A tailored course, built for your situation
Mastering Solvency II for Senior Insurance Risk Executives
How to align capital, compliance, and reporting in a single operational rhythm
$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.
Stalled weeks waiting for sign-off on technical provisions or ORSA reports
The situation this course is for
Even minor gaps in control mapping or narrative consistency can trigger cascading delays across audit, actuarial, and regulatory teams, especially when artefacts lack alignment with both Pillar 1 calculations and Pillar 3 disclosures.
Who this is for
Senior risk and compliance executives in large U.S. insurance carriers responsible for Solvency II readiness, capital reporting, and regulatory engagement
Who this is not for
Junior analysts, external auditors, or professionals outside the insurance sector
What you walk away with
- Produce complete Solvency II SoA drafts 40% faster using precedent-aligned templates
- Reduce review cycles by building regulator-ready narratives the first time
- Own end-to-end workflow from directive text to validated internal control set
- Align actuarial, finance, and compliance teams using a shared implementation playbook
- Surface compliance-critical interpretations before external validation cycles begin
The 12 modules (with all 144 chapters)
Module 1. Solvency II Directive Structure Deep Dive
Break down each article and annex of the Solvency II framework with precision, focusing on relevance to U.S.-based groups under equivalence.
12 chapters in this module
- Directive hierarchy and key articles
- Equivalence status under EU framework
- U.S. group-wide supervision rules
- Subsidiary reporting tiers
- Regulatory scope mapping
- Materiality thresholds
- ORSA integration points
- Legal entity alignment
- Internal model eligibility
- Fit and proper assessments
- Risk management system mapping
- Compliance trail architecture
Module 2. Pillar 1: Quantitative Reporting Acceleration
Streamline Solvency Capital Requirement calculations and XBRL filing outputs using pre-validated templates.
12 chapters in this module
- Asset classification rules
- Counterparty risk treatment
- Matching adjustment framework
- Look-through approach steps
- SCR standard formula inputs
- Aggregation method selection
- Lapse risk assumptions
- Market risk sub-module build
- Operational risk capital calc
- Group SCR offset handling
- Reporting template alignment
- XBRL tagging best practices
Module 3. Pillar 2: Internal Risk Model Development
Build robust ORSA and ICAAP processes that anticipate EBA review patterns.
12 chapters in this module
- Own risk and solvency assessment
- Governance documentation
- Forward-looking scenario design
- Stress testing frequency
- Risk tolerance thresholds
- Capital allocation methods
- Early warning indicators
- Internal escalation protocols
- Board communication rhythm
- Model validation steps
- External consultant interface
- Audit trail integration
Module 4. Pillar 3: Public Disclosure Efficiency
Generate regulator-ready QRTs and public reports without multi-team iteration loops.
12 chapters in this module
- Disclosure objective mapping
- Template reuse patterns
- Technical provisions note
- Capital structure narrative
- Risk exposure summary
- Governance reporting
- Group structure disclosure
- Remuneration policy summary
- Internal model status
- Risk management metrics
- Compliance checklist build
- Version control workflow
Module 5. Actuarial Control Validation
Align valuation methods with regulatory expectations and reduce rework.
12 chapters in this module
- Best estimate methodology
- Risk margin calculation
- Ultimate forward rate use
- Discount rate selection
- Liability cash flow timing
- Parameter risk handling
- Process risk measurement
- Lifecycle assumptions
- Prudent valuations
- Data quality standards
- Model documentation
- Peer benchmarking
Module 6. Compliance Workflow Automation
Design repeatable artefact pipelines using structured documentation trees.
12 chapters in this module
- Control mapping templates
- Ownership assignment logic
- Review cycle tracking
- Change impact analysis
- Version control strategy
- Document naming convention
- Cross-functional sign-off
- Regulatory update alerts
- Internal audit prep
- Knowledge retention design
- Onboarding integration
- Toolchain alignment
Module 7. Cross-Functional Alignment Tactics
Synchronize actuarial, finance, and compliance timelines for unified output.
12 chapters in this module
- Stakeholder mapping
- Inter-departmental deadlines
- Shared calendar setup
- Data source agreement
- Interpretation consensus
- Meeting rhythm design
- Escalation protocol
- Feedback channel setup
- Conflict resolution
- Communication hierarchy
- Leadership visibility
- Performance tracking
Module 8. Regulator Engagement Readiness
Anticipate questions and prepare evidence trails before exams begin.
12 chapters in this module
- EBA review patterns
- Common deficiency areas
- Response document prep
- Evidence hierarchy
- Interview preparation
- Follow-up tracking
- Deficiency root cause
- Corrective action plans
- Tone and style guide
- Escalation handling
- Peer comparison data
- Post-review audit
Module 9. Implementation Playbook Development
Build a living document that survives personnel and leadership changes.
12 chapters in this module
- Modular architecture
- Version history
- Stakeholder input
- Approval workflow
- Tool integration
- Update triggers
- Change log
- Access control
- Training integration
- Succession planning
- External validation
- Living document updates
Module 10. Efficiency Benchmarking
Compare process timelines and resource use against top-quartile carriers.
12 chapters in this module
- Cycle time tracking
- Staff hour benchmarks
- External consultant spend
- Review iteration count
- First-pass success rate
- Reporting error frequency
- Team capacity planning
- Automation potential
- Peer comparison data
- Process gap identification
- Improvement roadmap
- ROI analysis
Module 11. Change Management Integration
Embed new requirements into existing risk governance without disruption.
12 chapters in this module
- Impact assessment
- Stakeholder communication
- Process update
- Training rollout
- Feedback loop
- Compliance confirmation
- Leadership reporting
- Audit trail
- Documentation refresh
- Timeline sync
- Resource planning
- Risk register update
Module 12. Long-Term Compliance Sustainability
Ensure continuity across leadership, regulatory shifts, and market changes.
12 chapters in this module
- Knowledge transfer
- Document ownership
- Succession planning
- External audit prep
- Regulatory monitoring
- Update alert system
- Annual refresh rhythm
- Team onboarding
- Performance metrics
- Lessons learned
- Process optimization
- Strategic alignment
How this maps to your situation
- Initial implementation
- Ongoing compliance
- Regulatory review prep
- Leadership transition
Before vs. after
Before
Weeks spent coordinating between actuarial, compliance, and audit teams to produce Solvency II artefacts, with frequent rework due to misalignment or incomplete narratives.
After
Produce regulator-ready reports and control documentation in a fraction of the time, using a repeatable, team-agnostic process that reduces dependency on individual expertise.
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 2.5 hours per module, designed for completion within 6 weeks while maintaining full-time responsibilities.
If nothing changes
Continuing with fragmented processes increases exposure to delayed filings, regulator scrutiny, and avoidable consulting costs, while slowing strategic initiatives that depend on clear capital visibility.
How this compares to the alternatives
Unlike general compliance courses, this program is tailored to the specific implementation patterns, regulatory expectations, and workflow challenges faced by senior executives in large U.S. insurance organizations under Solvency II equivalence.
Frequently asked
Is this course focused on EU or U.S. implementation?
It’s designed specifically for U.S. insurers operating under Solvency II equivalence, with emphasis on how EU requirements map to existing NAIC and state-level practices.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Are templates provided in editable formats?
Yes, all templates are delivered in Word and Excel formats for immediate customization and integration.
$199 one-time. Approximately 2.5 hours per module, designed for completion within 6 weeks while maintaining full-time responsibilities..
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