Investor Relations Guidebook

Price: $129.50

CPE Credits: 14.0

Category:

Course Number: FINSBIR

investor relations

Description:
The Investor Relations Guidebook reveals how to communicate with investors, manage earnings calls, issue guidance, develop an investor relations website, plan for an annual meeting, conduct a road show, and more. Table of Contents
Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

Author: Steven Bragg, CPA

Publication: June 2012
Update: February 2017

Format: PDF
Pages: 246

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recognize the components of the investor relations officer position.
  • Note the methods available for improving the value proposition of a business.
  • Identify the methods used to communicate with the investment community.
  • State the methods used to comply with Regulation FD.
  • Cite the participants in and contents of an earnings call.
  • Note the circumstances under which guidance is used and not used.
  • State the reasons for and applicability of a safe harbor provision.
  • Cite the information to include in and features of an investor relations website.
  • Identify the participants in and purpose of the sell side and buy side.
  • Note the investing strategies used by investors.
  • Cite the short selling methods used, and how to deal with short sellers.
  • Identify the listing requirements for the major stock exchanges.
  • Note the techniques used to manage shares.
  • Identify the contents of the financial statements and various SEC filings.
  • Identify the activities required to plan for and conduct an annual meeting.
  • Cite the steps and special rules involved in an initial public offering, as well as alternative ways to go public.
  • Note the concept of restricted stock and how it can be avoided.
  • State the participants in a road show, and note how it is conducted.
  • Identify the different types of investor relations services that are available to a company.
  • Recognize the predictive capabilities of share performance measurements.

 

Overall course rating: 5 stars. “Lots of good info. Author needs to spend time on Pink Sheets. ” Excellent discussion of reverse mergers”,  – Charles S. 7/2018

5 Star CPE Rating

Description:
The Investor Relations Guidebook reveals how to communicate with investors, manage earnings calls, issue guidance, develop an investor relations website, plan for an annual meeting, conduct a road show, and more. Table of Contents
Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

Author: Steven Bragg, CPA

Publication: June 2012
Update: February 2017

Format: PDF
Pages: 246

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Recognize the components of the investor relations officer position.
  • Note the methods available for improving the value proposition of a business.
  • Identify the methods used to communicate with the investment community.
  • State the methods used to comply with Regulation FD.
  • Cite the participants in and contents of an earnings call.
  • Note the circumstances under which guidance is used and not used.
  • State the reasons for and applicability of a safe harbor provision.
  • Cite the information to include in and features of an investor relations website.
  • Identify the participants in and purpose of the sell side and buy side.
  • Note the investing strategies used by investors.
  • Cite the short selling methods used, and how to deal with short sellers.
  • Identify the listing requirements for the major stock exchanges.
  • Note the techniques used to manage shares.
  • Identify the contents of the financial statements and various SEC filings.
  • Identify the activities required to plan for and conduct an annual meeting.
  • Cite the steps and special rules involved in an initial public offering, as well as alternative ways to go public.
  • Note the concept of restricted stock and how it can be avoided.
  • State the participants in a road show, and note how it is conducted.
  • Identify the different types of investor relations services that are available to a company.
  • Recognize the predictive capabilities of share performance measurements.

 

Overall course rating: 5 stars. “Lots of good info. Author needs to spend time on Pink Sheets. ” Excellent discussion of reverse mergers”,  – Charles S. 7/2018

5 Star CPE Rating

  • “Thank you for a high quality CPE resource. As a CPA in a small nonprofit, I find your library quite helpful to meet my needs. I appreciate the service.”- 

    - Cheryl

  • I loved the course as it had current cases which I am familiar with. Best ethics course I have taken in recent memory. Thanks!”

    - Kathy

  • Thank you for providing very informative CPEs. I have enjoyed your courses for years now. Yours is truly my go-to CPE sources.

    - Lily