A tailored course, built for your situation
Mastering Solvency II for Data Management Leaders in Insurance
Turn regulatory depth into strategic influence across risk, actuarial, and compliance functions
$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.
Data leaders in insurance often operate below the strategic line, even when their work underpins regulatory capital assessments.
The situation this course is for
Despite deep involvement in Solvency II reporting cycles, many data managers find their input treated as operational rather than strategic. Their analyses inform ORSA, SFCR, and internal model validations, but they're rarely invited early in design discussions or capital planning debates. This gap isn't about technical skill, it's about having a shared language and documented methodology that earns a seat at the table with actuaries and risk officers.
Who this is for
Data Management Leaders in large insurance carriers who are embedded in Solvency II reporting but want broader influence on risk appetite, capital modeling, and cross-functional compliance alignment.
Who this is not for
Entry-level data analysts, auditors focused on SOX 404, or professionals outside the insurance sector will not find this course targeted to their context.
What you walk away with
- Predictable inclusion in pre-filing reviews with risk and actuarial teams
- Documented data lineage framework aligned to Pillar 1, 2, and 3 requirements
- Standard commentary templates for ESG, technical provisions, and capital models
- Shared vocabulary to lead cross-functional alignment on materiality thresholds
- Internal playbook for responding to supervisory questions on data quality
The 12 modules (with all 144 chapters)
Module 1. Solvency II Fundamentals for Data Practitioners
Build a working foundation in Solvency II structure, objectives, and data dependencies across Pillar 1, 2, and 3. Focus on how data quality impacts capital calculations and reporting deadlines.
12 chapters in this module
- Scope of Solvency II
- Three Pillars framework
- Data in Pillar 1 calculations
- Internal Model vs Standard Formula
- ORSA data inputs
- Technical Provisions data flow
- Risk Adjustment data sources
- Look-through for asset data
- EC reporting templates
- EIOPA guidelines
- Reporting frequency rules
- Materiality thresholds
Module 2. Data Governance in a Solvency II Context
Map core data governance roles to Solvency II obligations. Define RACI for data origination, transformation, and validation across actuarial, risk, and compliance.
12 chapters in this module
- Data ownership models
- RACI for reporting
- Data Quality Assurance
- Data lineage mapping
- Golden source definition
- Version control process
- Cross-system reconciliation
- Metadata standards
- Data dictionary design
- Change control workflow
- Exception handling
- Audit trail requirements
Module 3. Pillar 1: Quantitative Reporting Requirements
Break down the QRTs and identify the upstream data systems, validation rules, and aggregation logic required for accurate submission.
12 chapters in this module
- QRT 0101 overview
- SFCR vs SCR reporting
- Asset classification rules
- Liability valuation inputs
- Counterparty exposure data
- Collateral data
- Exposure to default
- Operational risk data
- Currency mapping
- Geographic exposures
- Time series data
- Validation thresholds
Module 4. Pillar 2: Internal Capital and Risk Assessment
Align data management practices with ICARA and ORSA cycles. Ensure data supports forward-looking risk analysis and board-level narratives.
12 chapters in this module
- ICARA process flow
- ORSA data scope
- Risk appetite metrics
- Scenario inputs
- Migration assumptions
- Stress testing data
- Internal model validation
- Governance documentation
- External events data
- Action trigger thresholds
- Risk mitigation data
- Narrative evidence
Module 5. Pillar 3: Public Disclosure and Transparency
Understand the public reporting requirements and ensure underlying data meets disclosure standards for consistency and comparability.
12 chapters in this module
- SFCR components
- Public data package
- Aggregation levels
- Disclosure templates
- Consistency checks
- Multi-year data
- Key figures
- Narrative alignment
- Risk profile
- Capital structure
- Liquidity metrics
- Governance statements
Module 6. Data Lineage for Regulatory Submissions
Design and document end-to-end data flows from source systems to regulatory reports, ensuring auditability and reproducibility.
