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
  • I can honestly say it was the best course I have attended during my time in IR.  I am sure it will give me more confidence going forward

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

Finance 101 for IR One Day - US

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

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.


Developing/Leadership Skills

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

Financial Communications – A Deeper Dive: Accounting, Analysis & Best Practice Reporting - UK

Financial Communications – A Deeper Dive: Accounting, Analysis & Best Practice Reporting

2-Days Developing Skills  

This two day course takes a deeper dive into financial information.  Looking through the eyes of analysts and investors, we focus on results reporting and the annual report to help you build your practical financial and analytical skills. In a small group, you’ll get plenty of practice and the opportunity to use your own company as a case study (don’t forget to bring a copy of your annual report and latest full year results with you).

 
OUTCOMES
  • See how you can further develop your company’s investment case, using the numbers and key performance indicators to tell your financial story
  • Be able to pre-empt the issues that are likely to come up from investors, analysts and commentators in the media
  • Build confidence with the numbers and your ability to comment effectively on draft results and other financial announcements
  • Develop a scheme for getting to grips with how a company is performing, quickly and efficiently.

Financial Communications – A Deeper Dive: IR, Activism, M&A and Communicating for Value - UK

Financial Communications – A Deeper Dive: IR, Activism, M&A and Communicating for Value

2-Days Developing Skills  

This two-day, very practical course is designed to help you gain a deeper understanding of how to tell a great investment story in a way that will enhance your company’s reputation and value.  We put you into the shoes of an analyst to help you understand what this key audience really wants and needs.  Along the way, we help you deal with special situations – activism and M&A as well as communicating for value day-to-day.

 
OUTCOMES
  • Understand your investors and how they think so that you can tell the right story to the right people
  • 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
  • Become a more effective communicator in activism and M&A situations
  • See how you can use communications to drive fair value

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 in the sector.

 
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: Understanding Capital Structure, Accounting, Financial Analysis and Corporate Valuation for Communicators - US

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.

Finance Essentials Intensive - US

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

 

Think Like an Analyst - US

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 - 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 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

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.

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

Our elearning is broken down into concise, online courses so that you can learn in bite-sized chunks and choose the courses that meet your requirements.

With our personalised approach you can email or phone your tutor if you have questions and we will monitor your progress &  send reminders when necessary.

Try our demo, to  experience the look and feel of our online courses.

 

Online-Courses

Financial Markets

Financial Markets

Understand stock markets and capital raising, the role of investment banks, sell-side and buy-side and the impact on financial communications with our Capital Markets, Investor Relations & Financial PR online courses: 
Introduction to Capital Markets - Online Course

Introduction to Capital Markets – Online Course

2-3 Hours Introductory Skills  

Learn how the capital markets work and how companies raise capital by issuing bonds and shares. You will understand the key concepts and jargon and the role of investment banks. We also cover major types of investor on the buy-side and the role of analysts on the sell-side.

 
OUTCOMES
  • Understand capital markets, how companies issue shares and bonds and how they are traded
  • Appreciate the role of investment banks
  • See the perspectives of key participants such as sell-side analysts, ratings agencies and investors
  • Learn lots of financial jargon and concepts
Introduction to Investor Relations & Financial PR - Online Course

Introduction to Investor Relations & Financial PR – Online Course

2-3 Hours Introductory Skills  

Following on from “Introduction to Capital Markets”, learn the fundamentals of Investor Relations and financial PR, including typical objectives, activities and communication strategies.  You will understand what makes your target audiences tick and how best to communicate with them, whilst remaining within the regulations.

 
OUTCOMES
  • Understand the context for Investor Relations and financial PR activities
  • Appreciate how your key target audiences think and how best to interact with them
  • Gain an overview of the rules and regulations for financial communications globally, including the financial calendar

Get both courses  with 10% discount for buying the bundle.

 

Introduction to Capital Markets, Investor Relations & Financial PR

Money-Puzzle

Financial Reporting

Understand income statements, balance sheets and key performance indicators – everything you need to tell your company’s financial story with The Basics of Business Finance and Understanding Financial Results and Annual Reports online courses:

The Basics of Business Finance - Online Course

The Basics of Business Finance – Online Course

2-3 Hours Introductory Skills  

This course is designed to give you a good understanding of the basics of business finance. You will learn how businesses are funded and what the money’s used for; how they make profits and generate cash; how to measure business performance; where to find the information you’ll need. You’ll see how income statements and balance sheets work and you’ll also understand key financial jargon, concepts and commonly used financial metrics.

 
OUTCOMES
  • Develop a good understanding of the basics of business finance
  • Learn lots of key concepts and financial language
  • See how financial statements work and how they are used
  • See how to calculate commonly used financial metrics

Understanding Financial Results and Annual Reports - Online Course

Understanding Financial Results and Annual Reports – Online Course

2-3 Hours Introductory Skills  

If you need to know how to analyse financial information as part of your job or if you are responsible for communicating financial results, this course is a perfect way of getting to grips with the numbers and key ratios.  We use retail giant, Walmart to make the learning real.

