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Premium engagement picks with Solvency II expertise

$199.00
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A tailored course, built for your situation

Premium engagement picks with Solvency II expertise

Turn deep regulatory knowledge into higher-margin opportunities

$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.
Being passed over for high-impact assignments despite solid technical grounding

The situation this course is for

Practitioners with broad but shallow compliance exposure get staffed on routine renewals, while narrow technical experts own the high-leverage filings. Without documented mastery of Solvency II’s full reporting stack, you risk being miscast as a generalist when premium opportunities arise.

Who this is for

IC-level compliance or risk practitioner at a global insurer, technically fluent but not yet seen as the go-to for complex Solvency II engagements

Who this is not for

External auditors, junior analysts, or professionals outside insurance capital regulation

What you walk away with

  • First access to cross-border Solvency II filing teams
  • Documented command of full QRT and ORSA workflows
  • Templates for audit-ready technical provisions calculations
  • Internal reputation as the 'go-to' for validation challenges
  • Higher-margin project assignments by default

The 12 modules (with all 144 chapters)

Module 1. Solvency II Directive fundamentals
Map each article to current internal controls and reporting obligations
12 chapters in this module
  1. What is Solvency II
  2. Scope and materiality thresholds
  3. Orbital relationship with IFRS 17
  4. Direct vs indirect undertakings
  5. Exemptions and waivers
  6. Regulatory perimeter mapping
  7. Frequency of reporting cycles
  8. Material risk categories
  9. Interplay with national regimes
  10. Economic vs accounting balance
  11. Own funds types
  12. Eligible capital treatment
Module 2. Pillar 1 quantitative reporting
Build accurate templates for full QRT submission sections
12 chapters in this module
  1. SCR calculation workflow
  2. Standard formula vs internal model
  3. Basic own funds calculation
  4. QRT S.01.01 layout
  5. QRT S.12.01 mapping
  6. Technical provisions breakdown
  7. Best estimate vs risk margin
  8. Loss-absorbing capacity
  9. Asset-liability matching
  10. Look-through approach
  11. Concentration metrics
  12. Currency mismatch risk
Module 3. Technical provisions deep dive
Validate assumptions and models behind liabilities
12 chapters in this module
  1. Life vs non-life provisioning
  2. Risk margin calculation
  3. Confidence level definition
  4. Discount curve construction
  5. Ultimate loss emergence
  6. Development pattern selection
  7. Inflation assumptions
  8. Lapse rate modeling
  9. Catastrophe risk load
  10. Parameter uncertainty
  11. Validation of third-party inputs
  12. Peer benchmarking
Module 4. Own funds structure
Classify and verify eligible own funds with audit precision
12 chapters in this module
  1. Eligibility criteria
  2. Tier 1 capital instruments
  3. Tier 2 capital treatment
  4. Subordination clauses
  5. Impairment triggers
  6. Dividend restrictions
  7. Solvency capital requirement
  8. Volatility adjustments
  9. Matching adjustment
  10. Symmetric adjustment
  11. SCR aggregation
  12. Group consolidation approach
Module 5. Pillar 2 governance framework
Implement ORSA with strategic and operational alignment
12 chapters in this module
  1. ORSA documentation standard
  2. Risk appetite statement
  3. Governance structure mapping
  4. Internal model governance
  5. Risk identification process
  6. Stress testing design
  7. Recovery plan triggers
  8. Capital forecasting
  9. Scenario analysis
  10. Early warning indicators
  11. Risk mitigation strategies
  12. Audit committee reporting
Module 6. Internal model validation
Navigate EBA and local regulator validation protocols
12 chapters in this module
  1. Model scope definition
  2. Data quality requirements
  3. Backtesting framework
  4. Profit and loss attribution
  5. Loss distribution analysis
  6. Calibration metrics
  7. Sensitivity testing
  8. Model change control
  9. Third-party model oversight
  10. Validation report structure
  11. Regulator queries preparation
