Public Relations

Investor Relations and Financial Communication

Investor relations builds trust and understanding between companies and the financial community. This course covers the IR function, disclosure obligations, equity story, earnings communication, investor targeting, meetings and roadshows, ESG investor communication and IR measurement.

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, consistent financial communication supports fair valuation and investor confidence. This course helps you plan and deliver effective investor relations.

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.

The course uses case studies, equity story workshops, earnings call simulations and Q&A practice.

Course objectives

What you'll take away.

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

Explain the role and scope of investor relations
Comply with disclosure obligations
Develop a compelling equity story
Communicate financial results effectively
Target and engage investors and analysts
Communicate ESG information to investors

Target audience

Who should attend.

This course is suitable for:

Investor relations professionals
CFOs and finance managers
Corporate communication professionals
Company secretaries
Executives of listed or pre-IPO companies

Target competencies

Capabilities you will build.

Participants will develop competencies in:

Equity story development
Disclosure compliance
Earnings communication
Investor targeting
Q&A preparation
ESG investor communication

Course outline

Your learning journey.

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

Day 1Investor Relations Role

09:00–09:54Purpose of IR
09:54–10:48Stakeholders
10:48–11:00IR organisation
11:00–11:30Coffee break
11:30–12:12IR organisation (continued)
12:12–13:06Market dynamics
13:06–14:00Exercise: IR assessment

Day 2Disclosure

09:00–09:54Disclosure rules
09:54–10:48Inside information
10:48–11:00Fair disclosure
11:00–11:30Coffee break
11:30–12:12Fair disclosure (continued)
12:12–13:06Disclosure policy
13:06–14:00Workshop: Disclosure scenarios

Day 3Equity Story

09:00–09:54Investment proposition
09:54–10:48Key messages
10:48–11:00Financial and strategic KPIs
11:00–11:30Coffee break
11:30–12:12Financial and strategic KPIs (continued)
12:12–13:06Consistency
13:06–14:00Workshop: Equity story

Day 4Results and Engagement

09:00–09:54Earnings releases and calls
09:54–10:48Investor targeting
10:48–11:00Roadshows and meetings
11:00–11:30Coffee break
11:30–12:12Roadshows and meetings (continued)
12:12–13:06Analyst relations
13:06–14:00Simulation: Earnings call

Day 5ESG and Measurement

09:00–09:54ESG investor expectations
09:54–10:48Perception studies
10:48–11:00IR metrics
11:00–11:30Coffee break
11:30–12:12IR metrics (continued)
12:12–13:06Continuous improvement
13:06–14:00Capstone: IR plan

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 certificate of attendance. Smart Horizon 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.

Keep exploring

Your next horizon awaits.

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The full course agenda and dates are available above. Use the session links in Dates & venues to choose a session. Registration and quotation forms require JavaScript; you can also contact our learning team directly.