12 chapters in this module
- Source system mapping
- ETL transformation rules
- Intermediate tables
- Validation checkpoints
- Error handling
- Reprocessing logic
- Versioned outputs
- Metadata tagging
- Ownership tracking
- Change impact analysis
- Reconciliation methods
- Audit readiness
Module 7. Data Quality Management Framework
Implement a structured approach to data quality monitoring, root cause analysis, and remediation within Solvency II reporting cycles.
12 chapters in this module
- DQ dimensions
- Completeness checks
- Accuracy metrics
- Timeliness rules
- Consistency validation
- Uniqueness checks
- Validity thresholds
- Data profiling
- Exception reporting
- Remediation workflow
- Trend analysis
- DQ dashboards
Module 8. Actuarial and Risk Data Integration
Bridge data practices between actuarial models and enterprise risk management, ensuring alignment on assumptions, ESGs, and reserving methodologies.
12 chapters in this module
- Actuarial model inputs
- Economic Scenario Generators
- Discount rate assumptions
- Mortality tables
- Reserving data
- Claims development
- IBNR calculations
- Risk aggregation
- Correlation matrices
- Tail risk data
- Model output validation
- Scenario consistency
Module 9. Vendor and Third-Party Data Oversight
Establish control frameworks for data provided by external vendors, including cloud platforms, actuarial services, and risk modeling firms.
12 chapters in this module
- Vendor onboarding
- Data SLAs
- Model validation
- Output verification
- Service provider audits
- Data security
- Contractual terms
- Performance monitoring
- Incident response
- Exit planning
- Data portability
- Compliance checks
Module 10. Cross-Functional Alignment and Communication
Develop communication strategies and templates to align risk, actuarial, compliance, and IT on data requirements and reporting timelines.
12 chapters in this module
- Stakeholder mapping
- Meeting cadence
- Issue escalation
- Decision logs
- Change requests
- Status reporting
- Alignment sessions
- Commentary templates
- Dispute resolution
- Knowledge transfer
- Feedback loops
- Governance forums
Module 11. Regulator Engagement and Response Preparation
Prepare for supervisory questions with documented data quality evidence, lineage narratives, and validation workflows.
12 chapters in this module
- Supervisory expectations
- Common queries
- Data evidence package
- Response coordination
- Technical documentation
- Gap remediation
- Follow-up timelines
- Tone and framing
- Escalation path
- Lessons learned
- Proactive disclosures
- Regulatory trends
Module 12. Sustainable Implementation and Knowledge Transfer
Ensure continuity of Solvency II data practices through documentation, training, and institutionalization of playbooks.
12 chapters in this module
- Playbook design
- Training materials
- Onboarding process
- Succession planning
- Version control
- Update workflow
- Lessons capture
- Audit preparation
- Continuous improvement
- Benchmarking
- Maturity assessment
- Knowledge repository
How this maps to your situation
- Pre-filing alignment
- Cross-functional dispute
- Regulatory inquiry
- Leadership briefing
Before vs. after
Before
Data inputs for Solvency II are managed reactively, with limited influence on design decisions or capital discussions.
After
You lead coordinated data planning across risk, actuarial, and compliance, with documented frameworks that ensure inclusion in strategic reviews.
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 6-8 hours of structured learning, with self-paced access to all materials.
If nothing changes
Without deliberate positioning, data leadership remains operational. The same work continues to inform critical reports, but without expanded influence on risk appetite, capital modeling, or cross-functional alignment , limiting strategic impact despite technical excellence.
How this compares to the alternatives
Generic governance courses miss Solvency II specificity. Public webinars lack structured implementation tools. This course delivers targeted content with ready-to-use templates and a personalized playbook for immediate application in insurance data leadership roles.
Frequently asked
Is this course suitable for non-actuarial professionals?
Yes, it is designed specifically for data, risk, and compliance leaders who work with actuarial outputs but do not perform modeling themselves.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Do I get access to a template library?
Yes, every module includes downloadable templates and worked examples, culminating in a hand-built implementation playbook.
$199 one-time. Approximately 6-8 hours of structured learning, with self-paced access to all materials..
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