Next Level Learning

Educational Services & Training

Next Level Learning IconThe CRD Educational Services team will be offering regular opportunities to enrich and expand your knowledge and use of the Charles River IMS. Using a webinar format, our trainers will share product “how to’s” and best practices for different components and workflows used within the Charles River IMS.

After attending these 60-90 minute sessions, participants will come away with a greater understanding of the topic presented, improved confidence in how it’s used, and resource material that can be referenced long after the webinar is over.

A 10-session webinar training package can be purchased for $1,340.00. Please email training@crd.com with questions or to purchase a webinar training package.

SEPTEMBER CLASSES

PMAR Reporting: Analysis & Troubleshooting

DATE: 9/20/2021
TIME: 5:00 AM EDT / 10:00 AM BST
COST: $149

In this session we will use PMAR for performance reporting, monitoring returns, multi-currency attribution, risk analysis, and troubleshooting.

PMAR Reporting: Analysis & Troubleshooting

DATE: 9/20/2021
TIME: 11:00 AM EDT / 4:00 PM BST
COST: $149

In this session we will use PMAR for performance reporting, monitoring returns, multi-currency attribution, risk analysis, and troubleshooting.

Enterprise Data Management in the Charles River IMS

DATE: 9/24/2021
TIME: 11:00 AM EDT / 4:00 PM BST
COST: $149

In this session attendees will explore the features in Enterprise Data Management (EDM) to help improve the consistency, accuracy, and transparency of security data across the enterprise.

Uncovering the Secrets of Cash Management

DATE: 9/28/2021
TIME: 11:00 AM EDT / 4:00 PM BST
COST: $149

The Cash Flow Forecast is one of the principle tools in the Charles River IMS for viewing trade and settlement day cash. The session will examine key features and functionality within the workspace. We will review customization by adding the new FX view, create an FX trade, and reporting.

Uncovering the Secrets of Cash Management

DATE: 9/28/2021
TIME: 6:00 PM EDT / 8:00 AM AEST (9/29/21)
COST: $149

The Cash Flow Forecast is one of the principle tools in the Charles River IMS for viewing trade and settlement day cash. The session will examine key features and functionality within the workspace. We will review customization by adding the new FX view, create an FX trade, and reporting.

CFA and CIPM Designation Holders

CFA Institute allows its members the ability to self-determine and self-report professional learning (PL) credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker.

LEARN MORE HERE