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

• Thursday 17 July 2025 (09:30 - 16:00) - date to be confirmed

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: Kate Patrick

Investor Relations - Harbour Energy

Kate Patrick has over twenty years’ experience working in investor relations both in house and advisory. She began her inhouse career with FSTE 250 Inchcape plc, before moving to FTSE100 Compass Group and was more recently Head of IR at a small cap non standard finance company. She has held roles across size and sector and is currently Investor Relations Lead at FTSE 250 Harbour Energy plc. Her roles have involved advising on M&A communications, debt IR, crisis communications and activist management. Kate graduated from University College London with a First Class degree in Hispanic Literature, was one of the first cohort to sit the Investor Relations Society’s Certificate in IR and more recently completed the Investor Relation’s Diploma in IR.   

Programme

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

Register interest