About The Course

Prerequisites  

Contents  

Key Learning Points  

Exam Information  

FAQs  

Book Now  

 

Managing Portfolios™ Professional Virtual

Managing Portfolios™ Professional Virtual?

Managing Portfolios Certification Provides comprehensive guidance for effective portfolio management for organisations, ensuring they can bridge the gap between knowledge and strategy execution.

Realize the full potential of your portfolio management career with the Managing Portfolios Professional Qualification. This certification, grounded in the Managing Portfolios Guidebook —a vital companion to the Managing Benefits™ Certification— helps professionals master advanced portfolio management principles, practices and techniques.

Virtual classroom training allows you to benefit from real-time teaching in the comfort of your home or office. You get the same interactions as an on site course and will be able to ask questions to the instructor. Since the exams are not done on paper during the class but online, you will also benefit with time to study and prepare until you are ready to get the certification.

Who should attend this class?

Typical job roles include:

• portfolio directors, portfolio managers and portfolio management office staff, including portfolio analysts
• Senior managers, executives, strategic planners and initiative sponsors
• Project/programme managers, assurance advisers, trainers and consultants

 

What is included:

The course includes:

  • 3-days virtual classroom from a Managing Portfolios Accredited Trainer
  • Official manual: “Managing Portfolios” (Hard copy)
  • Accredited course material including sample exam questions
  • Managing Portfolios exam (webcam required)
  • 26 PDUs if you are a PMP

What will I learn:

  • Demonstrate knowledge and understanding of Managing Portfolios.
  • Apply and tailor the Managing Portfolios principles, practices, techniques and key success characteristics to given scenario settings
  • Analyze and distinguish between appropriate and inappropriate application of Managing Portfolios

What are the course prerequisites:

There are no prerequisites for this course. You should be working in or have a good knowledge of project portfolio management or be a senior project manager. You need to complete some study before the course. We’ll provide all the reading materials you need so you will be well prepared before you come to class.

What are the course contents:

This is the APMG International Managing Portfolios Professional course. It covers the entire Managing Portfolios syllabus.

Key Learning Points:

 

  • The origins of portfolio management; the drivers for, and benefits of, portfolio management; and the five key principles upon which effective portfolio management depends.
  • Portfolio Design: scoping and structuring the portfolio; determining the portfolio strategy;  understanding the current status of the portfolio; prioritizing the portfolio by ranking initiatives on the basis of their strategic contribution, subject to considerations of achievability and affordability; optimizing the portfolio, to ensure it is sufficient to deliver the required strategic contribution and is achievable; and preparing the portfolio delivery plan, against which progress will be tracked and reported.
  • Portfolio Delivery: management oversight, including managing the portfolio development pipeline, oversight of initiative delivery via stage/phase gate reviews, and oversight of portfolio delivery via regular portfolio reviews and progress reporting; the purpose and scope of portfolio: benefits management, financial management, risk and opportunity management, resource management and stakeholder management.
  • Portfolio Governance: The features of effective governance; and the main portfolio boards and key portfolio management roles, including the Portfolio Management Office.
  • Implementing and sustaining portfolio management: the common mistakes organizations make, how to implement portfolio management successfully, and how to sustain progress by adhering to six key success characteristics, building a collaborative culture and managing portfolio performance.

Exam:

Which exams is included in this course?

This course includes the Managing Portfolios exam.

Managing Portfolios exam

The exam is designed to test your knowledge and understanding of Managing Portfolios

  • 75 multiple choice questions with 1 mark for each question in 6 topics
  • Closed book exam
  • 120 minutes duration
  • 60% needed to pass so a score of 45 / 75 is required

When is the exam taken?

On day 1 of the virtual course, you will receive a link from the exam authority APMG-International. You will be able to schedule the exam in the portal anytime you want 24/7. You can change the time of the exam as you please. However, if you change the date 24hrs prior to start time, APMG will charge a fee.

A webcam is required to identify yourself to the proctor with a photographic ID and then you can do the exam online from home.

What are the technical requirements for the online exam?

A personal computer is recommended to avoid any technical issues. If you are using an office computer, make sure you have the access rights or IT support at the time of the exam. For the online proctored exam an interface needs to be installed. Administrative rights are therefore essential.

Exams can be taken on a recent MAC or PC with Windows. A webcam and working microphone (internal or external) are required.

The online exam is not available on a tablet (Ipad) or Cellular phone at the moment.

How does the course prepare me for the Managing Portfolios exam?

The course follows the official Managing Portfolios 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 APMG International.

Do I need ID for the Managing Portfolios exam?

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

English is not my native tongue?

For exams done in another language than your native tongue, you will be attributed 25% more time. We can also make arrangements to help with dyslexia or medical issues regarding exams if you submit a doctor’s note in advance.

How long does my Managing Portfolios qualification last?

The Managing Portfolios qualification is permanent. You will receive a lifetime certificate.

What happens if I don’t pass the exam?

If you don’t pass the exam, you can do a re-sit for an additional fee.

FAQs:

What are the class hours?

For most of our virtual classes, the course is Monday-Tuesday-Wednesday. Start time for the Western classes is usually 8h30 a.m. or 9h00 a.m. Central time zone, and for Eastern classes 8h30 a.m. or 9h00 a.m. Eastern time zone.

You can check our schedule for more details.

How do I prepare for Managing Portfolios training?

You have about 3 hours of preparation to do before you attend the Managing Portfolios course. Before the class, we will send you the official Managing Portfolios manual as well as a reading list.

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 Managing Portfolios. We’ll get you understanding the method in no time at all.

How does the virtual class work?

You connect to the online platform (Zoom) and the instructor will deliver the course to you wherever you are. We ask that you keep your camera open as much as possible so that the trainer can get a good sense of how learning is evolving. Some time periods will be allocated for questions, interactive exercises, lunch and breaks.

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

This course is designed for senior management and their colleagues who are responsible for a portfolio of projects and programmes. Portfolio management teams co-ordinate and monitor projects and programmes, but they don’t manage them directly. It is helpful if you have some knowledge of project / programme management, but it is not essential. Managing Portfolios is a 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. Managing Portfolios is about project portfolio management: managing projects and programmes to achieve strategic objectives for your organization. These objectives could be financial, but they could also be legislative, or strategic and Managing Portfolios uses multiple criteria to rank projects and programs. Managing Portfolios does use some financial metrics, such as NPV or Payback, and you will cover these during the course.

I am not sure my computer is up to date for the online exam?

You can use the contact form to send us a message in advance. We will be able to verify if your computer meets the technical requirements.

What is the process for a proctored exam?

The exam authority has a strict procedure for online exams to ensure the security of the session. Some of them are:

You will be asked to be alone in a well-lit room with no background noise. The proctor will ask you to rotate your webcam in order to verify the area. Your desk must be clean of papers, books or notes. Glass walls and/or doors are prohibited unless they are covered. You will be asked to position yourself in a way that doors are behind you and visible to the proctor through the webcam.

You can use the contact form to send us a message in advance if you wish to obtain more information on the remote proctoring process.

How many PDUs do I get for this course?

PMPs can claim 26 PDUs at the PMI for the Managing Portfolios virtual course. (9 Ways of working, 5 Power skills, 12 Business acumen).

APMG International Managing Portfolios™ is a trademark of The APM Group Limited. All rights reserved..

This course is offered through ATO OKAZY Consulting.

Managing Portfolios™ Professional Virtual

No courses available for the moment.Aucune formation disponible pour le moment.