Introduction to IR and the financial markets

This course provides an introduction to IR and the financial environment in which IR professionals work. It explains how the financial markets operate and are regulated. A Q&A session with an IR professional provides an invaluable opportunity to clarify any practical areas of particular interest to the participants.

What will I gain?

UPDATE

Anyone working in investor relations, corporate communications and financial PR who is new to the financial world. It will also benefit anyone who is new to their role or to handling financial communications and does not have a financial background.

Course tutor: Deborah Morton-Dare

Independent

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: Richard Foster

Richard's bio and photo to follow - please check back regularly

Programme

Introduction

  • What is IR
  • How does IR interact with financial markets
  • What is IR trying to achieve:
    • Managing expectations
    • Identifying target audiences
    • What are the outcomes of successful IR

Companies

  • What is a limited company and how does this affect the role of IR
    • Shares and shareholders
    • Debt and equity
    • Directors and board structure
    • How are companies regulated
    • The reporting calendar and disclosure requirements
    • UK Corporate Governance Code

Financial Markets

  • What are they and how do they work
  • Key participants, what are their requirements, how do they interact
  • How are they regulated
  • Advisors and professional services
  • Understanding the financial jargon

Stock Exchanges

  • What is the role of a stock exchange
    • London Stock Exchange
    • How does it work
    • Market statistics
    • Indices
    • Stockbrokers & securities houses
    • International stock exchanges and other markets

Equity Investors and Investment Principles

  • What does it mean to be a shareholder
  • Private investors
  • Institutional investors
  • Fund managers and their requirements
  • Role of analysts
  • Shareholder identification
  • Other forms of funding: Debt, Private Equity, Sovereign wealth funds

Role of IR

  • A practical Q&A session with an IR professional

Summary and Conclusion

Book now
  • IR Society members (£419 + VAT)
    £502.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£599 + VAT)
    £718.80

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 level

IR Fundamentals

Location

Central London

CPD points

40

Course dates

4 August
9.30am to 4.30pm

3 October
9.30am to 4.30pm

7 December
9.30am to 4.30pm

Congrats to our Dip. in IR graduates Gary Davies, Tom Randell & Phil Corbett Become a leader in IR ow.ly/6UWR30cNQSP #IRChat @DavidL_S

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