277 Portfolio Management courses

Register on the Wealth Manager today and build the experience, skills and knowledge you need to enhance your professional development and work towards your dream job. Study this course through online learning and take the first steps towards a long-term career. The course consists of a number of easy to digest, in-depth modules, designed to provide you with a detailed, expert level of knowledge. Learn through a mixture of instructional video lessons and online study materials. Receive online tutor support as you study the course, to ensure you are supported every step of the way. Get a digital certificate as proof of your course completion. The Wealth Manager is incredibly great value and allows you to study at your own pace. Access the course modules from any internet-enabled device, including computers, tablet, and smartphones. The course is designed to increase your employability and equip you with everything you need to be a success. Enrol on the now and start learning instantly! What You Get With The Wealth Manager Receive a e-certificate upon successful completion of the course Get taught by experienced, professional instructors Study at a time and pace that suits your learning style Get instant feedback on assessments 24/7 help and advice via email or live chat Get full tutor support on weekdays (Monday to Friday) Course Design The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace. You are taught through a combination of Online study materials Certification Upon successful completion of the course, you will be able to obtain your course completion e-certificate free of cost. Print copy by post is also available at an additional cost of £9.99 and PDF Certificate at £4.99. Who Is This Course For: The course is ideal for those who already work in this sector or are an aspiring professional. This course is designed to enhance your expertise and boost your CV. Learn key skills and gain a professional qualification to prove your newly-acquired knowledge. Requirements: The online training is open to all students and has no formal entry requirements. To study the Wealth Manager, all your need is a passion for learning, a good understanding of English, numeracy, and IT skills. You must also be over the age of 16. Course Content Module 01: Introduction to Wealth Management Introduction to Wealth Management 00:10:00 Module 02: Asset Management Asset Management 00:10:00 Module 03: Financial Planning Financial Planning 00:10:00 Module 04: Risk and Return Risk and Return 00:10:00 Module 05: Diversification Diversification 00:10:00 Module 06: Investment Management Investment Management 00:10:00 Module 07: Portfolio Management - I Portfolio Management - I 00:10:00 Module 08: Portfolio Management - II Portfolio Management - II 00:10:00 Module 09: Wealth Management and Taxation Wealth Management and Taxation 00:10:00 Module 10: Estate Planning Estate Planning 00:10:00 Frequently Asked Questions Are there any prerequisites for taking the course? There are no specific prerequisites for this course, nor are there any formal entry requirements. All you need is an internet connection, a good understanding of English and a passion for learning for this course. Can I access the course at any time, or is there a set schedule? You have the flexibility to access the course at any time that suits your schedule. Our courses are self-paced, allowing you to study at your own pace and convenience. How long will I have access to the course? For this course, you will have access to the course materials for 1 year only. This means you can review the content as often as you like within the year, even after you've completed the course. However, if you buy Lifetime Access for the course, you will be able to access the course for a lifetime. Is there a certificate of completion provided after completing the course? Yes, upon successfully completing the course, you will receive a certificate of completion. This certificate can be a valuable addition to your professional portfolio and can be shared on your various social networks. Can I switch courses or get a refund if I'm not satisfied with the course? We want you to have a positive learning experience. If you're not satisfied with the course, you can request a course transfer or refund within 14 days of the initial purchase. How do I track my progress in the course? Our platform provides tracking tools and progress indicators for each course. You can monitor your progress, completed lessons, and assessments through your learner dashboard for the course. What if I have technical issues or difficulties with the course? If you encounter technical issues or content-related difficulties with the course, our support team is available to assist you. You can reach out to them for prompt resolution.

This course will let you develop the skillsets needed to guide the delivery of value in a Lean enterprise—and learn about the activities, tools, and mechanics used to manage backlogs and programs. Attending the class prepares you to take the exam and become a certified SAFe® 6 Product Owner/Product Manager (POPM). SAFe Product Owner/Product Manager 6 training course is provided under Scaled Agile, Inc. Partner Program Agreement.

