276 Portfolio Management courses

Overview This 2 day course provides a practical introduction to Interest Rate Derivatives, equipping participants with the skills to price, trade, and manage risk across financial markets. Participants will explore key pricing concepts like bootstrapping, zero-coupon curves, and forward curves, while developing risk management techniques to navigate various market scenarios. The course also covers using derivatives to express macroeconomic views, bridging theory with real-world applications. By the end, participants will have the tools and insight to confidently engage with Interest Rate Derivatives in professional settings Learning Objectives Understand how to use Interest Rate Derivatives in different roles Grasp major pricing concepts like bootstrapping, zero-coupon curve, forward curve Develop risk management techniques to manage multiple scenarios Express Macro views using derivatives Who the course is for Anyone seeking practical insights into interest rate derivatives which include: Bank traders, market makers, sales, structurers, market risk Portfolio managers, execution traders Corporate treasurers, private bankers Operations, mid and back office personnel, brokers Graduate students and aspiring professionals aiming for careers in financial markets Course Content To learn more about the day by day course content please click here To you are interested in speaking with a course specialist, you can book a meeting here

Microsoft Project Blue Belt® 2013: Virtual In-House Training This course introduces Project Server 2013 features that expedite scheduling projects and simplify managing tasks within an enterprise environment. Learn different aspects of Project Server and their benefits to varying roles in the enterprise, and gain hands-on experience and insights on best practices from SMEs around the world. This course introduces Project Server 2013 features that expedite scheduling projects and simplify managing tasks within an enterprise environment. Learn different aspects of Project Server and their benefits to varying roles in the enterprise, and gain hands-on experience and insights on best practices from SMEs around the world. What you Will Learn You'll learn how to: Identify the project's life cycle Understand the Enterprise Project Management (EPM) environment Apply the basic project management principles to selecting, initiating, planning, executing, monitoring and controlling, and closing your Project 2013 schedules Take advantage of new features Explain Project Server 2013 views and project sites Meet deadlines and budget restrictions Keep the workloads of your resources within their available limits Efficiently update your schedule Take advantage of the standard reports, custom views, and visual reports for your projects Take a brief look at the Business Intelligence potential Efficiently and effectively manage your project(s) and programs Work comfortably within Project Server 2013 or Project Online Getting Started with Microsoft® Project Server 2013 Describing the EPM context Discovering Project Server 2013 and Project Online Differentiating the users of Project Server 2013 Working with Project Professional 2013 and Project Server 2013 Recognizing the Life Cycle within EPM Projects and Portfolio Management Portfolio management and governance Originating new initiatives within EPTs and workflows Prioritizing initiatives, analyzing scenarios, optimizing, and selecting the portfolio Initiating Projects Initiating processes with Project Professional, SharePoint lists, Enterprise Projects, and Resource Plans Importing projects and managing project owner and permissions Planning Projects - Scope and Schedule Management Planning context and framework Scheduling in PWA Using the Deliverables feature Planning Projects - Staffing Management Plan Building a project team Managing resource availability Reviewing the assignment cycle Resolving resource overallocation Planning Projects - Cost Components, Baseline, and Consolidated Schedules Developing components of the Cost Management Planning processes Working with the baseline in projects and programs or master schedules Improving the Collaboration in the Project Sites Creating the Project Sites Developing components of the Risk Management Plan and Issues Tracking Linking planning documents Additional apps and customization Executing Projects Understanding executing processes Managing resources using Build Team and other features Working with timesheets Reporting administrative time Configuring personal settings Monitoring and Controlling Projects - Tracking Task and Project Progress Understanding the Monitoring and Controlling processes Task progress and updates in PWA including considerations for different tracking methods Task progress and updates in Project Professional 2013 Monitor and Control Projects - Measuring Performance and Reporting Progress Understanding status reports Reviewing performance metrics and progress reports Taking advantage of preloaded reports at the Business Intelligence Center Considerations for defining custom reports Closing Projects Reviewing the closing processes and closing tasks to updates Supporting the closing process

