A tailored course, built for your situation
Sources and specific examples on hand when peers push back on Solvency II assessments
Build unshakable reasoning for insurance capital and risk decisions under scrutiny
$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 technically correct isn’t enough when your capital model assumptions face pushback without a clear trail of reasoning
The situation this course is for
Practitioners are increasingly expected to not only produce Solvency II outputs but also defend them under cross-functional scrutiny. Without documented rationale and specific regulatory touchpoints, even sound models face delays and reversals during review cycles.
Who this is for
Insurance risk and compliance professionals responsible for Solvency II reporting and capital model validation, especially those who interface with internal audit, actuarial teams, or regulatory reviewers
Who this is not for
Entry-level analysts who don't own model assumptions, or executives who only receive summaries without engaging on methodology
What you walk away with
- Reference specific EBA Q&As and national competent authority rulings when defending capital treatments
- Map Solvency II Pillar 1 calculations to underlying regulatory text with annotated trailings
- Respond to peer challenges using pre-built rationale patterns from past filings
- Structure challenge-response documentation that survives leadership turnover
- Confidently explain 'why this calibrator' or 'why this correlation assumption' using precedent
The 12 modules (with all 144 chapters)
Module 1. Grounding capital model choices in EBA guidelines
Learn how to anchor model inputs in documented regulatory expectations, avoiding assumption drift under review.
12 chapters in this module
- EBA FAQ versioning and retrieval
- Locating binding vs. clarifying language
- Cross-referencing EBA outputs to national application
- Archiving regulator-specific interpretations
- Mapping calibration choices to Q&A sections
- Version control for regulatory updates
- When EBA guidance contradicts internal practice
- Building a living index of EBA touchpoints
- Citing EBA material in peer reviews
- Handling jurisdictional divergences
- Updating rationale after new Q&As
- Template: EBA citation matrix
Module 2. Justifying Pillar 1 technical assumptions
Defend numerical choices in standard formula and internal model calculations with traceable logic.
12 chapters in this module
- Why 0.045 for biometric shock
- Calibrating catastrophe risk submodules
- Correlation matrix sourcing
- Volatility input justification
- Matching risk aggregation method to portfolio
- Treatment of recoverables
- Discount curve selection logic
- Currency hedging assumptions
- Inflation pass-through rationale
- Parameter stability testing
- Benchmarking to peer disclosures
- Template: Pillar 1 assumption ledger
Module 3. Handling Pillar 2 internal model challenges
Respond to questions about ORSA, governance, and model validation with concrete examples.
12 chapters in this module
- ORSA narrative structure
- Documenting governance escalation paths
- Backtesting frequency decisions
- Model validation scope justification
- Expert judgment documentation
- Scenario design rationale
- Reverse stress test logic
- Tolerance for model drift
- Internal audit challenge logs
- Peer benchmarking depth
- Change control for model updates
- Template: Pillar 2 defence binder
Module 4. Responding to actuarial peer reviews
Anticipate and counter technical challenges from actuarial and capital modelling teams.
12 chapters in this module
- Actuarial assumption challenge patterns
- Reserving methodology disputes
- Best estimate vs. ULT divergence
- Prudent valuation citations
- Risk margin calculation logic
- Conservative calibration benchmarks
- Stochastic vs deterministic tradeoffs
- Chain ladder sensitivity
- Mortality shock sources
- Longevity risk treatment
- Discount rate selection trail
- Template: Actuarial response matrix
Module 5. Building regulator-facing documentation
Structure filings and supplementary materials to pre-empt challenges.
12 chapters in this module
- Regulator question anticipation
- Pre-submission stress testing
- Disclosure depth calibration
- Treatment of materiality thresholds
- Cross-border reporting alignment
- Handling NCA follow-ups
- Timing of supplementary filings
- Document version control
- Audit trail integration
- Handling model changes mid-cycle
- Consistency across reports
- Template: Regulator correspondence archive
Module 6. Defending capital treatment of reinsurance
Justify collateral, credit quality, and duration choices for reinsurance recoverables.
