254 Portfolio Management courses delivered Online

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Portfolio Management Skills: In-House Training The main purpose of this workshop is to equip and enable people in a portfolio management office and PMO to effectively and efficiently support the Executive Leadership and Operational Management to plan, implement, manage, and evolve portfolio management in their organization. There is a deliberate focus on preparing you to become a strong and effective change advocate for meaningful portfolio management that delivers objective measurements of benefit contribution towards the strategic objectives to lead, manage, and continuously improve portfolio management governance, processes, and frameworks with and through the direction of a portfolio practice, principles, and delivery boards. What you Will Learn At the end of this program, you will be able to: Articulate the benefits of portfolio management Link the initiatives in an organization with its strategic objectives Participate in the introduction of portfolio management in an organization Create or improve the portfolio governance structure Lead the inventory of ongoing and new initiatives Assist the executives in the prioritization of initiatives through the use of Multi-criteria Analysis and other selection tools Support the executives in balancing the portfolio based on the optimal use of resources and priorities Create a portfolio delivery plan Define thresholds and variance reporting criteria Assist the executives and the financial team in the definition of Stage Gate Funding Lead the Stage Gate reviews Analyze the benefits that are being realized by the initiatives Foundation Concepts Definitions Benefits of Portfolio Management Objectives of Portfolio Management Portfolio Life Cycles Governing the Portfolio Portfolio Governance structure Roles and responsibilities Initial activities when starting portfolio management Prioritizing Initiatives Prioritize purpose Multi-Criteria Analysis Analytical Hierarchy Process (AHP) Strategic alignment Balancing the Portfolio Allocating resources and budgets Communicating decisions of initiatives status Planning the Portfolio Planning review cycles Using Stage Gate Funding Setting thresholds and variance reporting Tool examples Managing the Portfolio Delivery Project and Program Life Cycles Stage Gate Reviews Loop back to Prioritize, Balance and Plan Interaction with the Portfolio Delivery Board Project, Program and Functional Managers' roles and responsibilities

Portfolio Management Skills: On-Demand Project Management Institute (PMI)® Charter Global Registered Education Provider (R.E.P.) International Institute for Learning (IIL) has been reviewed and approved as a provider of project management training by PMI®. Become a strong, effective change advocate for meaningful portfolio management. This course is designed to equip and enable you to effectively and efficiently support the Executive Leadership and Operational Management to plan, implement, manage, and evolve portfolio management in your organization. It focuses on helping you become a strong and effective change advocate for meaningful portfolio management that delivers objective measurements of benefit contribution towards the strategic objectives to lead, manage, and continuously improve portfolio management governance, processes, and frameworks with and through the direction of a portfolio practice, principles, and delivery boards. What you Will Learn At the end of this program, you will be able to: Articulate the benefits of portfolio management Link the initiatives in an organization with its strategic objectives Participate in the introduction of portfolio management in an organization Create or improve the portfolio governance structure Lead the inventory of ongoing and new initiatives Assist the executives in the prioritization of initiatives through the use of Multi-criteria Analysis and other selection tools Support the executives in balancing the portfolio based on the optimal use of resources and priorities Create a portfolio delivery plan Define thresholds and variance reporting criteria Assist the executives and the financial team in the definition of Stage Gate Funding Lead the Stage Gate reviews Analyze the benefits that are being realized by the initiatives Foundation Concepts Definitions Benefits of Portfolio Management Objectives of Portfolio Management Portfolio Life Cycles Governing the Portfolio Portfolio Governance structure Roles and responsibilities Initial activities when starting portfolio management Prioritizing Initiatives Prioritize purpose Multi-Criteria Analysis Analytical Hierarchy Process (AHP) Strategic alignment Balancing the Portfolio Allocating resources and budgets Communicating decisions of initiatives status Planning the Portfolio Planning review cycles Using Stage Gate Funding Setting thresholds and variance reporting Tool examples Managing the Portfolio Delivery Project and Program Life Cycles Stage Gate Reviews Loop back to Prioritize, Balance and Plan Interaction with the Portfolio Delivery Board Project, Program and Functional Managers' roles and responsibilities

