Solvency II and Insurance Capital Management Corporate Training
Solvency II capital, governance, and reporting training for actuarial, finance, risk, and regulatory teams.
Master the capital rules that keep insurers solvent. This corporate training program helps your team Learn the Solvency II three-pillar framework, Develop SCR and ORSA skills, and Build capital plans that withstand stress. Edstellar, a corporate training company for finance, prepares employees to manage solvency with discipline in day-to-day work.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a solvency-ready insurance team
The Edstellar SOLVENCY II Capability Model
Diagnose
We map your lines of business, capital position, and reporting gaps before the program starts, so every lab targets your real solvency work.
Standardize
Your team learns one defensible standard for technical provisions, SCR workups, ORSA drafting, and Pillar 3 filings.
Practice
Guided labs drill SCR calculations, QRT filing, stress testing, and capital planning on realistic insurer scenarios.
Measure
Lab outputs and the capstone solvency assessment show exactly which capital skills each cohort has gained.
Scale
Repeatable materials and team reporting let you roll the program out across actuarial, finance, risk, and reporting functions.
Need more than one program?Get a group quote
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Program Overview: What is Solvency II and Insurance Capital Management Corporate Training?
Solvency II & Insurance Capital Management is Edstellar's instructor-led program for the teams behind an insurer's capital story: actuarial, finance, risk, and regulatory reporting. Participants work through the three pillars, technical provisions and own funds, the SCR standard formula, internal models, governance and ORSA, and Pillar 3 reporting. The program closes with a capstone: an end-to-end solvency assessment.
Training is workshop-driven across all 32 hours, built around the calculations and documents supervisors actually examine. Teams compute technical provisions, work the SCR standard formula, compare internal model options, draft ORSA narratives, and prepare Pillar 3 disclosures in guided sessions. Instructors review every calculation and document with direct feedback, testing the reasoning a supervisor would probe. The 5.5-hour capstone stages a complete solvency assessment, from balance sheet to capital management actions.
Solvency II overwhelms teams that treat it as reporting: numbers without understanding, ORSAs written to satisfy, capital managed after the ratio moves. The program teaches the framework as management: own the provisions, the capital calculation, and the ORSA, and manage the balance sheet deliberately. Everything is worked through in guided sessions, so the team defends its numbers with understanding.
The solvency assessment capstone is the whole program in one exercise: the team takes a realistic insurer from technical provisions through the SCR calculation, governance and ORSA review, and Pillar 3 disclosure, ending with capital management actions it would recommend to the board. It is the closest thing to running the regime for real, and the team walks out having run it end to end.
The program covers technical provisions and own funds, the standard formula, internal model options, governance and ORSA, Pillar 3 reporting, and capital management strategy. Every concept is practiced in guided labs on realistic insurer data, and the capstone asks each cohort to assemble a full solvency assessment. Teams leave able to read an SFCR, defend an SCR, and plan capital with discipline.
What's Included in this Workshop for Your Enterprise Teams
- 1
Foundations and the three pillars
Directive structure, the economic balance sheet, and how pillars 1, 2, and 3 fit together.
- 2
Capital calculations
Technical provisions, own funds tiers, and the SCR standard formula in guided labs.
- 3
Models and governance
Internal model options, USPs, the four key functions, and the ORSA process.
- 4
Reporting and disclosure
QRTs, SFCR, RSR, and XBRL filing mechanics practiced on case data.
- 5
Capital strategy and capstone
Capital planning, management actions, and a full end-to-end solvency assessment.
- Instructor-led delivery across virtual, onsite, and hybrid formats
- Guided labs in every module with instructor coaching
- Capstone solvency assessment reviewed with your team
- Flexible scheduling around your calendar
- Lab guides and reusable calculation templates included
- Group size and batches set along with you
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
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Solvency II and Insurance Capital Management Course Topics and Program Outline
An instructor-led program that takes your team from Solvency II foundations to a full solvency assessment. Across 8 modules and 32 hours, the team practices technical provisions, the SCR standard formula, internal model options, governance and ORSA, Pillar 3 reporting, and capital management strategy in guided labs. The program closes with a capstone solvency assessment reviewed with your team.
