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

Online, Zoom

• Tuesday 2 December (09:30 - 16:00)

2026

Online, Zoom

• Wednesday 21 January (09:30 - 16:00)

In-Person, City of London

• Thursday 5 March (09:30 - 16:00)

In-Person, City of London

• Monday 27 April (09:30 - 16:00)

Online, Zoom​

• Monday 01 July (09:30 - 16:00)

In-Person, City of London

•  Monday 17 August (09:30 - 16:00)

In-Person, City of London

•  Thursday 29 October (09:30 - 16:00)

Online, Zoom

• Monday 07 December (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: Sandra Novakov

Managing Director - Level 48

Sandra is a senior investor relations advisor with 25 years of experience guiding companies through evolving capital markets. Prior to founding the investor relations advisory firm Level 48, she held leadership roles at global consultancies including Sodali & Co and Citigate Dewe Rogerson. She advises clients across the full spectrum of IR activity — from day-to-day investor engagement to high-stakes events such as capital markets transactions and shareholder activism. Sandra has supported more than 100 listed and private companies across EMEA as an IR advisor or outsourced head of IR. She holds a BA (Hons) in International Business and Management from the European Business School, London.

Programme

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

Register interest