Description This course introduces students to project management fundamentals. Topics covered include project management basics, types of projects, building the team and schedule, creating the budget, execution, and more. COURSE CONTENT: Module 1 - Getting Started - 3m Getting Started Instructor Introduction Course Objectives Agenda Agenda Module 2 - Project Management Basics - 27m Project Management Basics PMI's PMBOK What is a Project? Attributes of a Project Examples of Projects What is Project Management Project Constraints “The Iron Triangle” Scope Cost Time How do we make this happen? How do we make this happen? The Fundamental Project Life Cycle The Project Life Cycle Fundamental Project Management Process Outputs Examples Unforeseen Circumstances Recommendations Words of Wisdom The Tools Fundamental Project Management Tools Fundamental Project Management Processes and Tools The People Objectives Stakeholder Customer Sponsor Team Members Management Project Manager's Role Project Manager's Responsibilities Time Management Matrix Time Management Matrix Time IS Money The Benefits of Project Management Summary Agenda Module 3 - Where Do Projects Come From - 56m Where Do Projects Come From Types of Organizations Enterprise Portfolio Management The Agenda BM101 Mission Vision Goals Business Strategy Management By Objectives Balanced Scorecard Approach Balanced Goals Objectives SMART Objectives from Balanced Goals SMART Objectives from Balanced Goals cont. Key Performance Indicators Action Plans BM101 Summary Project Management 101 PM Quotes Phases and Knowledge Areas 10 Knowledge Areas Aligned The Project Triangle PM101 PM101 Programs Portfolio PM101 Summary Enterprise Portfolio Management The Connection The Enterprise V Plans The Enterprise V Objectives The Enterprise V Programs The Enterprise V Portfolio Another View Enterprise Portfolio Management Versus Program & Project Management Summary Why Great ROI? But why is it necessary? Matrix Organization Structure Review Cadence How Projects Are Selected Objectives Needs Identification Business Case Enterprise Portfolio Management Proposing Projects Project Selection “The Funnel Flowchart” Project Prioritization Exercise Thirst Beverage Corporation Project Challenge Agenda Module 4 - Types of Projects - 32m Types of Projects Predictive Versus Agile Predictive Versus Agile Project Management Traditional Versus Agile Project Management Predictive Versus Agile The Predictive Project Life Cycle An Agile Project Life Cycle The Scrum Framework - Modified An Agile Project Life Cycle The Big Picture The Divide Agenda Module 5 - Initiation - 28m Initiation Our Project Our Project Setup 6 Essential Features for a PMIS PMIS Examples Leveraging Microsoft Teams Leveraging Microsoft Teams PMI's Project Life Cycle Fundamental Project Management Processes and Tools Project Charter Leveraging Microsoft Teams Creating a Project Charter Creating a Project Charter Fundamental Project Management Processes and Tools Stakeholder Register Leveraging Microsoft Teams Stakeholder Register Stakeholder Register Creating a Project Charter “The Iron Triangle” Agenda Module 6 - Building the Team - 24m Building the Team The Fundamental Project Life Cycle Build a High Performing Team Benefits of a High Performing Team Stages of Team Development Team Charter Working Agreement Working Agreement Leveraging Microsoft Teams Being a Good Leader Being a Servant Leader Servant Leader Kickoff Meeting Conducting Effective Meetings Agenda Module 7 - Building the Schedule - 52m Building the Schedule The Fundamental Project Life Cycle Fundamental Project Management Processes and Tools What a Schedule looks like….according to Google Benefits of a Project Schedule Aligning To PMI Steps to Build a Schedule 1 Plan Schedule Management Our project 1 Plan Schedule Management Steps to Build a Schedule Project Schedule….according to PMI How to Define Activities What Does It Look Like? Option 2 - WBS* by Work Package Option 3 - WBS By Phase Steps to Build a Schedule Leveraging Microsoft Teams “The Iron Triangle” Microsoft Scheduling Tool Capability Model Microsoft Scheduling Tool Capability Model Project Schedule