professional development courses


  • Professional Development Courses


    Our courses are designed to deliver highly focussed, practical training on an open enrollement basis, covering all professionals, industries and regions.

  • Training by Regional and Sector


    Courses can either isolate regional or sector differences or celebrate them through both course delivery and trainee participation

  • It takes the best to train the best


    We employ the best trainers from unrivalled access to the world's leading minds in all industries and regional markets. Carefully selected for their mix of practical experience, consultative background in a broad range of companies and proven training delivery. You need the best, we insist on it!

  • Our training philosophy


    Our expert trainers combine with our cutting edge course content to focus on delivering content through expert facilitation and dynamic presentations with relevant and transferable practical case studies bringing the theory to life.

Creating and Managing a World Class Investor Relations Strategy

Investor relations is an art, not a science. Practitioners need to develop wide ranging skill-sets from financial presentation, to sound understanding of the financial markets, to strategic planning, and corporate practices such as the role of research, how to use communications channels and identifying existing shareholders. Meeting regulations is an essential element of IR, and understanding best practice, where there is often no guidance, is vital.

Turning 'Theory' into 'Practice'?

Having worked and consulted with many of the FTSE 100 companies, our specialist trainer shares experiences and practical solutions in investor relations. And given that there are no ‘right’ answers, with every company’s needs very different, the course is highly interactive, with case studies and moderated discussions between participants.

Who should attend?

This course is designed for Directors, Vice Presidents and Heads of Investor Relations, Investor Relations officers, Corporate Communicators, Financial PR and IR consultants, CFOs and Financial Directors as well as the Company Secretarial Staff.

Key areas to be covered in the programme and documentation

Purpose, role and value of IR
• A definition The IR senior adviser on market behaviour and valuation investor relations
• Checklist: Fundamental IR Skills and Qualities
• Understand how the market values your company
• Building an IR strategy 


Fundamentals
• Company structures- fundamentals of company law and practice and key requirements for directors
• Financial reporting calendar
• Corporate disclosure, reporting and the value of transparency
• Checklist: Developing internal disclosure procedures
• Gaining the full measure of your company’s intangible assets
• A governance framework  

The investment market
• The market: an introduction
• The sell side and the buy side
• Trading practices
• Exchanges Corporate practices 

Research
• Importance of research as the foundation of investor relations; major components of market research
• The value of converging the communications functions
• Integrating the communications functions 

Financial results: the big event - results day
• Primary communications opportunities
• Major event: release of financial results
• Preparing the financial results release
• Dissecting the financial results release 

Communications vehicles
• From 'research' reports and sponsored research to the annual report 

Presentations and meetings
• Road shows, analyst meetings, site visits, one on one’s, retail investor conferences… 

Building relationships with the sell side
• Sell side research: an industry in the midst of change 

Building relationships with the buy side
• Expanding your reach to the widest world of investors 

Dealing with the media
• Building a proactive media coverage programme 

Shareholder identification
• Why shareholder ID matters
• Proactive identification – from 212 to 793
• Reactive identification
• Synthetics

Benefits to you

• Develop a world class IR Strategy and understand its full impact on your PR & IR practice
• Gain an insight into the day to day issues of managing an IR function
• Expand your reach to the widest world of investors
• Understand how the market values your company
• Gain the full measure of your company’s intangible assets
• Develop an appreciation of how analysts and fund managers operate, and an understanding of the different investment styles and portfolio strategies
• Understand strategies for communicating value, and dealing with crises and mergers and acquisitions whilst remaining within the regulations

Companies already benefiting include:

Gain an insight into the day to day issues of managing an IR function.

Duration of Course

2 Day Course

Course details

Please contact our office at +444 203 002 3057 for any additional information about the course

Looking to train larger teams in this subject?

dzingim@marcusevansuk.comTailored in-house/in-company training courses and bespoke strategy workshops designed and delivered on-site throughout Europe according to your specific requirements.

All management, personal development and project management public courses featured in our Course Directory are also delivered on an In-Company basis.

Click Here for information on how this course can be delivered for you as an In-Company Training Solution

 


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Further information

UK Enquiries: +44 (0) 203 002 3057
or dzingim@marcusevansuk.com

Non-UK Enquiries: +420 (0)2 5570 7246
or training@marcusevanscz.com

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dzingim@marcusevansuk.com - Marketing Manager EMEA - Professional Training


UK Enquiries: +44 (0)20 7647 2383 : salesenquiries@marcusevansuk.com
European Enquiries: +420 (0)2 5570 7246 : training@marcusevanscz.com

Testimonials

"This course will allow my company to develop its existing strategies to a much greater and hopefully profitable level."

Managing Director, Tarmac