A tailored course, built for your situation
Sharper Solvency II Submissions with Fewer Revisions
Produce auditable, regulator-ready outputs the first time through structured precision and framework fluency
$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 insurance risk professionals responsible for Solvency II reporting accuracy and timeliness
Who this is not for
Entry-level analysts, auditors without direct Solvency II drafting responsibility, or professionals outside insurance capital regulation
What you walk away with
- Produce Solvency II quantitative and narrative outputs that pass internal review without rework
- Apply a repeatable structure to QRT templates aligned with EIOPA expectations
- Anticipate common clarification requests and preempt them in initial submissions
- Strengthen cross-check logic between technical provisions, own funds, and risk exposure statements
- Build auditable reasoning trails for capital model adjustments
The 12 modules (with all 144 chapters)
Module 1. Anatomy of a First-Time-Accepted Solvency II Submission
Break down recent EIOPA-compliant submissions to identify structural markers of quality that pass audit scrutiny without revision loops.
12 chapters in this module
- Defining submission quality
- Common rejection patterns
- The 5-part acceptance threshold
- Regulator feedback cycles
- Version control discipline
- Cross-document consistency
- Narrative coherence rules
- Evidence linkage standards
- Template fidelity benchmarks
- Timing and sequencing norms
- Internal sign-off triggers
- Revision cost analysis
Module 2. Mastering the Solvency II Reporting Framework
Map each reporting obligation to its directive origin and operational implication, building fluency across QRTs, ORSA, and technical provisions.
12 chapters in this module
- Directive to output mapping
- QRT taxonomy deep dive
- ORSA integration points
- Pillar 2 requirements traceability
- Technical provisions logic
- Own funds calculation paths
- Risk module interdependencies
- Group vs solo filing distinctions
- Materiality thresholds
- Currency conversion rules
- Look-through equity treatment
- Subsidiary consolidation logic
Module 3. Building Audit-Ready Quantitative Templates
Transform QRT spreadsheets from working drafts to auditable documents with embedded validation and traceable assumptions.
12 chapters in this module
- Header integrity rules
- Cell-level annotation standards
- Cross-worksheet verification
- Automated plausibility checks
- Versioned assumption sheets
- Currency translation logs
- Time-series alignment checks
- Footnote linkage design
- Validation rule embedding
- Error flagging protocols
- Reviewer navigation aids
- Export formatting standards
Module 4. Precision in Technical Provisions Estimation
Apply structured methodology to calculate best estimate and risk margin components with defensible, replicable logic.
12 chapters in this module
- Best estimate definition
- Discount rate selection
- Run-off pattern modeling
- Inflation adjustment rigor
- Currency risk handling
- Portfolio segmentation logic
- Data smoothing rules
- Outlier treatment policy
- Sensitivity testing design
- Assumption documentation
- Model validation thresholds
- Peer benchmark alignment
Module 5. Strengthening Own Funds Calculations
Ensure completeness and accuracy in eligible own funds, tier classification, and eligibility criteria application.
12 chapters in this module
- Tier 1 capital criteria
- Tier 2 capital rules
- Deduction logic mastery
- Fungibility assessment
- Subordination verification
- Currency mismatch rules
- Look-through requirements
- Hybrid instrument treatment
- Dividend stop clauses
- Regulatory capital ratios
- Impairment recognition
- Cross-border treatment
Module 6. Designing Effective Risk Exposure Statements
Craft narratives that clearly articulate risk concentration, mitigation strategy, and sensitivity without ambiguity.
12 chapters in this module
- Risk appetite linkage
- Concentration threshold definition
- Market risk deep dive
- Credit risk breakdown
- Operational risk framing
- Liquidity risk narrative
- Concentration metric selection
- Mitigation strategy clarity
- Stress testing summary
- Scenario logic transparency
- Risk interdependency mapping
- Narrative validation checklist
Module 7. Calibrating Internal Models to Regulatory Expectations
Align internal risk modeling practices with Pillar 1 and Pillar 2 supervisory expectations, ensuring defensible outcomes.
