Fundamentals of Portfolio Management

Learn to make the right investment decisions and achieve the expected ROI

  • Master the fundamentals of effective Portfolio Management
  • Prioritize projects based on their strategic value
  • Enable the organization to complete maximum projects
  • 400,000 + Professionals trained
  • 250 + Workshops every month 
  • 100 + Countries and Counting 

Maximize Benefits from Projects

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.

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  • 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

The KnowledgeHut Edge

Solid Track Record

KnowledgeHut has empowered over 350,000 professionals with certifications in numerous domains

Learn from Industry Experts

Interact and engage with certified instructors who are also industry experts

Learn from an Advanced Curriculum

Get the latest skills and master all concepts with the latest and the most updated curriculum

Hands-On Training

Learn with the help of practical case studies, hands-on exercises, and guided assessments

Build From the Basics

Learn concepts from scratch by learning through step-by-step guidance and detailed feedback

Continual Learning Support

Monthly webinars, e-books, tutorials, interview questions and more to strengthen your learning


Prerequisites for this Course

  • Prior experience of managing projects, programs, and portfolios would be beneficial

Who should attend this Course?

Project Managers

Portfolio Managers

Program Managers

Senior Executives


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What you will learn

Portfolio Concepts

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

Roles and Responsibilities

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

Portfolio Alignment

Validate the alignment of portfolios with the organization strategic vision

Project Benefits

Maximize the benefits derived from projects

Portfolio Level Risk Management

Implement Portfolio Level Risk Management

Investment Strategies

Know the various investment strategies to reduce risk

Transform Your Workforce

Build Efficient Portfolio Managers

The number of projects an organization takes on is ever increasing. Train a capable portfolio management team that manages higher exposure to risk, and ensures safety and successful outcomes for your business, with KnowledgeHut’s industry-approved curriculum.

  • Custom Training Solutions
  • Immersive Learning
  • Learn by doing approach
  • Immediately applicable skills

500+ Clients


  • 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
  • Strategic Alignment
  • Evaluate organizational strategic goals and objectives
  • Identify projects and programs in line with organization goals
  • Prioritize and select projects and programs with regards to value they bring to meet organizational goals
  • Develop High-level Portfolio Roadmap aligning with organizational strategies
  • Establish the governance model
  • Develop the portfolio management plan including various policies and processes for Portfolio Management
  • Approve the portfolios
  • 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
  • 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
  • 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

Portfolio Management Training FAQs

Portfolio Management Training

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.

  • 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

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

Workshop Experience

Currently, all our courses are offered online as live, interactive, trainer-led sessions where you will get to learn directly from the trainer with opportunities to discuss and clear doubts.

Our instructors are top project managers with several years of industry experience. They also have hands-on experience and will be able to tell you the practical aspects of what you are learning.

Our courses are delivered through live interactive virtual classrooms. Our training focuses on interactive learning, split across hands-on exercises, lively discussions, and team collaboration, all facilitated by the trainer who is an experienced project and portfolio manager. The focus is on finding practical solutions to real-world scenarios in various projects environments, both big and small.

No, you do not need to record the sessions, the sessions will be auto recorded on our LMS, you will be able to refer to them.

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