Investor Relations Certificate Program - UC Irvine Extension ...
Investor Relations Certificate Program - UC Irvine Extension ...
Investor Relations Certificate Program - UC Irvine Extension ...
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Business and Management<br />
<strong>Investor</strong> <strong>Relations</strong><br />
<strong>Certificate</strong> <strong>Program</strong><br />
■ Demonstrate competence in<br />
the IR field<br />
■ Enhance career advancement<br />
opportunities<br />
■ Professional recognition within<br />
the IR community<br />
■ Total online delivery with<br />
recognized <strong>Investor</strong> <strong>Relations</strong><br />
professionals as instructors<br />
Developed in collaboration with the<br />
National <strong>Investor</strong> <strong>Relations</strong> Institute (NIRI)<br />
extension.uci.edu/ir
In today’s competitive business<br />
environment, leaders are appointed based<br />
on credentials and experience. To stay ahead<br />
Improve Your<br />
Career Options<br />
with a Professional<br />
<strong>Certificate</strong><br />
of the competition, advance your career and<br />
increase your earning potential, enroll in one<br />
of University of California, <strong>Irvine</strong> <strong>Extension</strong>’s<br />
professional certificate programs. Convenient<br />
and affordable, <strong>UC</strong> <strong>Irvine</strong> <strong>Extension</strong> makes<br />
it easy to learn on your own time, in your<br />
own way. Courses are designed to ensure<br />
you gain mastery of a particular topic, and<br />
instructors are highly qualified leaders in<br />
their professions.<br />
<strong>UC</strong> <strong>Irvine</strong> <strong>Extension</strong> is the only continuing<br />
education provider in Orange County that<br />
represents the University of California. A<br />
certificate bearing the <strong>UC</strong> seal signifies a<br />
well-known, uncompromising standard of<br />
academic excellence.
<strong>Investor</strong> <strong>Relations</strong> <strong>Certificate</strong> <strong>Program</strong><br />
<strong>Investor</strong> <strong>Relations</strong> is a multidisciplinary profession<br />
combining the related areas of communications and<br />
finance, along with others, to maximize shareholder<br />
wealth. The primary aim of the <strong>Investor</strong> <strong>Relations</strong> officer<br />
is to provide the investing community with all relevant<br />
information pertaining to the status, performance, plans<br />
and prospects of the firm in order to help ensure its fair<br />
valuation. In addition to its role of presenting information<br />
about the firm to external investors, the IR officer also<br />
communicates information from the external environment<br />
internally to senior management.<br />
The core curriculum of the University of California, <strong>Irvine</strong><br />
<strong>Extension</strong>’s <strong>Investor</strong> <strong>Relations</strong> <strong>Certificate</strong> <strong>Program</strong> is<br />
based on the National <strong>Investor</strong> <strong>Relations</strong> Institute’s Body<br />
of Knowledge and Standards of Practice and is taught by<br />
investor relations professionals.<br />
Who Should Attend<br />
This certificate program is designed for both entry-level<br />
and experienced corporate and communication professionals<br />
who want to broaden their expertise by gaining<br />
a solid practical understanding of how investor relations’<br />
activities can benefit the firm. Applicants do not have to<br />
be already employed in the above fields to enroll. The<br />
courses are recommended for people who seek to enter<br />
the field and need experience and education. Students<br />
not pursuing the certificate are welcome to take as many<br />
individual courses as they wish.<br />
For more information:<br />
Francine Berg<br />
<strong>Program</strong> Representative<br />
(949) 824-4661<br />
fberg@uci.edu<br />
<strong>Certificate</strong> Requirements<br />
To earn the certificate, participants must complete six (6)<br />
required courses, each with a grade of “C” or better. It is<br />
highly recommended that candidates take Introduction to<br />
<strong>Investor</strong> <strong>Relations</strong> as their first course, and the capstone<br />
class, The Practice of <strong>Investor</strong> <strong>Relations</strong> as the last<br />
class. Instruction is at the post-baccalaureate level and<br />
includes coursework, examinations and homework<br />
assignments.<br />
All requirements must be completed within five (5) years<br />
after the student enrolls in his/her first course. <strong>Certificate</strong><br />
candidates should apply for the <strong>Certificate</strong> <strong>Program</strong> before<br />
completing the third class in which he/she enrolls. Please<br />
see <strong>Certificate</strong> Candidacy online.<br />
After you have completed all requirements, you must<br />
request to receive your official certificate by completing<br />
the Request for <strong>Certificate</strong> Form and returning it to our<br />
offices as noted on the form.<br />
“The <strong>Investor</strong> <strong>Relations</strong> <strong>Certificate</strong><br />
<strong>Program</strong> at University of California,<br />
<strong>Irvine</strong> has been a personal and professional<br />
growth rewarding experience<br />
for me. The courses, group participation<br />
and shared experiences were of<br />
great value and have given me further<br />
confidence in dealing with the many<br />
challenges that face IR professionals.<br />
I am proud to have this certification<br />
and recommend this program.”<br />
Joanna Pankey, Manager, <strong>Investor</strong><br />
<strong>Relations</strong>, Houston, Texas
Complete <strong>Certificate</strong> <strong>Program</strong><br />
Online<br />
Median National Salary, IR industry:<br />
$40,713-$57,997<br />
PayScale, Salary Snapshot<br />
for <strong>Investor</strong> <strong>Relations</strong> Industry,<br />
payscale.com<br />
Curriculum<br />
On-Site Training<br />
Bring this program to your workplace. Through Corporate<br />
Training, we can deliver this program or customize one<br />
