Course PM-022
Portfolio Management Professional (PfMP)
Portfolio management enables organizations to align investments, programs, and projects with strategic objectives while... The outline covers Foundations of Portfolio Management, Portfolio Strategy and Lifecycle Manageme...
- 5 daysClassroom or online
- 12Upcoming dates
- 7Cities
- €1,978Fees from
Classroom
12 sessionsOnline / Live
12 sessionsIntroduction
Course overview
Portfolio management enables organizations to align investments, programs, and projects with strategic objectives while maximizing value and optimizing resources. This course provides participants with the knowledge and practical skills required to manage portfolios effectively, strengthen governance, optimize strategic alignment, manage risks, and prepare for Portfolio Management Professional (PfMP) certification.
What you will achieve
Learning objectives
- Understand portfolio management principles and frameworks
- Align portfolio investments with organizational strategy and objectives
- Apply portfolio governance and decision-making processes
- Manage portfolio capacity, resources, and stakeholder expectations
- Measure and maximize portfolio value realization
- Apply portfolio risk management techniques
- Prepare for the PfMP certification examination
Who should attend
Target audience
- Portfolio managers
- Program managers
- Senior project managers
- PMO directors and managers
- Strategic planning professionals
- Executives responsible for investment decisions
- Professionals preparing for PfMP certification
Methodology
Learning approach
- The course combines interactive presentations, portfolio management workshops, practical exercises, case studies, group discussions, portfolio simulations, exam-style questions, and real-world portfolio management scenarios.
Complete course outline
Five focused days of learning and application
The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.
Day 1
Foundations of Portfolio Management
- Understanding the Portfolio Management Professional (PfMP) framework and certification structure
- Exploring portfolio management concepts, principles, and organizational value
- Understanding the relationship between portfolios, programs, projects, and operational activities
- Coffee break
- Understanding the relationship between portfolios, programs, projects, and operational activities (continued)
- Examining the strategic role of portfolio management within organizations
- Defining the responsibilities and competencies of portfolio managers
- Understanding how portfolio management supports organizational strategy execution
Day 2
Portfolio Strategy and Lifecycle Management
- Understanding the portfolio lifecycle and continuous management processes
- Exploring portfolio information systems and decision-support tools
- Developing portfolio objectives aligned with organizational strategy
- Coffee break
- Understanding risk appetite and strategic investment decision-making
- Developing portfolio charters, roadmaps, and governance structures
- Evaluating, prioritizing, and selecting portfolio components
- Optimizing portfolio performance and maintaining strategic alignment
Day 3
Portfolio Governance and Capacity Optimization
- Understanding governance principles, structures, and oversight responsibilities
- Examining the relationship between portfolio governance, programs, and projects
- Designing effective governance frameworks that support strategic objectives
- Coffee break
- Designing effective governance frameworks that support strategic objectives (continued)
- Applying capacity planning and resource optimization techniques
- Managing organizational demand and balancing resource availability
- Utilizing tools and techniques for capacity assessment and reporting
- Aligning organizational capabilities with portfolio requirements
Day 4
Stakeholder Engagement and Value Realization
- Identifying and analyzing portfolio stakeholders and their expectations
- Developing stakeholder engagement and communication strategies
- Managing portfolio communications across multiple organizational levels
- Coffee break
- Understanding value management concepts and frameworks
- Applying techniques to maximize, measure, and sustain portfolio value
- Evaluating portfolio benefits and value realization outcomes
- Developing reporting approaches to communicate portfolio performance effectively
Day 5
Portfolio Risk Management and Certification Preparation
- Understanding portfolio-level risk management principles and practices
- Identifying strategic, operational, and investment-related portfolio risks
- Applying portfolio risk assessment and mitigation strategies
- Developing and maintaining portfolio risk management frameworks and plans
- Coffee break
- Developing and maintaining portfolio risk management frameworks and plans (continued)
- Reviewing lessons learned and portfolio management best practices
- Preparing for the PfMP examination through practical scenarios and review exercises
- Final simulation, knowledge assessment, and course wrap-up
Course FAQs
Questions about this course
What participants and training managers usually ask before booking Portfolio Management Professional (PfMP). Can't find your answer?
What does Portfolio Management Professional (PfMP) (PM-022) cover?
This course covers Project Management through a structured five-day outline focused on practical application, discussion, and implementation planning.
When is the next available session?
The next scheduled session starts on 25 - 29 January 2027. See the course schedules section for the available dates and delivery formats.
Who should attend this course?
Portfolio managers, Program managers, Senior project managers
Is bilingual course delivery available?
Yes. All course materials and presentations are provided in English, while bilingual explanation and discussion support may be available depending on the selected location and trainer availability. For example, when attending a course in Istanbul, you may request a Turkish-speaking trainer to explain the English course content in Turkish. Arabic explanation support may also be requested at this location. Other languages are available in selected cities. You can choose your preferred language support as an optional preference during registration.
How can I register for a session?
Use any Register button next to the available course dates to open the participant registration page and submit your booking request for the selected session.
Is this course available online as well as classroom-based?
Check the course schedules section for currently published classroom and Online / Live sessions.
Where are classroom sessions delivered?
Current classroom venues include Amsterdam, London, Istanbul, Vienna, Barcelona, Paris, Frankfurt.
How long is the training programme?
The programme runs for five days from 09:00 to 14:00, which gives 25 contact hours, including a daily 30-minute break (22.5 hours of instruction).
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