Join Now
E-Groups Login
Store
Calendar
Member Center
My NIRI Account
Learning Center
About NIRI
Contact Us
login
The Association for
Investor Relations
Search for:
Experienced IR Professionals
New IR Professionals
Counselors
Service Providers
home
Membership
Membership Overview
Join/Rejoin NIRI
Renew Membership
Membership Benefits
Membership FAQs
Transfer Membership
Join Now
Membership Types
Individual Memberships
Group Memberships
Career Transition Program
Member Center
MyNIRI
Member Directory
Member Help
Professional Development
Annual Conference
2024 Annual Conference
Nominate a Speaker - NIRI2025
Archived Conference Materials
Seminars
Fundamentals of Investor Relations
Virtual Financial Workshops
NIRI 2024 AI Summit
Writing & Presentations Workshops
Online Learning
On-Demand Financial Trainings
IR Competency Suite
Webinars
Learning Center
Full Calendar
Certification
Continuing Professional Education
Exhibits & Sponsorship
Certification
IR Advanced Certificate
IR Foundations Certificate
IRC Certification FAQs
IRC Renewal Program
Advocacy
NIRI Policy Statements
NIRI Regulatory Positions
Overview of NIRI's Advocacy Agenda
Equity Ownership Transparency
Resources
Publications
Executive Alert
IR Update
IR Update Weekly
Archives: IR Update Weekly
NIRI Research
Think Tank
Standards of Practice for Investor Relations
IR Competency Framework
Editorial Advisory Committee
Resource Libraries
Sustainability Resources
Sample Document Library
Diversity & Inclusion Resources
Regulations Library
Corporate Governance Resource Library
Products and Services Marketplace
NIRI Community
Committees
Chapters
Chapter Officers
Find Chapters
Chapter Event Listings
Compass Mentor Program
Collaborate
NIRI Collaborates
E-groups
Senior Roundtable (SRT)
Member Directory
Fellows Recognition Program
Rising Leaders Under 40
Resources for HR Professionals
Career Center
Home
Events
Capital Markets Essentials - Februrary 2024
Capital Markets Essentials - Februrary 2024
Share
Brochure & Printable Registration Form
Agenda
Date: 2/20/2024 - 2/21/2024
Event start time: 12:00 PM
Event end time: 2:00 PM
Category: Seminar
Price: Members - $445; Non-Members - $495
Register
Capital Markets Essentials (Two, 2-Hour Live Virtual Sessions)
Tuesday, February 20 12pm - 2pm ET and
Wednesday, February 21 12pm - 2 pm ET
Introductory Level
Prerequisites
: None
If you are just getting started in IR or corporate communications, or if you need to understand capital markets and the key audiences in order to be effective in your role, then this course is a must. We will help understand the current environment; see how the capital markets big picture fits together and appreciate the perspectives of investors, analyst and the financial media. You’ll understand how and why companies issue shares and bonds, how they are traded and how listed companies are expected to communicate.
LEARNING OBJECTIVES
See the big picture – the context for your role
Understand financial markets jargon
Appreciate how the key capital markets players think and how they operate
Understand the regulatory framework and the financial calendar
COURSE PROGRAM -
4-hour course delivered over two days
Economics & Funding
Overview of the economic backdrop
Growth, inflation, and interest rates
Cyclical and defensive sectors
Implications of the current environment
Raising capital - from start-up through private equity
Characteristics of debt and equity
Bonds and shares
Capital Markets & Investor Relations
Raising capital
Share issues, including IPOs
The role of investment banks
Types of investors and their characteristics
Overview of the regulatory regime and dealing with material info
Portfolio managers & how they think
Sell-side analysts, rating agencies, credit, and other analyists
The importance of managing expectations
Financial communications & typical program
Current trends in the capital markets
WHAT'S INCLUDED?
Access to a virtual classroom with a series of online courses to help you consolidate your learning after the workshop
Self-paced online courses for follow-up
(included in registration fee)
:
Introduction to Companies, Funding & the Capital Markets
(Essentials Course)
Initial Public Offers
(Specialist Short Course)
Color-coded course materials
A copy of The FinanceTalking Financial Glossary (pdf)
Email or phone your tutor if you have questions or you’d like to discuss further any concepts covered on the course
AN INTERACTIVE EXPERIENCE USING SIMPLE TECHNOLOGY
Small group, interactive workshops delivered using Zoom
Access the event on your laptop or tablet (or even your phone)
Discussions and case studies via breakout groups
Quizzes and polls
Questions? Contact us at prodev@niri.org.
IRC
®
credential holders can earn 2 professional development units (PDUs). More information is available at
www.niri.org/certification
.
All cancellation and refund requests must be submitted in writing via email to ProfessionalDevelopment@niri.org. Cancellation requests received up to 2 weeks (10 business days) before the event will be refunded in full, less a $50 administrative fee. No refunds will be given for cancellation or postponement requests received within 2 weeks (10 business days) of the event, including no-shows. All refunds will be processed within 10 business days of confirmation and in the same manner as original payment.