Wealth Management Investor Relations Specialists

High School

High school classes that provide good preparation for a career in investor relations include English, speech, finance, marketing, business, economics, accounting, and mathematics. Other recommended courses include computer science, psychology, history, social studies, and foreign language.

Postsecondary Education

A minimum of a bachelor’s degree in marketing, public relations, finance, accounting, business, or a related field is required to work in investor relations. Many IR specialists have master’s degrees.

Other Education or Training

Throughout their careers, savvy IR specialists participate in educational seminars and workshops, self-paced courses, and webcasts to expand their knowledge of investor relations, develop their communication and interpersonal skills, and otherwise learn about the fields of IR, marketing, and public relations. Many associations at the national, state, and local levels provide these opportunities. For example, the National Investor Relations Institute offers webinars such as IR as a Career vs. Stepping Stone, Crisis Management at the Annual Meeting, Social Media Strategies for IR, and Communicating the Company's Strategy. The institute also offers professional development classes at its annual conference and self-paced, online courses. Visit https://www.niri.org/professional-development for more information. The American Marketing Association, Canadian Investor Relations Institute, and the Public Relations Society of America also provide continuing education opportunities.