Course outline

The full day course aims to help issuers understand how financial analysts, journalists and investors use corporate financial statements for their investment decisions. Topics include:

  • An overview of the major elements in financial statements (profit & loss, balance sheet, cash flow statements) and of the most frequently used financial and stock market ratios.
  • The benefits of combining financial and operating performance metrics in an integrated reporting approach.

Participants should already have at least basic financial acumen to attend the course, as this is not an accounting training program. They will nonetheless gain actionable knowledge from various South African and international examples ahead of the next reporting season. All are encouraged to bring their latest financial statements, SENS announcements and investor presentations for advice, experience and idea-sharing.

Why should you attend?

The disclosure of financial statements is not only a regulatory requirement for listed companies, it is also a primary source of information for capital market participants to assess their value. Financial analysts and investors in particular have their own way of looking at your numbers and this may widely differ from what your corporate accountants had in mind when they produced these documents. One of the most important missions of professional Investor Relations is therefore to bridge this gap and reconcile everyone’s approach on how to assess the financial health of your company, its past performance and future prospects. This course is designed for corporate executives who are keen to better understand how analysts work with their data and satisfy the needs of investors.

Who should attend

  • Investor relations teams
  • Corporate communications teams​
  • Company secretaries
  • Senior executives in Finance, Legal and Human resources

What you will learn

  • How to overcome organizational silos in the production of investor-friendly financial statements
  • How to communicate on valuation creation
  • How to leverage your financial statements to explain your business model and illustrate your long-term strategy


The course The course will be delivered by Anne Guimard, PhD, founder and President of FINEO Investor Relations Advisors & The School of Investor Relations. To this day, FINEO is the only Investor Relations firm in the world to offer comprehensive, highly customizable Investor Relations training programs. More than 1,500 companies in nearly 70 countries have been advised and/or trained over the past 20 years. FINEO has been providing Investor Relations training at the JSE since 2014 with satisfaction ratings exceeding 90%.A trusted advisor to Boards and leadership teams, Anne is an internationally respected expert in Investor Relations and shareholder engagement and the author of several books and publications.

Dates: 19 May 2021
Time: 09:00 to 12:00
Cost: R7,500.00 per delegate ex VAT.
Venue: Virtual

Please note that a 50% surcharge is applicable to agencies.  

The course delivery is subject to a minimum attendance. All attendees will receive a course certificate on completion and CPD points.

To register or for more information: Please contact


By using a service provider to offer the courses, the JSE does not directly or indirectly endorse any product or service provided, or to be provided by the service provider.


Contact Number