Concept List¶

AI for Investor Relations Transformation¶

This list contains 200 concepts derived from the course description, organized to support comprehensive learning across investor relations, AI technologies, governance, and strategic transformation.

Investor Relations Function
Corporate Valuation Strategy
Market Communication Strategy
Earnings Reporting Process
Investor Targeting Methods
Q&A Preparation Techniques
Institutional Investors
Retail Investors
Hedge Funds
Mutual Funds
Pension Funds
Sovereign Wealth Funds
Buy-Side Analysts
Sell-Side Analysts
Investment Bank Relations
Shareholder Engagement
Proxy Season Management
Annual General Meetings
Investor Presentations
Roadshow Planning
Earnings Call Scripts
Press Release Drafting
Material Information
Nonpublic Information
Regulation Fair Disclosure
Reg FD Compliance
Preventing Selective Disclosure
Sarbanes-Oxley Act
SOX Section 302
SOX Section 404
Internal Control Systems
Disclosure Controls
SEC Filing Requirements
Form 10-K Overview
Form 10-Q Essentials
Form 8-K Summary
XBRL Reporting Standards
MD&A Requirements
Risk Factor Disclosures
Forward-Looking Statements
Safe Harbor Provisions
Materiality Assessment
Disclosure Timing Rules
Quiet Period Guidelines
Trading Window Rules
Blackout Period Management
Insider Trading Rules
Stock Price Volatility
Market Liquidity Trends
Trading Volume Metrics
Ownership Concentration
Shareholder Base Analysis
Peer Benchmarking Tools
Valuation Multiples
P/E Ratio Insights
Enterprise Value Metrics
Shareholder Return Metrics
Market Capitalization
Analyst Coverage Review
Consensus Estimates
Earnings Guidance Strategy
Guidance Withdrawal Risks
Setting Guidance Ranges
Beat-and-Raise Tactics
AI Fundamentals
Machine Learning Basics
Large Language Models
Generative AI Tools
Prompt Engineering Skills
AI for Content Creation
GenAI Earnings Reports
AI-Enhanced Press Releases
Drafting Investor Memos
Narrative Consistency
Tone Analysis Tools
Compliance Review Tools
AI Governance Models
Developing AI Policy
Responsible AI Practices
AI Ethics for Finance
Recognizing Hallucinations
Detecting Hallucinations
Reducing Hallucinations
Recognizing AI Bias
Bias in Financial Data
Mitigating AI Bias
Algorithmic Bias Risk
Detecting Model Drift
Managing Model Drift
Monitoring AI Models
Sentiment Analysis Tools
Natural Language Processing
Text Mining Methods
Monitoring Social Media
News Sentiment Analysis
Analyst Report Insights
Analyzing Feedback
Sentiment Scoring Models
Real-Time Sentiment Data
Predictive Analytics
Forecasting Investor Behavior
Predicting Market Response
Modeling Investor Behavior
Trading Pattern Analysis
Algorithmic Trading Impact
High-Frequency Trading
Market Microstructure
Providing Liquidity
Analyzing Order Flow
Time-Sensitive Disclosures
Agentic AI Systems
Autonomous AI Agents
Agent Orchestration
Multi-Agent Coordination
Agent-Based IR Workflows
Model Context Protocol
MCP Architecture Overview
MCP Security Standards
MCP Integration Paths
Agents for Data Retrieval
Integrating Live Data
AI Briefing Generation
Automated Report Tools
AI-Driven Dashboards
Designing Dashboards
Key Performance Indicators
IR Engagement Metrics
Tracking Investor Outreach
Meeting Effectiveness
Response Time Analytics
Data Governance Basics
Managing Data Quality
Tracking Data Lineage
Financial Data Privacy
Protecting Personal Data
Data Security Standards
Encryption Best Practices
Access Control Models
Role-Based Access
Audit Trail Requirements
Managing Audit Logs
Compliance Monitoring
RegTech Applications
Compliance Automation
Automated Risk Monitoring
Risk Management Frameworks
Assessing Risk Exposure
Mitigating IR Risk
Third-Party Risk Strategy
Vendor Risk Controls
Evaluating AI Vendors
Vendor Due Diligence
Procuring AI Solutions
Build vs. Buy Choices
Selecting AI Tools
