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Fundamentals of Portfolio Management

Portfolio Management Fundamentals Training Course

Make winning investment strategies with the in-depth Portfolio Management Fundamentals Training course

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Prerequisites for Portfolio Management

Prerequisites and Eligibility
Prerequisites
  • 450K+
    Professionals Trained
  • 250+
    Workshops Every Month
  • 100+
    Countries and Counting

Key Highlights of Fundamentals of Portfolio Management

Course Highlights

8 Hours of Live, Instructor-Led Online Training

Industry-Validated Courseware

Learn Fundamentals of Portfolio Management

Understand Investment Strategies

Real-World Simulations & Case Studies

Access a Digital Library of Learning Resources

Businesses and governments invest large sums of money and resources to achieve strategic objectives and create new initiatives. It's critical to make accurate investment decisions on these new initiatives to get the expected Return on Investment (ROI) and also ensure that the desired financial and business goals are achieved from these new projects.

Portfolio Managers are responsible for creating the right investment strategies for the organization’s projects, programs, and operations to bring about the expected results. They are responsible for prioritizing the organization goals and various investments for maximum Value Realization. They support Project, Program and Operation Managers by providing the funding and other resources.

Portfolio Managers will also shoulder the responsibility of reducing risk and implementing strategic initiatives to achieve profits. They can earn as much as $201K on an average, making this a very rewarding career path. With organizations getting more ambitious with their portfolios and projects getting more complex, this expertise will be in much demand the world over.

This training program by KnowledgeHut will introduce you to the basic concepts of Portfolio Management and will help you understand how Portfolio Management is used in real-world situations.

Why KnowledgeHut for Fundamentals of Portfolio Management

Get the KnowledgeHut Advantage

Live Instructor-Led Training

Learn from renowned experts in live classes. Understand, engage with, and master key concepts.

Comprehensive Curriculum

Empower yourself with the latest tools and technologies. Stay updated with industry trends.

Real-World Scenarios

Hands-on practice based and practice assignments. Establish a strong Portfolio Management base.

Industry Experts

Learn from industry veterans. Get mentored by renowned experts who have years of experience.

Acquire In-Demand Skills

Understand the fundamentals of Portfolio Management to acquire in-demand skills.

Comprehensive Feedback

Get detailed feedback from experts and form a strong base on Portfolio Management.

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Fundamentals of Portfolio Management Curriculum

Fundamentals of Portfolio Management Course Curriculum

1. Introduction to Portfolio Management

  • Projects, programs, and portfolios
  • The role of a portfolio manager versus a project and program manager
  • Portfolio Management and Organization Strategy
  • Portfolio Management as per PMI view

2. Managing the Portfolio

  • Strategic Alignment
  • Evaluate organizational strategic goals and objectives
  • Identify projects and programs in line with organization goals
  • Prioritize and select projects and programs considering the value they bring to meet organizational goals
  • Develop High-level Portfolio Roadmap aligning with organizational strategies

3. Governance

  • Establish the governance model
  • Develop the portfolio management plan including various policies and processes for Portfolio Management
  • Approve the portfolios

4. Portfolio Performance

  • Initiate the portfolio using the portfolio roadmap
  • Collect and consolidate key performance metric data
  • Monitor the portfolio performance on an on-going basis
  • Manage portfolio changes using change management techniques
  • Balance portfolio and prioritize portfolio components
  • Measure Portfolio Performance and Optimize

5. Portfolio Risk Management

  • Develop, monitor, and maintain portfolio-level risk register
  • Promote common understanding and stakeholder ownership of portfolio risks
  • Provide recommendation and obtain approval for a portfolio management reserve

6. Portfolio Communication

  • Portfolio Level Stakeholder Identification and Analysis, Need Assessment
  • Developing Communication Strategy for effective engagement of stakeholder for portfolio decision and buy-ins
  • Effective on-going engagement of Portfolio Stakeholders

What You'll Learn in the Fundamentals of Portfolio Management

Learning Objectives
1
Portfolio Concepts

Apply project, program and portfolio concepts based on the characteristics of the work.

2
Roles and Responsibilities

Know the roles of Portfolio, program and project managers and the differences between them.

3
Portfolio Alignment

Validate the alignment of portfolios with the organization strategic vision.

4
Project Benefits

Optimize and maximize the benefits derived from projects within the portfolio.

5
Portfolio Level Risk Management

Implement effective risk management strategies at the portfolio level.

6
Investment Strategies

Utilize various investment strategies to mitigate risks and enhance portfolio value.

Who Should Attend The Fundamentals of Portfolio Management

Who This Course Is For
  • Project Managers
  • Portfolio Managers
  • Program Managers
  • Senior Executives
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Fundamentals of Portfolio Management FAQs

Frequently Asked Questions
Portfolio Management

1. What practical skills can I expect to have after completing the Fundamentals of Portfolio Management Course?

During this two-day course, a variety of topics will be covered with the aim of educating you in portfolio, project, and program concepts. The following are the practical skills you’ll gain on course completion:

  • Learning the role and responsibility of a portfolio manager
  • Understanding projects, programs, and portfolio
  • Learning systematic method for portfolio management as per PMI® guidelines
  • Learning the difference between project, program, and portfolio management

These skills will help you create the right investment strategies for the organization’s projects so that you generate the expected ROI.

2. What is the eligibility for this course?

The attendees need to have some prior experience of managing multiple projects, programs and portfolios.

3. Who is this course for?

  • Senior executives responsible for organizational strategy
  • Managers responsible for developing organizational strategy or for making strategic recommendations
  • Portfolio managers, project managers, and program managers
  • Members of portfolio, program, or project offices
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