Portfolio Management Skills: Virtual In-House Training The main purpose of this workshop is to equip and enable people in a portfolio management office and PMO to effectively and efficiently support the Executive Leadership and Operational Management to plan, implement, manage, and evolve portfolio management in their organization. There is a deliberate focus on preparing you to become a strong and effective change advocate for meaningful portfolio management that delivers objective measurements of benefit contribution towards the strategic objectives to lead, manage, and continuously improve portfolio management governance, processes, and frameworks with and through the direction of a portfolio practice, principles, and delivery boards. What you Will Learn At the end of this program, you will be able to: Articulate the benefits of portfolio management Link the initiatives in an organization with its strategic objectives Participate in the introduction of portfolio management in an organization Create or improve the portfolio governance structure Lead the inventory of ongoing and new initiatives Assist the executives in the prioritization of initiatives through the use of Multi-criteria Analysis and other selection tools Support the executives in balancing the portfolio based on the optimal use of resources and priorities Create a portfolio delivery plan Define thresholds and variance reporting criteria Assist the executives and the financial team in the definition of Stage Gate Funding Lead the Stage Gate reviews Analyze the benefits that are being realized by the initiatives Foundation Concepts Definitions Benefits of Portfolio Management Objectives of Portfolio Management Portfolio Life Cycles Governing the Portfolio Portfolio Governance structure Roles and responsibilities Initial activities when starting portfolio management Prioritizing Initiatives Prioritize purpose Multi-Criteria Analysis Analytical Hierarchy Process (AHP) Strategic alignment Balancing the Portfolio Allocating resources and budgets Communicating decisions of initiatives status Planning the Portfolio Planning review cycles Using Stage Gate Funding Setting thresholds and variance reporting Tool examples Managing the Portfolio Delivery Project and Program Life Cycles Stage Gate Reviews Loop back to Prioritize, Balance and Plan Interaction with the Portfolio Delivery Board Project, Program and Functional Managers' roles and responsibilities

SAFe® Lean Portfolio Management: In-House Training Create a culture of innovation, flexibility, and speed where all people in the portfolio can effectively execute as one unified team. In this course, you will gain the practical tools and techniques necessary to implement the Lean Portfolio Management functions of Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance. You will have the opportunity to capture the current and future state of the portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. You'll be able to establish portfolio flow with the Portfolio Kanban and prioritize initiatives for maximum economic benefit. The course also provides insights on how to establish Value Stream Budgets and Lean Budget Guardrails and measure the Lean portfolio performance. What you will Learn Describe the importance of LPM Connect the portfolio to enterprise strategy Implement Lean budgeting and guardrails Establish portfolio flow with the Portfolio Kanban Support operational excellence with APMO and CoPs Coordinate Value Streams Measure the LPM performance Build a plan for LPM implementation Introducing Lean Portfolio Management (LPM) Establishing Strategy and Investment Funding Applying Agile Portfolio Operations Applying Lean Governance Implementing the LPM function

Are you looking to enhance your Portfolio Management skills? If yes, then you have come to the right place. Our comprehensive course on Portfolio Management will assist you in producing the best possible outcome by mastering the Portfolio Management skills. The Portfolio Management course is for those who want to be successful. In the Portfolio Management course, you will learn the essential knowledge needed to become well versed in Portfolio Management. Our Portfolio Management course starts with the basics of Portfolio Management and gradually progresses towards advanced topics. Therefore, each lesson of this Portfolio Management course is intuitive and easy to understand. Why would you choose the Portfolio Management course from Compliance Central: Lifetime access to Portfolio Management course materials Full tutor support is available from Monday to Friday with the Portfolio Management course Learn Portfolio Management skills at your own pace from the comfort of your home Gain a complete understanding of Portfolio Management course Accessible, informative Portfolio Management learning modules designed by experts Get 24/7 help or advice from our email and live chat teams with the Portfolio Management Study Portfolio Management in your own time through your computer, tablet or mobile device. A 100% learning satisfaction guarantee with your Portfolio Management Course Portfolio Management Curriculum Breakdown of the Portfolio Management Course Course Outline: Module: 01 Introduction The answer is Property Mortgage Types Negative Mind Chatter Module: 02 Steps in the Plan Property Types Set it up and Forget about it Raising the Capital Watch your cashflow Look at the costs Module: 03 Portfolio building strategy Historic Property Cycles Make your portfolio grow faster Ways to Create Income Understanding Inflation CPD 10 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The Portfolio Management course helps aspiring professionals who want to obtain the knowledge and familiarise themselves with the skillsets to pursue a career in Portfolio Management. It is also great for professionals who are already working in Portfolio Management and want to get promoted at work. Requirements To enrol in this Portfolio Management course, all you need is a basic understanding of the English Language and an internet connection. Career path Portfolio Manager: £45,000 to £100,000 per year Investment Analyst: £35,000 to £70,000 per year Financial Advisor: £40,000 to £80,000 per year Hedge Fund Manager: £80,000 to £200,000+ per year Risk Manager: £50,000 to £90,000 per year Wealth Manager: £50,000 to £100,000 per year Certificates CPD Accredited PDF Certificate Digital certificate - Included CPD Accredited PDF Certificate CPD Accredited Hard Copy Certificate Hard copy certificate - £10.79 CPD Accredited Hard Copy Certificate Delivery Charge: Inside the UK: Free Outside of the UK: £9.99 each

