A tailored course, built for your situation
Mastering Solvency II for IT QA Practitioners in Insurance Compliance
Build authoritative command of the Solvency II framework through structured implementation patterns and audit-ready artefacts tailored to technical QA roles in regulated insurance environments.
$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.
Most QA teams treat Solvency II as a checklist. But in practice, the framework demands deep technical command across data, controls, and validation cycles, especially under growing skill displacement pressure.
Who this is for
IT QA professionals in large insurance firms who sit between technical systems and regulatory reporting, often with exposure to Solvency II, DORA, or IFRS 17 but lacking structured command of the full control framework.
Who this is not for
Executives looking for board-level overviews, consultants selling framework assessments, or software vendors building compliance tooling. This course is for hands-on QA practitioners doing the work.
What you walk away with
- Map Solvency II requirements directly to technical controls in data pipelines and actuarial models
- Produce audit-ready documentation that anticipates regulator follow-ups
- Trace capital adequacy reports from source data through calculation logic to final output
- Anticipate updates to technical specifications in the Solvency II framework ahead of implementation cycles
- Lead cross-functional validation efforts with confidence in control design and coverage
The 12 modules (with all 144 chapters)
Module 1. Solvency II and the QA Role in Regulatory Assurance
Establish the unique position QA holds in validating technical compliance with Solvency II. Explore how QA inputs directly influence audit outcomes and internal control confidence.
12 chapters in this module
- Regulatory context for QA
- QA in Pillar I controls
- Mapping requirements to test cases
- Control ownership models
- Audit trail expectations
- Data validation scope
- Key reporting dependencies
- Actuarial model interfaces
- Reserve calculation checks
- Capital model inputs
- Stress testing boundaries
- Documentation standards
Module 2. Technical Architecture of Solvency II Reporting
Break down the data and system landscape underpinning Solvency II reporting, focusing on QA touchpoints in ETL, calculation engines, and reconciliation layers.
12 chapters in this module
- Data pipeline structure
- Source system mapping
- ETL validation points
- Calculation logic review
- Data lineage tracing
- Model version control
- Output file formats
- Report aggregation layers
- Control point placement
- Error handling checks
- Reprocessing workflows
- Validation logs
Module 3. Control Mapping for Pillar I Requirements
Translate quantitative capital requirements into testable control points across asset valuation, liability modeling, and market risk metrics.
12 chapters in this module
- Asset classification rules
- Discount rate validation
- Liability adequacy checks
- Market risk sensitivity
- Credit risk exposure
- Operational risk factors
- Group consolidation logic
- Currency translation
- Liquidity coverage
- Lapse rate assumptions
- Expense loading checks
- Profitability testing
Module 4. Pillar II Internal Model Validation
Focus on QA’s role in validating internal models used for capital calculations, including ORSA processes and model governance documentation.
12 chapters in this module
- Internal model approval
- Model change controls
- Validation cycle timing
- Scenario design review
- Backtesting procedures
- Model output reconciliation
- Assumption documentation
- Expert judgment checks
- Model drift detection
- Sensitivity analysis
- Stress scenario inputs
- Model documentation
Module 5. Data Quality and Traceability Standards
Ensure QA teams can verify end-to-end data integrity from source to final Solvency II report, meeting EBA expectations for transparency.
12 chapters in this module
- Data source certification
- Metadata consistency
- ETL error logging
- Data transformation rules
- Referential integrity
- Temporal validity checks
- Data reconciliation
- Anomaly detection
- Data retention
- Access control logs
- Audit trail coverage
- Data lineage tools
Module 6. Testing the Own Risk and Solvency Assessment
Enable QA teams to validate ORSA processes and outputs, ensuring alignment with governance and risk appetite statements.
