High School
Successful investor relations specialists need both great communication skills and financial ability. So it’s a good idea to take classes—such as English, speech, finance, marketing, business, economics, accounting, and mathematics—that will help you to develop these talents. Foreign language, computer science, psychology, and social studies courses will also be useful.
Postsecondary Education
You’ll need a minimum of a bachelor’s degree—ideally from an elite college—in finance, accounting, business, marketing, communications, or public relations to work as an investor relations specialist. Many IR professionals have master’s degrees.
Certification
Many colleges and universities offer certificate programs in communications, public relations, finance, accounting, business, marketing, and related fields. Programs typically last six months to a year and are available in online, in-person, and hybrid formats. Contact schools in your area for information about available programs.
Other Education or Training
The National Investor Relations Institute and the Canadian Investor Relations Institute provide educational seminars, self-paced courses, workshops, and webcasts on the basics of investor relations, effective public relations techniques, the art of presentations, and other topics. Seneca College (Toronto, Canada) offers two online workshops—Essentials of Investor Relations (IR) and Developing the IR Toolkit—that allow students to earn microcredentials. Seneca College says that "This microcredential is for those who have been working in communications or finance for three to five years, are new to the IR role, and have not been formally trained in this capacity." In addition, some colleges and universities offer courses in investor relations.
- Accountants
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