COURSE OVERVIEW
TM0038 : Professional Certificate in Investor Engagement & Shareholder Relations

OVERVIEW
COURSE TITLE | : | TM0038 : Professional Certificate in Investor Engagement & Shareholder Relations |
COURSE DATE | : | Jul 07 - Jul 11 2025 |
DURATION | : | 5 Days |
INSTRUCTOR | : | Mr. Mike Taylor |
VENUE | : | London, United Kingdom |
COURSE FEE | : | $ 8800 |
Register For Course Outline |
Course Description
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.
link to course overview PDF
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.
TRAINING METHODOLOGY
This interactive training course includes the following training methodologies:
LecturesPractical Workshops & Work Presentations
Hands-on Practical Exercises & Case Studies
Simulators (Hardware & Software) & Videos
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 |
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