Financial Training Courses for Corporate Communicators in the USA

Our financial training courses are designed to make complex concepts simple, demystify financial jargon and to give investor relations and media relations practitioners the financial tools they need to excel in their role.

Our financial training courses are designed to make complex concepts simple, demystify financial jargon
and to give investor relations and media relations practitioners the financial tools they need to excel in their role.

Our financial training courses are designed to make complex concepts simple, demystify financial jargon
and to give investor relations and media relations practitioners the financial tools they need to excel in their role.

Welcome to FinanceTalking

Specialists in financial training for non-financial people,
corporate communications, financial PR and Investor Relations.

Open Courses In Association with NIRI

NIRI logo

Our open courses across the USA in association with the US National Investor Relations Institute take place in various locations several times a year.

www.niri.org

  • Fantastic. Can't remember the last time I was in a 2 day program where my attention was held at all times
  • Phenomenal. Cannot say enough. This increased my learning exponentially

All Courses in the USA

Finance 101: Introduction to Capital Markets and Finance Fundamentals for Communicators

Finance 101: Introduction to Capital Markets and Finance Fundamentals for Communicators

2-Days Introductory Skills  

The course will help you to gain a good grounding in all aspects of finance needed for IR and corporate communications.  In addition to accounting essentials and how to understand earnings releases, we cover capital markets, the perspectives of your key financial audiences, economics essentials, an overview of valuation and the concept of shareholder value – everything you need to tell a compelling investment story – all in an accessible way for non-finance specialists and designed specifically for corporate communicators.

Who Should Attend?

  • Investor Relations executives who do not have a finance or capital markets background
  • Corporate communicators who would like to understand the language of the C-suite and the financial markets
  • Those starting a career in IR or media relations in a listed company environment
 
OUTCOMES
  • Understand the capital markets and how IR and corporate communications fit in
  • Grasp the essentials of economics and how companies are valued
  • Appreciate the perspectives of investors, analysts and the financial media
  • Understand the financial content of earnings releases including headline key performance indicators, income statements and balance sheets
  • Get to grips with jargon and develop your financial fluency

 

Note: We recommend leaving a few months between taking Finance 101 and Finance Essentials so that you can consolidate your learning. If you choose to take both courses together, please be aware that there will be some overlap.

Finance 101: Introduction to Capital Markets and Finance Fundamentals for Communicators - One Day

Finance 101: Introduction to Capital Markets and Finance Fundamentals for Communicators – One Day

1-Day Introductory Skills  

Learn the basics of Financial Markets, Corporate Finance, Financial Statements, and Valuation.  This course will give you the confidence to participate in financial discussions and enable you to engage with investors, analysts, the business media and the C-suite.

 
OUTCOMES
  • Understand the capital markets and how IR and corporate communications fit in
  • Grasp the essentials of economics
  • Appreciate the perspectives of investors, analysts and the financial media
  • Be able to identify the earnings release headlines and see which numbers matter
  • Get to grips with jargon and improve your financial fluency
Finance Essentials Intensive for IR and Corporate Communications

Finance Essentials Intensive for IR and Corporate Communications

3-Days Developing Skills  

This intensive three-day program is designed to give you the financial fluency you need to communicate really effectively with finance professionals ranging from the CFO to the buy- and sell-side and the financial media.  Finance Essentials Intensive combines elements from the 2-day Finance Essentials and Think Like an Analyst. Although this course recaps the fundamentals of finance, we move fairly quickly onto more sophisticated concepts and analysis. If you would like to get to grips with the basics before attending the course, you could consider taking Finance 101 first.

Who Should Attend?

  • Investor Relations professionals
  • Media relations and other corporate communicators
 
OUTCOMES
  • Understand the language and concepts of the C-suite
  • Further develop your financial fluency and literacy and develop a comprehensive understanding of accounting concepts
  • Be able to challenge and critique financial information with confidence
  • See how analysts build models and how to provide effective guidance
  • Appreciate how analysts think and what pushes their buttons
  • See how stocks are valued, appreciate the drivers of investment decisions and learn how to communicate for value
  • Participate in M&A discussions and understand how financial audiences evaluate deals
  • Be able to develop and communicate a great investment story
Finance Essentials: Understanding Capital Structure, Accounting, Financial Analysis and Corporate Valuation for Communicators

Finance Essentials: Understanding Capital Structure, Accounting, Financial Analysis and Corporate Valuation for Communicators

2-Days Developing Skills  

If you have already taken Finance 101 or if you have some financial knowledge already, this is a great next step.  We recap the key concepts and then take your knowledge to the next level, applying the principles to real situations across a range of sectors. We cover accounting and analysis and key corporate finance concepts – shareholder value, cost of capital, evaluating M&A, dividend and buy-back policy etc – everything you need to communicate your company’s financial story effectively and participate fully in C-suite discussions – all in an accessible way for non-finance specialists and designed specifically for corporate communicators.

