Investor Relations Certificate Program

Transcription

1 Business and Management Investor Relations Certificate Program Demonstrate competence in the IR field Enhance career advancement opportunities Professional recognition within the IR community Total online delivery with recognized Investor Relations professionals as instructors Developed in collaboration with the National Investor Relations Institute (NIRI) extension.uci.edu/ir

2 In today s competitive business environment, leaders are appointed based on credentials and experience. To stay ahead Improve Your Career Options with a Professional Certificate of the competition, advance your career and increase your earning potential, enroll in one of University of California, Irvine Extension s professional certificate programs. Convenient and affordable, UC Irvine Extension makes it easy to learn on your own time, in your own way. Courses are designed to ensure you gain mastery of a particular topic, and instructors are highly qualified leaders in their professions. UC Irvine Extension is the only continuing education provider in Orange County that represents the University of California. A certificate bearing the UC seal signifies a well-known, uncompromising standard of academic excellence.

3 Investor Relations Certificate Program Investor Relations is a multidisciplinary profession combining the related areas of communications and finance, along with others, to maximize shareholder wealth. The primary aim of the Investor Relations officer is to provide the investing community with all relevant information pertaining to the status, performance, plans and prospects of the firm in order to help ensure its fair valuation. In addition to its role of presenting information about the firm to external investors, the IR officer also communicates information from the external environment internally to senior management. The core curriculum of the University of California, Irvine Extension s Investor Relations Certificate Program is based on the National Investor Relations Institute s Body of Knowledge and Standards of Practice and is taught by investor relations professionals. Who Should Attend This certificate program is designed for both entry-level and experienced corporate and communication professionals who want to broaden their expertise by gaining a solid practical understanding of how investor relations activities can benefit the firm. Applicants do not have to be already employed in the above fields to enroll. The courses are recommended for people who seek to enter the field and need experience and education. Students not pursuing the certificate are welcome to take as many individual courses as they wish. For more information: Francine Berg Program Representative (949) [email protected] Certificate Requirements To earn the certificate, participants must complete six (6) required courses, each with a grade of C or better. It is highly recommended that candidates take Introduction to Investor Relations as their first course, and the capstone class, The Practice of Investor Relations as the last class. Instruction is at the post-baccalaureate level and includes coursework, examinations and homework assignments. All requirements must be completed within five (5) years after the student enrolls in his/her first course. Certificate candidates should apply for the Certificate Program before completing the third class in which he/she enrolls. Please see Certificate Candidacy online. After you have completed all requirements, you must request to receive your official certificate by completing the Request for Certificate Form and returning it to our offices as noted on the form. The Investor Relations Certificate Program at University of California, Irvine has been a personal and professional growth rewarding experience for me. The courses, group participation and shared experiences were of great value and have given me further confidence in dealing with the many challenges that face IR professionals. I am proud to have this certification and recommend this program. Joanna Pankey, Manager, Investor Relations, Houston, Texas

4 Complete Certificate Program Online Median National Salary, IR industry: $40,713-$57,997 PayScale, Salary Snapshot for Investor Relations Industry, payscale.com Curriculum On-Site Training Bring this program to your workplace. Through Corporate Training, we can deliver this program or customize one that fits your company s specific needs. Visit extension.uci. edu/corporate or call (949) for information. Program Benefits Learn how to structure and implement a strategic IR program. Develop the skills to draft and disseminate appropriate information to the investing community from effective annual reports to crisis communications management. Gain financial acumen to effectively support complete valuation of the company by the market. Understand the investor relation professional s role in corporate governance, and learn how to provide support to new board members. Program Fees Actual fees may differ from the estimate below. Fees are subject to change without prior notice. Required Course Fees $610 per course Textbooks $100-$125 per course Candidacy Fee $125 Advisory Board David Erickson, Vice President, Edwards Lifesciences Jeanie Herbert, Director Invester Relations, ISTA Pharmaceuticals, Inc. Tania Jernigan, VP Investor Relations, CORE Realty Holdings Management, Inc. Ann Jones, Principal, Jones, Dolan & Company Cynthia Skoglund, Investor Relations, Beckman Coulter, Inc. Required Courses Introduction to Investor Relations MGMT X441.1 (1.5 units) This overview course provides an introduction and orientation to the profession of Investor Relations. Lectures, discussions and cases will focus on what knowledge, abilities, and characteristics are required for the successful IR professional. Discussions will illustrate ways in which IR officers successfully communicate their company s story to Wall Street. Topics include: The role of IR; disciplines relevant to the IR function; fundamentals of communications and disclosure; industry and company analysis; strategic objectives of an IR program. The Capital Markets MGMT X441.2 (3 units) An overview of the investment markets, this course will examine the menu of securities available in today s market, and the attributes of the various types of securities. It will also examine the purpose of capital markets, capitalization structure, how domestic and global securities markets work, the trend toward globalization of the capital markets, the organized exchanges for stocks and bonds and securities trading, the mechanics of the buy-side/ sell-side, the role of investment bankers and brokers, derivatives, and other related topics. The Investment Process MGMT X441.3 (3 units) Investing is a process that involves anticipating future outcomes based on information and knowledge that exist today. By analyzing past performance and other relevant information pertaining to an investment opportunity, you can make calculated predictions of how that opportunity will perform in the future. This course shows you how this process works and how you can apply rational techniques to assess risk and make good investment decisions. Topics include accounting practices and principles, financial analysis techniques, evaluating information sources and their relevancy, evaluating and managing risk, valuation, and pools of funds and their objectives. For class schedule, extension.uci.edu/ir

5 The Corporate Environment MGMT X441.4 (3 units) This course will focus on the corporation s external environment and its resulting legal and social responsibilities. Topics will include relevant federal and state legislation, the role of the courts and legal decisions, securities regulations and their interpretations, disclosure requirements, corporate governance, and social responsibility. Communications for the Investor Relations Professional MGMT X441.5 (3 units) This course focuses on understanding the communications environment involved in creating a dialogue between publicly held companies and their investor constituents, and developing the communications skills needed by the investor relations professional in dealing with the investment community. Topics include targeted research to identify potential audiences; gathering of financial and industry information for development of corporate messaging; planning and implementation of communications vehicles to be used in outreach programs to investors; and development of long-term relationships with key investor constituents. The entire communications process will be presented in the context of disclosure and materiality issues, including the legal framework within which investor relations professionals must necessarily operate. As members of this specialized branch of public relations and corporate communications, investor relations professionals command the highest salaries for their very specific abilities. This multidisciplinary role draws upon skills in communications, finance, marketing, and law. The Practice of Investor Relations MGMT X441.6 (3 units) This capstone course will include topics such as structuring an IR program, shareholder relations, the two-dimensional role of the IR function, the position of the IR professional in the management structure, recent changes in the profession, and the impact of technological advances, especially as they pertain to information gathering, analysis, and communication. Students will be required to complete a mini-project that integrates the IR disciplines.

6 Investor Relations Certificate Program extension.uci.edu/ir (949) Printed on Recycled Paper rev