Course Overview:

British Academy for Training and Development introduces the course of "Excellence in
Managing Shareholder and Investor Relations" which involves covering a wide range of topics that equip participants with the skills and knowledge to effectively communicate and maintain robust relationships with shareholders and investors. This course is aimed at professionals in finance, corporate communications, investor relations, and senior management roles who seek to enhance their company's reputation and value through strategic investor relations. 

Who Should Attend?
• Investor Relations Officers (IROs)
• Corporate Communications Professionals
• CFOs and Financial Executives
• Senior Management

Knowledge and Benefits:

Develop a comprehensive understanding of the role and importance of investor relations.
• Gain the skills to create and implement an effective IR strategy.
• Enhance communication with investors and shareholders, ensuring transparency and
building trust.
• Navigate financial reporting, regulatory compliance, and crisis situations effectively.
• Stay ahead of IR trends and prepare for future challenges and opportunities.

Course Content
• Course Introduction
o Overview of the importance of shareholder and investor relations
o Key objectives of investor relations (IR)
o The role of IR in corporate governance and financial communication
• Fundamentals of Investor Relations
o Definitions and scope of investor relations
o The legal and ethical framework governing shareholder communications
o Understanding the needs and expectations of shareholders and investors

• Building a Strategic Investor Relations Plan
o Setting IR objectives aligned with corporate strategy
o Identifying and segmenting the investor base
o Developing an IR calendar: timing and key activities
• Effective Communication with Shareholders and Investors
o Crafting clear and impactful financial messaging
o Tools and channels for IR communication: Annual reports, IR websites, press
releases, social media
o Managing earnings calls, investor meetings, and roadshows
• Financial Reporting and Transparency
o Basics of financial reporting for IR
o Ensuring transparency and compliance in communications
o Handling price-sensitive information
• Crisis Management and Investor Confidence
o Strategies for maintaining investor confidence during crises
o Communicating bad news effectively
o Case studies on successful crisis management
• Evaluating IR Effectiveness
o Key performance indicators (KPIs) for IR
o Feedback mechanisms: Surveys, investor feedback, and analyst reports
o Continuous improvement in IR practices