in Excel Project Schedule in Microsoft Project Project Schedule in Project Online Agenda Module 8 - Creating the Budget - 24m Creating the Budget The Fundamental Project Life Cycle Project Cost Management General Notes Types of Costs What is a budget? Aligning To PMI Steps to Create a Budget 1. Plan Cost Management The Budget Tool Microsoft Scheduling Tool Capability Model Estimated Costs and Budget in Microsoft Project “The Iron Triangle” Agenda Module 9 - Planning Wrap Up - 6m Planning Wrap Up “The Iron Triangle” The Fundamental Project Life Cycle Perform Analysis Obtain Approval Save a Baseline Aligning to PMI Progressive Elaboration Agenda Module 10 - Execution - 41m Execution The Fundamental Project Life Cycle Fundamental Project Management Processes and Tools Managing Your Project Update Schedule and Actual Costs Managing Your Project Fundamental Project Management Processes and Tools Risks Aligning To PMI Risk Management Risk Management Processes Risk Register Risk Management Risk Probability Impact Assessment Risk Management Risk Register Risk Management Risk Management Risk Management Risk Register Risk Management Managing Your Project Issues Fundamental Project Management Processes and Tools Issue Log Fundamental Project Management Processes and Tools Status Report Status Report Status Report Project Status Report Agenda Module 11A - Monitor and Control - 11m Monitor and Control What is Monitor and Control? What is Monitor and Control? What should you monitor? What should you monitor? Project Control Project Control Principles Control Scope What should you monitor? Control Schedule What should you monitor? Control Costs What should you monitor? Module 11B - Earned Value Management - 41m Progress Monitoring Earned Value Management Earned Value Analysis Our Project Pipeline Project The Process to Set Up Pipeline Schedule Baseline Cost over Time Performance Measures Baselined Cost - Timephased PV - Planned Value PV - Planned Value PV - Planned Value PV - Planned Value The Process to Maintain Performing Analysis Performance Measures EV - Earned Value EV - Earned Value EV - Earned Value Performance Measures AC - Actual Cost AC - Actual Cost AC - Actual Cost Variances Cost Variance Schedule Variance Total Variance Graphical Representation Graphical Representation Graphical Representation Graphical Representation Microsoft Project - Math Check! Visual Reports in MS Project Report Exported from MS Project to Excel Aligning with Reality Revised Plan Reschedule Uncomplete Work in MS Project Revised Plan Revised Plan The Moral of the Story Performance Indexes Cost Performance Index Schedule Performance Index Completion Metrics Completion Metrics Completion Metrics Completion Metrics Completion Metrics Project Status as of 4/30 The Process to Maintain Project Status as of 4/30 Microsoft Project Math Check! Why Measure? Why Measure? What should you monitor? Module 11C - Other Items to Monitor - 19m What should you monitor? Risk Monitor and Control Risk Monitor and Control What should you monitor? Control Issues What should you monitor? Manage Stakeholder Engagement What should you monitor? Control Documents What should you monitor? Control The Product, Service or Result Control The Product, Service or Result Quality Terms and Definitions 7 Basic Quality Tools Controlling Quality What should you monitor? Module 11D - Controlling Changes - 3m Controlling Changes Controlling Changes Example Change Request Process Agenda Module 12 - Closure - 9m Closure Fundamental Project Management Processes and Tools Customer Feedback Customer Feedback Survey Lessons Learned Lessons Learned Fundamental Project Management Processes and Tools Project Summary Report Performance Evaluations Documentation Close-out Celebration Agenda Module 13 - Course Wrap Up - 14m Course Wrap Up Project Procurement Management Project Procurement Management Project Procurement Management Typical Steps Procurement Statement of Work Typical Steps Bid Document Typical Steps Contract Types of Contracts Typical Steps Control Procurements Typical Steps Close Procurements Typical Steps Congratulations! Objectives Review Agenda Total Duration: 6h 32m

