Financial Education for the Business Community
In today’s increasingly complex financial markets, a requirement for any 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.
Our training covers:
Financial Accounting
Corporate Finance
Credit Risk and Financial Statement Analysis
Money and Banking
Our Clients
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 on-line courses
- Financial Accounting
- Fixed Asset Accounting
- Lease Accounting
- Inventory Accounting
- Accounting for Long-Term Construction Contracts
- Accounting for Bonds
- Accounting for Stockholders Equity
- Intercompany Investments (US GAAP)
- Intercompany Investments (IFRS)
All self-study guides are available in hard copy, too.
On-line courses coming soon!
- Accounting for Pensions
- Accounting for Investments
Instructor-Led, Live Training
Our instructors combine years of industry experience with superior training techniques.
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
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.
- Financial Accounting (NEW!)
- Fixed Asset Accounting
- Lease Accounting
- Inventory Accounting
- Accounting for Long-Term Construction Contracts
- Accounting for Bonds
- Accounting for Stockholders Equity
All self-study guides are available in hard copy, too.
On-line courses coming soon!
- Accounting for Pensions
- 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
- Accounting for financial institutions
- Accounting for not-for-profit entities
- Accounting for government entities
- Foreign operations
- Overview of corporate taxation
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
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
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.