Financial Reporting and Analysis

0 Item(s)

IR Competency Suite Module

Keyword(s) investment decision, forecasting, guidance, valuation, disclosure, regulation, metrics, KPIs, accounting

PDU: 1

Credit CAT-II:1.0

Tag(s) IR Competency Suite

Description

Financial Reporting and Analysis

IR Competency Framework Domain 5

This module examines the IR professional’s responsibilities regarding financial reporting, including the development and review of quarterly earnings press releases, other material financial announcements, and regulatory filings. It reviews the IR role in collaboration on disclosure and the IR professional’s responsibility to understand the company’s results and explain metrics and accounting to ensure investors have an accurate understanding of company performance. It also explores the IR professional’s role and responsibilities in setting guidance.

Learning Objectives:

Describe the investment decision-making process
Collaborate with internal contributors to develop financial announcements and filings that are compliant with regulations and policies
Describe relevant metrics
Explain the company’s accounting processes

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