Introduction to IR and the financial markets

This one-day course provides an excellent introduction to the world of investor relations, listed companies and the financial markets in which they operate. It explains clearly how the markets are regulated as well as looking at equity investors and the underlying Investment Principles. A Q&A session with an IR professional provides an invaluable opportunity to clarify any practical areas of particular interest to the participants. This course is relevant to anyone in IR, corporate comms or financial PR and no prior financial background is assumed.

What will I gain?

  • A good insight into the role of investor relations and the financial market environment in which IR operates
  • A thorough understanding of the fundamentals of financial markets
  • An overview of the current regulatory environment
  • An invaluable opportunity to clarify specific questions through the Q&A session

"Really useful training. Interesting topics and some clear explanations, delivered by an excellent and very engaging trainer! With little knowledge on the subject, the course certainly achieved its aim for me. I found it inspiring and feel that it has given me a good understanding of the topic."

"Very well organised - great trainer. Considering future courses on the back of this one!"

"Extremely informative and incredibly interesting. Really solidified my very fledgling knowledge."

Course tutor: Deborah Morton-Dare


Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Guest speaker: Rosie Wilkins


Rosie joined the BT IR team in 2016 having previously worked at Telecity Group plc, where she led the IR programme through two M&A transactions. Prior to that she worked as a buy-side equity analyst for over 5 years in London and Hong Kong. Rosie is a CFA charterholder.


  • Introduction
  • Companies
  • Financial Markets
  • Stock Exchanges
  • Equity Investors and Investment Principles
  • Role of IR
  • Summary and Conclusion
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Course level

IR Fundamentals


Central London

CPD points


Course dates

13 March 2018
9.00am to 4.15pm

12 July 2018
9.00am to 4.15pm

18 September 2018
9.00am to 4.15pm

22 November 2018
9.00am to 4.15pm

  • IR Society members (£449 + VAT)
  • IR Society Premium members (course allowance included in membership package)
  • Non-members (£599 + VAT)
Book now

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