Built by Edstellar with Solvency II and insurance capital specialists
Built by practitioners who prepare solvency calculations, ORSAs, and regulatory filings inside insurers, shaped around your stack and use cases.
We profile your team's capital position, lines, and reporting maturity, then align labs to the workflows your team owns.
Your team learns the three-pillar framework, valuation principles, and capital rules through live sessions and worked examples.
Guided labs drill technical provisions, SCR calculations, QRT filing, and ORSA drafting on realistic insurer data with coaching.
The capstone asks each cohort to assemble a full solvency assessment and defend capital decisions in an instructor-led review.
From Solvency II foundations to a capstone solvency assessment, every concept is practiced in guided labs with instructor coaching.
Delivered as
The program runs hybrid by default: live instruction with guided labs onsite or over Zoom or Teams, scheduled in flexible batches. Every format covers the same 32 hours, labs, and capstone.
Map a sample insurer's balance sheet items to Solvency II valuation classes and pillar coverage.
learna)Directive structure, Level 1/2/3 regulation, and EIOPA guidance
b)The economic balance sheet: market-consistent valuation principles
c)Pillar 1 quantitative requirements: what capital must cover
d)Pillar 2 governance and Pillar 3 disclosure: how the pillars connect
Value a sample liability portfolio's best estimate and classify its own funds into tiers.
practicea)Best estimate liabilities: cash-flow projection and segmentation
b)The risk margin: cost-of-capital method and its drivers
c)Own funds tiers 1, 2, and 3, and eligibility limits for SCR coverage
d)The reconciliation reserve and ancillary own funds
Compute a standard formula SCR for a case insurer and decompose the result by module.
practicea)Market, default, life, non-life, health, and operational risk modules
b)Correlation matrices and diversification benefits across modules
c)Loss-absorbing capacity of technical provisions and deferred taxes
d)The minimum capital requirement and its absolute floor
e)Capital ratio interpretation: SCR ratio and MCR ratio walkthroughs
Compare standard formula and USP outputs for one underwriting risk module on case data.
practicea)Standard formula versus internal model: scope, use test, and approval path
b)Partial internal models and undertaking-specific parameters (USPs)
c)Model validation, documentation, and the supervisory review process
d)Model change policy and ongoing compliance obligations
Draft an ORSA outline and run a stress scenario on a case insurer's solvency position.
practicea)The four key functions: risk management, compliance, actuarial, and internal audit
b)Fit and proper requirements and governance reporting lines
c)The risk management framework: appetite, limits, and escalation
d)The ORSA process: assessment steps, stress testing, and the ORSA report
e)Own funds and forward-looking solvency planning inside the ORSA
Complete a core QRT set from a case insurer's trial data and run pre-filing validation.
practicea)Quantitative reporting templates (QRTs): the core solo templates
b)The solvency and financial condition report (SFCR) structure
c)The regular supervisory report (RSR) and supervisory reporting cadence
d)XBRL filing mechanics, validation rules, and common filing errors
Design a capital plan with target buffers and management actions for a stress scenario.
applya)Capital planning: target buffers above SCR and dividend policy
b)Reinsurance as a capital management tool: quota share and surplus relief
c)Transitional measures on technical provisions and their runoff
d)Management actions in stress: de-risking, capital raising, and contingency plans
e)Recovery planning and the supervisory ladder of intervention
Deliver a full solvency assessment pack for a case insurer and defend it in instructor review.
applya)Integrate technical provisions, SCR, and own funds into one solvency position
b)Run the ORSA stress and draft the management-action response
c)Prepare the QRT summary and SFCR narrative extract
d)Present the solvency assessment to the room with instructor review
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
This program builds the solvency competency your team uses every quarter: from reading balance sheets to defending capital plans. Each skill is practiced in guided labs on realistic insurer data, so the team returns able to do the work, not just describe it.
Read a Solvency II balance sheet
Interpret market-consistent valuations, technical provisions, and own funds tiers from a published SFCR.
Value technical provisions
Build best estimate cash flows and apply the cost-of-capital risk margin on sample portfolios.
Calculate the SCR standard formula
Work through each risk module, correlation, and diversification to reach a defensible SCR.
