Management of Portfolios (MoP®) Foundation & Practitioner Overview

MoP® Foundation and Practitioner Training Course Outline

Module 1: Overview

  • Portfolio and Portfolio Management
  • Portfolio Management Model
  • Portfolio Definition and Delivery Practices
  • Project and Project Management
  • Programme and Programme Management
  • Portfolio, Project, and Programme Management
  • Circumstances Affect the Principles and Practices
  • Cost Effective Approaches
  • Objectives of Portfolio Management
  • Benefits of Portfolio Management

Module 2: Implement, Sustain, and Measure

  • Implement Portfolio Management
  • Advantages of Planned Approachesa
  • Stages of Implementing Portfolio Management
  • Factors to Consider in Sustaining Progress
  • Assessing Portfolio Management Maturity

Module 3: Strategic and Organisational Context

  • Business as Usual
  • Strategic Planning
  • Budgeting and Resource Allocation
  • Programme and Project Management
  • Performance Management
  • Corporate Governance

Module 4: Portfolio Management Principles

  • Senior Management Commitment
  • Governance Alignment
  • Strategy Alignment
  • Portfolio Office
  • An Energised Change Culture

Module 5: Portfolio Definition Cycle

  • Overview
  • Understand Practice
  • Categorise Practice
  • Prioritise Practice
  • Balance Practice
  • Plan Practice

Module 6: Portfolio Delivery Cycle

  • Portfolio Delivery Practices
  • Portfolio Delivery Cycle
  • Management Control Practice
  • Benefits Management Practice
  • Financial Management Practice
  • Risk Management Practice
  • Stakeholder Engagement Practice
  • Organisational Governance Practice
  • Resource Management Practice

Module 7: Roles and Documentation

  • Portfolio Direction Group (PDG) or Investment Committee (IC)
  • Portfolio Progress Group (PPG) or Change Delivery Committee (CDC)
  • Business Change Director or Portfolio Director
  • Portfolio Manager
  • Portfolio Benefits Manager
  • Portfolio Management Framework
  • Portfolio Strategy
  • Portfolio Benefits Management Framework
  • Portfolio Benefits Realisation Plan
  • Portfolio Financial Plan
  • Resource Schedule
  • Portfolio Stakeholder Engagement and Communication Plan
  • Portfolio Dashboard

Module 8: Implement, Sustain, and Measure

  • Select the Appropriate Approach to implement.
  • Coordination of Portfolio Management
  • Designing a Strategy
  • Building and Maintaining Organisational Energy
  • Maturity and Evidence of Impact
  • Recommended Approaches

Module 9: Portfolio Definition Cycle

  • Identify Practices and Techniques
  • Understanding the Portfolio
  • Splitting the Portfolio
  • Using Approaches to Prioritise Portfolio
  • Balancing the Portfolio
  • Strategy and Delivery Plan

Module 10: Portfolio Delivery Cycle

  • Management Control
  • Portfolio-level Benefits Management
  • Portfolio-level Financial Management
  • Portfolio-level Risk Management
  • Portfolio-level Stakeholder Engagement
  • Portfolio-level Resource Management

Module 11: Roles and Documentation

  • Portfolio Management Framework
  • Portfolio Benefits Management Framework
  • Portfolio Strategy
  • Portfolio Delivery Plan
  • Portfolio Benefits Realisation Plan
  • Portfolio Financial Plan
  • Portfolio Resource Schedule
  • Portfolio Stakeholder Engagement and Communication Plan
  • Portfolio Dashboard Report
  • Main Portfolio Management Roles
  • Portfolio Direction Group/Investment Committee
  • Portfolio Progress Group/Change Delivery Committee
  • Business Change Director/Portfolio Director
  • Portfolio Manager
  • Portfolio Benefits Manager

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Who should attend this MoP® Foundation & Practitioner Training Course?

This MoP® Foundation & Practitioner Course is designed for individuals who hold positions in both formal and informal Portfolio Management. These participants possess a background in making investment decisions, executing programmes and projects, and achieving benefits from those endeavours. Specific roles which encompass these tasks include:

  • Portfolio Managers
  • Management Board Members
  • Portfolio Office Contributors
  • Business Case Writers
  • Project and Portfolio Appraisers
  • Business Analysts
  • Senior Executives
  • Strategic Planners

Prerequisites of the MoP® Foundation & Practitioner Training Course

There are no formal prerequisites for attending this MoP® Foundation & Practitioner Course.

MoP® Foundation and Practitioner Training Overview

The Management of Portfolios (MoP®) Certification embodies a set of principles and practices for effective portfolio management. Its relevance extends across industries, aiming to bridge the gap between strategic objectives and project delivery. This certification equips professionals with the ability to assess, prioritise, and manage projects and programmes in alignment with their organisation's strategic goals.