APM Project Fundamentals Qualification (PFQ) This practical course gives Participants a solid introduction to the fundamentals of project management and to prepare them for the one-hour, multiple-choice exam held at the end of the course. The APM Project Fundamentals Qualification (PFQ) is an entry-level qualification suitable for those who are new to project management and working in a project team, and who wish to understand the standard terminology. The goal of this course is to prepare you to successfully pass the exam. What you will Learn You'll learn how to: Identify project management terminology and context Identify project management processes Identify the roles involved in project management Describe project success criteria and benefits Prepare project documentation Acquire the level of understanding needed to pass the APM PFQ examination Getting Started Introductions Course structure Course goals and objective Project Context Project characteristics Project management processes Business and project context Organizational roles Project Lifecycle Programme and portfolio management Project Concept Phase Stakeholder management Project success and benefits management Business case Benefits People in Projects Leadership and teamwork Communication Project Definition Phase Project management plan Quality management Risk management Scope management Scheduling Resource management Estimating Procurement Project Implementation Phase Change control and configuration management Issue management Information management Project Hand-over and Close-out Phase Hand-over and close-out Post-project review Revision and Exam Revision and practice questions APM PFQ examination

APM Project Fundamentals Qualification (PFQ): In-House Training This practical course gives Participants a solid introduction to the fundamentals of project management and to prepare them for the one-hour, multiple-choice exam held at the end of the course. The APM Project Fundamentals Qualification (PFQ) is an entry-level qualification suitable for those who are new to project management and working in a project team, and who wish to understand the standard terminology. The goal of this course is to prepare you to successfully pass the exam. What you will Learn You'll learn how to: Identify project management terminology and context Identify project management processes Identify the roles involved in project management Describe project success criteria and benefits Prepare project documentation Acquire the level of understanding needed to pass the APM PFQ examination Getting Started Introductions Course structure Course goals and objective Project Context Project characteristics Project management processes Business and project context Organizational roles Project Lifecycle Programme and portfolio management Project Concept Phase Stakeholder management Project success and benefits management Business case Benefits People in Projects Leadership and teamwork Communication Project Definition Phase Project management plan Quality management Risk management Scope management Scheduling Resource management Estimating Procurement Project Implementation Phase Change control and configuration management Issue management Information management Project Hand-over and Close-out Phase Hand-over and close-out Post-project review Revision and Exam Revision and practice questions APM PFQ examination

APM Project Fundamentals Qualification (PFQ): Virtual In-House Training This practical course gives Participants a solid introduction to the fundamentals of project management and to prepare them for the one-hour, multiple-choice exam held at the end of the course. The APM Project Fundamentals Qualification (PFQ) is an entry-level qualification suitable for those who are new to project management and working in a project team, and who wish to understand the standard terminology. The goal of this course is to prepare you to successfully pass the exam. What you will Learn You'll learn how to: Identify project management terminology and context Identify project management processes Identify the roles involved in project management Describe project success criteria and benefits Prepare project documentation Acquire the level of understanding needed to pass the APM PFQ examination Getting Started Introductions Course structure Course goals and objective Project Context Project characteristics Project management processes Business and project context Organizational roles Project Lifecycle Programme and portfolio management Project Concept Phase Stakeholder management Project success and benefits management Business case Benefits People in Projects Leadership and teamwork Communication Project Definition Phase Project management plan Quality management Risk management Scope management Scheduling Resource management Estimating Procurement Project Implementation Phase Change control and configuration management Issue management Information management Project Hand-over and Close-out Phase Hand-over and close-out Post-project review Revision and Exam Revision and practice questions APM PFQ examination