Proof of Concept Design
Designing Pilot Programs
Change Management Plans
Change Management Models
Stakeholder Identification
Stakeholder Mapping
Cross-Functional Teams
C-Suite Communications
Storytelling with Data
Developing Narratives
Building a Business Case
Calculating AI ROI
Cost-Benefit Analysis
Tracking Value Realization
AI Transformation Strategy
Roadmap Prioritization
Phased Implementation
Identifying Quick Wins
Milestone Planning
Defining Success Metrics
Operating Model Design
IR Operating Framework
Process Redesign Plans
Workflow Automation
Identifying Automation Gains
Human-in-the-Loop Models
Review Workflows
Escalation Workflows
Handling Exceptions
Talent Strategy Planning
Skills Gap Evaluation
Designing Training Programs
Building AI Literacy
Launching Upskilling Plans
Boosting Digital Fluency
Understanding Tech Adoption
User Acceptance Testing
Feedback Loop Design
Driving Improvement Cycles
Capturing Lessons Learned
Documenting Best Practices
Knowledge Sharing Systems
Selecting IR Platforms
Integrating Enterprise AI
IR Transformation Plan
Trading Volume Analysis
Analyst Coverage Metrics
Peer Valuation Benchmark
Market Cap Fluctuations
Beta Risk Measurement
Dividend Yield Trends
Price To Earnings Ratio
Earnings Per Share Growth
Return On Equity Targets
AI Sentiment Tracking
Predictive IR Analytics
ML Model Calibration
NLP For Transcripts
Big Data Aggregation
Q4 Platform Features
Nasdaq IR Tools
AlphaSense Search
Enterprise LLM Usage
Sentiment Vendor Tools
Compliance AI Monitors
Crisis AI Assistance
Earnings Surprise AI
ESG Automation Tools
Proxy AI Support
Investor Targeting AI
Roadshow Optimization
Earnings Prep Simulators
Guidance AI Forecasting
Reg FD Compliance AI
Materiality AI Assessment
Disclosure AI Policies
Quiet Period Monitoring
Shareholder Activism AI
Proxy Firm Simulations
ISS Recommendation AI
Glass Lewis Analysis
Vote Solicitation Bots
Annual Meeting AI
Chatbot Query Handling
Automated IR Reports
Real-Time Data Alerts
Anomaly Detection AI
Fraud Prevention Models
Valuation AI Modeling
Scenario AI Simulation
Risk Assessment AI
Portfolio AI Optimization
Benchmarking Algorithms
SEC Filing Analytics
EDGAR Data Mining
Bloomberg IR Integration
FactSet Benchmarking
Thomson Reuters Feeds
Social Media Analytics
News Aggregation AI
Web Scraping Guidelines
GDPR Data Compliance
Cybersecurity Protocols
Free Float Metrics
Institutional Share Trends
Retail Investor Metrics
Short Interest Tracking
Implied Volatility AI
Cost Of Capital Models
WACC AI Calculations
DCF Valuation Tools
Comparable Company AI
Multiples Analysis AI
Ipreo IR Solutions
Broadridge Proxy Tools
Computershare Services
Intralinks Data Rooms
DealCloud IR CRM
Salesforce IR Dashboards
Tableau IR Visuals
Power BI Metrics
Python Data Scripts
R Statistical Analysis
Tesla IR Case Study
Apple Earnings Strategy
Amazon Letter Insights
Berkshire AGM Lessons
Enron Detection Failures
VW Scandal Response
Theranos IR Ethics
WeWork IPO Analysis
GameStop Squeeze AI
Bitcoin ETF Monitoring
Generative Script AI
Voice Tone Analysis
Facial Ethics In IR
Deep Learning Forecasts
Neural Net Predictions
Reinforcement IR Learning
Supervised Data Models
Unsupervised Clustering
Feature Engineering IR
Model Training Datasets

Notes¶

Concepts are in Title Case
All concepts are ≤32 characters
Updated list now contains 298 concepts (expanded from 200)
Concepts cover the full breadth of the course material:
IR Domain Knowledge (concepts 1-64, 201-209, 259-262, 279-288)
AI Technologies & Methods (concepts 65-123, 210-248, 289-298)
Data Governance & Compliance (concepts 124-157, 256-258)
Strategy & Transformation (concepts 158-200)
IR Platforms & Tools (concepts 215-219, 249-255, 269-278)
Each concept is distinct and pedagogically sound
Concepts support multiple dependency relationships for DAG structure