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Fundamentals of Portfolio Management Training

    Help your organization complete more projects efficiently.

    Learn to choose projects that deliver the most value.

    Gain clear, practical knowledge of portfolio management principles.

Learners trained

450K+

Workshops

250+

Countries

100+

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Key Highlights of Fundamentals of Portfolio Management Training

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8 Hours of Live, Instructor-Led Online Training

Industry-Validated Course Materials

Learn the Fundamentals of Portfolio Management

Understand Investment Strategies

Hands-On Simulations & Real-World Case Studies

Access to a Digital Library of Learning Resources

Fundamentals of Portfolio Management Training Curriculum

TOPICS:

  • 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

TOPICS:

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

TOPICS:

  • 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

TOPICS:

  • 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

TOPICS:

  • 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

Why Choose upGrad KnowledgeHut for Your Fundamentals of Portfolio Management Training?

01

Live Instructor-Led Classes

Learn from experienced experts in interactive online sessions. Ask questions and master portfolio management concepts.

02

Practical Curriculum

Gain up-to-date knowledge and tools through a portfolio management course designed for real-world application.

03

Hands-On Exercises

Work on simulations and case studies to build practical portfolio management skills.

04

Expert Mentorship

Get guidance from industry professionals with years of experience in managing portfolios.

05

In-Demand Skills

Develop skills that are highly valued by organizations and prepare for advanced roles in portfolio management.

06

Feedback and Improvement

Receive clear feedback from instructors to strengthen your understanding and readiness for real projects.

07

Certification Path

Completing this Fundamentals of Portfolio Management Training helps you move toward recognized portfolio management certification.

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What You'll Learn in the Fundamentals of Portfolio Management Training

This portfolio management course is designed to give you practical skills and knowledge to manage portfolios effectively.

By completing this Fundamentals of Portfolio Management Training, you will be able to:

  1. Understand Portfolio Concepts: Apply project, program, and portfolio concepts based on the type and characteristics of the work.
  1. Know Roles and Responsibilities: Learn the differences between Portfolio, Program, and Project Managers and their responsibilities.
  1. Ensure Portfolio Alignment: Validate that portfolios are aligned with the organization’s strategic goals and vision.
  1. Maximize Project Benefits: Optimize the value and benefits derived from projects within the portfolio.
  1. Manage Portfolio-Level Risks: Implement effective risk management strategies across all projects in the portfolio.
  1. Apply Investment Strategies: Use various investment strategies to reduce risks and enhance portfolio value.

Prerequisites for the Fundamentals of Portfolio Management Training

Eligibility Requirements

    Basic knowledge of project and program management.

    Understanding of organizational goals.

    Familiarity with prioritization and resource allocation.

    Analytical and decision-making skills.

Who This Course Is For

This Fundamentals of Portfolio Management Training is ideal for professionals who want to develop a solid understanding of how to evaluate, prioritize, and manage multiple projects and programs in alignment with organizational strategy.

Ideal Participants:

  • Project Managers
  • Portfolio Managers
  • Program Managers
  • Senior Executives

Fundamentals of Portfolio Management Training - FAQs

By completing this Fundamentals of Portfolio Management Certification program, you will gain practical skills in project, program, and portfolio management. You will learn the roles of a portfolio manager, understand how to align projects and programs, and follow systematic methods based on PMI® guidelines. These skills help you create the right investment strategies and generate expected ROI for your organization.

Note

These courses are powered by upGrad KnowledgeHut, a Premier Authorized Training Partner. All training, certification support, and programs delivery are conducted by KnowledgeHut.

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  1. The above statistics depend on various factors and individual results may vary. Past performance is no guarantee of future results.

  2. The student assumes full responsibility for all expenses associated with visas, travel, & related costs. upGrad does not .