  12. Model exemption defence
Module 7. Group supervision and equivalence
Manage cross-jurisdictional reporting for global operations
12 chapters in this module
  1. Group Supervision Directive
  2. Equivalent third countries
  3. Subsidiary vs branch treatment
  4. Group capital calculation
  5. Risk diversification benefit
  6. Local regime conflicts
  7. ComFrame alignment
  8. Cross-border data flows
  9. ICAAP benchmarking
  10. Local regulator engagement
  11. Central reporting unit
  12. Consolidated supervision
Module 8. Risk management framework
Align operational risk with capital outcomes
12 chapters in this module
  1. Three lines of defence
  2. Risk and control self-assessment
  3. Key risk indicators
  4. Operational risk capital
  5. Fraud risk exposure
  6. Model risk governance
  7. Compliance risk mapping
  8. Reputational risk triggers
  9. Pandemic scenario planning
  10. Climate risk integration
  11. Cyber risk capital charge
  12. Emerging risk monitoring
Module 9. Reporting automation
Build reproducible workflows for recurring filings
12 chapters in this module
  1. Data lineage mapping
  2. ETL for QRTs
  3. XBRL tagging standards
  4. Automated validation checks
  5. Dashboard for RFR
  6. Version control for templates
  7. Audit trail generation
  8. Control exception logging
  9. Stakeholder access levels
  10. Change management process
  11. Reconciliation workflows
  12. Final sign-off protocol
Module 10. Audit preparation
Respond to Big Four queries with confidence and speed
12 chapters in this module
  1. Audit timing cycles
  2. Documentation expectations
  3. Sample size rationale
  4. Assertion walkthroughs
  5. Control testing evidence
  6. Materiality thresholds
  7. Audit adjustment history
  8. Query response protocol
  9. Management letter items
  10. Regulatory feedback loop
  11. Cross-auditor consistency
  12. Escalation pathways
Module 11. Stakeholder communication
Explain capital outcomes to executives without oversimplifying
12 chapters in this module
  1. Executive summary design
  2. Capital adequacy narrative
  3. Risk-return trade-offs
  4. Stress scenario translation
  5. Board-level messaging
  6. Investor Q&A prep
  7. Rating agency engagement
  8. Media inquiry handling
  9. Regulatory outreach
  10. Peer comparison benchmarks
  11. Visual storytelling
  12. Crisis communication
Module 12. Continuous improvement
Update models and processes ahead of regulatory cycles
12 chapters in this module
  1. Regulatory change monitoring
  2. Impact assessment workflow
  3. Stakeholder consultation
  4. Implementation roadmap
  5. Training rollout
  6. Feedback loops
  7. Benchmarking against peers
  8. Lessons learned capture
  9. Technology upgrades
  10. Vendor evaluation
  11. Cost-benefit analysis
  12. Next cycle planning

How this maps to your situation

  • Before a QRT submission
  • During ORSA preparation
  • After model validation feedback
  • Ahead of audit fieldwork

Before vs. after

Before
Assigned to routine compliance tasks despite technical skill
After
Chosen first for complex filings that shape capital decisions

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 18 hours over 6 weeks, with modular access for just-in-time learning

If nothing changes
Continuing to deliver solid but undifferentiated work means missing high-impact assignments that build internal reputation and career momentum

How this compares to the alternatives

Public training often covers Solvency II at a high level. This course delivers granular, audit-tested templates and artefacts used in Tier 1 insurers, exactly what’s needed to win premium engagements.

Frequently asked

How is this different from generic Solvency II training?
It focuses on artefact creation and decision ownership, not just awareness. You get templates and workflows used in actual filings, not just regulatory summaries.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I use this to support audit challenges?
Yes. Every module includes real-world examples and documented responses to Big Four audit queries.
$199 one-time. Approximately 18 hours over 6 weeks, with modular access for just-in-time learning.

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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