IR Strategy Formulation

IR Competency Framework Domain 1

This module examines the IR professional’s responsibilities regarding IR Strategy Formulation. It explores IR activities associated with company brand and reputation management and strategic planning to achieve fair valuation. It also examines the IR role in identifying and developing relationships with key influencers and the IR professional’s responsibility to understand and communicate the company’s business model. It also reviews the IR role in monitoring market perceptions and expectations and ensuring that management and the board of directors are appropriately informed.

Learning Objectives:

• Explain how an IR professional participates in the company's branding and reputational management process
• Describe the role of an IR professional in a company's strategic planning and valuation
• Describe how an IR professional develops and maintains open channels of communication with key influencers
• Describe how IR professionals communicate their companies' business models to investors
• Explain the importance of IR responsibilities communicating market perceptions to management

This module is part of the IR Competency Suite™. IRC credential holders can claim 1 professional development unit (PDU) for completion of each module.