A tailored course, built for your situation
Mastering Solvency II for Regional Operations Leaders in Insurance
A structured path to align operational execution with enterprise-wide 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.
Struggling to align regional operations with central capital modelling under Solvency II?
The situation this course is for
Regional managers often face misalignment between head office capital teams and local execution. Data gaps, inconsistent risk reporting, and unclear ownership during ORSA cycles lead to delays and audit findings, especially when operations teams aren’t fluent in Pillar 2 expectations.
Who this is for
Regional Operations Manager at a multinational insurer, responsible for process consistency, risk data collection, and compliance execution across multiple territories
Who this is not for
This course is not for auditors, actuaries, or central risk officers who don’t own cross-regional operational alignment. It’s designed specifically for those implementing Solvency II requirements on the ground.
What you walk away with
- Map regional operations to Solvency II Pillar 2 governance expectations with precision
- Produce audit-ready reports that satisfy both local and central compliance reviewers
- Reduce rework during ORSA by aligning capital data flows with operational timelines
- Lead cross-functional coordination between risk, finance, and regional teams confidently
- Turn compliance activities into visible leadership contributions across the organization
The 12 modules (with all 144 chapters)
Module 1. Solvency II Fundamentals for Operations Leaders
Build a working understanding of how Solvency II impacts day-to-day operational governance, with focus on Pillar 2 requirements relevant to regional execution.
12 chapters in this module
- Understanding the three pillars of Solvency II framework
- How ORSA integrates with regional risk reporting cycles
- Key roles in the capital assessment workflow
- Operational data required for internal models
- Timeframe alignment between reporting and review cycles
- Risk aggregation challenges across jurisdictions
- Common misinterpretations at the regional level
- Linking local KPIs to group-wide risk appetite
- Documentation standards for audit readiness
- Escalation paths for capital model discrepancies
- Coordination between local and central risk teams
- Baseline assessment of current regional compliance gaps
Module 2. Mapping Regional Processes to Pillar 2 Controls
Identify where your region’s operations intersect with governance, risk culture, and internal controls under Solvency II’s second pillar.
12 chapters in this module
- Inventorying current operational controls for risk coverage
- Identifying overlaps with Solvency II governance clauses
- Documenting control ownership across functions
- Assessing risk culture through team engagement patterns
- Translating board-level policies into local workflows
- Tracking policy communication effectiveness
- Evaluating current risk reporting cadence
- Identifying control blind spots in service delivery
- Benchmarking against peer-region maturity levels
- Integrating risk culture assessments into team reviews
- Creating control mapping documentation templates
- Validating control alignment with central audit team
Module 3. Operational Risk Reporting Under Solvency II
Generate consistent, auditable operational risk data that meets requirements for group-wide capital assessments.
12 chapters in this module
- Defining reportable operational risk events clearly
- Setting thresholds for incident escalation
- Standardizing event categorization across regions
- Documenting root cause analysis protocols
- Linking incidents to financial exposure estimates
- Time-to-resolution tracking for compliance audits
- Aggregating risk data across multiple systems
- Producing ORSA input packages from operations
- Ensuring data consistency with finance teams
- Validating reporting accuracy pre-submission
- Responding to audit queries on past events
- Updating risk registers based on new findings
Module 4. Capital Modelling Inputs from Field Operations
Ensure your region delivers accurate, timely inputs into the insurer’s capital model, reducing rework and improving confidence in forecasts.
12 chapters in this module
- Understanding how operational data feeds into SCR calculations
- Identifying key variables in internal capital models
- Data quality expectations for risk aggregation
- Time-bound submission requirements for capital cycles
- Handling currency conversion and inflation factors
- Adjusting for regional legal and regulatory differences
- Documenting assumptions behind local inputs
- Validating data against prior period benchmarks
- Flagging anomalies before central consolidation
- Coordinating with actuarial teams on edge cases
- Responding to model validation feedback
- Maintaining version control of capital submissions
Module 5. Strengthening Internal Audit Readiness
Prepare your region to pass Solvency II-focused internal audits with fewer findings and less remediation effort.
12 chapters in this module
- Auditors' most common findings in regional operations
- Preparing evidence packs for control inspections
- Conducting pre-audit self-assessments effectively
- Responding to auditor inquiries with documentation
- Reducing reliance on post-audit corrective actions
- Building a culture of continuous audit preparedness
- Tracking open findings to resolution
- Leveraging past audit reports for improvement
- Aligning documentation standards across teams
- Training staff on audit interaction protocols
- Maintaining inspection logs and access records
- Demonstrating compliance maturity over time
Module 6. Cross-Regional Consistency in Risk Execution
Drive alignment across regions while respecting local variation, ensuring group-wide coherence in Solvency II implementation.
12 chapters in this module
- Identifying core processes requiring global standardization
- Allowing flexibility in region-specific adaptations
- Creating shared definitions for risk terminology
- Establishing baseline compliance expectations
- Sharing best practices without mandating tools
- Coordinating timelines for capital submissions
- Benchmarking performance against other regions
- Resolving conflicts between regional and central teams
- Managing change across different regulatory environments
- Running peer reviews between regional leaders
- Documenting deviation justifications clearly
- Reporting consistency levels to central governance
Module 7. Leading Risk Culture Initiatives Locally
Champion risk-aware behaviors in your region, fulfilling Solvency II expectations for tone from the middle.
