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Samah Torchani,
A. Michael Andrews,
and
Bidisha Das
This course, presented by the Statistics Department, introduces participants to the underlying concepts, definitions, and methodology for the compilation of Financial Soundness Indicators (FSIs). FSIs were developed by the IMF in the late 1990s and currently, more than 140 countries compile and report FSIs to the IMF. These indicators are widely used by researchers, analysts, and policymakers around the world to monitor the soundness of the financial system as a whole from a macroprudential perspective, as well as by IMF staff in financial stability analysis and surveillance. This course covers the history of the FSIs and their application in surveillance and macroprudential analysis, the conceptual framework for the FSIs, the data collection process for FSI compilation and its underlying aggregation and consolidation methodologies as well as the application of core and additional FSIs in macroprudential analysis. An important reference throughout this course is the Financial Soundness Indicators Compilation Guide revised in 2019. The 2019 FSIs Guide is the ultimate authority on FSI concepts and methods and is the foundation of this course.
Read more
This course, presented by the Statistics Department, introduces participants to the underlying concepts, definitions, and methodology for the compilation of Financial Soundness Indicators (FSIs). FSIs were developed by the IMF in the late 1990s and currently, more than 140 countries compile and report FSIs to the IMF. These indicators are widely used by researchers, analysts, and policymakers around the world to monitor the soundness of the financial system as a whole from a macroprudential perspective, as well as by IMF staff in financial stability analysis and surveillance. This course covers the history of the FSIs and their application in surveillance and macroprudential analysis, the conceptual framework for the FSIs, the data collection process for FSI compilation and its underlying aggregation and consolidation methodologies as well as the application of core and additional FSIs in macroprudential analysis. An important reference throughout this course is the Financial Soundness Indicators Compilation Guide revised in 2019. The 2019 FSIs Guide is the ultimate authority on FSI concepts and methods and is the foundation of this course.
Read more
This course, presented by the Statistics Department, introduces participants to the underlying concepts, definitions, and methodology for the compilation of Financial Soundness Indicators (FSIs). FSIs were developed by the IMF in the late 1990s and currently, more than 140 countries compile and report FSIs to the IMF. These indicators are widely used by researchers, analysts, and policymakers around the world to monitor the soundness of the financial system as a whole from a macroprudential perspective, as well as by IMF staff in financial stability analysis and surveillance. This course covers the history of the FSIs and their application in surveillance and macroprudential analysis, the conceptual framework for the FSIs, the data collection process for FSI compilation and its underlying aggregation and consolidation methodologies as well as the application of core and additional FSIs in macroprudential analysis. An important reference throughout this course is the Financial Soundness Indicators Compilation Guide revised in 2019. The 2019 FSIs Guide is the ultimate authority on FSI concepts and methods and is the foundation of this course.
What you'll learn
Upon completion of this course, participants should be able to:
- Define the key concepts of the FSIs and their application in surveillance and macroprudential analysis.
- Define the conceptual framework including application of the regulatory capital, leverage and liquidity concepts used in FSI compilation.
- Describe the data preparation process for FSI compilation, and apply the recommended aggregation and consolidation methodologies.
- Specify each of the Core and Additional FSIs for deposit-takers and explain the application of each in macroprudential analysis.
- Identify the source data and specify the FSIs for non-deposit takers, and explain their application in macroprudential analysis.
Register for this course and see more details by visiting:
OpenCourser.com/course/56dzz1/financial
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Learning objectives
- Define the key concepts of the fsis and their application in surveillance and macroprudential analysis.
- Define the conceptual framework including application of the regulatory capital, leverage and liquidity concepts used in fsi compilation.
- Describe the data preparation process for fsi compilation, and apply the recommended aggregation and consolidation methodologies.
- Specify each of the core and additional fsis for deposit-takers and explain the application of each in macroprudential analysis.
- Identify the source data and specify the fsis for non-deposit takers, and explain their application in macroprudential analysis.
- Define the key concepts of the fsis and their application in surveillance and macroprudential analysis.
- Define the conceptual framework including application of the regulatory capital, leverage and liquidity concepts used in fsi compilation.
- Describe the data preparation process for fsi compilation, and apply the recommended aggregation and consolidation methodologies.
- Specify each of the core and additional fsis for deposit-takers and explain the application of each in macroprudential analysis.
- Identify the source data and specify the fsis for non-deposit takers, and explain their application in macroprudential analysis.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Provides a strong theoretical grounding for a key economic indicator
Puts together a world-class team with real-world operational experience
Clearly explains how FSIs are used in practice to identify financial system risk
Covers a wide range of FSIs, including core and additional indicators, providing a comprehensive view of financial sector stability
Suitable for those interested in financial regulation and stability
Save this course
Save Financial Soundness Indicators to your list so you can find it easily later:
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Financial Soundness Indicators with these
activities:
Connect with Professionals in the Field
Show steps
Expand your network and gain valuable insights by reaching out to professionals working in the field of financial stability analysis.
