R1SA: Global Financial Markets, Investor Relations & Financial PR Essentials

Foundation Level  (1 day)

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.

Download course program for Global Financial Markets, Investor Relations & Financial PR Essentials

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.

What you will learn

The Big Picture
 • The financial markets architecture
 • Raising money - bonds and shares
 • Directors, shareholders and corporate governance
 • How shares are valued - overview
 • Positioning financial PR and IR and getting the message across

Introduction to Financial Markets
 • Stock exchanges, indices and why they matter
 • Understanding investment banks
 • Buy-side and sell-side
 • Other financial markets

Financial PR & IR audiences
 • Who are the shareholders & what do they want?
 • Sell-side analysts, rating agencies, credit and other analysts
 • The importance of managing expectations
 • Financial media relations

Introduction to Financial PR & IR regulations
 • Regulations overview
 • Avoiding market abuse
 • Key obligations for listed companies - regulated announcements and the financial calendar

Summary and conclusion
 • Reading the FT - a tool for understanding the markets
 • Where to go from here

How you will learn

Case study work and group exercises will provide long-lasting learning by linking the material to your day-to-day activities and using real life examples.

We also make suggestions as to how you can implement what you have learnt after the course - ensuring that you return to your desk in a position to carry out your duties even more effectively.