R2CIS: Best Practice & Compliance in Financial Communications

Intermediate Level  (2 days)

This course is designed to give you a complete view of financial communications, spanning IR, analyst relations, media relations, special situations and debt communications. The course offers you a great opportunity to share best practice and provides a thorough understanding of the regulations. It delivers the information you need in a practical way, using plenty of real life examples.

Download course program for Best Practice & Compliance in Financial Communications

Outcomes

The course will help you to:
• Understand key audiences perspectives and concerns
• Formulate a compelling investment case
• Take away lots of ideas for implementing best practice
• Gain a clear, practical perspective on regulations
• Be able to deal confidently with price sensitive information and avoid market abuse

What you will learn

The Big Picture & Financial Communications Essentials
 • Market perspectives - key audiences & roles within the financial markets
 • IR objectives and key valuation variables
 • Shareholder value -TSR, economic profits and cost of capital

Regulations Overview
 • European Directives and the UK regulatory framework
 • Principle-based regulation and comparison with the US
 • Avoiding market abuse
 • Listing principles and overview of the rules

On-going Obligations for UK & US Listed Companies
 • Identifying price-sensitive information and making announcements
 • The financial calendar - timing and content of announcements
 • Director share dealing and other required announcements
 • Dealing with the unexpected
 • Corporate governance
 • Corporate governance monitoring and issues

Relations with Investors
 • Identifying and analysing your shareholder base
 • Types of fund and investment styles
 • The ideal shareholder base and improving your appeal

Intermediary Relationships
 • Debt IR and rating agencies
 • Attracting and managing sell-side analysts and market expectations
 • Supporting IR with media relations

Special Situations
 • Raising capital and pre-emptive rights
 • The Takeover Panel and class transactions - acquisitions and disposals
 • M&A communications, dealing with crises and shareholder activism

Summary and conclusion
 • Defining strategy and what makes a good strategy statement
 • Building and rebuilding investor confidence and surviving difficult market conditions
 • Telling your investment story

How you will learn

This course uses lots of current market examples and a collaborative approach to learning.