Portfolio Management Professional (PfMP)® Preparation Course - FDC Group
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Portfolio Management Professional (PfMP)® Preparation Course

Objective:- 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.

This Portfolio Management Professional (PfMP)® Preparation Course focuses on core disciplines required to deliver strategic objectives. It includes a walk through the entire life cycle of a portfolio while facing the types of realistic challenges that are encountered in any strategic role. The course is designed to achieve the Portfolio Management Professional (PfMP)® certification

Audience:- The course is designed for practitioners who use portfolio management and who are looking to validate their knowledge, skills, and experience. The certification requires 4 to 7 years of portfolio management experience and a minimum of 8 years of professional business experience. The course outcome with allow portfolio managers to be equipped with the concepts, tools, techniques, and motivation to transform the engine of their enterprise project management environment – a structured portfolio decision process

Duration:- 2 days with practice exams and exam-simulation exercises

Learning Objectives: After completing this course, you should learn how to:

  • identify the steps needed to complete your exam application and meet the required criteria
  • prepare to pass the PMI® PgMP® certification examination
  • align and manage the portfolio, strategically, to satisfy organisational objectives and priorities, through benefit realisation
  • 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 and pass the initial panel review on your application

Course Content – The following areas will be covered:

Course Day 1
  • Module 1: – PfMP® Exam Overivew
    • Details of the PfMP®Certification process
    • PfMP® Exam Application
  • Module 2: – Introduction to Portfolio Management
    • 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
  • Module 3: – The Portfolio Life Cycle
    • Overview of Life Cycle​
    • Portfolio Management Information System (PMIS)​
    • Governance within the Portfolio Life Cycle
  • Module 4: – Strategic Management
    • Strategy concepts​
    • Supporting documentation and the strategic plan​
    • Planning and optimisation​
    • Organizational risk appetite​
    • Managing strategic change
Course Day 2
  • Module 5: – Governance Management
    • Overview and Guiding Principles​
    • The Concept of Governance​
    • Effective Design Factors​
    • Governance Roles
  • Module 6: – 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)
  • Module 7: – Stakeholder Engagement
    • The Importance of Stakeholders​
    • Overview and Guiding Principles​
    • Definition and Identification​
    • Analysis and Planning​
    • Communications Approaches and Management
  • Module 8: – Value Management
    • Overview (Guiding Principles, Definition, and Components)
    • Negotiating Expected Value
    • Maximizing Value
    • Assuring Value
    • Realizing Value
    • Measuring and Reporting Value
  • Module 9: – Risk Management
    • Overview and Guiding Principles​
    • Portfolio Risk Planning​
    • Portfolio Risk Identification​
    • Portfolio Risk Assessment​
    • Portfolio Risk Response


  • PfMP is a registered mark of the Project Management Institute, Inc.
  • The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.

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