COURSE OVERVIEW
FM0057 : Investor Relation Masterclass
OVERVIEW
COURSE TITLE | : | FM0057 : Investor Relation Masterclass |
COURSE DATE | : | Nov 02 - Nov 06 2024 |
DURATION | : | 5 Days |
INSTRUCTOR | : | Mr. Pete Du Plessis |
VENUE | : | Al Khobar, KSA |
COURSE FEE | : | $ 7000 |
Request For Course Outline |
OTHER SCHEDULED DATES
Course Description
This practical and highly-interactive course includes real-life case studies and exercises where participants will be engaged in a series of interactive small groups and class workshops. This course is designed to provide participants with a detailed and up-to-date overview of Investment Relationship Management. It covers the importance and key components of investment relationship management; the different types of investors and investment preferences of different investors; how to categorize investors and building strong relationships with investors; the communication strategies for maintaining relationships; the importance of trust and transparency in relationships; the investment analysis and due diligence; the key factors to consider in investment analysis; the types of investment offerings; the differences between equity and debt offerings; and how to structure an investment offering. Further, the course will also discuss the regulatory compliance, securities laws and regulations; the compliance requirements for investment offerings; the best practices for investor reporting and managing investor expectations; the strategies for communicating with investors during challenging times and addressing investor concerns; managing investor relations during mergers and acquisitions; and communicating changes to investors during M&A.
During the interactive course, participants will learn the valuation and performance metrics; the investor relations tools and technology; the best practices for using IR tools and technology and for preparing for investor meetings; the crisis management, investor relations, social media and stakeholder management; the corporate social responsibility (CSR) and investor relations; the international investor relations, crisis communication and media relations; and creating an investor relations plan and the effectiveness of investor relations.
link to course overview PDF
During the interactive course, participants will learn the valuation and performance metrics; the investor relations tools and technology; the best practices for using IR tools and technology and for preparing for investor meetings; the crisis management, investor relations, social media and stakeholder management; the corporate social responsibility (CSR) and investor relations; the international investor relations, crisis communication and media relations; and creating an investor relations plan and the effectiveness of investor relations.
TRAINING METHODOLOGY
This interactive training course includes the following training methodologies:
LecturesWorkshops & Work Presentations
Case Studies & Practical Exercises
Videos, Software & Simulators
In an unlikely event, the course instructor may modify the above training methodology for technical reasons.
VIRTUAL TRAINING (IF APPLICABLE)
If this course is delivered online as a Virtual Training, the following limitations will be applicable:
Certificates | : | Only soft copy certificates will be issued |
Training Materials | : | Only soft copy materials will be issued |
Training Methodology | : | 80% theory, 20% practical |
Training Program | : | 4 hours per day, from 09:30 to 13:30 |
RELATED COURSES
FM0165 : Financial Management in IT
- Date: Dec 08 - Dec 12 / 3 Days
- Location: Muscat, Oman
- Course Details Register
FM0216 : Corporate Tax
- Date: Nov 24 - Nov 28 / 3 Days
- Location: Dubai, UAE
- Course Details Register
FM0204 : Mergers and Acquisitions
- Date: Dec 08 - Dec 12 / 3 Days
- Location: Dubai, UAE
- Course Details Register
FM0080 : Finance for Non-Finance Managers
- Date: Dec 16 - Dec 19 / 3 Days
- Location: Abu Dhabi, UAE
- Course Details Register