APM Project Management Qualification (PMQ): In-House Training The APM Project Management Qualification (PMQ) (IPMA Level D) is a knowledge-based qualification that allows candidates to demonstrate knowledge of all elements of project management. Candidates will be able to demonstrate an understanding of how these elements interact and how their project fits into their strategic and commercial environment. The course will cover the 67 assessment criteria defined by APM and prepare you to sit the examination on the fifth and final day. In addition to the instructor-led sessions, you should also expect to complete some self-directed study in the evenings. The APM Project Management Qualification (PMQ) examination is a three-hour paper where candidates must answer 10 out of 16 questions that can cover all 67 assessment criteria topics. What you will Learn You'll learn how to: Provide organizations with a proven project management methodology that will allow individuals to plan, organize, and control the successful implementation of projects Achieve the APM Project Management Qualification (PMQ), the UK's leading project management qualification Provide practical skills and techniques to help further your career in project management Getting Started Introductions Course structure Course goals and objectives Overview of the APM Project Management Qualification (PMQ) examination Structure of Organizations and Projects Organization structures Project sponsorship Organization roles Project Office Governance Legislation Project Lifecycle Project Lifecycles Handover and closure Project reviews Situational Context of Projects Project Management Programme Management Portfolio Management The Project Environment Communication Communication Conflict Management Negotiation Leadership and Teamwork Leadership Teamwork Planning for Success Business Case Investment Appraisal Success and Benefits Management Information Management and Reporting Project Management Plan Estimating Earned Value Management Stakeholder Management Scope Management Scope Management Requirements Management Change Control Configuration Management Schedule and Resource Management Schedule Management Resource Management Budgeting and Cost Management Procurement Procurement Contracts Provider Selection and Management Risk Management and Issue Management Risk Management Issue Management Quality Management and Examination Preparation Quality Management Preparation and Examination Preparation and examination briefing APM Project Management Qualification (PMQ) examination

APM Project Management Qualification (PMQ) The APM Project Management Qualification (PMQ) (IPMA Level D) is a knowledge-based qualification that allows candidates to demonstrate knowledge of all elements of project management. Candidates will be able to demonstrate an understanding of how these elements interact and how their project fits into their strategic and commercial environment. The course will cover the 67 assessment criteria defined by APM and prepare you to sit the examination on the fifth and final day. In addition to the instructor-led sessions, you should also expect to complete some self-directed study in the evenings. The APM Project Management Qualification (PMQ) examination is a three-hour paper where candidates must answer 10 out of 16 questions that can cover all 67 assessment criteria topics. What you will Learn You'll learn how to: Provide organizations with a proven project management methodology that will allow individuals to plan, organize, and control the successful implementation of projects Achieve the APM Project Management Qualification (PMQ), the UK's leading project management qualification Provide practical skills and techniques to help further your career in project management Getting Started Introductions Course structure Course goals and objectives Overview of the APM Project Management Qualification (PMQ) examination Structure of Organizations and Projects Organization structures Project sponsorship Organization roles Project Office Governance Legislation Project Lifecycle Project Lifecycles Handover and closure Project reviews Situational Context of Projects Project Management Programme Management Portfolio Management The Project Environment Communication Communication Conflict Management Negotiation Leadership and Teamwork Leadership Teamwork Planning for Success Business Case Investment Appraisal Success and Benefits Management Information Management and Reporting Project Management Plan Estimating Earned Value Management Stakeholder Management Scope Management Scope Management Requirements Management Change Control Configuration Management Schedule and Resource Management Schedule Management Resource Management Budgeting and Cost Management Procurement Procurement Contracts Provider Selection and Management Risk Management and Issue Management Risk Management Issue Management Quality Management and Examination Preparation Quality Management Preparation and Examination Preparation and examination briefing APM Project Management Qualification (PMQ) examination