3 QLS Endorsed Diploma | QLS Hard Copy Certificate Included | 10 CPD Courses | Lifetime Access | 24/7 Tutor Support

Aligning your Innovation Portfolio Prioritization with the Strategy When we are talking about Innovation, one of the first elements that pop up is the budget and resources we are dedicating to this.Then, some questions are put on the table, for example: if you would have more/less budget, what would you do? Are we investing where we need to?Our 'Strategic Innovation Portfolio Management' experience will give you some hints in order to answer these questions. We will share how to prioritize your activities according to your strategy and ensure efficient execution. How to prioritize your activities according to your strategy How to ensure your Innovation budget is efficiently used How to demonstrate the impact on adding/cutting budget for innovation

The aim of a Strategic Approach to International Business course is to provide students with an understanding of the strategic management principles and practices that apply to international business operations. The course typically covers topics such as global strategy, cross-cultural management, international market analysis, foreign market entry strategies, global organizational design, and global corporate governance.After the successful completion of the course, you will be able to learn about the following, Standardisation Vs Differentiation. Types of International Strategy. Global Portfolio Management. Modes of global portfolio management. Modes of Entry. The aim of a Strategic Approach to International Business course is to provide students with an understanding of the strategic management principles and practices that apply to international business operations. The course typically covers topics such as global strategy, cross-cultural management, international market analysis, foreign market entry strategies, global organizational design, and global corporate governance. This course focuses on developing a strategic perspective on conducting business in a global context. The course covers a range of topics, including global strategy development, strategic alliance formation, risk management, and cultural intelligence. Students in this course will learn how to analyze global market trends and develop effective strategies for managing cross-border business operations. They will also gain a deeper understanding of the cultural and institutional differences that shape international business environments and learn how to apply this knowledge to make strategic decisions in a global context. By the end of the course, students will have developed a strategic mindset that will enable them to excel in international business. VIDEO - Course Structure and Assessment Guidelines Watch this video to gain further insight. Navigating the MSBM Study Portal Watch this video to gain further insight. Interacting with Lectures/Learning Components Watch this video to gain further insight. Strategic Approach To International Business Self-paced pre-recorded learning content on this topic. Strategic Approach to International Business Put your knowledge to the test with this quiz. Read each question carefully and choose the response that you feel is correct. All MSBM courses are accredited by the relevant partners and awarding bodies. Please refer to MSBM accreditation in about us for more details. There are no strict entry requirements for this course. Work experience will be added advantage to understanding the content of the course. The certificate is designed to enhance the learner's knowledge in the field. This certificate is for everyone eager to know more and get updated on current ideas in their respective field. We recommend this certificate for the following audience. Global Business Manager International Business Development Manager International Marketing Manager International Sales Manager Global Operations Manager Global Strategy Manager Director of Global Business Development Director of International Operations Chief Global Strategy Officer CEO of a multinational corporation Average Completion Time 2 Weeks Accreditation 3 CPD Hours Level Advanced Start Time Anytime 100% Online Study online with ease. Unlimited Access 24/7 unlimited access with pre-recorded lectures. Low Fees Our fees are low and easy to pay online.

Overview This comprehensive course on Wealth Manager will deepen your understanding on this topic. After successful completion of this course you can acquire the required skills in this sector. This Wealth Manager comes with accredited certification from CPD, which will enhance your CV and make you worthy in the job market. So enrol in this course today to fast track your career ladder. How will I get my certificate? You may have to take a quiz or a written test online during or after the course. After successfully completing the course, you will be eligible for the certificate. Who is This course for? There is no experience or previous qualifications required for enrolment on this Wealth Manager. It is available to all students, of all academic backgrounds. Requirements Our Wealth Manager is fully compatible with PC's, Mac's, Laptop, Tablet and Smartphone devices. This course has been designed to be fully compatible with tablets and smartphones so you can access your course on Wi-Fi, 3G or 4G. There is no time limit for completing this course, it can be studied in your own time at your own pace. Career Path Learning this new skill will help you to advance in your career. It will diversify your job options and help you develop new techniques to keep up with the fast-changing world. This skillset will help you to- Open doors of opportunities Increase your adaptability Keep you relevant Boost confidence And much more! Course Curriculum 1 sections • 10 lectures • 01:40:00 total length •Module 01: Introduction to Wealth Management: 00:10:00 •Module 02: Asset Management: 00:10:00 •Module 03: Financial Planning: 00:10:00 •Module 04: Risk and Return: 00:10:00 •Module 05: Diversification: 00:10:00 •Module 06: Investment Management: 00:10:00 •Module 07: Portfolio Management - I: 00:10:00 •Module 08: Portfolio Management - II: 00:10:00 •Module 09: Wealth Management and Taxation: 00:10:00 •Module 10: Estate Planning: 00:10:00

