MoP® Foundation

Why should I take the Management of Portfolios Foundation course?

MoP LogoYou should attend Management of Portfolios training if you are working in project portfolio management. Project portfolio management ensures that your organization selects and manages the projects and programs which make the best contribution to your corporate objectives. MoP does this by establishing a clear line of sight between strategy and delivery of the portfolio. This Foundation level course gives you an introductory understanding of the MoP method so that you can work confidently in a MoP environment.

Who should attend this class?

Typical job roles include:

  • C-level executives including: CFO, CAO, COO, CIO and Executive / Senior VP
  • Senior managers responsible for long term planning and strategy
  • Portfolio / Program Office staff who manage portfolio delivery or enable portfolio level decision making
  • Portfolio, Program and Senior Project Managers responsible for delivering change initiatives in the portfolio

What is included:

The course includes:

  • 3-days classroom training from a MoP Approved Trainer
  • Official manual: “Management of Portfolios”
  • Accredited course material including sample exam questions
  • MoP Foundation exam + Certificate
  • 26 PDUs if you are a PMP

What will I learn:

  • Explain the strategic and organizational context of portfolio management
  • Describe the 5 Principles of MoP including governance alignment and the portfolio office
  • State the 5 practices necessary for a successful Portfolio Definition cycle including prioritization, balancing and planning the portfolio
  • Understand the 7 practices of a Portfolio Delivery cycle, including risk, stakeholder and financial management
  • Identify appropriate portfolio roles and understand your responsibilities in delivering the portfolio successfully.

What are the course prerequisites:

You should be working in or have a good knowledge of project portfolio management or be a senior project manager. You need to complete about 3 hours of study before the course. We’ll provide all the reading materials you need and a trainer to support your learning before you come to class.

What are the course contents:

This is the PEOPLECERT International MoP Foundation course. It covers the MoP syllabus to Foundation level.

Key Learning Points:

What is Portfolio Management

  • Background & Definitions
  • Portfolio Management Models
  • Benefits of Portfolio Management & some misconceptions

Strategic and Organizational context

  • Portfolio Management vs. Business as Usual
  • Portfolio Management and strategic & business planning
  • Portfolio Management and budgeting and resource allocation
  • Portfolio Management and Programme and Project Management
  • Portfolio Management and performance management
  • Portfolio Management and Corporate Governance
  • Portfolio Management and corporate functions

5 Principles of Portfolio Management

  • Senior Management commitment
  • Governance alignment
  • Strategy alignment
  • Portfolio Office
  • Energized change culture

Portfolio Management Cycles

  • Implementing & Sustaining Portfolio Management
  • Using organizational energy
  • Portfolio Definition & Delivery cycles

Portfolio definition cycle

  • Understand
  • Categorize
  • Prioritize
  • Balance
  • Plan

Portfolio delivery cycle

  • Management control
  • Benefits management
  • Financial management
  • Risk management
  • Stakeholder engagement
  • Organizational governance
  • Resource management

Portfolio Analysis Techniques

  • Driver based contribution assessment
  • Three-point estimating
  • Multi criteria analysis
  • Decision conferencing
  • Staged release of funding
  • Financial analysis of the Portfolio


Which exams is included in this course?

This course includes the MoP Foundation exam.

MoP Foundation exam

The MoP Foundation exam is designed to test your knowledge and understanding of MoP

  • 50 multiple choice questions with 1 mark for each question
  • Closed book exam
  • 40 minutes duration
  • 50% needed to pass so a score of 25 / 50 is required

When is the exam taken?

Your Foundation exam is taken on Wednesday afternoon.

How does the course prepare me for the MoP Foundation exam?

The course follows the official MoP Foundation syllabus. The accredited training materials are cross referenced to areas of the exam so that you are fully prepared. During the course, you practice with the latest exam papers from PEOPLECERT International.

Do I need ID for the MoP exam?

You must bring photographic ID with you. A driver’s license or passport is fine. A work ID, with photograph, is also acceptable.

How long does my MoP qualification last?

The MoP Foundation qualification is permanent. You will receive a certificate attesting your certification for a lifetime.

What happens if I don’t pass the MoP exam?

If you don’t pass your MoP Foundation exam you can retake the exam online 24/7.

Can I just take the MoP exam with you?

Sorry, no. We are an Accredited Training Organization for MoP, so we are not permitted to offer just exams.


Where is the class held?

Our courses are held at quality downtown venues in all major Canadian cities. You will be close to transport links and parking.

What are the class hours?

Monday -> Wednesday: 8.30 AM to 4:30 PM

How do I prepare for MoP training?

You have about 3 hours of preparation to do before you attend the MoP Foundation course. Before the class, we will send you the official MoP manual: “Management of Portfolios” as well as a Reading List and sample exam questions. During the pre-course, you read key chapters of the manual and answer exam questions to test your knowledge and understanding. It seems a lot at first but the more work you can do in advance of the course, the better. Even if you don’t 100% understand things before you come along – don’t worry. If you’ve done the work, our trainers are experts in MoP. We’ll get you understanding the method in no time at all.

Which is best for me – MoP Foundation or MoP Practitioner?

You should take the MoP Foundation course if you need a detailed understanding of project portfolio management. The course gives you an excellent introduction to the MoP method and enables you to work in the MoP portfolio management environment. If you have responsibility for delivering the portfolio or you need to make decisions and analyze portfolio management situations you should qualify at the Practitioner level.

What is the difference between portfolio management and project/program management?

Portfolio management is about managing the right projects and programs. Project and program management is about managing projects and programs the right way. Portfolio management helps you run the right change initiatives according to strategic needs and available resources. Project and program management methods, such as PRINCE2 or MSP, help managers plan, monitor and execute individual projects and programs.

Do I need to be a project or program manager to attend this class?

This course is designed for senior management and their colleagues who are responsible for a portfolio of projects and programs. Portfolio management teams co-ordinate and monitor projects and programs, but they don’t manage them directly. It is helpful if you have some knowledge of project / program management, but it is not essential. MoP is a business course for senior managers working at the strategic level.

Is this course about financial portfolio management?

No. Financial portfolio, or investment management is about managing securities, such as stocks and bonds, or assets, such as real estate, to meet financial targets for investors. MoP is about project portfolio management: managing projects and programs to achieve strategic objectives for your organization. These objectives could be financial, but they could also be legislative or strategic and MoP uses multiple criteria to rank projects and programs. MoP does use some financial metrics, such as NPV or Payback, and you will cover these during the course.

How many PDUs do I get for this course?

PMPs can claim 26 PDUs at the PMI for the MoP Foundation and Practitioner course. (6 Technical PDUs, 10 Leadership PDUs, 10 Strategic PDUs).

MoP® is a registered trademark of AXELOS Limited, used under permission of AXELOS Limited. All rights reserved. The Swirl logo™ is a trademark of AXELOS Limited, used under permission of AXELOS Limited. All rights reserved.
This MoP® course is offered through ATO OKAZY Consulting, except in Ottawa through ATO Algonquin College.

MoP® Foundation

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Upcoming Courses

July 2020

MoP® Foundation Ottawa

July 20 @ 8:30 am - July 22 @ 4:30 pm
Algonquin Corporate Training Center, 700 Sussex Drive
Ottawa, Ontario K1N 1K4 Canada
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This Foundation level course gives you a detailed understanding of the Management of Portfolios method so that you can work confidently in a MoP environment. This level is a prerequisite for the Practitioner qualification. Includes: 3-days classroom training from an accredited instructor, manual, material and 1 exam.

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