A series of live, virtual financial training courses. Continue to learn with the same interactivity that you’ll find with our in-person courses – quizzes, breakout groups and more. Choose which course or courses best suit your learning objectives or take them all sequentially! Click on the dates below to register.
Cost per course:
- $445 members
- ​$495 nonmembers
Introductory Skills (no prerequisites)
For newcomers to financial communications or experienced corporate communications, investor relations and financial PR practitioners with limited financial expertise.
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If you are just getting started in IR or corporate communications, or if you need to understand capital markets and the key audiences in order to be effective in your role, then this course is a must. Understand the current environment; see how the capital markets big picture fits together and appreciate the perspectives of investors, analyst and the financial media. You’ll understand how and why companies issue shares and bonds, how they are traded and how listed companies are expected to communicate.
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Understand the jargon of earnings releases and annual reports and understand how a company’s financial statements work. This covers balance sheets, income statements and cash flows – what they mean and how they fit together. Look at key metrics such as revenue, EBIT, EBITDA and net income; and financial ratios such as leverage and profit margins - across a range of sectors. Finally, consider what your key target audiences are looking for in earnings and how you can add value to the earnings process.
Developing/Leadership Skills
For corporate communications, investor relations and financial PR practitioners who would like to develop their financial skills. Must have taken Capital Markets Essentials or have equivalent knowledge.
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Shareholder Value and Telling a Great Investment Story | Coming Soon
Learn what shareholder value really means; how companies go about creating it; and how to tell a compelling investment story. Examine what value creation looks like from the shareholder’s perspective and management’s role in value creation. Review key requirements such as growth and returns above cost of capital; learn how this breaks down and links back to strategy and key performance indicators. Learn how to tell a great investment story in twelve simple steps, using examples from companies that do it well.
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Understanding & Communicating Company Value | July 16-17
Understand how companies are valued by investors and analysts. Discover what is meant by intrinsic value (including the key inputs to discounted cash flow models) and valuation using multiples. We also consider valuation in an M&A context. Learn what you can do in communications terms to ensure that your company’s stock is fairly valued.
Why You Should Take These Courses
Practical, Interesting and Engaging
Developed specifically for IR and corporate communications by FinanceTalking, NIRI's financial training courses are designed to help you understand the specific financial concepts you need to communicate your company's financial story effectively. Courses are available on a variety of topics and learning levels.
These virtual workshops are run in small groups with experienced tutors who are adept at adjusting the course material to suit the attendees on the day.
Your instructor will be enthusiastic and knowledgeable, with a talent for making complex concepts simple. Most importantly, participants leave these courses with the tools in place to use what they have learned back at work.
Courses are two hours in length and held on two consecutive days. These programs are offered at times convenient for both east and west coast participants.
Materials and Post-Course Support
In addition to the live training, you will recieve
- Access to a virtual classroom with an additional series of online courses to help you consolidate your learning (including briefing papers & jargon summaries)
- Color-coded course materials
- A PDF copy of the FinanceTalking Financial Glossary
- Contact information for your tutor if you have questions or you’d like to discuss further any concepts covered on the course
An Engaging Experience Using Simple Technology
The Zoom platform is used to deliver these virtual events:
- Access the event on your laptop or tablet (or even your phone)
- Discuss case studies via breakout groups
- Participate in quizzes and polls
Questions? Contact us at prodev@niri.org.
IRC credential holders can claim 2 professional development units (PDUs) for completing a single course.
Policies
All cancellation and refund requests must be submitted in writing via email to ProfessionalDevelopment@niri.org. Cancellation requests received up to two weeks (10 business days) before the event will be refunded in full, less a $50 administrative fee. No refunds will be given for cancellation or postponement requests received within two weeks (10 business days) of the event, including no-shows. All refunds will be processed within 10 business days of confirmation and in the same manner as original payment. NIRI reserves the right to cancel an event if minimum enrollment is not met. NIRI membership is in the name of the individual, not the employer organization; member rates for events and other benefits apply only to the individual member, not all members of an organization. Registrations are nontransferable between events. Sharing or splitting access is strictly prohibited.