Capital Markets Essentials
(Two, 2-Hour Live Virtual Sessions)
Tuesday, ________, 12pm – 2pm ET and
Wednesday, ____________, 12pm – 2pm 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
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
- Balance sheets – key issues for investors, analysts, and the media
- Measuring leverage and deciding what’s appropriate
- Income statements – evaluating performance and asking questions
- Profitability and cash flow metrics
- How profits convert to cash
- Adding value to earnings releases
- Examples from real companies
What’s Included?
- Access to a virtual classroom with an online course to help you consolidate your learning after the workshop
- Self-paced online course for follow-up (included in registration fee):
- Introduction to Companies, Funding & the Capital Markets (Essentials Course)
- Initial Public Offers (Specialist Short Course)
- Self-paced online course for follow-up (included in registration fee):
- 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
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.
IRC credential holders can earn 2 professional development units (PDUs).