## Virtual : Financial Soundness Indicators (FSI)

## Source details

**Canonical URL:** [Virtual : Financial Soundness Indicators (FSI)](https://www.imf.org/en/capacity-development/training/icdtc/schedule/jv/2021/fsijv21-04v)

## Other formats

- [Markdown version](/en/capacity-development/training/icdtc/schedule/jv/2021/fsijv21-04v/index.md)
- [Structured JSON version](/en/capacity-development/training/icdtc/schedule/jv/2021/fsijv21-04v/index.json)
- [Bundle manifest](/en/capacity-development/training/icdtc/schedule/jv/2021/fsijv21-04v/bundle-manifest.json)

## Bibliographic details
- Session: JV 21.04V
- Location: Vienna, Austria
- Dates: February 1-4, 2021 (1 week)
- Delivery method: Virtual Training
- Primary language: English
- Interpretation language: Russian
- Status: Deadline passed

---

### Target audience and qualifications
- Target audience:
  - Officials at central banks and supervisory agencies for the financial sector who are involved in the collection, compilation, and analysis of financial soundness indicators.
- Qualifications:
  - Participants are expected to have a degree in economics or statistics, or equivalent experience.

### Course description — scope and content
- Presented by the Statistics Department.
- Purpose:
  - Acquaints participants with the fundamentals of compiling and using financial soundness indicators (FSIs) in support of macroprudential analysis.
- Methodological basis:
  - Covers methodological and technical issues in the construction of FSIs, as discussed in the 2019 Financial Soundness Indicators Compilation Guide (2019 FSI Guide).
- Topics and instructional methods:
  - Lectures and workshops on:
    - Institutional sectors.
    - Consolidation bases and adjustments for FSIs.
    - Regulatory framework for deposit takers.
    - Accounting principles and sectoral financial statements for FSIs.
    - Core and additional FSIs for deposit takers, other financial corporations, and other sectors.
    - Financial sector surveillance and FSIs.
    - Macroprudential analysis and FSIs.
  - Hands-on exercises where participants work in groups to resolve practical questions of:
    - Classification of financial institutional units.
    - Construction of different reporting populations for FSIs according to different consolidation bases.
    - Calculation of Basel solvency and liquidity ratios.
    - Production of sectoral financial statements and FSIs for deposit takers.
    - Use of FSIs for financial sector surveillance.
  - Introduction of templates for use in the regular reporting of FSI data and metadata to the IMF.
  - Guidance in accessing and using the IMF database for FSI data and metadata.

### Course objectives — learning outcomes
- Upon completion, participants should be able to:
  - Compile FSIs in accordance with the methodology of the 2019 FSI Guide, using source data obtained from sectoral financial statements and supervisory report forms.
  - Calculate FSIs using different consolidation bases and interpret the different results obtained.
  - Prepare or update FSI metadata, including information about key aspects of the conceptual framework used to prepare source data and the FSI compilation practices.
  - Analyze and interpret FSIs compiled for the financial sector and their use in financial sector supervision and macroprudential policy.

---


## References

- [Virtual Training](https://www.imf.org/en/capacity-development/training/icdtc/delivery-methods)
- [Core Elements of Banking Supervision (CBS)](https://www.imf.org/en/capacity-development/training/icdtc/schedule/at/2027/cbsat27-10)
- [Advanced Government Finance Statistics (GFS-A)](https://www.imf.org/en/capacity-development/training/icdtc/schedule/ce/2026/gfs-ace26-45)
- [Fiscal Sustainability (FS)](https://www.imf.org/en/capacity-development/training/icdtc/schedule/ce/2026/fsce26-38)
- [Safeguards Assessments of Central Banks (SAC)](https://www.imf.org/en/capacity-development/training/icdtc/schedule/at/2026/sacat26-30)
- [Macroeconomic Management in Resource Rich Countries (MRC)](https://www.imf.org/en/capacity-development/training/icdtc/schedule/ce/2026/mrcce26-44)

_Source: https://www.imf.org/en/capacity-development/training/icdtc/schedule/jv/2021/fsijv21-04v_