 
OUTCOMES
  • Interpret the information in a company’s financial results and annual report
  • Use key ratios to assess performance
  • Evaluate a company’s profitability, cash generation and financial strength

Or get both courses  with 10% discount for buying the bundle:

 

The Basics of Business Finance, Financial Results & Annual Reports Bundle
Grad-Money

Corporate Finance

Understand board level language and concepts, including shareholder value, cost of capital and company valuation with our Understanding Shareholder Value and Understanding Company Valuation online courses:

Understanding Shareholder Value - Online Course

Understanding Shareholder Value – Online Course

2-3 Hours Introductory Skills  

By the end of the course, you will have a good understanding of shareholder value, including what it means from a shareholder’s point of view; what it means from a company’s point of view; the levers a company can pull to create more value and making the link with strategic actions that drive value creation.

 
OUTCOMES
  • Understand what shareholder value really means
  • See how companies drive value internally and externally
  • Understand the cost of capital and efficient balance sheets
  • Make the link with strategic actions that drive value creation

Understanding Company Valuation - Online Course

Understanding Company Valuation – Online Course

2-3 Hours Introductory Skills  

By the end of the course, you will have a good understanding of how listed companies are valued.  We look at the whole investment decision-making process, covering discounted cash flow valuation and valuation using multiples; and we look at how companies can communicate with the financial markets with a view to achieving fair value.

 
OUTCOMES
  • Understand the investment decision-making process
  • See how companies are valued using discounted cash flow (DCF) techniques
  • Appreciate how companies can be valued using a range of multiples
  • Understand how analysts and investors build their models
  • Make the link between communication and value.

Or get both courses  with 10% discount for buying the bundle:

 

Corporate Finance & Valuation Bundle

Additional
Course Bundles

From capital markets through to accounting, analysis, shareholder value and company valuation the Financial Communications Toolkit comprises all six courses above in one package:

 

Financial Communications Toolkit

 

Learn how to analyse financial information, starting with the basics of buisness finance and moving on to analysing a real company’s financial results. Understand board level language and concepts, including shareholder value, cost of capital and company valuation with our Financial Skills for IR & Financial PR bundle:

 

Financial Skills for IR & Financial PR

 

Learn how to analyse financial information, starting with the basics of business finance and moving on to analysing a real company’s financial results. Understand board level language and concepts, including shareholder value with our Understand & Analyse Financial Results bundle:

 

Understand & Analyse Financial Results

 

If you would like a different combination of courses with 10% discount, please contact us.

 

  • It exceeded my expectations dramatically. I expected the course to be boring but it was very entertaining.
  • Overall the course was extremely well put together

Coffee Break Finance - NEW

 

Learn the language of finance in your coffee breaks with our short courses.

 

Find Out More

Why FinanceTalking

Our financial training courses are designed by our experienced tutors and the way we do it really works.

 

Your tutor will be enthusiastic and knowledgeable with a talent for making complex concepts simple. Most importantly, we send you away with practical skills that you can put into practice back at work, ensuring long-lasting learning.

 

You will have access to a virtual classroom with further eLearning and/or briefing papers that will help you consolidate your learning.

 

  • The course was tailored extremely well to cover the points I needed help on in a very methodical way
  • I thought the workshop was excellent!  The style, enthusiasm, pace, energy, clarity - exceeded expectations
  • Very useful. I had an understanding but not the terminology, in-depth knowledge or confidence. Helped me really understand what I need to focus on when looking at listed companies

Corporate Communications, Investor Relations & Financial Media Relations Training

 

We usually start the course design process with an analysis of your team’s needs. Download our learning needs analysis form here: LNA.

 

Below you can see a list of the subjects that we cover regularly and some examples of typical assignments.

 

If you would like to discuss your team's requirements,
please call Miranda Lane on +44 (0)1572 717000
or email miranda@financetalking.com.

 

Download Brochure

 

SUBJECTS

  • Financial Markets
  • Financial Communications around Initial Public Offers
  • Rules and Regulations for Listed Companies
  • Understanding Financial Results and Annual Reports
  • Corporate Finance and Shareholder Value Concepts
  • Investor Relations and Financial PR
  • Financial Analysis
  • Company Valuation and M&A

TYPICAL ASSIGNMENTS

Financial Markets

"We need to be sure that all our corporate communicators understand the demands of the financial markets on us as a listed company"

Regulation and Disclosure

"We have a new CFO and we'd like to give him a day's training on rules and regulations and the expectations of institutional investors"

Understanding Results

"We want to ensure that everyone in corporate comms is conversant with our KPIs and can communicate key messages around results with conviction"

Valuation and Strategy

"We want to explore how the markets value our shares and how we can enhance value through better communication of our investment story"

Financial Communications

"We would like to ensure that the whole team, from CFO to media relations, understands how best to communicate with financial audiences before, during and after our IPO"

Some of our Clients

 

Antofagasta | Aviva | AstraZeneca | Barclays | Brunswick | Diageo | Edelman | Enel | Emirates REIT | GSK | HSBC | ING | Lansons | Lloyds Banking Group | M&S | MHP Communications | National Grid | Novo Nordisk | Pearson | Portland | Prudential | Rexam | RBS | Shell | TalkTalk | TSB Bank | Unilever | Unite | Vectura | Zurich