Introduction to IR and the Financial Markets

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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 a senior IR professional provides an invaluable opportunity to clarify any practical areas of particular interest to the participants.

Who should attend?

• New IR professionals
• Anyone working in IR, corporate communications, financial PR and new to the financial world
• Those with no financial background and new to handling financial communications 

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
   

When and where is this course running?

The Introduction to IR and Financial Markets course is running on the below dates. If you cannot attend any of the below training dates or your preferred modality is not yet scheduled, please do 'Register Interest' in the course. 

2025: In-Person, City of London

• Tuesday 19 August 2025 (09:30 - 16:00)

2025: In-Person, City of London

• Monday 13 October 2025 (09:30 - 16:00)

2025: Online, Zoom

• Tuesday 02 December 2025 (09:30 - 16:00)

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: Maxime Lopes

Senior Director - FTI Consulting

Maxime is a London-based IR advisor at FTI Consulting, bringing more than 10 years’ global experience in financial communications and stakeholder management. Maxime works with corporate issuers across EMEA to help them develop IR strategies, implement best practice investor disclosures and optimise their capital market positioning.

Prior to FTI, Maxime was a Director at leading IR advisory firm Fairvue Partners, advising equity listed issuers and privately owned issuers on their institutional investor engagement and communication. Maxime supported clients at different stages of their capital markets lifecycle, focusing on strategic investor messaging around quarterly results and ad hoc situations (CMDs, M&A, capital raising activity, distressed situations).

Prior to this, Maxime was a member of the IR team at leading European utility EDF, and a senior financial auditor at Deloitte in Paris. Maxime is a CFA charter holder and a graduate from ESCP Europe and Sciences Po Lille.

Programme

• Companies
• Financial markets
• Stock exchanges
• Equity investors and investment principles
• Role of IR
• Summary and conclusion

Register interest