Public Relations

Investor Relations Fundamentals

Investor relations builds trust between companies and the capital markets. This course covers the role of IR, investor audiences, disclosure obligations, the equity story, results communication, investor meetings and roadshows, annual reports and websites and handling market-sensitive information.

5 days Classroom or live online English

Smart Horizon Certified - Global Leadership Consultants

Take the course details with you.

Download the full standard outline: why attend, methodology, objectives, audience, competencies, the daily outline and current plans.

Download course PDF

Why attend

From knowledge to real-world impact.

Clear investor communication supports valuation and access to capital. You will learn the fundamentals of professional IR.

Workplace challenges

Professional Problems This Course Is Designed to Solve

The programme explores practical approaches to the following challenges. Results depend on how the learning is applied in your organisation.

Difficulty translating subject knowledge into practical workplace decisions.
Inconsistent approaches to the activities covered in the course outline.
Lack of a structured plan for applying and reviewing new skills.

Course methodology

How you will learn.

Equity story workshops, results announcement analysis, mock investor meetings and case studies.

Course objectives

What you'll take away.

By the end of this course, participants will be able to:

Explain the role of investor relations
Understand investor audiences and analysts
Meet disclosure obligations
Develop the equity story
Communicate financial results
Manage investor meetings and market-sensitive information

Target audience

Who should attend.

This course is suitable for:

Investor relations officers
Corporate communication managers
Finance managers
Company secretaries
Executives in listed companies

Target competencies

Capabilities you will build.

Participants will develop competencies in:

Disclosure
Equity story
Results communication
Investor meetings
Information control

Course outline

Your learning journey.

A focused, practical outline with time to explore, apply and reflect.

Day 1IR Role

09:00–10:08Purpose
10:08–11:00Capital markets
11:00–11:30Coffee break
11:30–11:45Capital markets (continued)
11:45–12:53Stakeholders
12:53–14:00Exercise

Day 2Investors and Analysts

09:00–10:08Investor types
10:08–11:00Analysts
11:00–11:30Coffee break
11:30–11:45Analysts (continued)
11:45–12:53Targeting
12:53–14:00Workshop

Day 3Disclosure

09:00–10:08Disclosure rules
10:08–11:00Market-sensitive information
11:00–11:30Coffee break
11:30–11:45Market-sensitive information (continued)
11:45–12:53Insider lists
12:53–14:00Case study

Day 4Equity Story and Results

09:00–10:08Equity story
10:08–11:00Results announcements
11:00–11:30Coffee break
11:30–11:45Results announcements (continued)
11:45–12:53Presentations
12:53–14:00Exercise

Day 5Meetings

09:00–10:08Roadshows
10:08–11:00Q&A
11:00–11:30Coffee break
11:30–11:45Q&A (continued)
11:45–12:53Websites and reports
12:53–14:00Mock meeting

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Dates & venues

Find a session that works for you.

Confirmed dates accept registration requests. Tentative dates are enquiry only.

Good to know

A few things to know.

How is the course delivered?

Our classroom programmes combine facilitated discussion, case studies, exercises and reflection. The precise format will be confirmed before enrolment.

Can you deliver this programme for our team?

Yes, you can enquire about a tailored programme. Share your goals, group size and preferred dates with our learning team.

Will I receive a certificate?

Participants who complete the programme receive a Smart Horizon UK certificate of attendance. Smart Horizon UK programmes are not externally accredited and do not award a professional qualification, licence or designation. Where a course title or outline refers to a professional certification (for example, AACE International's Certified Cost Professional), the programme supports learning and preparation only; the credential itself is awarded solely by the relevant professional body under its own application and examination requirements.

What should I confirm before booking travel?

Please confirm the session, exact venue, accessibility arrangements, fees and any visa requirements with the team before arranging travel. Tentative dates are not confirmed sessions.

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