APM Project Management Qualification (PMQ): Virtual In-House Training The APM Project Management Qualification (PMQ) (IPMA Level D) is a knowledge-based qualification that allows candidates to demonstrate knowledge of all elements of project management. Candidates will be able to demonstrate an understanding of how these elements interact and how their project fits into their strategic and commercial environment. The course will cover the 67 assessment criteria defined by APM and prepare you to sit the examination on the fifth and final day. In addition to the instructor-led sessions, you should also expect to complete some self-directed study in the evenings. The APM Project Management Qualification (PMQ) examination is a three-hour paper where candidates must answer 10 out of 16 questions that can cover all 67 assessment criteria topics. What you will Learn You'll learn how to: Provide organizations with a proven project management methodology that will allow individuals to plan, organize, and control the successful implementation of projects Achieve the APM Project Management Qualification (PMQ), the UK's leading project management qualification Provide practical skills and techniques to help further your career in project management Getting Started Introductions Course structure Course goals and objectives Overview of the APM Project Management Qualification (PMQ) examination Structure of Organizations and Projects Organization structures Project sponsorship Organization roles Project Office Governance Legislation Project Lifecycle Project Lifecycles Handover and closure Project reviews Situational Context of Projects Project Management Programme Management Portfolio Management The Project Environment Communication Communication Conflict Management Negotiation Leadership and Teamwork Leadership Teamwork Planning for Success Business Case Investment Appraisal Success and Benefits Management Information Management and Reporting Project Management Plan Estimating Earned Value Management Stakeholder Management Scope Management Scope Management Requirements Management Change Control Configuration Management Schedule and Resource Management Schedule Management Resource Management Budgeting and Cost Management Procurement Procurement Contracts Provider Selection and Management Risk Management and Issue Management Risk Management Issue Management Quality Management and Examination Preparation Quality Management Preparation and Examination Preparation and examination briefing APM Project Management Qualification (PMQ) examination

Project Management Office The goal of this course is to equip the participant with the necessary knowledge and skills to establish, improve, and support a project management office (PMO) that is the catalyst for portfolio and delivery management excellence. This course addresses the complexities of both understanding and choosing the correct PMO framework from among several alternatives. Additionally, the typical PMO supporting elements: domains of work, maturity level, and performance metrics, are elaborated. These elements position a PMO to realize and sustain the business value anticipated by the organization. What You Will Learn At the end of this program, you will be able to: Define a PMO and articulate on its benefits to an organization Explain how a PMO facilitates organizational success Differentiate among the varied PMO frameworks Apply to a PMO framework, domains of work, metrics, and organizational maturity Describe the competency frameworks for management functions within a PMO Plan for and implement a PMO to ensure it is of business value Foundation Concepts Definitions and concepts PMO frameworks PMO domains PMO benefits PMO Frameworks Organizational unit PMO Project-specific PMO Project support or services PMO Center of excellence Enterprise PMO PMO Domains I Strategic planning Standards, methodologies, and processes Governance and performance management Organizational change management PMO Domains II Portfolio management Project and program delivery management Administrative support, knowledge, and talent management PMO Metrics and Maturity PMO metrics PMO maturity PMO maturity assessments PMO Implementation Originating and initiating a PMO Developing a PMO implementation plan Implementing a PMO

Disciplined Agile Value Stream Consultant (DAVSC) Training Workshop The Disciplined Agile Value Stream Consultant workshop teaches you how to use value stream management to create a tailored approach for any organization to accelerate delivery of value to their customers. It provides a combination of Lean, Flow, Theory of Constraints and Organizational Development theories and practices. The workshop integrates with the Disciplined Agile tool kit to provide those practices that will be most effective for where it is applied, whether it be a new Agile transition or continuing a stagnated SAFe® or Spotify one. What You Will Learn After the completion of this course, you will be able to: Learn to determine the best place for an organization to start - portfolio management, product management or development area Be equipped to tailor an organization's improvement plan based on their unique needs, while also attending to the culture of the organization to evolve at their proper pace Be able to train an organization to continue to improve on their own Know how to accelerate value delivery at scale Be prepared to take the Disciplined Agile Value Stream Consultant (DAVSC) exam and earn valuable, credible certification. Your exam fee is included in tuition. The course is comprised of an introduction and 14 lessons and supplemental materials provided electronically: Introduction: The Disciplined Agile Mindset Lesson 1: Value Stream Consultant: Role and Work Lesson 2: The Idealized Value Stream Lesson 3: Removing Delays in the Workflow Lesson 4: The Minimum Business Increment Lesson 5: The Discovery Workflow and the Development Intake Process Lesson 6: Value Flow Planning and Coordination Lesson 7: Working with a Common Cadence and Synchronization Lesson 8: End of Increment Activities and Reducing, Not Accommodating Dependencies Lesson 9: Factors for Effective Value Streams Lesson 10: Value Creation Structure Lesson 11: Agile Budgeting and Lean Funding Lesson 12: Creating Visibility Across the Organization Lesson 13: Key Roles Lesson 14: The Disciplined Agile Playbook