Apply internal model and USP options
Compare standard formula output with undertaking-specific parameters and partial models.
Run the ORSA process
Draft the ORSA assessment, run stress scenarios, and link results to forward-looking capital plans.
File Pillar 3 reports
Complete core QRTs, draft SFCR extracts, and validate XBRL submissions before filing.
Design a capital management plan
Set buffers, plan dividends and reinsurance, and prepare management actions for stress events.
Teams that Benefit from this Solvency II and Insurance Capital Management Group Training
Solvency II touches actuarial, finance, risk, and regulatory reporting teams, and each owns a different slice of the capital story. This group training brings them together around one framework, and content adapts to role and experience so each cohort practices the workflows it owns.
Sharpen reserving and capital models your auditors can defend
Actuaries own the technical provisions, risk margin, and SCR calculations this program drills. Guided labs practice best estimate builds, standard formula workups, and USP comparisons.
Workflow friction
- Explaining model output to non-technical stakeholders
- Keeping methods consistent across business lines
- Tracing assumption changes into capital results
How the program helps
- Price the risk margin with defensible assumptions
- Reconcile SCR output against your own data
- Document models for supervisory review
Practice use cases
- Best estimate labs
- SCR workups
- Risk margin builds
- USP comparisons
Steer capital buffers, dividends, and funding with confidence
Finance teams plan own funds, set buffers above SCR, and manage dividend and reinsurance strategy. The program practices capital planning, transitional measure runoff, and stress responses.
Workflow friction
- Aligning treasury plans with solvency forecasts
- Explaining capital moves to stakeholders
- Modeling management actions under stress
How the program helps
- Set target buffers with documented rationale
- Link dividend policy to forward solvency
- Quantify reinsurance capital relief
Practice use cases
- Capital planning labs
- Buffer setting drills
- Dividend policy cases
- Stress response builds
Run ORSA and risk appetite with supervisory-grade rigor
Risk teams own the risk management framework, ORSA process, and key function coordination. Labs cover risk appetite design, stress testing, and ORSA reporting that stands up to supervisory review.
Workflow friction
- Aggregating risk data across functions
- Keeping the ORSA forward-looking, not backward
- Proving the use test for models and limits
How the program helps
- Draft ORSA sections that reviewers accept
- Calibrate risk appetite to capital limits
- Stress test portfolios with clear narratives
Practice use cases
- ORSA drafting labs
- Stress testing drills
- Appetite design sessions
File QRTs, SFCRs, and RSRs accurately and on time
Reporting teams turn ledger data into QRTs, SFCR narratives, and RSR submissions. Hands-on filing labs practice XBRL mechanics, validation checks, and the errors that trigger supervisory queries.
Workflow friction
- Mapping ledger codes to QRT cells
- Keeping narratives consistent with figures
- Chasing validation errors under time pressure
How the program helps
- Validate QRTs before filing deadlines
- Write SFCR narratives from your numbers
- Cut resubmissions with pre-filing checks
Practice use cases
- QRT filing labs
- XBRL validation drills
- SFCR writing practice
Select the functions joining your cohort; labs and examples adapt to the teams in the room.
Prerequisites: Finance, actuarial, risk, and regulatory reporting teams benefit most, especially staff who prepare or review solvency figures. A working knowledge of insurance financial statements helps but is not required; the program builds from foundations. No prior Solvency II implementation experience is needed. Content adapts to each cohort's lines of business, reporting tools, and supervisory context.
Actuarial Analyst to Capital Management Lead
The program moves cohorts from Solvency II foundations to a full solvency assessment: analysts build calculation skills in guided labs while managers practice governance, ORSA, and capital planning. Each skill row shows the level your team enters at and the level it reaches by the final capstone review.
One program that grows with actuarial and finance careers, from Solvency II basics to confident capital management practice.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Choose the format that fits your team: hybrid, onsite, or live virtual. Every mode covers the same 32 hours, guided labs, and capstone solvency assessment.
Hybrid Training
Most cohorts choose hybrid: the instructor leads live while your team joins from the office or remotely, with labs and the capstone running identically in both modes.