Understanding and mastering the Management of Portfolios Certification is crucial for professionals involved in project, programme, and portfolio management. It is especially beneficial for those looking to enhance their strategic planning, decision-making, and risk-management skills. Senior Executives, Portfolio Managers, and Practitioners responsible for initiating and implementing strategic changes should aim to acquire this certification to drive organisational success and career advancement.

The Knowledge Academy’s 5-day MoP® Foundation & Practitioner Training Course is designed to provide delegates with a comprehensive understanding of Portfolio Management best practices. This intensive training covers the essentials of the Management of Portfolios Certification, from the basic principles and terminology to advanced application techniques.

Course Objectives

  • To understand the principles, cycles, practices, techniques, and roles in portfolio management
  • To learn how to apply MoP® guidance to real-life scenarios
  • To prepare for and pass the MoP® Foundation and Practitioner exams
  • To enhance decision-making and improve investment allocation and benefits realisation
  • To develop skills in managing change and aligning organisational objectives with project delivery

Upon completion of this Management of Portfolios Course, delegates will be equipped with the knowledge and skills to manage and optimise their organisation's project portfolio effectively. They will have a thorough understanding of how to align projects and programs with strategic objectives, ensuring that investments are made wisely and that the maximum possible value is derived from them.

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What's included in this MoP® Foundation & Practitioner Training Course?

  • MoP® Foundation Examination.
  • MoP® Practitioner Examination.
  • World-Class Training Sessions from Experienced Instructors.
  • Management of Portfolios (MoP®) Foundation & Practitioner Certificates.
  • Digital Delegate Pack.

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MoP® Foundation Exam Information

The Management of Portfolios (MoP®) Foundation Exam evaluates an individual's comprehension of the MoP® principles, practices, and techniques used in efficient portfolio management. It ensures that candidates have the necessary knowledge to align organisational strategies with projects and programmes. 

  • Question Type: Multiple Choice 
  • Total Questions: 50 
  • Total Marks: 50 Marks 
  • Pass Mark: 50%, or 25/50 Marks 
  • Duration: 40 Minutes 
  • Open Book/ Closed Book: Closed Book

MoP® Practitioner Exam Information

The Management of Portfolios (MoP®) Practitioner Exam assesses a candidate's ability to apply and tailor the MoP® guidelines within a complex project environment. Passing this examination demonstrates a comprehensive understanding of portfolio management processes, and the expertise to align and coordinate various projects and programmes within an organisation. 

  • Question Type: Objective Testing 
  • Total Questions: 4 
  • Total Marks: 80 marks 
  • Pass Mark: 50%, or 40/80 
  • Duration: 180 Minutes 
  • Open Book/ Closed Book: Open Book

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Management of Portfolios (MoP®) Foundation & Practitioner. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Management of Portfolios (MoP®) Foundation & Practitioner, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Management of Portfolios (MoP®) Foundation & Practitioner. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Management of Portfolios (MoP®) Foundation & Practitioner sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training 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

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Management of Portfolios (MoP®) Foundation & Practitioner at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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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

Our Management of Portfolios (MoP®) Foundation & Practitioner offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Management of Portfolios (MoP®) Foundation & Practitioner FAQs

Management of Portfolios (MoP®) provides guidance for businesses to make decisions regarding large-scale change through the implementation of projects and programmes. To find out more about MoP® visit our MoP® training topic page.
Professionals involved in strategic planning, project and program management, and decision-making processes, including project managers, business strategists, and senior executives, should register for the MoP® Foundation and Practitioner Course.
Yes, the MoP® Foundation and Practitioner exams are both included in this course.
Yes, the MoP® Foundation and Practitioner Certification is part of a series, following a structured path for mastering portfolio management principles and practices.
There are no formal prerequisites for taking the MoP® Foundation Course, but completing it is necessary before progressing to the Practitioner level.
This certification will enhance your understanding of Portfolio Management, making you a valuable asset for strategic decision-making and improving your eligibility for leadership roles in Project and Program Management.
After completing the course, opportunities include roles as a Portfolio Manager, Program Manager, Project Director, and roles in strategic planning and investment decision-making.
Yes, obtaining the MoP® Foundation and Practitioner Certification can increase your earning potential by validating your expertise in Portfolio Management, making you more attractive to employers and eligible for higher-paying roles.
The Knowledge Academy in New Zealand stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking a Management of Portfolios MoP® Foundation and Practitioner Course.
The training fees for Management of Portfolios (MoP®) Foundation & Practitioner certification in New Zealand starts from NZD5995
The Knowledge Academy is the Leading global training provider for Management of Portfolios (MoP®) Foundation & Practitioner.
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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

We are accredited by PeopleCert on behalf of AXELOS for MoP® training

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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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Management Of Portfolios (MoP®) Foundation & Practitioner in New Zealand

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