12 chapters in this module
- Defining risk culture in operational terms
- Assessing current team engagement with risk policies
- Integrating risk discussions into team meetings
- Recognizing employees who escalate concerns
- Measuring psychological safety in reporting
- Communicating risk events without causing panic
- Linking risk behavior to performance reviews
- Conducting anonymous risk perception surveys
- Addressing siloed thinking between departments
- Driving accountability without blame
- Reporting risk culture trends centrally
- Sustaining momentum beyond annual audits
Module 8. Vendor and Third-Party Oversight Compliance
Ensure external partners meet Solvency II requirements, minimizing third-party risk exposure in your region.
12 chapters in this module
- Identifying third parties in critical processes
- Assessing vendor impact on capital model inputs
- Conducting due diligence aligned with Pillar 2
- Documenting vendor risk classification decisions
- Monitoring service level agreements for compliance
- Auditing vendor controls remotely
- Managing subcontractor risk flows
- Reporting vendor incidents to central teams
- Renewal considerations with compliance history
- Terminating relationships with audit trail
- Ensuring data protection across vendor systems
- Validating business continuity plans
Module 9. Business Continuity Planning Under Solvency II
Develop robust BCP practices that meet insurer-wide expectations and support capital resilience.
12 chapters in this module
- Linking BCP to minimum capital requirements
- Identifying critical operations for recovery
- Setting realistic RTO and RPO targets
- Testing plans without disrupting operations
- Involving cross-functional teams in scenarios
- Documenting test results for audit trail
- Updating plans after organizational changes
- Aligning with group-wide BCP governance
- Integrating cyber resilience into BCP
- Reporting recovery capability to risk officers
- Managing multi-site disruption scenarios
- Securing leadership buy-in for drills
Module 10. Effective Liaison with Central Risk and Finance
Build stronger working relationships with central teams to improve data flow and mutual understanding.
12 chapters in this module
- Understanding the constraints of central modelling teams
- Communicating regional challenges constructively
- Building trust through consistent delivery
- Using standardized formats for data exchange
- Scheduling alignment meetings proactively
- Clarifying ambiguous reporting requirements
- Escalating issues with context and data
- Avoiding blame cycles during capital revisions
- Sharing regional insights that inform strategy
- Receiving feedback without defensiveness
- Tracking resolution of open coordination items
- Demonstrating value beyond compliance
Module 11. Documentation Standards for Regulatory Review
Create clear, durable records that satisfy both internal and external reviewers during Solvency II assessments.
12 chapters in this module
- Required documentation types under Pillar 2
- Setting file naming and storage standards
- Version control practices for policy documents
- Access logging for document repositories
- Retention periods based on regulation
- Preparing evidence packs for inspectors
- Indexing documents for quick retrieval
- Using metadata to improve searchability
- Avoiding common documentation gaps
- Training teams on documentation discipline
- Auditing documentation completeness
- Improving clarity without sacrificing detail
Module 12. Sustaining Compliance Beyond the Audit Cycle
Embed Solvency II practices into daily operations so readiness becomes routine, not reactive.
12 chapters in this module
- Shifting from audit-driven to operation-driven compliance
- Integrating checks into regular workflows
- Automating data collection where possible
- Assigning ongoing ownership of key controls
- Scheduling recurring control validations
- Updating playbooks after each cycle
- Onboarding new staff with compliance context
- Celebrating milestones in maturity growth
- Linking improvements to efficiency gains
- Sharing success stories with leadership
- Measuring long-term risk reduction impact
- Positioning your region as a model for others
How this maps to your situation
- ORSA execution
- Pillar 2 governance
- regional compliance alignment
- capital model input quality
Before vs. after
Before
Frequent rework in capital reporting, inconsistent documentation, and misalignment between regional operations and central risk teams.
After
Smooth, auditable capital reporting cycles with trusted data flows, recognized leadership in cross-regional coordination, and reduced audit follow-up.
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 90 minutes per module, optimized for completion on weekends or quiet evenings, designed for practitioners with full-time operational responsibilities.
If nothing changes
Without structured alignment, regional operations risk becoming bottlenecks in Solvency II reporting, leading to repeated findings, delayed sign-offs, and diminished influence during capital planning discussions.
How this compares to the alternatives
Unlike generic compliance courses, this program is tailored to the unique challenges faced by regional operations leaders in multinational insurers under Solvency II, focusing on execution, not theory.
Frequently asked
Is this course relevant if I'm not in finance or actuarial?
Yes. This course is designed specifically for operational leaders like yourself who are responsible for ensuring local execution aligns with Solvency II requirements.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help with ORSA preparation?
Yes. The course includes direct guidance on producing ORSA-ready inputs from operations and aligning with central review timelines.
$199 one-time. Approximately 90 minutes per module, optimized for completion on weekends or quiet evenings, designed for practitioners with full-time operational 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