12 chapters in this module
- ORSA framework review
- Risk appetite linkage
- Stress test design
- Scenario documentation
- Governance inputs
- Internal reporting
- Risk concentration
- Capital allocation
- Liquidity stress
- Reinsurance impact
- Scenario credibility
- Executive sign-off
Module 7. Solvency II and DORA Interdependencies
Map where Solvency II reporting overlaps with DORA resilience requirements, especially in ICT risk and incident reporting.
12 chapters in this module
- DORA regulatory scope
- ICT risk inventory
- Incident reporting
- Resilience testing
- Third-party oversight
- Cyber incident logs
- Breach simulation
- Vendor risk mapping
- Critical function ID
- Recovery time objectives
- Backup validation
- Monitoring coverage
Module 8. Audit Preparation and Regulator Engagement
Equip QA teams to produce documentation and evidence packages that withstand direct regulator questioning.
12 chapters in this module
- Audit request response
- Evidence packaging
- Regulator questioning
- Control narrative
- Exception tracking
- Remediation logging
- Meeting prep
- Follow-up readiness
- Q&A preparation
- Historical trend access
- Version-controlled artefacts
- Cross-team alignment
Module 9. Cross-Functional Validation Workflows
Streamline QA collaboration with actuarial, finance, and risk teams using standardized validation workflows.
12 chapters in this module
- Validation workflow design
- Handoff protocols
- Status tracking
- Feedback loops
- Rejection criteria
- Escalation paths
- Change management
- Version control
- Parallel run handling
- Defect triage
- Resolution validation
- Sign-off automation
Module 10. Automated Controls and Continuous Compliance
Introduce patterns for embedding automated validation checks into Solvency II reporting pipelines to reduce manual testing burden.
12 chapters in this module
- Control automation
- Rule-based checks
- Threshold monitoring
- Anomaly alerts
- Dashboard integration
- API validation
- Scheduled checks
- Error flagging
- Auto-documentation
- Logging standards
- Exception reporting
- System-to-system validation
Module 11. Solvency II Updates and Future-Proofing
Stay ahead of proposed changes to the Solvency II framework using structured monitoring and impact assessment techniques.
12 chapters in this module
- Regulatory monitoring
- Consultation tracking
- Impact assessment
- Stakeholder analysis
- Implementation planning
- Change validation
- Transition testing
- Legacy system impact
- Data model updates
- Control adaptation
- Documentation refresh
- Training rollout
Module 12. Building a QA-Centric Solvency II Playbook
Synthesize all modules into a living, adaptable implementation playbook tailored to the recipient’s technical environment and QA responsibilities.
12 chapters in this module
- Playbook structure
- Control mapping
- Test case library
- Data validation
- Incident response
- Audit prep
- Cross-team workflows
- Change management
- Automation rules
- Monitoring setup
- Documentation standards
- Continuous improvement
How this maps to your situation
- Pre-audit preparation
- New regulatory cycle
- System integration
- Team capability uplift
Before vs. after
Before
QA teams treat Solvency II as a downstream validation task with limited influence on control design or reporting architecture.
After
QA leads with structured command of the full Solvency II control framework, shaping implementation and owning audit narrative through technical depth.
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 week over 4 weeks to complete all modules and build the implementation playbook.
If nothing changes
Without structured fluency in Solvency II, QA professionals risk being bypassed in key design decisions, relegated to checklist testing, and missing opportunities to lead in regulatory assurance initiatives.
How this compares to the alternatives
Unlike generic compliance courses, this program is built specifically for QA practitioners in insurance firms. It avoids high-level summaries and instead delivers technical precision on control mapping, data validation, and audit readiness within the Solvency II framework.
Frequently asked
Is this course relevant if I’m not in actuarial or risk roles?
Yes. It’s designed for IT QA professionals who validate compliance outputs. You don’t need to own the models, just verify them with confidence.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Does it cover IFRS 17 or SOX 404?
Focus is on Solvency II. However, the control mapping and validation techniques are transferable to IFRS 17 and SOX 404 environments.
$199 one-time. Approximately 3 hours per week over 4 weeks to complete all modules and build the implementation playbook..
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