- Instructor-led sessions with live lab coaching
- Same 32 hours, labs, and capstone as onsite
- Flexible batches scheduled around your calendar
- Zoom or Teams delivery with shared lab workspaces
Onsite Training
The instructor delivers the full program at your office, with whiteboard walkthroughs of SCR workups and side-by-side lab coaching for your team.
- At your office, for single or multi-site cohorts
- Guided labs with in-room instructor support
- Capstone solvency review presented in person
- Scheduling planned mutually with your team
Live Virtual Training
Live virtual training over Zoom or Teams: real-time instruction, breakout lab rooms, and screen-shared calculation reviews across all 32 hours.
- Live instructor-led sessions with real-time lab coaching
- Breakout rooms for small group lab work
- Digital materials and online learning access included
- Session recaps and reference handouts for revision
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, locations, and preferred dates through the request form, and we send a tailored training plan with a quote. Most quotes arrive within one business day of the discovery call.
Yes. A short discovery call maps your lines of business, reporting tools, and solvency maturity so labs and examples match your team's real work.
Yes. It runs hybrid, onsite, or as live virtual sessions over Zoom or Teams, with the same 32 hours, labs, and capstone in every format.
Yes. Onsite delivery works for single or multi-location cohorts, and the labs run the same way whether the instructor is in the room or joining virtually.
The program is 32 instructor-led hours, usually delivered across four to five days or split into flexible batches that fit your calendar.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Solvency II capital management comes after insurance operations and reinsurance. Your team needs to understand the business and how risk is transferred before measuring capital requirements, and IFRS 17 reporting then completes the financial picture.
Why Choose Edstellar as Your Corporate Solvency II and Insurance Capital Management Training Provider
Edstellar is a training partner for finance teams that need solvency capability, not just theory. When comparing providers, weigh practitioner expertise, guided lab experience, and capstone evidence: our methodology delivers all three, with trainer profiles confirmed up front and quality reporting after every batch.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Labs and examples adapt to your business lines, reporting stack, and supervisory regime, so practice matches your team's solvency work.
Proven Methodology
The program follows a proven methodology: foundations, then calculation drills, then reporting and strategy, closing with a capstone.
Practice-Based Learning
Every module pairs instruction with guided labs: SCR workups, QRT filing, ORSA drafting, and stress testing on realistic insurer data.
Expert Trainers
Instructors are Solvency II practitioners with filing experience; full trainer profiles are confirmed before the program is booked.
Global Scale
Deliver the same program across regions and functions with consistent materials, scheduling, and cohort reporting for every batch.
Measurable Outcomes
Lab outputs and the capstone solvency assessment give you measurable outcomes: clear evidence of the capital skills each cohort gained.
Connect Insurance Solvency Calculations With Defensible Capital and Governance Decisions
Edstellar develops insurance-capital capability through valuation, risk, governance, and reporting exercises. Participants examine technical provisions, own funds, SCR calculations, and stress responses for a case insurer. A solvency assessment pack is reviewed for consistent assumptions, traceable calculations, and a clear explanation of management actions and remaining uncertainty.
- Step 01
Consult
We discuss insurance-finance knowledge, solvency responsibilities, and reporting challenges to identify priorities in provisions, own funds, capital calculations, ORSA, and management actions.
- Step 02
Plan
Three-pillar foundations lead into valuation and funds, SCR and model choices, governance, and reporting before a complete solvency assessment and capital plan.
- Step 03
Align
Insurance actuarial, finance, and risk expertise supports teams preparing or reviewing solvency figures, matching technical depth to their calculation and governance responsibilities.
- Step 04
Customize
A fictional insurer and sample liability portfolio provide realistic valuation and stress scenarios without exposing confidential capital positions or making financial transactions.
- Step 05
Execute
Participants value liabilities, classify funds, and develop stress-response plans, receiving feedback on calculation logic, assumptions, reporting consistency, and proposed management actions.
- Step 06
Evaluate
We assess the solvency pack for reconciled calculations, justified capital assumptions, coherent governance evidence, and a transparent explanation of stress responses and limitations.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Solvency II & Insurance Capital Management Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Solvency II and Insurance Capital Management Training for Your Team
Tell us about your team, locations, and preferred dates, then book a discovery call to align the program to your solvency work. We confirm trainer availability and send a detailed plan before you commit.