Show steps
-
Identify potential mentors through professional organizations or networking events
-
Introduce yourself and express your interest in learning more about FSI analysis
-
Request guidance, advice, or opportunities to collaborate on projects
Review the Financial Soundness Indicators Compilation Guide
Show steps
Gain a comprehensive understanding of the concepts, definitions, and methodology of FSI compilation.
View
Zimbabwe
on Amazon
Show steps
-
Read the guide thoroughly, paying attention to the key definitions and concepts
-
Make notes on the different types of FSIs and their applications
-
Review the data collection process and aggregation methodologies
Follow Online Tutorials on FSI Analysis
Show steps
Access additional resources and insights by exploring online tutorials on FSI analysis.
Show steps
-
Search for reputable online platforms or resources that offer tutorials on FSI analysis
-
Follow the tutorials, taking notes and practicing the techniques
-
Supplement your understanding by reading articles or watching videos on the topic
Four other activities
Expand to see all activities and additional details
Show all seven activities
Practice FSI Calculation Exercises
Show steps
Strengthen your ability to calculate and interpret FSIs through hands-on practice.
Browse courses on
Financial Analysis
Show steps
-
Find practice exercises or create your own using real or simulated data
-
Calculate the different types of FSIs, including core and additional FSIs
-
Analyze the results and identify trends or anomalies
Create a Mind Map of FSI Concepts
Show steps
Visualize and reinforce your understanding of the key concepts and relationships related to FSIs.
Browse courses on
Mind Mapping
Show steps
-
Identify the main categories or themes related to FSIs
-
Create a central node for each category
-
Connect related concepts to the central nodes using branches
-
Add details and examples to support the concepts
Participate in FSI Discussion Groups
Show steps
Engage with peers and experts in online or offline discussion groups to broaden your understanding.
Show steps
-
Identify and join online forums or groups dedicated to FSI analysis
-
Participate in discussions, ask questions, and share your perspectives
-
Learn from the experiences and insights of others
Develop a Case Study on FSI Applications
Show steps
Apply your knowledge of FSIs to real-world scenarios by developing a comprehensive case study.
Browse courses on
Case Studies
Show steps
-
Select a specific industry, country, or institution for your case study
-
Gather relevant data and information on the financial system and economic environment
-
Calculate and analyze the relevant FSIs for your case study
-
Identify key insights and recommendations based on your analysis
-
Present your findings in a comprehensive report or presentation
Connect with Professionals in the Field
Show steps
Expand your network and gain valuable insights by reaching out to professionals working in the field of financial stability analysis.
Show steps
Show steps
Show steps
- Identify potential mentors through professional organizations or networking events
- Introduce yourself and express your interest in learning more about FSI analysis
- Request guidance, advice, or opportunities to collaborate on projects
Review the Financial Soundness Indicators Compilation Guide
Show steps
Gain a comprehensive understanding of the concepts, definitions, and methodology of FSI compilation.
View
Zimbabwe
on Amazon
Show steps
Show steps
Show steps
- Read the guide thoroughly, paying attention to the key definitions and concepts
- Make notes on the different types of FSIs and their applications
- Review the data collection process and aggregation methodologies
Follow Online Tutorials on FSI Analysis
Show steps
Access additional resources and insights by exploring online tutorials on FSI analysis.
Show steps
Show steps
Show steps
- Search for reputable online platforms or resources that offer tutorials on FSI analysis
- Follow the tutorials, taking notes and practicing the techniques
- Supplement your understanding by reading articles or watching videos on the topic
Four other activities
Expand to see all activities and additional details
Show all seven activities
Practice FSI Calculation Exercises
Show steps
Strengthen your ability to calculate and interpret FSIs through hands-on practice.
Browse courses on
Financial Analysis
Show steps
Show steps
Show steps
- Find practice exercises or create your own using real or simulated data
- Calculate the different types of FSIs, including core and additional FSIs
- Analyze the results and identify trends or anomalies
Create a Mind Map of FSI Concepts
Show steps
Visualize and reinforce your understanding of the key concepts and relationships related to FSIs.
Browse courses on
Mind Mapping
Show steps
Show steps
Show steps
- Identify the main categories or themes related to FSIs
- Create a central node for each category
- Connect related concepts to the central nodes using branches
- Add details and examples to support the concepts
Participate in FSI Discussion Groups
Show steps
Engage with peers and experts in online or offline discussion groups to broaden your understanding.
Show steps
Show steps
Show steps
- Identify and join online forums or groups dedicated to FSI analysis
- Participate in discussions, ask questions, and share your perspectives
- Learn from the experiences and insights of others
Develop a Case Study on FSI Applications
Show steps
Apply your knowledge of FSIs to real-world scenarios by developing a comprehensive case study.
Browse courses on
Case Studies
Show steps
Show steps
Show steps
- Select a specific industry, country, or institution for your case study
- Gather relevant data and information on the financial system and economic environment
- Calculate and analyze the relevant FSIs for your case study
- Identify key insights and recommendations based on your analysis
- Present your findings in a comprehensive report or presentation
Career center
Learners who complete Financial Soundness Indicators will develop knowledge and skills
that may be useful to these careers:
Credit Analyst
Credit Analyst
Credit Analysts evaluate the creditworthiness of individuals, businesses, or governments. Analyzing core FSIs like capital adequacy and liquidity will help you determine the risk and return profile of different investments. The knowledge gained from this course may help you make better recommendations to your clients.
