Training Options
Charles River® understands your workplace and learning needs are unique and your availability varies.
We offer a variety of training options that can be tailored to meet your specific requirements delivered via CRD Academy, and the Educational Services team.
À la carte (individual)
À la carte (individual)
This option provides training on a per-need basis and is available in self-paced and virtual instructor-led formats.
CRD Academy’s online course catalog has many courses to choose from, covering core product areas. It doesn’t matter if you are new to Charles River® or an experienced user, we have an option for you.
Unlimited Learner (individual)
This option provides unlimited access to training material to an assigned user at a fixed rate for a 12-month period.
Via CRD Academy, this user can select training options from self-paced eLearning courses through to virtual instructor-led sessions as well as gain access to a library of additional resources and learning aids.
More information: contact your Client Manager or CRD Academy
Unlimited Firm-wide Training Packages
Unlimited Firm-wide Training Packages
Take advantage of providing your firm with unlimited training on the Charles River IMS platform. With Standard, Pro, and Enterprise packages, all firms will find a training option that meets their training needs.
Training delivery options range from self-paced eLearning courses to virtual instructor-led sessions. Some packages include remote online access to a virtual CRIMS environment along with a library of additional resources and learning aids. The chart below shows each package and what is included.
The Enterprise option provides the flexibility to add your own Charles River® IMS related content, manage your learners and their training paths via a progress dashboard and reporting capabilities.
More information: contact your Client Manager or CRD Academy

Charles River offers instructor-led educational services at a client’s office with a remote attendee option for professionals in other locations, as well as a fully remote option.
A client-specific topic selection provides the opportunity for firms to receive hands-on Charles River Investment Management Solution training, in a classroom environment, on topics that are most relevant to the participants. Course manuals, personal virtual Charles River IMS training environment, and a Level 1 certification are included.
More information: contact your Client Manager or CRD Academy
Custom eLearning Development
Custom Interactive eLearning Development
Looking for training that is reflective of how your Charles River IMS is configured and the workflows your firm follows? Engage the Charles River Educational Services team to develop customized self-paced eLearning courses.
From videos to software simulations this training option is sure to engage every type of learner in your firm. These customized eLearning courses can be delivered via CRD Academy or your firm's learning management system.
More information: contact your Client Manager or CRD Academy
Do you have a question relating to purchasing training, or are you interested in discussing your future training plans? Submit an inquiry and one of our Educational Services team members will be in touch.
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