12 chapters in this module
- Reinsurance admissibility criteria
- Collateral monitoring frequency
- Rating threshold justification
- Duration matching logic
- Credit risk mitigation treatment
- Counterparty concentration limits
- Recovery rate assumptions
- Default probability sourcing
- Hedging effectiveness testing
- Currency mismatch risks
- Legal enforceability checks
- Template: Reinsurance defensibility dossier
Module 7. Challenging internal model validation outcomes
Respond to validation findings with documented reasoning and precedent.
12 chapters in this module
- Validation scope challenge
- Backtesting interval justification
- Model drift tolerance
- Expert judgment documentation
- Sensitivity testing depth
- Outlier treatment logic
- Model boundary decisions
- Proxy use rationale
- Data quality thresholds
- Stress test calibration
- Model simplification defence
- Template: Validation rebuttal playbook
Module 8. Handling complaints with capital implications
Link customer disputes to capital model adjustments with clear cause-effect logic.
12 chapters in this module
- Complaints to capital impact mapping
- Operational risk loss events
- Linking complaints to ORSA
- Reserving for future disputes
- Treatment of systemic issues
- Regulatory reporting triggers
- Escalation pathways
- Data quality in complaint logs
- Frequency-severity assumptions
- Mitigation effectiveness tracking
- Historical trend citation
- Template: Complaint capital linkage log
Module 9. Navigating ESG integration in Solvency II
Defend climate and ESG risk treatments as part of capital adequacy assessment.
12 chapters in this module
- Climate scenario selection
- Physical risk modelling
- Transition risk assumptions
- Portfolio alignment metrics
- Green asset filter criteria
- Carbon footprint calculation
- Stranded asset assumptions
- Time horizon for ESG risks
- Capital charge calibration
- Disclosure depth for ESG
- Stakeholder expectations mapping
- Template: ESG defensibility pack
Module 10. Documenting model exemptions and simplifications
Justify departures from standard approach using regulator-aligned reasoning.
12 chapters in this module
- Exemption eligibility criteria
- Materiality threshold application
- Simplification justification
- Alternative method documentation
- Regulatory approval tracking
- Scope of exemption
- Monitoring for requalification
- Internal governance approvals
- Audit trail maintenance
- Transition to full model
- Peer comparison for simplifications
- Template: Exemption rationale binder
Module 11. Maintaining defensibility during leadership changes
Ensure capital model reasoning survives team turnover and strategic shifts.
12 chapters in this module
- Knowledge transfer planning
- Model rationale documentation
- Decision trail archiving
- Successor onboarding packs
- Assumption change logs
- Governance continuity
- Historical challenge responses
- Version-controlled playbooks
- Cross-team reference sharing
- Mentorship pathways
- Lessons from past audits
- Template: Institutional memory archive
Module 12. Building a personal reference library for Solvency II
Assemble a curated, searchable knowledge base for future challenges.
12 chapters in this module
- Source categorization
- Regulator ruling index
- Internal challenge logs
- External peer disclosures
- Academic paper integration
- Conference insight curation
- Tagging system design
- Searchable archive structure
- Update protocols
- Collaborative annotation
- Version control
- Template: Personal Solvency II library
How this maps to your situation
- Responding to internal actuarial review
- Preparing for regulator inquiry
- Defending capital model changes
- Onboarding new team members
Before vs. after
Before
Having to reconstruct justification on the fly when capital assumptions are questioned
After
Walking into any review with a documented trail of regulatory alignment, precedent, and specific examples
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 integration into real-time peer reviews and reporting cycles.
If nothing changes
Continuing to rely on tacit knowledge and ad-hoc reasoning risks model challenges escalating into formal disputes or delays in regulatory approval.
How this compares to the alternatives
Unlike generic Solvency II overviews, this course focuses exclusively on building defensible, source-backed reasoning for high-pressure challenges , not just what the rules are, but how to stand by your interpretation when pushed.
Frequently asked
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does this cover both standard formula and internal models?
Yes, with specific rationale patterns for both approaches and how to defend departures from standardised rules.
Is this relevant if I’m not in actuarial?
Yes , especially if you review, challenge, or report on capital models and need to justify positions under scrutiny.
$199 one-time. Approximately 3 hours per module, designed for integration into real-time peer reviews and 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