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: Jonathan Edwards

Jonathan is an Investor Relations Manager, currently working at HSS Hire, where he is responsible for the investor relations and treasury for the group. He has been in the investor relations industry for over 6 years, previously working at Petrofac as an Investor Relations Officer. Prior to that he worked at HSBC in a number of different roles. He is currently studying towards the CIMA qualification and have previously obtained the Investment Management Certificate (IMC) andthe Certificate in Investor Relatons (CIR).

Guest speaker: Richard Foster


Richard joined Rolls-Royce within the Investor Relations team in August 2017. Prior to that, Richard was an Investor Relations Manager at National Grid Plc for just over two years. Richard joined National Grid in September 2010 from Leeds University Business School, and had various commercial and finance roles across the business including group finance & planning, where he qualified as a Chartered Management accountant (CIMA). Prior to National Grid, Richard spent a year out of university working in consulting within Ernst & Young's UK Advisory practice.


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

Core courses


Central London

CPD points


Course dates

13 March 2019
9.00am to 4.30pm

23 July 2019
9.00am to 4.30pm

17 September 2019
9.00am to 4.30pm

3 December 2019
9.00am to 4.30pm

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

We kicked off 2019 with our first course last Thursday with a full house for our Intro to IR & Financial Markets, a……

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