that fits your company’s specific needs. Visit extension.uci.<br />
edu/corporate or call (949) 824-1847 for information.<br />
<strong>Program</strong> Benefits<br />
■ Learn how to structure and implement a strategic IR<br />
program.<br />
■ Develop the skills to draft and disseminate appropriate<br />
information to the investing community – from effective<br />
annual reports to crisis communications management.<br />
■ Gain financial acumen to effectively support complete<br />
valuation of the company by the market.<br />
■ Understand the investor relation professional’s role in<br />
corporate governance, and learn how to provide support<br />
to new board members.<br />
<strong>Program</strong> Fees<br />
Actual fees may differ from the estimate below. Fees are<br />
subject to change without prior notice.<br />
Required Course Fees $610 per course<br />
Textbooks<br />
$100-$125 per course<br />
Candidacy Fee $125<br />
Advisory Board<br />
David Erickson, Vice President, Edwards Lifesciences<br />
Jeanie Herbert, Director Invester <strong>Relations</strong>, ISTA<br />
Pharmaceuticals, Inc.<br />
Tania Jernigan, VP <strong>Investor</strong> <strong>Relations</strong>, CORE Realty<br />
Holdings Management, Inc.<br />
Ann Jones, Principal, Jones, Dolan & Company<br />
Cynthia Skoglund, <strong>Investor</strong> <strong>Relations</strong>, Beckman Coulter,<br />
Inc.<br />
Required Courses<br />
Introduction to <strong>Investor</strong> <strong>Relations</strong><br />
MGMT X441.1 (1.5 units)<br />
This overview course provides an introduction and orientation<br />
to the profession of <strong>Investor</strong> <strong>Relations</strong>. Lectures,<br />
discussions and cases will focus on what knowledge,<br />
abilities, and characteristics are required for the successful<br />
IR professional. Discussions will illustrate ways in which IR<br />
officers successfully communicate their company’s story<br />
to Wall Street. Topics include: The role of IR; disciplines<br />
relevant to the IR function; fundamentals of communications<br />
and disclosure; industry and company analysis;<br />
strategic objectives of an IR program.<br />
The Capital Markets<br />
MGMT X441.2 (3 units)<br />
An overview of the investment markets, this course will<br />
examine the menu of securities available in today’s<br />
market, and the attributes of the various types of securities.<br />
It will also examine the purpose of capital markets, capitalization<br />
structure, how domestic and global securities<br />
markets work, the trend toward globalization of the capital<br />
markets, the organized exchanges for stocks and bonds<br />
and securities trading, the mechanics of the buy-side/<br />
sell-side, the role of investment bankers and brokers,<br />
derivatives, and other related topics.<br />
The Investment Process<br />
MGMT X441.3 (3 units)<br />
Investing is a process that involves anticipating future<br />
outcomes based on information and knowledge that exist<br />
today. By analyzing past performance and other relevant<br />
information pertaining to an investment opportunity, you<br />
can make calculated predictions of how that opportunity<br />
will perform in the future. This course shows you how this<br />
process works and how you can apply rational techniques<br />
to assess risk and make good investment decisions. Topics<br />
include accounting practices and principles, financial<br />
analysis techniques, evaluating information sources and<br />
their relevancy, evaluating and managing risk, valuation,<br />
and pools of funds and their objectives.<br />
For class schedule, extension.uci.edu/ir
The Corporate Environment<br />
MGMT X441.4 (3 units)<br />
This course will focus on the corporation’s external environment<br />
and its resulting legal and social responsibilities.<br />
Topics will include relevant federal and state legislation,<br />
the role of the courts and legal decisions, securities regulations<br />
and their interpretations, disclosure requirements,<br />
corporate governance, and social responsibility.<br />
Communications for the <strong>Investor</strong> <strong>Relations</strong><br />
Professional<br />
MGMT X441.5 (3 units)<br />
This course focuses on understanding the communications<br />
environment involved in creating a dialogue between<br />
publicly held companies and their investor constituents,<br />
and developing the communications skills needed by the<br />
investor relations professional in dealing with the investment<br />
community. Topics include targeted research to<br />
identify potential audiences; gathering of financial and<br />
industry information for development of corporate messaging;<br />
planning and implementation of communications<br />
vehicles to be used in outreach programs to investors;<br />
and development of long-term relationships with key<br />
investor constituents. The entire communications process<br />
will be presented in the context of disclosure and materiality<br />
issues, including the legal framework within which<br />
investor relations professionals must necessarily operate.<br />
As members of this specialized<br />
branch of public relations and<br />
corporate communications, investor<br />
relations professionals command the<br />
highest salaries for their very specific<br />
abilities. This multidisciplinary role<br />
draws upon skills in communications,<br />
finance, marketing, and law.<br />
The Practice of <strong>Investor</strong> <strong>Relations</strong><br />
MGMT X441.6 (3 units)<br />
This capstone course will include topics such as structuring<br />
an IR program, shareholder relations, the two-dimensional<br />
role of the IR function, the position of the IR professional<br />
in the management structure, recent changes in<br />
the profession, and the impact of technological advances,<br />
especially as they pertain to information gathering,<br />
analysis, and communication. Students will be required to<br />
complete a mini-project that integrates the IR disciplines.
<strong>Investor</strong> <strong>Relations</strong><br />
<strong>Certificate</strong> <strong>Program</strong><br />
extension.uci.edu/ir ■ (949) 824-4661<br />
Printed on Recycled Paper<br />
rev. 09.04.12