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PfMP® Exam Prep: Virtual In-House Training This is an intensive PfMP® Exam preparation course. This learning experience guides you through the multi-faceted discipline of portfolio management by focusing on the related technical, leadership, and business skills required to navigate it in the real world. First and foremost, this is an intensive PfMP® exam preparation course. Over the course, we go beyond exam prep to provide selected practice in applying key portfolio management skills, tools, and techniques. This learning experience guides you through the multi-faceted discipline of portfolio management by focusing on the related technical, leadership, and business skills required to navigate it in the real world. The journey zooms in and out between governance context and specific operational activities. The ultimate goal is practical application, with the bonus of certification along the way. What You Will Learn By the end of this program, you will be able to: Align and manage the portfolio, strategically, to satisfy organizational objectives and priorities, through benefit realization Articulate and emulate the role of a portfolio manager Apply the principles and skills of a portfolio manager to your real-world environment Study and prepare for the PfMP® Examination Apply for the certification, per the PMI PfMP Handbook and pass the initial panel review on your application Getting Started Course Overview Details of the PfMP® Certification process Foundation Concepts Projects, program, and portfolios A portfolio management process Strategy and value The role of the portfolio manager The role of key stakeholders Life cycle management The Portfolio Life Cycle Overview of Life Cycle Portfolio Management Information System (PMIS) Governance within the Portfolio Life Cycle Strategic Management Strategy concepts Supporting documentation and the strategic plan Planning and optimization Organizational risk appetite Managing strategic change Governance Management Overview and Guiding Principles The Concept of Governance Effective Design Factors Governance Roles Capacity and Capability Management Overview and Guiding Principles Capacity Management and Planning Supply and Demand (Management and Optimization) Organization Capabilities (Assessment and Development) Performance Management (Reporting, Analytics, and Balance) Stakeholder Engagement The Importance of Stakeholders Overview and Guiding Principles Definition and Identification Analysis and Planning Communications Approaches and Management Value Management Overview (Guiding Principles, Definition, and Components) Negotiating Expected Value Maximizing Value Assuring Value Realizing Value Measuring and Reporting Value A Look at Tools Risk Management Overview and Guiding Principles Portfolio Risk Planning Portfolio Risk Identification Portfolio Risk Assessment Portfolio Risk Response Examination Content Outline (ECO) Overview Structure Strategic Tasks Mapping Governance Tasks Mapping Performance Tasks Mapping Risk Tasks Mapping Communication Tasks Mapping List of Knowledge and Skills Exam Prep and Practice Overview Documenting experience Submitting the application Preparing to sit for the exam

The Professional Certificate Course in Understanding Project Management Office is designed to equip individuals with a deep understanding of PMO operations and best practices. The course covers various PMO models, functions, and roles, including project portfolio management, governance, risk management, and reporting. Participants will learn how to effectively manage projects, streamline processes, and maximize ROI through expert-led training and hands-on exercises. The course also covers PMO implementation strategies and change management techniques to help individuals succeed in their organizations. Upon completion of this course, participants will have a comprehensive understanding of PMO principles and methodologies, enabling them to enhance their career prospects and add value to their organization. Our Professional Certificate Course in Understanding Project Management Office provides a comprehensive overview of PMO operations and best practices. Learn how to effectively manage projects, streamline processes, and maximize ROI through our expert-led training. Enhance your career prospects and add value to your organization by mastering PMO principles and methodologies. After the successful completion of the course, you will be able to learn about the following, Defining what is a project management office (PMO)? Learning the features, roles and types of PMO Defining what is PMO software? Understanding the structure and functions of PMO. Learning the PMO planning and implementation stages. Understanding the PMO staffing. Defining the PMO charter. Understanding the Key elements of PMO charter. Learning the benefits of PMO for key stakeholders. The Professional Certificate Course in Understanding Project Management Office is designed to equip individuals with a deep understanding of PMO operations and best practices. The course covers various PMO models, functions, and roles, including project portfolio management, governance, risk management, and reporting. Participants will learn how to effectively manage projects, streamline processes, and maximize ROI through expert-led training and hands-on exercises. The course also covers PMO implementation strategies and change management techniques to help individuals succeed in their organizations. Upon completion of this course, participants will have a comprehensive understanding of PMO principles and methodologies, enabling them to enhance their career prospects and add value to their organization. VIDEO - Course Structure and Assessment Guidelines Watch this video to gain further insight. Navigating the MSBM Study Portal Watch this video to gain further insight. Interacting with Lectures/Learning Components Watch this video to gain further insight. Understanding Project Management Office Self-paced pre-recorded learning content on this topic. Understanding Project Management Office Put your knowledge to the test with this quiz. Read each question carefully and choose the response that you feel is correct. All MSBM courses are accredited by the relevant partners and awarding bodies. Please refer to MSBM accreditation in about us for more details. There are no strict entry requirements for this course. Work experience will be added advantage to understanding the content of the course. The certificate is designed to enhance the learner's knowledge in the field. This certificate is for everyone eager to know more and get updated on current ideas in their respective field. We recommend this certificate for the following audience, Project Managers Team Leaders Executives Business Analysts Operations Managers IT Professionals Entrepreneurs Anyone interested in Project Management Office (PMO) Operations. Average Completion Time 2 Weeks Accreditation 3 CPD Hours Level Advanced Start Time Anytime 100% Online Study online with ease. Unlimited Access 24/7 unlimited access with pre-recorded lectures. Low Fees Our fees are low and easy to pay online.