TM0038 : Professional Certificate in Investor Engagement & Shareholder Relations

This practical and highly-interactive course includes reallife 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 comprehensive overview of Investor Engagement and Shareholder Relations. It covers the role of investor engagement and shareholder; the types of shareholders, shareholder needs, expectations and shareholder activism; the investor engagement strategies, plan, and effective communication strategy; the investor relations management; the role of investor relations, and regulatory requirements; the financial reports, press releases and investor meetings; the investor relations tools and technology; and using social media and other digital tools to engage investors.

During this interactive course, participants will learn the shareholder engagement strategies, transparency and accountability; the shareholder communication, meetings, effective proxy statements and shareholder proposals; the shareholder voting and proxy solicitation process and strategy; the role of proxy advisors; the corporate governance and board of directors; the corporate social responsibility; the environmental, social, and governance (ESG) issues and strategy; the financial analysis and valuation; the effective communication plan and managing shareholder concerns during mergers and acquisitions; the crisis management and investor relations strategies for international markets; and the role of investor relations in capital markets.