IR for Assistants and Coordinators

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Personal and executive assistants in all areas of business but with an overlap to IR teams, or support staff who come into contact with investors, analysts and external advisers, need to understand the role of IR. This course will explain the financial jargon and provide delegates with an opportunity to network with others in similar roles. We also have a speaker at the end of the session for a Q&A slot, bringing his / her own senior support role experience to life.

Who is this course for?

• PAs and EAs to chairman, chief executives, finance directors and investor relations directors (not just in IR teams)
• Adminstrative staff who deal with investors or external advisers 

What will I gain?

• A good insight into IR and how to support senior management
• An understanding of the dynamics of financial markets, including the key participants
• A solid understanding of the financial jargon and the sensitivity around disclosure of information

When and where is this course running?

2025: In-Person, City of London

• Tuesday 04 March 2025 (09:30 - 16:30)

2025: In-Person, City of London

• Thursday 23 September 2025 (09:30 - 16:30)

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.

Programme

• Introduction to Investor Relations
• An overview of financial markets
• Practical tips for creating value in your role
• Facilitating the investor relations calendar

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