A tailored course, built for your situation
Premium engagement picks under Solvency II with confidence in margin outcomes
A tailored course to position you for higher-margin Solvency II work through precision execution and stakeholder trust
$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 or risk practitioner at a global insurer, operating under Solvency II with accountability for frameworks, reporting, or capital adequacy , looking to shift from reactive delivery to proactive engagement selection
Who this is not for
Entry-level analysts, auditors focused only on SOX 404, or professionals without a direct line of sight into Solvency II reporting or ORSA processes
What you walk away with
- Identify and pursue high-margin Solvency II engagements with stronger executive backing
- Build repeatable templates for internal model validation narratives that stakeholders trust
- Anticipate committee questions and shape pre-submission alignment
- Position yourself as the go-to practitioner for complex capital reporting decisions
- Deliver artefacts that close loops faster and open doors to bigger budgets
The 12 modules (with all 144 chapters)
Module 1. Solvency II engagement lifecycle mapping
Understand how capital reporting cycles create windows for premium work selection and influence.
12 chapters in this module
- Engagement types
- Regulatory triggers
- Budget windows
- Stakeholder timelines
- Approval gates
- Model validation phases
- Reporting cadence
- Internal audit touchpoints
- External filing deadlines
- Committee prep
- Escalation paths
- Renewal hooks
Module 2. Capital model scope definition
Define project boundaries that protect margin and attract senior sponsorship.
12 chapters in this module
- Scope criteria
- Model boundary setting
- Validation thresholds
- Inputs ownership
- Assumption tracking
- Calibration frequency
- Stress testing range
- Scenario depth
- Team sizing
- Toolkit alignment
- Vendor interface points
- Sign-off workflow
Module 3. ORSA narrative structuring
Craft compelling, evidence-backed risk assessments that preempt committee challenges.
12 chapters in this module
- Narrative arc
- Risk ranking logic
- Quantitative anchors
- Qualitative framing
- Peer benchmarking
- Trend justification
- Mitigation linkage
- Time horizon
- Executive summary
- Appendix design
- Cross-functional input
- Rebuttal preparation
Module 4. Internal model validation planning
Design validation plans that build trust without expanding scope or cost.
12 chapters in this module
- Validation objectives
- Model output checks
- Backtesting design
- Residual risk assessment
- Control alignment
- Documentation standards
- Third-party coordination
- Gap tolerance
- Threshold setting
- Exception handling
- Audit trail
- Version control
Module 5. Stakeholder alignment sequencing
Sequence engagement to lock in support before work begins.
12 chapters in this module
- Influence mapping
- Early signals
- Pre-reads
- Committee language
- Risk appetite framing
- Executive concerns
- Timing syncs
- Feedback loops
- Decision logs
- Escalation prep
- Buy-in milestones
- Trust signals
Module 6. Margin-protecting scope control
Preserve engagement value by managing drift and assumptions.
12 chapters in this module
- Change control
- Assumption register
- Boundary enforcement
- Version tracking
- Stakeholder requests
- Scope creep triggers
- Approval chains
- Model freeze points
- Re-scoping workflow
- Cost guardrails
- Team bandwidth
- Deliverable bundling
Module 7. Regulatory narrative design
Shape filings that anticipate questions and reduce follow-up.
12 chapters in this module
- Tone calibration
- Precision phrasing
- Reference anchors
- Data source clarity
- Uncertainty framing
- Assumption transparency
- Model limitations
- Audit alignment
- Regulator expectations
- Pre-emptive disclosures
- Appendix strategy
- Version logic
Module 8. Cross-functional reporting integration
Integrate outputs with finance, actuarial, and risk teams seamlessly.
12 chapters in this module
- Handoff points
- Data schema
- Timing sync
- Responsibility matrix
- Feedback cycles
- Status reporting
- Error handling
- Version convergence
- Common language
- Tool alignment
- Review cadence
- Escalation path
Module 9. High-trust artefact delivery
Produce outputs that require less review and gain faster approval.
12 chapters in this module
- Template design
- Assumption footnotes
- Decision traceability
- Visual clarity
- Version control
- Source referencing
- Cross-check design
- Reviewer prep
- Feedback tracking
- Final sign-off
- Distribution list
- Retention logic
Module 10. Engagement reputation building
Turn individual success into repeat demand and stronger picks.
12 chapters in this module
- Success tracking
- Stakeholder feedback
- Visibility moments
- Peer sharing
- Lessons documented
- Case studies
- Internal branding
- Network growth
- Mentorship demand
- Recognition loops
- Follow-on work
- Reputation signals
Module 11. Vendor and third-party oversight
Lead vendor teams without losing control of outcomes or timelines.
12 chapters in this module
- Vendor roles
- Scope clarity
- Deliverable specs
- Milestone tracking
- Quality gates
- Cost alignment
- Change control
- Escalation paths
- Communication rhythm
- Performance tracking
- Exit planning
- Lessons captured
Module 12. Long-term leverage planning
Design your practice to compound influence and command bigger budgets.
12 chapters in this module
- Pattern recognition
- Template reuse
- Team scaling
- Budget cycles
- Strategic timing
- Executive alignment
- Initiative mapping
- Trend alignment
- Internal advocacy
- External recognition
- Thought leadership
- Roadmap design
How this maps to your situation
- When the capital model needs revalidation
- Before the ORSA deadline cycle begins
- During internal audit prep with cross-functional dependencies
- When selecting next-phase engagements with limited bandwidth
Before vs. after
Before
Assignments come from above with unclear margins and frequent scope shifts
After
You proactively select engagements with stronger backing, cleaner execution, and repeat demand
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 access.
Time investment: Approximately 3 hours per module, designed for completion over 4-6 weeks with real-world application between chapters.
How this compares to the alternatives
Generic Solvency II training focuses on compliance checklists. This course focuses on strategic execution, margin protection, and engagement selection, skills that drive career leverage.
Frequently asked
Is this course technical or strategic?
It’s execution-focused, bridging technical accuracy with strategic positioning to help you win better engagements.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me justify budget or headcount?
Yes, by showing how precision execution creates repeatable value that others rely on.
$199 one-time. Approximately 3 hours per module, designed for completion over 4-6 weeks with real-world application between chapters..
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