Finance Courses for Corporate Communications, Investor Relations & Financial PR

Our practical, engaging financial training courses are designed specifically for corporate communications, investor relations and financial PR practitioners.

We use interactive games and quizzes to simulate real life scenarios, such as media/analyst conferences.

Wherever possible we use live examples from real companies to bring the learning to life.

We have our own very simple business simulation which is a powerful tool for learning how the accounts fit together.

Delegates return to work with the tools in place to implement their learning and really make a difference.

Our practical, engaging financial training courses are designed specifically for corporate communications, investor relations and financial PR practitioners. Choose from open courses, online courses or bespoke in-company training – all designed to make a real difference to your day-to-day work.

We use interactive games and quizzes to simulate real life scenarios, such as media/analyst conferences.

Wherever possible we use live examples from real companies to bring the learning to life.

We have our own very simple business simulation which is a powerful tool for learning how the accounts fit together.

Delegates return to work with the tools in place to implement their learning and really make a difference.

 

Our practical, engaging financial training courses are designed specifically for corporate communications, investor relations and financial PR practitioners.
Choose from open courses, online courses or bespoke in-company training – all designed to make a real difference to your day-to-day work.

We use interactive games and quizzes to simulate real life scenarios, such as media/analyst conferences.

Wherever possible we use live examples from real companies to bring the learning to life.

We have our own very simple business simulation which is a powerful tool for learning how the accounts fit together.

Delegates return to work with the tools in place to implement their learning and really make a difference.

Exceptional tutors with substantial real world experience
Relaxed central London location with tasty, seasonal food
Concise online courses to consolidate your learning afterwards

Our practical, engaging financial training courses are designed specifically for corporate communications, investor relations and financial PR practitioners.

We use interactive games and quizzes to simulate real life scenarios, such as media/analyst conferences.

Wherever possible we use live examples from real companies to bring the learning to life.

We have our own very simple business simulation which is a powerful tool for learning how the accounts fit together.

Delegates return to work with the tools in place to implement their learning and really make a difference.

Our practical, engaging financial training courses are designed specifically for corporate communications, investor relations and financial PR practitioners. Choose from open courses, online courses or bespoke in-company training – all designed to make a real difference to your day-to-day work.

We use interactive games and quizzes to simulate real life scenarios, such as media/analyst conferences.

Wherever possible we use live examples from real companies to bring the learning to life.

We have our own very simple business simulation which is a powerful tool for learning how the accounts fit together.

Delegates return to work with the tools in place to implement their learning and really make a difference.

 

Our practical, engaging financial training courses are designed specifically for corporate communications, investor relations and financial PR practitioners.
Choose from open courses, online courses or bespoke in-company training – all designed to make a real difference to your day-to-day work.

We use interactive games and quizzes to simulate real life scenarios, such as media/analyst conferences.

Wherever possible we use live examples from real companies to bring the learning to life.

We have our own very simple business simulation which is a powerful tool for learning how the accounts fit together.

Delegates return to work with the tools in place to implement their learning and really make a difference.

Exceptional tutors with substantial real world experience
Relaxed central London location with tasty, seasonal food
Concise online courses to consolidate your learning afterwards

Interesting & Engaging Training Courses

All our public courses are run in small groups with experienced tutors who are adept at adjusting the course material to suit the delegates on the day.

Your tutor will be enthusiastic and knowledgeable with a talent for making complex concepts simple.

Most importantly, you will return to work with the tools in place to implement your learning and really make a difference.

  • Excellent, covered a lot in a short space of time
  • Good coverage of basics - enjoyed applying to own statements

Open Courses for Corporate Communications, Investor Relations & Financial Media Relations

Introductory Skills

For newcomers to financial communications or experienced corporate communications, investor relations and financial PR practitioners with limited financial expertise.

Introduction to Capital Markets, Financial PR & IR - UK

Introduction to Capital Markets, Financial PR & IR

1-Day Introductory Skills  

If you are just getting started in financial PR or investor relations 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
  • Communicate with the key players – appreciating how they think and how they operate
  • Understand the regulatory framework and the financial calendar.


Finance Essentials for Communicators - UK

Finance Essentials for Communicators

2-Days Introductory Skills  

This 2-day programme is designed to help you understand the essentials of finance that you’ll need to communicate your company’s financial story effectively. We cover the big picture, shareholder value, accounting, corporate finance and company valuation – all in an accessible way for corporate communicators.

 
OUTCOMES
  • Develop your financial fluency
  • Gain a comprehensive understanding of corporate finance and accounting concepts
  • Understand how to use numbers and KPIs to tell your financial story
  • Learn to communicate in a way that helps your company achieve fair value

Understanding Capital Markets - US

Understanding Capital Markets

1-Day Introductory Skills  

If you are just getting started in IR or corporate communications, 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.

Who Should Attend?

  • Newcomers to IR and corporate communications in a listed company environment
  • Senior communicators with little or no capital markets experience
 
OUTCOMES
  • See the big picture – the context for your role
  • Get to grips with financial markets jargon
  • Grasp the essentials of economics
  • Communicate with the key players – appreciating how they think and how they operate
  • Understand the regulatory framework and the financial calendar


Developing/Leadership Skills

For corporate communications, investor relations and financial PR practitioners who would like to develop their financial skills.

Finance Essentials for Banks - UK

Finance Essentials for Banks

1-Day Developing Skills  

This concise, one day course will enable you to gain a working knowledge of how banks make money and create value for their shareholders. We will cover bank strategy and key performance indicators; how the income statement and balance sheet work for a bank and the headline numbers for results; how banks are regulated and the impact this has on strategy and performance. We will use a major bank as our main example and compare to a range of others.

 
OUTCOMES
  • Become conversant with the language of a bank’s senior management
  • Understand the business of banking and how banks make money
  • Appreciate how banks create value for shareholders and how this drives strategy
  • Understand bank balance sheets and income statements
  • See how banks are regulated, including capital ratios, leverage, liquidity etc
  • Be able to use key performance indicators to tell your financial story

Finance Essentials for Communicators - US

Finance Essentials for Communicators

2-Days Developing Skills  

This 2-day program is designed to help you understand the essentials of finance that you’ll need to communicate your company’s financial story effectively. We cover the big picture, shareholder value, accounting, corporate finance and company valuation – all in an accessible way for IR specialists and corporate communicators.

Who Should Attend?

  • Newcomers to IR and corporate communications in a listed company environment
  • Senior communicators with little or no finance experience
  • Anyone working in a communications role who would like to understand finance from a communications perspective
 
OUTCOMES
  • Develop your financial fluency and be able to talk the language of senior management
  • Gain a comprehensive understanding of corporate finance and accounting concepts
  • Understand how to use numbers and KPIs to tell your financial story
  • Learn to communicate in a way that helps your company achieve fair value

Think Like an Analyst - Pre-conference Short Day - US

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 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

Excellent Venues

Our UK courses are held at wallacespace in central London. They believe, like us, that learning needs a stimulating environment that shrugs off the constraints of the typical office.

Our UK courses are held in central London
within walking distance from mainline stations.

sp-nest-1-board-1-1

wallacespace have airy spaces flooded with
natural daylight designed to energise and inspire.

thai-beef-salad

Expect a wonderful selection of delicious food.
Enjoy breakfast, lunch and snacks during the day.

We offer certificates for all our courses, including the online courses that we include to enable you to consolidate your learning.
Most CPD is now self-certified (e.g. accountancy, law etc) so we don’t offer CPD “points” for particular organisations. However, our courses would certainly meet most organisations’ CPD requirements.