A tailored course, built for your situation
Solvency II compliance packages signed off by senior leadership
Deliver regulator-ready Solvency II documentation with documented ownership and traceable control mapping
$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 compliance and governance practitioner in insurance or financial services with direct influence on capital reporting artefacts
Who this is not for
Entry-level administrators, external auditors, or staff outside insurance capital governance functions
What you walk away with
- Produce Solvency II compliance packages with pre-aligned sign-off paths
- Establish documented ownership trails for every control and disclosure
- Reduce rework cycles by integrating reviewer expectations upfront
- Turn ad-hoc submissions into reusable, version-controlled templates
- Become the named preparer for high-visibility regulatory deliverables
The 12 modules (with all 144 chapters)
Module 1. Mapping Solvency II requirements to MAM design controls
Align policy mandates with existing system configurations using traceable logic trees.
12 chapters in this module
- Linking Pillar 1 quantitative reporting to data sources
- Matching technical provisions to actuarial inputs
- Control mapping for market risk sub-modules
- Integrating credit risk thresholds into workflow rules
- Operational risk exposure tagging by severity
- Solvency Capital Requirement linkage to asset allocations
- Liquidity risk flags in cash flow models
- FX risk controls in cross-border reporting
- Counterparty risk triggers in derivative positions
- Interest rate risk sensitivity mapping
- Inflation risk adjustment controls
- Equity risk tolerance thresholds
Module 2. Ownership trails for regulatory documentation
Assign and prove accountability at each layer of the compliance package.
12 chapters in this module
- Named preparer designation in document headers
- Version control with changelog justification
- Reviewer sign-off workflows in shared drives
- Email-based approvals with audit trails
- Digital signature integration paths
- Timestamped comment resolution logs
- Role-based access definitions
- Departmental endorsement templates
- Escalation routing trees
- Retention rules for signed versions
- Cross-team visibility settings
- Change freeze periods before submission
Module 3. Traceable control design in capital models
Embed verifiable controls directly into model logic and assumptions.
12 chapters in this module
- Parameter override logging
- Assumption change approvals
- Model boundary documentation
- Backtesting frequency rules
- Stress test trigger definitions
- Calibration adjustment controls
- Data source validity windows
- Outlier detection thresholds
- Manual input safeguards
- Automated anomaly alerts
- Model version lineage tracking
- Peer review check cycles
Module 4. Document packaging for regulator review
Structure deliverables to match EBA and national supervisor expectations.
12 chapters in this module
- Executive summary formatting standards
- Table of contents with hyperlinked anchors
- Glossary consistency rules
- Footnote citation styles
- Appendix labeling conventions
- Regulator-specific annex structures
- Narrative linkage to control tables
- Cross-reference indexing
- Risk aggregation summaries
- Disclosure completeness checklists
- Version comparison appendices
- Submission readiness sign-offs
Module 5. Integration with internal audit cycles
Preempt auditor findings by aligning package structure with testing scope.
12 chapters in this module
- Audit population flagging
- Sample selection criteria documentation
- Testing window definitions
- Exception handling workflows
- Remediation tracking fields
- Control effectiveness ratings
- Testing frequency alignment
- Evidence retention rules
- Audit trail access paths
- Findings linkage to control owners
- Follow-up testing flags
- Closed-loop validation steps
Module 6. Cross-functional alignment on capital reporting
Synchronize inputs from actuarial, finance, and risk teams.
12 chapters in this module
- Actuarial submission deadlines
- Finance data cut-off coordination
- Risk department input templates
- Data reconciliation checkpoints
- Inter-departmental review calendars
- Conflict escalation paths
- Change freeze scheduling
- Version handoff protocols
- Point-of-contact definitions
- Status update rhythms
- Dependency mapping
- Final validation sign-off chains
Module 7. Model governance committee preparation
Structure agenda items and backup materials to secure formal approval.
12 chapters in this module
- Committee charter alignment
- Agenda item justification
- Backup material indexing
- Presentation slide standards
- Q&A prep documentation
- Action item tracking
- Decision log maintenance
- Voting outcome recording
- Policy update triggers
- Threshold change approvals
- Model retirement recommendations
- Successor model planning
Module 8. Control effectiveness testing procedures
Design tests that validate control operation over time.
12 chapters in this module
- Test design for automated controls
- Manual control walkthrough steps
- Frequency determination logic
- Sample size calculation rules
- Deviation threshold definitions
- Re-performance testing steps
- Observation checklists
- Interview question banks
- Evidence collection protocols
- Deficiency classification rules
- Remediation timeline tracking
- Test result summary formats
Module 9. Regulatory change impact analysis
Assess new guidance for implications on existing architecture.
12 chapters in this module
- Policy change detection sources
- Impact scope definition
- Stakeholder notification rules
- Control gap identification
- Remediation effort estimation
- Timeline coordination
- Documentation update workflows
- Training need assessments
- Communication plan drafting
- Implementation tracking
- Post-implementation review
- Regulator outreach coordination
Module 10. Documentation reuse across reporting cycles
Create versionable assets that compound quality over time.
12 chapters in this module
- Template version control
- Change delta documentation
- Pre-approved text blocks
- Reusable narrative segments
- Control mapping libraries
- Automated update propagation
- Deprecated content archiving
- Review cycle tagging
- Ownership inheritance rules
- Cross-product applicability flags
- Jurisdiction-specific overrides
- Standard update checklist
Module 11. Sign-off authority pathing
Map and validate formal approval routes for each document type.
12 chapters in this module
- Approval hierarchy definitions
- Role-based sign-off rights
- Dual-control requirements
- Escalation paths for delays
- Remote approval procedures
- Digital authorization standards
- Time-bound approval windows
- Override protocols
- Contingency approvers
- Delegation rule documentation
- Audit trail integration
- Status tracking dashboards
Module 12. Final submission readiness
Verify completeness, accuracy, and timeliness before regulator delivery.
12 chapters in this module
- Completeness checklist design
- Data reconciliation verification
- Narrative-control alignment
- Formatting standard checks
- Attachment validation
- Version consistency audit
- Review cycle confirmation
- Submission deadline tracking
- Delivery method confirmation
- Receipt confirmation logging
- Post-submission review prep
- Regulator feedback intake
How this maps to your situation
- Producing the first draft of a Solvency II compliance package
- Responding to internal audit findings on control gaps
- Preparing for model governance committee review
- Incorporating regulator feedback into next version
Before vs. after
Before
Compliance packages require multiple review cycles, sign-offs are delayed, and ownership trails are incomplete.
After
Solvency II packages are delivered with pre-aligned ownership, traceable controls, and senior sign-off achieved on first submission.
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, or 36 hours total, depending on prior familiarity with Solvency II control structures.
How this compares to the alternatives
Generic risk training lacks regulator-specific structure. Public webinars omit ownership trail design. Internal playbooks decay over time. This course delivers a living, reusable system for Solvency II compliance that compounds quality across cycles.
Frequently asked
Will this help me reduce rework from auditors or regulators?
Yes. The course builds compliance packages with upfront control mapping and documented ownership, reducing common findings.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I reuse the templates across different reporting cycles?
Yes. Each template includes version control logic and change delta tracking for reuse and auditability.
$199 one-time. Approximately 3 hours per module, or 36 hours total, depending on prior familiarity with Solvency II control structures..
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