At least 50% of duties should be directly focused on IR activities.Alternate work experience and paid IR internships will be evaluated on a case-by-case basis. HOW TO EARN THE INVESTOR RELATIONS CHARTER 

To earn the Investor Relations Charter (IRC®), applicants must meet each of the following four requirements:
 
1) Pass the IRC examination.
 
2) Meet one of the following educational and professional work experience options:
OPTION 1: U.S. bachelor’s degree or equivalent with three or more years of qualifying full-time work experience as an IR corporate professional or IR counselor.
OPTION 2: Six years of qualifying full-time work experience as an IR corporate professional or IR counselor.
OPTION 3: Hold a current certification relevant to IR practice with three or more years of qualifying full-time work experience as an IR corporate professional or IR counselor.
 
3) Achieve at least seven of the following ten IR domains of practice with a publicly traded company as an IR corporate professional or IR counselor:

 
Domain 1: IR Strategy Formulation Domain 6: Business Insight
Domain 2: IR Planning, Implementation and Measurement Domain 7: Strategic Counsel and Collaboration
Domain 3: Corporate Messaging Development Domain 8: Capital Markets and Capital Structure
Domain 4: Investor Marketing and Outreach Domain 9: Corporate Regulatory Compliance
Domain 5: Corporate Financial Reporting and Analysis Domain 10: Corporate Governance

 4) Comply with the NIRI Code of Ethics and the IRC Code of Conduct.

RELEVANT WORK EXPERIENCE
At least 50% of duties should be directly focused on IR activities.Alternate work experience and paid IR internships will be evaluated on a case-by-case basis.
NIRI membership is not  a prerequisit for certification.

RELEVANT CERTIFICATIONS

Relevant Certifications to the investor relations practice include:
• Certified Public Accountant (CPA)
• Chartered Financial Analyst (CFA)
• Other certifications may be evaluated on a case-by-case basis.


SUPPORTING DOCUMENTS

Based on the eligibility route selected, one or more of the following documents must be submitted with the completed and signed examination application:

•  Current resume or curriculum vitae (CV) with detailed information about the IR qualifying work experience;
•  Copy of official diploma for all collegiate studies*;
•  Verification of work experience form or written statement from human resources department confirming the IR work experience stated in the application;
•  If self-employed, a notarized self-declaration and proof from at least two established clients;
•  Proof of a certification's current status (i.e. certification card or copy of the certificate showing the current expiration date).

* For international applicants official college transcripts must be validated by a credentialing organization (e.g. WES, NAFSA).


EXAMINATION BLUEPRINT

 
Domain Percentage of items Number of items
1. IR Strategy Formulation 14% 29
2. IR Planning, Implementation and Measurement 11% 20
3. Corporate Messaging Development 14% 28
4. Investor Marketing and Outreach 13% 25
5. Corporate Financial Reporting and Analysis 11% 24
6. Business Insight 8% 16
7. Strategic Counsel and Collaboration 8% 16
8. Capital Markets and capital Structure 9% 18
9. Corporate Regulatory Compliance 6% 12
10. Corporate Governance 6% 12
 

EXAMINATION LANGUAGE

The IRC is a U.S.-based program and the examinations are administered in English only worldwide.
 

EXAMINATION FORMAT AND TIME

The examination is four hours long and consists of 200 multiple choice questions. It is administered at proctored testing centers within a specified one-week testing window in a computer-based testing format (CBT) nationwide and internationally three times a year.
 

EXAMINATION SCHEDULES & FEE​S

Initial Application Deadline Final Application Deadline Testing Window
 
January 25, 2020 February 15, 2020
 
March 14 - 21, 2020
April 25, 2020 May 23, 2020
 
June 20 - 27, 2020
September 19, 2020 October 17, 2020
 
November 14 - 21, 2020
 Fees By Initial Application Deadline Fees By Final Application Deadline     
 
 
Member Fee: $1,095 Member Fee: $1,295
 
 
Non-Member Fee: $1,595 Non-Member Fee: $1,795
 
 
Refund/Withdrawal Fee: $200
(Applies to all refund requests if the request is received before the testing window begins)

 
 
Transfer/Rescheduling Fee: $100 
(Applies when transferring to the next testing window)
   
Duplicate Score Report: $25
 
   
Score Verification: $25
 
 

EXAMINATION SCORING

IRC examination score is based on your total number of correct answers. You should answer all items, as there is no penalty for incorrect responses. However, choose only one response per item. If more than one response per item is selected that item will be scored as an incorrect response.

Your performance on the test will be measured against a predetermined standard of knowledge. This standard is the basic level knowledge that can reasonably be expected of individuals with basic competence in investor relations. The passing score for the IRC test is set by a national panel of experts’ representative of the profession.