Financial Analyst
Financial Analyst
Financial Analysts provide advice and guidance to individuals and organizations on investment decisions. Being able to identify strengths and weaknesses in FSI's will provide you with key insights into the financial performance and well-being of different organizations. This course may help you understand the story behind the numbers, making you more valuable to your clients.
Risk Analyst
Risk Analyst
Risk Analysts assess and manage risk within organizations. Understanding how to collect and analyze financial data with the help of FSI's will help you identify and quantify potential risks. This course may provide you with the knowledge and skills needed to make informed decisions for your organization.
Investment Banker
Investment Banker
Investment Bankers provide financial advice and services to corporations and governments. This course may help you develop a strong understanding of how to assess the financial health of different companies, which could be valuable information for your clients.
Auditor
Auditor
Auditors examine and evaluate the financial records of organizations to ensure their accuracy and compliance. This course may help you understand how to identify and assess financial risks. This will be valuable for you as you work to ensure the integrity of an organization's financial statements.
Quantitative Analyst
Quantitative Analyst
Quantitative Analysts use mathematical and statistical modeling to analyze financial data. This course may help you understand the financial soundness of different sectors and industries. This may be valuable for you, especially if you wish to work in the financial industry.
Underwriter
Underwriter
Underwriters assess and manage risk for insurance companies. A strong understanding of FSI's can help you make better decisions about the risks you are willing to take on.
Portfolio Manager
Portfolio Manager
Portfolio Managers manage investments for individuals and organizations. This course may help you develop a strong understanding of how to assess the financial health of different companies, which could be valuable information for you as you make investment decisions.
Financial Planner
Financial Planner
Financial Planners provide advice and guidance to individuals and families on financial matters. Understanding how to track and assess core FSI's can help you make better recommendations to your clients.
Financial Consultant
Financial Consultant
Financial Consultants provide advice and guidance to businesses and individuals on financial matters. Understanding how to compile and analyze financial soundness indicators can help you identify key trends and risks, providing you with a competitive edge.
Statistician
Statistician
Statisticians collect, analyze, and interpret data. The skills you learn in this course will help you develop a strong foundation in data analysis, which is a valuable skill for statisticians.
Economist
Economist
Economists study the economy and make predictions about its future performance. The knowledge gained from this course may help you develop a better understanding of the financial system and how it affects the economy.
Business Analyst
Business Analyst
Business Analysts help businesses improve their performance by analyzing data and identifying areas for improvement. The skills you learn in this course will help you understand how to assess the financial health of different companies, which could be valuable information for your clients.
Market Research Analyst
Market Research Analyst
Market Research Analysts study market trends and consumer behavior. Understanding how to collect and analyze financial data may help you identify key trends and opportunities in the market. This course may be particularly useful if you wish to specialize in financial market research.
Data Analyst
Data Analyst
Data Analysts collect, analyze, and interpret data. The skills you learn in this course will help you develop a strong foundation in data analysis, which is in high demand in this role. It may be particularly useful if you wish to specialize in financial data analysis.
For more career information including salaries, visit:
OpenCourser.com/course/56dzz1/financial
Reading list
We've selected seven books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Financial Soundness Indicators.
Save
This reference guide, published by the IMF, is the foundation of this course. It is the ultimate authority on FSI concepts and methods and is crucial for a comprehensive understanding of the FSIs.
Save
Examines the causes and consequences of financial instability and explores the role of macroeconomic policy in promoting financial stability. It provides a broader context for understanding the importance of the FSIs in monitoring and assessing financial system risks.
Provides a comprehensive overview of financial supervision, including the role of FSIs in monitoring financial institutions and assessing systemic risks. It offers practical insights into the challenges and best practices of financial supervision.
This classic book provides a timeless guide to investing principles and risk management. Its focus on value investing and long-term perspective aligns with the goals of financial stability and soundness.
Explores the importance of human capital in economic growth and financial stability. It provides insights into how investing in education, healthcare, and other forms of human capital can contribute to long-term financial soundness.
Save
Examines the impact of technological advancements on the financial system and explores the potential implications for financial stability. It provides insights into how digital currencies and other innovations may affect the role of FSIs in monitoring financial risks.
Provides a comprehensive overview of financial risk management, including risk measurement and mitigation techniques. It offers valuable insights into how FSIs can be used to identify and assess financial risks in different sectors and institutions.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/56dzz1/financial
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Effort
4 to 5 hours per week for 5 weeks
Level
Introductory
Via
edX
Institution
The International Monetary Fund
Instructors
Samah Torchani
A. Michael Andrews
Bidisha Das
Session
January 1, 2024
- April 15, 2024
Language
English
Transcript
English
Good to know
Provides a strong theoretical grounding for a key economic indicator
Puts together a world-class team with real-world operational experience
Clearly explains how FSIs are used in practice to identify financial system risk
Covers a wide range of FSIs, including core and additional indicators, providing a comprehensive view of financial sector stability
Suitable for those interested in financial regulation and stability
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