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FinStat Training

Nasdaq AxiomSL® Education Services
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Classroom Training

This course, consisting of four half-day sessions, covers the Nasdaq AxiomSL® (EMEA) FinStat Solution which includes financial and statistical reports across multiple jurisdictions. It provides an in-depth understanding of the FinStat architecture, the data flow, and its components. This course also includes an explanation of the Data Dictionary, the Data Model document and key concepts. Participants will learn how to source data using the FinStat unified data dictionary to align with the calculation-based aggregations, execute workflows, view and analyze reports and validations, as well as how to apply topside adjustments. This course is ideal for learners who have experience with the ControllerView platform and wish to enhance their understanding of FinStat report execution, implementation approaches and signage conventions, which need to be considered when implementing FinStat.

For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com

Course Information

Course Location

Virtual Classroom

Course Duration

4 Half-Days

User Role

All Users

Pre-Requisite

ControllerView 101, User Training

Course Dates

Q3' 2026

08 - 11 September

Q4' 2026

17 - 20 November

Topics Include

Module 1: Introduction to the Solution

  • Overview of the Regulatory Landscape for Financial and Statistical Reporting Across Jurisdictions
  • Product Overview
  • Implementation Approaches

Module 2: FinStat Solution Overview

  • Project Structure
  • Projects and its Components

Module 3: FinStat Data Model

  • Table Relationships
  • Core Data Model
  • Jurisdictional Data Model

Module 4: Data Dictionary

  • Data Dictionary Structure
  • Core Input Tables
  • Jurisdictional Input Model
  • Attribute Types
  • Lookup Values and Map Tables
  • Instance Keys
  • Mandatory vs Optional Inputs

Module 5: Consolidation

  • Consolidation Conventions
  • Entity and Entity Hierarchy Concept
  • Eliminations

Module 6: Implementation

  • Implementation Approaches
  • Signage Conventions
  • User Project and E2E Workflow

Module 7: FinStat Releases

  • Components

Module 8: Hands-On Component

  • Workflow Execution and Instance Keys
  • View Reports and Validations
  • Analysis
  • Applying Adjustments

Client Testimonials
Despite having spent quite a few years as a Nasdaq Calypso developer, I still got a lot out of this training. It was enlightening and helped us delve deeper into some exciting details about Nasdaq Calypso. I would like to emphasize the excellent didactics with practical and objective exercises. Undoubtedly, I improved my analytical perception of operations and lifecycles. The Getting Started with Nasdaq Calypso module definitely provides a satisfactory roadmap.
Samuel L., Exadel Financial Services (formerly CPQi)
What an amazing week it was! The course covered an introduction to Nasdaq Calypso architecture, and dived into details of static data setup, workflow, and trade lifecycles, including pricing environments. I would like to express my thanks to the Education Services team for this opportunity and teaching me a lot of important things for my work routine.
Marcelo Y., Mark2Market (Qaracter)
The training was enriching and a very well designed program. There was a new theme each day, with a series of exercise adapted to each theme. The trainers were professional and attentive. They gave ample amount of time to each participant. They provided a simple explanation, illustrated with examples in Nasdaq Calypso. The quiz at the end of each day, was helpful to test our skills.
ExpertEase Partners