Portfolio Management for Stakeholders: In-House Training This course equips and enables project, program, and functional managers (line managers) to support and contribute to starting, restarting or sustaining the implementation and effectiveness of portfolio management in an organization. Emphasis is on improving collaboration and planning between functional business areas and project/program organizations responsible for delivering investments in business change through successful delivery of projects and programs. Good functional, project, and program managers become 'great' when they understand, advocate, and effectively contribute to achieving 'real' business value through portfolio management. What you Will Learn At the end of this program, you will be able to: Outline the benefits of portfolio management State the importance of linking the strategic objectives to the initiatives in the organization Chart the portfolio governance structure Assist in the inventory of ongoing and new initiatives Identify portfolio and sub-portfolio categories Support the PMO in the prioritization of initiatives using Multi-criteria Analysis and other selection tools Collaborate with the PMO in balancing the portfolio based on the optimal use of resources and priorities Participate in resource forecasting and planning Demonstrate thresholds and variance reporting criteria Describe the purpose of Stage Gate Funding Report status against a portfolio delivery plan Present your initiative in Stage Gate Reviews List the benefits that are being realized by the initiative Foundation Concepts Portfolio Life Cycles Portfolio Governance Prioritizing Initiatives Prioritize Foundation Multi-Criteria Analysis Analytical Hierarchy Process (AHP) Strategic Alignment Balancing the Portfolio Resources, Budgets, and Equipment Communicating Decisions Planning the Portfolio Planning Review Cycles Using Stage Gate Funding Setting Thresholds and Variance Reporting Tool Examples Portfolio Delivery 'Cycle' Project and Program Life Cycles Stage Gate Reviews Interaction with the Portfolio Delivery Board Project, Program, and Functional Managers Roles and Responsibilities

SAFe® Lean Portfolio Management: Virtual In-House Training Create a culture of innovation, flexibility, and speed where all people in the portfolio can effectively execute as one unified team. In this course, you will gain the practical tools and techniques necessary to implement the Lean Portfolio Management functions of Strategy and Investment Funding, Agile Portfolio Operations, and Lean Governance. You will have the opportunity to capture the current and future state of the portfolio with the Portfolio Canvas tool and identify important business initiatives for achieving the future state. You'll be able to establish portfolio flow with the Portfolio Kanban and prioritize initiatives for maximum economic benefit. The course also provides insights on how to establish Value Stream Budgets and Lean Budget Guardrails and measure the Lean portfolio performance. What you will Learn Describe the importance of LPM Connect the portfolio to enterprise strategy Implement Lean budgeting and guardrails Establish portfolio flow with the Portfolio Kanban Support operational excellence with APMO and CoPs Coordinate Value Streams Measure the LPM performance Build a plan for LPM implementation Introducing Lean Portfolio Management (LPM) Establishing Strategy and Investment Funding Applying Agile Portfolio Operations Applying Lean Governance Implementing the LPM function

Overview The comprehensive course will cover the fundamentals of portfolio management, and delve deeper into risk and return. Participants will develop their understanding of how and why investors allocate money to fixed income, the numerous issues that impact risk and return, and the mechanics of portfolio construction.

On this course, we will use case studies to enhance the delegates understanding of Real Estate financial appraisals, and help them fully appreciate the theory behind the numbers.