CIRI Guides

Guides are published on an ad hoc basis as the industry changes or as updates are required. Documents found here are available complementary to members and for purchase by non-members. The most current documents available include: CIRI's Guide to Developing an Investor Relations Program - Third Edition and CIRI's Standards and Guidance for Disclosure and Model Disclosure Policy - Fifth Edition.

Latest Guides

Standards and Guidance for Disclosure and Model Disclosure Policy - Fifth Edition $500.00 (non-members) November 8, 2016
Do you have questions about the ever-evolving best practices and regulatory changes for Corporate Disclosure?

These guidelines provide IR professionals with an outline for developing a disclosure policy and practices for handling a variety of situations.

This fifth edition of Standards & Guidance for Disclosure and Model Disclosure Policy is available in electronic format only.
Electronic Copy: Guide to Developing an Investor Relations Program - Third Edition $135.00 (non-members) August 6, 2013

CIRI Members: this publication is available complimentary. Please ensure you are logged in to download your copy.

No comprehensive program exists that teaches the unique combination of skills and knowledge required to be successful in investor relations. Those new to the investor relations (IR) function are often overwhelmed by the responsibilities and uncertain where to begin, and what questions to ask.

The first edition of this Guide to Developing an Investor Relations Program was commissioned by CIRI in 2001 to assist IR professionals in setting up and maintaining an effective IR program. The second edition was issued in 2005 and reflected changes to regulatory requirements, including new continuous disclosure and corporate governance disclosure obligations. This third edition reflects changes to regulatory requirements since 2005 and the evolution of IR practices and communications channels in the current environment.

Our thanks to Tracy Lutz for authoring this update.

No part of this publication may be reproduced or retransmitted without prior written consent of CIRI.
Hard Copy: Guide to Developing an Investor Relations Program - Third Edition $135.00 (non-members) August 6, 2013

CIRI Members: to order your complimentary hard copy please contact Jane Maciel.

No comprehensive program exists that teaches the unique combination of skills and knowledge required to be successful in investor relations. Those new to the IR function are often overwhelmed by the responsibilities and uncertain where to begin, and what questions to ask.

The first edition of this Guide to Developing an Investor Relations Program was commissioned by CIRI in 2001 to assist investor relations (IR) professionals in setting up and maintaining an effective IR program. The second edition was issued in 2005 and reflected changes to regulatory requirements, including new continuous disclosure and corporate governance disclosure obligations. This third edition reflects changes to regulatory requirements since 2005 and the evolution of IR practices and communications channels in the current environment.

Our thanks to Tracy Lutz for authoring this update.
IR leader – Annual Subscription $125.00 (non-members) December 1, 2006
CIRI's member publication contains articles on the latest developments, trends and practices in investor relations and is published electronically six times a year.

CIRI Members receive one free subscription to this publication.
IR focus - Annual Subscription $95.00 (non-members) December 1, 2006
IR focus is published electronically six times annually and distributed bi-monthly. IR focus aims to provide a comprehensive framework for effectively addressing a single key professional issue or challenge.

(CIRI Members receive one free subscription to this publication)

CIRI's Standards & Guidance for Disclosure and Model Disclosure Policy, Fourth Edition

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We recognize the importance of providing guidance to our members as they review their disclosure practices and policies. As such, we have updated CIRI's Standards and Guidance for Disclosure and Model Disclosure Policy.

This publication recognizes the impact of evolving best practices, as well as Canadian accounting and regulatory changes since its last update in April 2006.

A complimentary copy was provided to our members. Non-members may purchase this publication by clicking here.

  • Thank You To CIRI's 2010 National Strategic Partners
This is a member's only publication. If you are not a member, join CIRI today.