Professional development

Executive assistants and board level personal assistants who come into contact with investors and external advisors need to understand the dynamics of the financial markets. Who should they prioritise for meetings and phone calls? What information can be disclosed and how can they support senior management.

This course is designed for personal and executive assistants to chairmen, chief executives, finance directors and investor relations directors. It will also benefit other administrative staff who deal with investors and external advisors in their role.

The course covers:

Introduction to IR
  • IR objectives
  • Who are the investors
  • Role of advisors
  • What do analysts do
  • The press
  • What is price sensitive information
  • How and when to talk to people

An overview of financial markets
  • What is a stock market
  • Shares
  • Debt and borrowing
  • Mergers and acquisitions

Facilitating the IR calendar
  • The annual reporting cycle
  • Co-ordinating meetings
  • Co-ordinating and preparing for IR events
  • Preparing communications materials
  • Preparing budgets

Practical tips for creating value in your role
  • Releasing material to the LSE
  • Maintaining efficient IR databases
  • Managing and dealing with IR service providers
  • Providing value added support to the IR function