Manager Workbench for the Charles River® IMS

Duration: 13 Hours
Certification: Yes
Prerequisites: Introduction to the Charles River IMS or Client Boot Camp

Manager Workbench for the Charles River® IMS - Pro

In this course, you will observe and perform basic and advanced Manager Workbench workflows related to:

• Launching and Navigating the Manager Workbench
• Performing Various Transactions
• Configuring Profiles
• Managing Cash
• Working with Swaps
• Rebalancing

Advanced topics include modeling with replacement securities and carve outs and working with Cash Management tools.  Learning activities (using a personal virtual Charles River IMS environment) and study questions are presented to strengthen your understanding of the individual lessons.  At the end of the course, you will have the opportunity to certify in this topic by taking a one-hour exam.