Who Should Attend?

  • Investor Relations professionals
  • Media relations and other corporate communicators
 
OUTCOMES
  • Understand the language and concepts of the C-suite
  • Further develop your financial fluency and literacy and develop a comprehensive understanding of accounting concepts
  • Be able to challenge and critique financial information with confidence
  • See how analysts build models and how to provide effective guidance
  • Understand company valuation and appreciate how M&A deals are evaluated
  • Be able to develop and communicate a great investment story

 

Note: We recommend leaving a few months between taking Finance 101 and Finance Essentials so that you can consolidate your learning. If you choose to take both courses together, please be aware that there will be some overlap.

Managing Shareholder Activism

Managing Shareholder Activism

1-Day Developing Skills  

Learn who the key activists are, what they want and how they try to get it.  We cover what you can do to protect your company against an activist incident and how best to handle activism when it occurs.

Who Should Attend?

  • Investor Relations executives
  • Media relations professionals and other corporate communicators
 
OUTCOMES
  • Understand who activists are and be able to spot if they are in your stock
  • Appreciate the types of platforms that drive activist intervention
  • Understand the range of possible outcomes impacting your company
  • See the range of communications tools available to them and to you
  • Develop key messages for a range of activist arguments
Think Like an Analyst

Think Like an Analyst

1-Day Developing Skills  

Learn to look through the eyes of one of your key target audiences. Find out how analysts think, how they build their models and what pushes their buttons. This course will put you in the shoes of an analyst so that you can see things from their perspective. Exercises include a team forecasting competition, interpreting how guidance affects an analyst’s model and identifying the key assumptions in consensus.

Who Should Attend?

This course is designed for anyone who deals with the sell-side as part of the company’s financial communications. We will assume that you have taken Finance Essentials or have the equivalent knowledge.  Participants tend to come from a mixture of financial and non-financial backgrounds and this course provides something for everyone.

 
OUTCOMES
  • Understand the role of the sell-side, primary tasks, sources of information and perspectives
  • Appreciate the how analysts do their job – from identifying the value drivers, through to forecasting and model building, valuing the business and making a recommendation
  • Be able to translate this into lessons for IR on how best to communicate with and influence analysts on both the sell-side and the buy-side
Think Like an Analyst - Pre-conference Short Day

Think Like an Analyst – Pre-conference Short Day

5-hours Developing Skills  

Learn to look through the eyes of one of your key target audiences. Find out how analysts think, how they build their models and what pushes their buttons. This course will put you in the shoes of an analyst so that you can see things from their perspective. Exercises include interpreting how guidance affects an analyst’s model and identifying the key assumptions in consensus.

Who Should Attend?

This course is designed for anyone who deals with the sell-side as part of the company’s financial communications. We will assume that you have taken Finance Essentials or have the equivalent knowledge.  Participants tend to come from a mixture of financial and non-financial backgrounds and this course provides something for everyone.

 
OUTCOMES
  • Understand the role of the sell-side, primary tasks, sources of information and perspectives
  • Appreciate the how analysts do their job – from identifying the value drivers, through to forecasting and model building, valuing the business and making a recommendation
  • Be able to translate this into lessons for IR on how best to communicate with and influence analysts on both the sell-side and the buy-side

Courses Coming Up in the USA

Online Financial Training Courses

Finance for Non-Financial Managers

Currency Jigsaw - Financial reporting coursesUnderstand income statements, balance sheets, budgeting & forecasting, investment appraisal, analysing financial statements & shareholder value.

Financial Communications ToolkitCurrency with mortarboard - Corporate finance courses

Understand board level language and concepts, including shareholder value, cost of capital, company valuation and evaluating M&A.

Banks

Understand bank balance sheets, how they make
profits, capital regulation and how to use typical ratios to evaluate performance.

In-Company Financial Training

Tailored courses specifically designed to meet your team's requirements.
Give us a call, our tutors are always happy to discuss your needs on +44 1572 717000 or find out more below.

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