Upcoming Course Dates

NIRI logo

This course is run in conjunction with NIRI.
Bookings will be made via their website.

4 Hours Introductory Skills
Tue 10 Nov 2020
Client Office

Member price: $395
Non-member price: $445

 

Prerequisite Courses
None

If you are unsure whether this course is right for you, please contact Miranda Lane (info@financetalking.com)


Capital Markets Essentials – NIRI Virtual

4 Hours 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:


What you will learn

The Big Picture

  • Economic backdrop
  • Company funding – equity and debt
  • Capital raising from start-up through private equity to IPOs
  • Shares and bonds – how they work

Capital Markets

  • Capital markets overview
  • The role of investment banks
  • Understanding investor types and active vs passive management
  • Overview of regulatory regime including governance
  • The role of IR and financial PR

Key Financial Audiences for IR and PR

  • Disclosure of material information and the financial calendar
  • Portfolio managers and how they think (including activism)
  • Sell-side analysts and research reports
  • The importance of guidance and managing expectations
  • Financial media relations
  • Summary and conclusion


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