Capital Markets Essentials – NIRI Virtual

Two, 2-hour sessions on consecutive days - Introductory Skills

If you are just getting started in financial PR or IR or if you need to understand capital 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 capital 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
• Appreciate how the key capital markets players think and how they operate
• Understand the regulatory framework and the financial calendar

What's Included

• Access to a virtual classroom with a series of online courses to help you consolidate your learning
• Colour-coded course materials
• A copy of The FinanceTalking Financial Glossary (pdf)
• Email or phone your tutor if you have questions

After the course, you will have access for 4 months to the following eLearning courses which will help you consolidate your knowledge:

• Introduction to Companies, Funding & the Capital Markets – Essentials
• Initial Public Offers – Specialist Short

What you will learn

Economics & Funding

• Overview of economic backdrop
• Growth, inflation and interest rates
• Cyclical and defensive sectors
• Implications of the current environment
• Raising capital – from start-up through private equity 
• Characteristics of debt and equity
• Bonds and shares

Capital Markets & IR

• Raising capital 
• Share issues including IPOs
• The role of investment banks
• Types of investor and their characteristics
• Overview of regulatory regime and dealing with material info
• Portfolio managers, how they think
• Sell-side analysts, rating agencies, credit and other analysts 
• The importance of managing expectations
• Financial communications objectives & typical program
• Current trends in the capital markets

How you will learn

We use Zoom to deliver our virtual events

• Very simple to use
• Access the event on your laptop or tablet (or even your phone)
• Discussions and case studies via breakout groups
• Quizzes and polls