Introductory Courses

Open Courses for Corporate Communicators Around the World 

Select your region  

For newcomers to financial communications or experienced corporate communications practitioners with limited financial expertise.

Introduction to Financial Markets, Financial PR & IR

Introduction to Financial Markets Financial PR & IR

1-Day Introductory Course

If you are just getting started in financial PR or IR or if you need to understand financial markets and audiences in order to be effective in a corporate communications role, then this course is a must. We will help you see how the financial markets big picture fits together. You’ll understand how and why companies issue shares and bonds, how they are traded and how listed companies are expected to communicate.

 
OUTCOMES
  • See the big picture – the context for your role
  • Get to grips with financial markets jargon
  • Communicate with the key players – appreciating how they think and how they operate
  • Understand the regulatory framework and the financial calendar.


Finance Essentials for Communicators 1

Finance Essentials for Communicators 1

2-Days Introductory Course

This 2-day programme is designed to help you understand the essentials of finance that you’ll need to communicate your company’s financial story effectively. We cover the big picture, shareholder value, accounting, corporate finance and company valuation – all in an accessible way for corporation communicators.

 
OUTCOMES
  • Develop your financial fluency
  • Gain a comprehensive understanding of corporate finance and accounting concepts
  • Understand how to use numbers and KPIs to tell your financial story
  • Learn to communicate in a way that helps your company achieve fair value


Bull-Note

Practitioner Courses

Select your region  

For corporate communications, Investor Relations and financial PR practitioners who would like to develop their financial skills.

Financial Communications MasterClass

Financial Communications MasterClass

2-Days Intermediate Course

This masterclass is designed to give directors and senior management a practical understanding of the capital markets, best practices and obligations associated with being a public company and ideas as to how you might use communications to influence your company’s valuation through investor relations, analyst communications and media relations.

 
OUTCOMES
  • Understand the capital markets and the context for your financial communications
  • See how investors and analysts evaluate investment opportunities and how to tell your company’s investment story convincingly
  • Appreciate the role of Investor Relations, Analyst Communications and Media Relations and how best to manage them
Understand & Analyse Your Company’s Financial Results

Understand & Analyse Your Company’s Financial Results

2-Days Intermediate Course

This course offers you the opportunity to look at your company’s most recent results announcement and annual report through the eyes of your target audiences. Our experienced tutor will take you through your numbers and help you complete our analysis workbook in a group of no more than 6 people.

 
OUTCOMES
  • Understand your company’s financial statements
  • Find the key numbers quickly and efficiently
  • Analyse the financial statements to determine company performance
  • Use Key Performance Indicators to tell your financial story
  • Anticipate likely market issues and questions around financial results
Corporate Finance, Valuation and M&A Principles and Practice

Corporate Finance, Valuation and M&A Principles and Practice

2-Days Intermediate Course

If you are involved in capital raising, M&A or talking to investors/analysts about your company’s share price/valuation, then this course is ideal. We cover the key corporate finance concepts that form the basis of many board room discussions – shareholder value, cost of capital, dividend and buy-back policy etc. And we help you to understand how companies are valued by the market, for IPO and in M&A situations, using both DCF and relative valuation metrics. We also cover how the market reacts to announcements and the key drivers of company valuation.

 
OUTCOMES
  • Appreciate the context for valuation – market conditions, economic outlook, sector
  • Understand how analysts build models and how to provide effective guidance
  • Understand valuation – DCF, P/E ratios, EV ratios, dividend yield, NAV and SOTP
  • See how analysts’ models work and how to influence them
  • Appreciate how M&A deals are evaluated
  • Understand company funding and its impact
Finance Essentials for Banks

Finance Essentials for Banks

2-Days Intermediate Course

This two-day course will enable you to gain a working knowledge of the financial markets, how banks make money, the balance sheet, income statement, headline numbers, key performance indicators and how bank shares are valued. We also cover the impact of the financial crisis, the changing Basel regulations and future challenges. We will compare major banks in terms of how they tell their financial story, their targets for the future and their valuation.

 
OUTCOMES
  • Become conversant with the language of the financial markets
  • Understand the pricing of financial instruments and the impact of the yield curve
  • Appreciate the big picture – how banks create value for shareholders
  • Understand bank balance sheets and income statements
  • See how banks are regulated, including capital ratios, leverage, liquidity etc
  • Use KPIs to tell your financial story and compare across the sector
  • Anticipate likely market issues and questions around financial results
  • Understand how banks are valued and what drives higher valuation

Cogs

Introductory Course

Open Courses for Non-Financial Managers 

Finance for Non-Financial Managers 1

Finance for Non-Financial Managers 1

1-Day Introductory Course

This one day introductory course, designed for non-financial managers, uses the FinanceTalking accounting game to show you how accounting works. By the end of the day you will have a good understanding of how the income statement (P&L), balance sheet and cash flows fit together.  We teach in small groups so that you can be sure of individual attention.

 
OUTCOMES
  • Get to grips with how accountants think and be able to use the language of finance
  • Understand how the key financial statements fit together
  • Appreciate the relationship between profits and cash flows
  • Understand the key drivers of profitability
  • Be able to link the numbers with underlying business activities.

MoneyPuzzle2

Practitioner Course

Finance for Non-Financial Managers 2

Finance for Non-Financial Managers 2

2-Days Intermediate Course

This two-day course is ideal for business managers who would like to be more financially skilled. You’ll understand the key financial concepts that are of crucial importance in the boardroom. And we break these concepts down to see what they mean for you in your role. We cover the big picture; how accountants think; how the numbers help you understand performance; budgeting and forecasting; and investment appraisal – everything you need to know to make better business decisions.

 
OUTCOMES
  • Understand balance sheets and income statements and use them confidently
  • Contribute effectively to budgets and forecasts
  • Understand key corporate finance concepts such as ROI and cost of capital
  • Be able to evaluate investment proposals using concepts such as NPV and IRR
  • Make better decisions by understanding the financial impact of your actions
  • Be able to speak the language of the boardroom
MoneyGlobe

Introductory Course

Open Courses for Banks Around the World

Select your region  

Introduction to Financial Markets, Financial PR & IR

Introduction to Financial Markets Financial PR & IR

1-Day Introductory Course

If you are just getting started in financial PR or IR or if you need to understand financial markets and audiences in order to be effective in a corporate communications role, then this course is a must. We will help you see how the financial markets big picture fits together. You’ll understand how and why companies issue shares and bonds, how they are traded and how listed companies are expected to communicate.

 
OUTCOMES
  • See the big picture – the context for your role
  • Get to grips with financial markets jargon
  • Communicate with the key players – appreciating how they think and how they operate
  • Understand the regulatory framework and the financial calendar.

Bank

Practitioner Course

Select your region  

Finance Essentials for Banks

Finance Essentials for Banks

2-Days Intermediate Course

This two-day course will enable you to gain a working knowledge of the financial markets, how banks make money, the balance sheet, income statement, headline numbers, key performance indicators and how bank shares are valued. We also cover the impact of the financial crisis, the changing Basel regulations and future challenges. We will compare major banks in terms of how they tell their financial story, their targets for the future and their valuation.

 
OUTCOMES
  • Become conversant with the language of the financial markets
  • Understand the pricing of financial instruments and the impact of the yield curve
  • Appreciate the big picture – how banks create value for shareholders
  • Understand bank balance sheets and income statements
  • See how banks are regulated, including capital ratios, leverage, liquidity etc
  • Use KPIs to tell your financial story and compare across the sector
  • Anticipate likely market issues and questions around financial results
  • Understand how banks are valued and what drives higher valuation