12 chapters in this module
- Model approval prerequisites
- Data quality benchmarks
- Backtesting frequency norms
- Stress scenario design
- Reverse stress testing
- Model boundary definition
- Parameter stability checks
- Expert judgment grounding
- Sensitivity documentation
- Model governance logs
- Model change controls
- Validation cycle timing
Module 8. Preempting Common Regulatory Clarifications
Anticipate and address typical follow-up questions before submission through foresight-driven drafting.
12 chapters in this module
- Top 10 clarification requests
- Assumption transparency rules
- Model justification depth
- Data lineage documentation
- Material deviation flags
- Judgment call annotation
- Benchmarking reference points
- Peer comparison context
- Historical trend justification
- Exception reporting logic
- Regulatory correspondence archive
- Feedback loop integration
Module 9. Creating Repeatable Quality Control Workflows
Implement checklist-driven review processes that catch errors early and ensure consistency across filings.
12 chapters in this module
- Pre-submission checklist design
- Tiered review structure
- Error taxonomy creation
- Cross-check automation
- Peer validation protocol
- Version comparison tools
- Assumption audit trail
- Narrative coherence check
- Data consistency scan
- Regulatory alignment score
- Revision tracking system
- Lessons learned capture
Module 10. Documenting Assumptions with Regulatory-Grade Precision
Build assumption justifications that withstand scrutiny through traceable data, expert sourcing, and scenario transparency.
12 chapters in this module
- Assumption classification
- Data source verification
- Expert judgment framing
- Scenario justification
- Sensitivity range setting
- Historical trend anchoring
- Peer benchmark citation
- Model output cross-check
- Uncertainty quantification
- Change tracking protocol
- Review readiness package
- Audit trail completeness
Module 11. Aligning with Group Reporting Standards
Ensure consistency and clarity when consolidating solo filings into group-level submissions under Solvency II.
12 chapters in this module
- Group reporting thresholds
- Consolidation methodology
- Currency translation rules
- Intercompany elimination
- Risk aggregation logic
- Diversification benefit claims
- Group support agreements
- Capital support clarity
- Cross-border regulatory variance
- Local vs group treatment
- Reporting package structure
- Consistency validation
Module 12. Sustaining Quality Across Renewal Cycles
Build institutional memory and process resilience so quality isn't lost between annual filings.
12 chapters in this module
- Knowledge transfer protocol
- Document retention standards
- Reviewer onboarding
- Process playbook update
- Lessons learned integration
- Template version control
- Assumption library maintenance
- Expert network mapping
- Regulatory change alerting
- Audit feedback embedding
- Team continuity planning
- Quality metric tracking
How this maps to your situation
- When drafting QRTs
- Before ORSA submission
- During technical provisions review
- After regulator feedback
Before vs. after
Before
Solvency II submissions require multiple review cycles and frequent clarification requests.
After
Outputs are regulator-ready on first submission, with clear documentation and fewer revisions.
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 for completion over 12 weeks with spaced practice and real-world application.
If nothing changes
Without structured quality practices, even accurate submissions face delayed approval due to formatting inconsistencies, missing justifications, or unclear narratives, eroding trust and increasing workload.
How this compares to the alternatives
Unlike generic compliance training, this course delivers Solvency II-specific patterns used by top-quartile filers, focused on quality lift, not just awareness.
Frequently asked
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this cover both Pillar 1 and Pillar 2 requirements?
Yes, with dedicated modules on QRTs, ORSA, internal models, and governance documentation.
Are templates provided for actual use?
Yes, downloadable and customizable templates for QRTs, assumption documentation, and risk narratives.
$199 one-time. Approximately 3 hours per module, designed for completion over 12 weeks with spaced practice and real-world application..
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