Financial Education for the Business Community

In today’s increasingly complex financial markets, a top priority of every organization is a well-trained staff with up-to-date credit and risk analysis capabilities. Achieving this goal requires excellent preparation at the trainee level and on a continuing basis at all levels.

Financial Accounting

Corporate Finance

Credit Risk and Financial Statement Analysis

Money and Banking

Our Clients

Standard & Poor's Logo
JP Morgan Chase Logo
State Street Bank Logo
TD Bank Logo
Citizens Bank Logo

Tailored, Foundational Learning

Analysts face constantly changing information on financial statements, in the money markets, and especially in areas involving international investment. Delivering clear, understandable interpretation of the underlying financial theories and practices is the function of Broderick Associates. Working with our clients, we create and deliver content that best addresses your training needs. Rather than generic courses that may not be applicable to improving the performance of your analysts, we will, working with you, structure a unique program that accomplishes your specific training objectives. Many of these programs can be completed through live instruction or self- study. Our course content material has been a staple of training on Wall Street and financial centers around the world since 1970.

Courses and seminars delivered in multiple ways

Instructor-Led, Live Training

Our instructors combine years of industry experience with superior training techniques.

Self-study Programs

Learn at your own pace. Take advantage of our on-line or hard-copy self-study guides, refined and built over years for outstanding clarity and results.

Training Programs

  • Financial Accounting
  • Business Finance
  • International Finance
  • Credit Analysis
  • Market Dynamics

Example Seminars

  • Basics of Accounting
  • Present and Future Values
  • Accounting for Income Taxes
  • Overview of Corporate Taxation
  • Financial Statement Analysis

Available self-study guides (hard copy)

  • Financial Accounting
  • Accounting for Fixed Assets

On-line courses coming soon!

  • Accounting for Bonds
  • Accounting for Pensions
  • Accounting for Stockholders Equity
  • Accounting for Investments

Financial Accounting

A mastery of financial accounting principles is essential to the understanding of financial statements. Our in-class and self-study courses deliver training on financial accounting in both US GAAP and IFRS formats and importantly are structured for financial analysts rather than for preparers of financial reports. All of our accounting training programs stress the impact of accounting on interpreting financial statements from a risk analysis perspective. Topics cover a wide variety of financial accounting areas, from the basics of creating and interpreting income statements, balance sheets and cash flow statements to more complicated accounting and financial analysis topics such as pensions, derivatives, consolidations and investments. Examples of topics addressed include, but are not limited to:

  • Introduction to financial accounting and financial statements
  • Accounting for inventory
  • Accounting for fixed assets
  • Present and future value concepts in financial accounting
  • Accounting for debt/bonds
  • Accounting for leases
  • Accounting for taxes
  • Accounting for pensions
  • Accounting for stockholders’ equity
  • Accounting for investments
  • Consolidated financial statements
  • Accounting for derivatives

We also have specialized topics such as:

  • Accounting for financial institutions
  • Accounting for not-for-profit entities
  • Accounting for government entities
  • Foreign operations
  • Overview of corporate taxation

The Broderick Associates approach to teaching focuses on learning concepts and logic, not memorization. They prepare our trainees to meet the daily challenges of their jobs. They make our employees better.

Carmen Genovese

Chief Credit Officer & Manager Credit Training, International Finance Corporation

Broderick Associates’ instructors make concepts understandable over a broad spectrum of educational backgrounds and experience.

Bill Moran

Partner, Kennedy Moran Associates, LLC

We rely upon Broderick Associates’ input to help develop our training structure and content. They are always insightful and helpful.

Susan Murphy

Senior Program Manager, International Finance Corporation

Money and Banking

Understanding the structure of the worldwide financial system on the success of a business is essential to a thorough analysis of any business. Broderick Associates provides training on the financial system including, but not limited to, the following:

  • Understanding the financial system
  • The role of financial institutions in the financial system
  • Interest rates and securities prices
  • Understanding the money markets
  • The role of the consumer in the financial markets
  • Business borrowing and corporate stock
  • The role of the government
  • Understanding the international financial system

Corporate Finance

Corporate finance requires the application of financial accounting and financial statement concepts.  Broderick Associates offers training in the following areas of corporate finance:

  • Present value and the cost of capital
  • Decision making with present value
  • Understanding risk, return and the cost of capital
  • Capital budgeting and the capital asset pricing model
  • Financial decisions and market efficiency
  • Understanding equity
  • Understanding debt
  • Dividend policy and capital structure
  • Understanding options and pricing theory
  • International financial management

The Broderick Associates team provides a hands-on learning approach to complicated subjects. They are eager to help trainees exceed through class work and one-on-one tutoring.

Bill Moran

Partner, Kennedy Moran Associates, LLC

Broderick Associates has been working with us consistently for since the 1980s. They are very reliable and dependable. We are confident that our trainees will understand relevant concepts having completed a Broderick Associates course.

Tom Kennedy

Partner, Kennedy Moran Associates

Credit Risk and Financial Statement Analysis

One of the primary roles of a financial analyst is to assess the financial risk of a business. To achieve a solid understanding of the risks of a business, analysts need to possess skills in the following topics offered by Broderick Associates:

  • Business and industry analysis
  • Risks and mitigants
  • Ratio analysis
  • Financial statement analysis
  • Understanding seasonal companies
  • Asset conversion lending
  • Cash flow and cash flow analysis
  • Financial projections and forecasting
  • Corporate valuation

Our Associates

Christopher Broderick

M.B.A. Duke University

Meg Horvath

Former PwC Partner & SEC Official

Alexander Sanella

Ph.D. New York University

Dale G. Broderick

M.B.A. University of Chicago

Ph.D. Columbia University

Lance Eckel, CFA, FRM

B.A. Economics (Honors) McGill University

M.A. Economics McGill University

R. Philip Giles

M.B.A Ohio State University

Ph.D. Columbia University

Richard Swasey

M.B.A. University of Virginia

Dr. Frank Werner

M.B.A. Harvard University

M.Phil & Ph.D Columbia University

Financial Education for the Business Community

What can we help you achieve?

In response to the ever-changing and sometimes volatile financial marketplace, our educational approach uses real-world examples and cases studies in real time. This philosophy provides students with relevant information and skills to meet immediate and long term institutional learning objectives. Broderick Associates can create customized content as well as provide a broad offering of established and popular coursework.

Please contact us to discuss your training needs.

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