Date: 6/3/2017
Event start time: 9:00 AM
Event end time: 5:00 PM
Category: Seminar
Price: Member: $1,149 - Non-Member: $1,349

One Day Course

Printable Registration Form (PDF)

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.

  • 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
Capital Markets
  • Overview of the capital markets
  • Debt and equity funding – understanding shares and bonds
  • The role of investment banks
  • Working within the regulations – what you can and cannot say
  • The perspectives of your key financial audiences
  • FinanceTalking investment game round 1
Economics Essentials
  • The business cycle – growth, inflation, bubbles and crashes, impact of Government policy
  • Defensive versus cyclical companies
  • The impact of interest rates
  • Growth, income and value
  • FinanceTalking investment game round 2
Key Financial Audiences & their Perspectives
  • Understanding investors and investment styles
  • The role of the sell-side analyst
  • Financial media relations
  • FinanceTalking investment game round 3
Working with Financial Information
  • Understanding the income statement
  • Identifying the numbers that matter
  • The difference between GAAP and non-GAAP numbers
  • Writing the headlines and key messages
  • FinanceTalking investment game round 4
Valuation Overview
  • Why value matters
  • Valuation methodologies
  • Communicating for value
  • Investment game conclusion
  • Bringing it all together and taking your knowledge forward



David Yates

David Yates

Partner, FinanceTalking, Ltd.

David joined FinanceTalking in 2009 after nearly thirty years in the City as a corporate lawyer, investment banker and financial PR specialist.

  • Qualified as a solicitor in 1982.  Joined Linklaters & Paines, specializing in capital markets and corporate law
  • Joined the corporate finance division of Robert Fleming, London based merchant bank, in 1984.  Spent three years on secondment with Jardine Fleming in Australia between 1987 and 1990.
  • Began his Financial PR career in 1995 with Gavin Anderson & Co.
  • Joined Financial Dynamics (FD) as a partner at the end of 1998 and commenced their coverage of the Life Sciences sector.
  • Retired from FD in March 2009 following sale of the company to FTI Technologies Inc. of the US.

During his financial PR career in the City, David built a reputation as one of the leading practitioners in London and acquired experience in all aspects of the financial markets, particularly M&A and IPOs.  Together with his experience in the law and the investment banking sector, he has an in-depth knowledge of the workings of the City, the roles that each of the institutions play in the markets and how business is covered by the media.