A tailored course, built for your situation
Own Solvency II Implementation Across Functions
A 12-module builder’s path to expanded influence in capital and risk governance
$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.
Frustrated by slow cross-team alignment on Solvency II deliverables?
The situation this course is for
Too often, Solvency II responsibilities fall through the cracks, finance owns capital calcs, actuarial owns model inputs, risk owns compliance, and no one person has end-to-end ownership. That leads to last-minute scrambles, duplicated work, and visibility gaps when auditors knock.
Who this is for
Chief Manager in insurance risk, compliance, or capital management with hands-on responsibility for Solvency II reporting and internal controls
Who this is not for
This is not for junior analysts, auditors, or consultants without direct accountability for Solvency II execution in their organization.
What you walk away with
- End-to-end ownership of Solvency II reporting cycles across risk, finance, and actuarial
- Repeatable templates for Pillar II ORSA documentation and internal sign-off
- Authority to standardize data collection protocols across departments
- Direct influence over internal model validation timelines and scope
- First-mover status as the internal reference on Solvency II control mapping
The 12 modules (with all 144 chapters)
Module 1. Solvency II Framework Fundamentals
Ground your role in the full scope of Solvency II directives, with emphasis on Pillar I capital requirements and regulatory reporting thresholds.
12 chapters in this module
- Scope of Solvency II application
- Pillar I quantitative reporting
- Minimum capital requirement calculation
- Solvency Capital Requirement basics
- Risk margin and matching adjustment
- Technical provisions under IFRS 17
- Reporting frequency and deadlines
- Standard formula vs internal models
- ORSA reporting obligations
- Supervisory review process
- Public disclosure requirements
- Regulatory oversight triggers
Module 2. Data Governance for Capital Reporting
Establish control over input data quality from actuarial, finance, and underwriting teams with standardised validation rules.
12 chapters in this module
- Data lineage mapping for SCR
- Actuarial input accountability
- Finance data integration points
- Underwriting exposure feeds
- Reinsurance data handling
- Data quality thresholds
- Validation rule design
- Exception escalation paths
- Automated reconciliation checks
- Audit trail requirements
- Data ownership definitions
- Cross-functional data SLAs
Module 3. Internal Control Framework Design
Map controls across Solvency II processes and position yourself as the central validator.
12 chapters in this module
- Control points in capital workflow
- Segregation of duties mapping
- Access review protocols
- Change management for models
- Documentation standards
- Evidence retention rules
- Control testing frequency
- Deficiency tracking process
- Remediation workflows
- Sign-off delegation rules
- Internal audit coordination
- External auditor readiness
Module 4. Cross-Functional Alignment Tactics
Lead coordination without authority by building structured workflows across siloed teams.
12 chapters in this module
- Stakeholder influence without hierarchy
- Meeting cadence design
- RACI matrix for Solvency II
- Status reporting protocols
- Escalation triggers
- Conflict resolution playbooks
- Executive summary design
- Meeting minutes standardisation
- Action item tracking
- Pre-read distribution
- Decision logging
- Feedback integration
Module 5. ORSA Process Leadership
Take ownership of the Own Risk and Solvency Assessment cycle and position it as a strategic lever.
12 chapters in this module
- ORSA scope definition
- Scenario selection methodology
- Risk appetite statement alignment
- Stress testing coordination
- Capital projection models
- Liquidity risk integration
- Operational risk modelling
- Reinsurance dependency checks
- Capital allocation impacts
- Board presentation prep
- Internal validation cycle
- External benchmarking
Module 6. Regulatory Narrative Development
Shape how Solvency II outcomes are communicated to internal and external stakeholders.
12 chapters in this module
- Tone and precision in reporting
- Regulator-facing language
- Management commentary drafting
- Disclosure narrative flow
- Risk concentration framing
- Capital strength messaging
- Peer comparison context
- Uncertainty disclosure
- Model assumption transparency
- Limitations statement drafting
- Forward-looking statements
- Audit committee summaries
Module 7. Audit and Inspection Readiness
Turn audit cycles from reactive scrambles into predictable, controlled events.
12 chapters in this module
- Audit timeline anticipation
- Evidence pre-packaging
- Point-of-contact protocols
- Deficiency response templates
- Internal dry runs
- Regulatory inquiry prep
- Documentation trails
- Evidence retention rules
- Subject matter expert access
- Response delegation rules
- Follow-up tracking
- Lessons learned integration
Module 8. Control Automation Opportunities
Identify where manual Solvency II processes can shift to automated workflows.
12 chapters in this module
- Manual effort mapping
- Repetition detection
- Data validation automation
- Alert threshold design
- Workflow tool integration
- Dashboard reporting
- Exception handling
- User access controls
- Change tracking
- Version control
- Integration with ERP
- Testing protocols
Module 9. Stakeholder Communication Strategy
Design messaging that builds trust and clarity across technical and non-technical audiences.
12 chapters in this module
- Executive summary drafting
- Risk committee updates
- Board-level summaries
- Finance team briefings
- Actuarial alignment
- Internal audit coordination
- Regulatory liaison
- External auditor prep
- Legal department touchpoints
- HR implications
- Vendor management comms
- Public affairs handling
Module 10. Continuous Improvement Framework
Build a system that learns from each cycle and reduces future effort.
12 chapters in this module
- Post-cycle review design
- Improvement backlog creation
- Quick win identification
- Stakeholder feedback loops
- Process bottleneck analysis
- Efficiency metric tracking
- Control enhancement ideas
- Automation backlog
- Training needs
- Documentation updates
- Knowledge transfer plans
- Successor readiness
Module 11. Internal Training and Enablement
Scale your impact by upskilling others to maintain standards without constant oversight.
12 chapters in this module
- Training need assessment
- Curriculum design
- Session delivery
- Knowledge checks
- Reference material creation
- FAQ documentation
- Role-specific guides
- Onboarding integration
- Refresher schedules
- Feedback collection
- Content updates
- Mentorship models
Module 12. Sustainability and Handover Planning
Ensure your Solvency II leadership endures beyond individual cycles or personnel changes.
12 chapters in this module
- Succession planning
- Knowledge transfer protocols
- Documentation standards
- Version control
- Playbook maintenance
- Audit trail completeness
- External vendor continuity
- Regulatory change tracking
- Benchmarking updates
- Peer network access
- Internal community building
- Leadership transition prep
How this maps to your situation
- Preparation for Pillar III filing
- Building ORSA credibility
- Reducing audit remediation effort
- Expanding influence beyond risk team
Before vs. after
Before
Solvency II work is fragmented across teams, with no single owner, leading to last-minute fixes and inconsistent quality.
After
You lead end-to-end execution with structured workflows, clear accountability, and recognition as the go-to expert.
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 real-world integration.
If nothing changes
Without structured ownership, Solvency II cycles will continue to drain cross-functional energy, limit career visibility, and leave reporting vulnerable to audit findings.
How this compares to the alternatives
Unlike generic Solvency II overviews or vendor-led training, this course is practitioner-built to expand your influence within your current role , not just explain regulations.
Frequently asked
Is this course focused on EU-specific implementation?
Yes, it covers the full Solvency II framework as applied in EU-member jurisdictions, with practical focus on cross-border reporting and EBA guidance.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me if I’m not in a regulated entity?
The course is designed for professionals in regulated insurance entities applying Solvency II. If your role lacks direct accountability, it may not align.
$199 one-time. Approximately 3 hours per module, designed for completion over 12 weeks with real-world integration..
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