed to be completed alongside regular work. Most practitioners finish the full course in 6 to 8 weeks..
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