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Course Information

Portfolio Management Professional (PfMP)® Course Outline

Domain 1: Strategic Alignment

  • Task 1: Understand the Strategic Priorities
  • Task 2: Create a Basis for Decision Making
  • Task 3: Provide a Guiding Framework
  • Task 4: Create Portfolio Scenarios
  • Task 5: Evaluate and Select Viable Options
  • Task 6: Provide Governance with a Rationale for Decision Making
  • Task 7: Sustain Strategic Alignment
  • Task 8: Confirm and Communicate the Portfolio Components

Domain 2: Governance

  • Task 1: Support Effective Decision Making
  • Task 2: Establish Consistent Portfolio Management Practices
  • Task 3: Manage the Portfolio Efficiently and Effectively
  • Task 4: Create the Portfolio Management Plan
  • Task 5: Authorise the Execution of the Portfolio

Domain 3: Portfolio Performance

  • Task 1: Authorise Portfolio Structure and Activate Components
  • Task 2: Collect and Consolidate Key Performance Metrics Data
  • Task 3: Monitor the Portfolio Performance
  • Task 4: Manage and Escalate Issues
  • Task 5: Manage Portfolio Changes
  • Task 6: Balanced Portfolio and Prioritise Portfolio Components
  • Task 7: Analyse and Optimise the Consolidated Allocation/Reallocation
  • Task 8: Facilitate Reallocation of Organisational Resources to Portfolio
  • Task 9: Measure Aggregated Portfolio Performance Results
  • Task 10: Maintain Records by Capturing Portfolio Artifacts

Domain 4: Portfolio Risk Management

  • Task 1: Provide Input to Governance
  • Task 2: Develop the Portfolio Risk Management Plan
  • Task 3: Perform Dependency Analysis
  • Task 4: Develop, Monitor, and Maintain Portfolio-Level Risk Register
  • Task 5: Promote Stakeholder Ownership of Portfolio Risks
  • Task 6: Optimise Portfolio Strategic Goals and Objectives

Domain 5: Communications Management

  • Task 1: Analyse Internal and External Stakeholders
  • Task 2: Create the Aggregate Communication Strategy and Plan
  • Task 3: Engage Stakeholders
  • Task 4: Maintain the Communication Strategy and Plan
  • Task 5: Facilitate Stakeholder Understanding of Portfolio Management
  • Task 6: Maintain Credibility and Satisfaction with All Stakeholders

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Prerequisites

To apply for the exam, The Project Management Institute (PMI)® states that you have either:

  • A four-year degree (bachelor's degree or the global equivalent), 48 months of portfolio management experience
  • A secondary degree (high school diploma, associate's degree or the global equivalent), 84 months of portfolio management experience

Audience

This Portfolio Management Professional (PfMP)® training provided by The Knowledge Academy is ideal for anyone who wants to develop a broad understanding of portfolio management. However, it will be more beneficial for executives or senior-level practitioner's roles.

Portfolio Management Professional (PfMP)® Course Overview

The art and science of choosing and supervising a set of investments that match a client's or company's long-term financial goals and risk tolerance is known as portfolio management. Portfolio management guarantees that an association can hold its project selection and implementation success. Studying Portfolio Management Professional (PfMP)® training will help delegates to effectively and efficiently manage the portfolios to fulfil strategic objectives. The Portfolio Management Professional (PfMP)® certification validates individuals’ knowledge and skills in handling the associations' capital advancement. It helps individuals combine all the investments into one portfolio, which allows them to easily track and compare the result of assets. Having portfolio management skills will surely help individuals to undertake a variety of tremendous job opportunities.

This 3-day Portfolio Management Professional (PfMP)® training course covers all the essential topics to help delegates become fully familiar with portfolio management. During this training, delegates will learn about the creation of the aggregate communication strategy and plan. They will also learn how to sustain strategic alignment, provide input to governance, develop the portfolio risk management plan, perform dependency analysis, provide a guiding framework, etc. Our highly professional trainer with years of experience in teaching such courses will conduct this training course and will help you get a complete understanding of this course.

This training will also cover the following essential concepts, such as:

  • Manage and escalate issues
  • Monitor the portfolio performance
  • Engage stakeholders
  • Create the portfolio management plan
  • Manage portfolio changes
  • Measure aggregated portfolio performance results

After attending this Portfolio Management Professional (PfMP)® training course, delegates will be able to manage the portfolio efficiently and effectively. They will also be able to demonstrate progress towards achieving business or strategic goals and maintain credibility and satisfaction with all stakeholders.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Frequently asked questions

FAQ's

Portfolio management is the process of selecting, prioritising, and controlling an organisation's programs and projects in accordance with its strategic goals and delivery capabilities.
It helps to make the right investment choices, helps track performance, invests regularly and disciplined manner, manages liquidity, balances risks and rewards, readjusts investment with time, and improves financial understanding.
Portfolio management is significant because it allocates funds for maximum returns, reduces risk, allots funds in different types of financial instruments, and manages adverse conditions.
For experienced portfolio managers, the PfMP® certification is extremely valuable. Preparing for the PfMP® will assist you in learning a variety of new concepts and run your portfolio efficiently and successfully. Obtaining PfMP® will assist you in obtaining higher-paid jobs.
During this Portfolio Management Professional (PfMP)® training course, delegates will learn about various essential portfolio management topics such as balance portfolio and prioritise portfolio components, analyse and optimise the consolidated allocation/reallocation, facilitate the reallocation of organisational resources to the portfolio, measure aggregated portfolio performance results, etc.
The price for Portfolio Management Professional PfMP® certification in the United Kingdom starts from £1495
The Knowledge Academy is the Leading global training provider in the world for Portfolio Management Professional PfMP®.
Please see our PMP® Training courses available in the United Kingdom

Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Trusted & Approved

The Knowledge Academy is a Authorized Training Partner (A.T.P) and is approved to provide PDUs by the Project Management Institute (PMI)®.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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"...the trainer for this course was excellent. I would definitely recommend (and already have) this course to others."

Diane Gray, Shell

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