Managing Portfolios Certification Provides comprehensive guidance for effective portfolio management for organisations, ensuring they can bridge the gap between knowledge and strategy execution.
Portfolio Management for Professionals
Realise the full potential of your portfolio management career with the Managing Portfolios Practitioner 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.
As a Practitioner, you'll not only solidify, broaden and deepen your understanding of portfolio management, but also demonstrate your ability to apply and analyse its application in real-world scenarios.
Why a Portfolio Management Certification is Needed
As organisations contend with the accelerating pace and increasing complexity of change, effectively managing portfolios and optimising resources becomes challenging.
The Managing Portfolios Practitioner certification equips professionals with advanced skills to ensure portfolios are aligned with organisational strategies, improve initiative execution, and enhance effective resource management.
Many organisations battle with the frequent failure of initiatives to meet forecasted costs, timelines, and benefits. With this qualification, professionals learn to apply and analyse portfolio management practices that improve project outcomes, reducing the risk of cost overruns, delays, and unrealised benefits.
Certify your ability to:
• Demonstrate knowledge and understanding of Managing Portfolios, its principles, practices, techniques and key success characteristics.
• Apply and tailor the Managing Portfolios principles, practices, techniques and key success characteristics to given scenario settings.
• Analyse and distinguish between appropriate and inappropriate application of the Managing Portfolios principles, practices, techniques and key success characteristics in given scenario settings.
Whether you're aiming to refine your expertise or seeking to influence high-level portfolio governance, the Practitioner Qualification provides a structured, comprehensive and accessible framework to elevate your career and impact.
Managing Portfolios
Portfolio Management for Professionals
Managing Portfolios Certification is intended for:
- 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.
- Online multiple-choice paper – Closed book
- 6 questions (each question consisting of 2-6 parts)
- 45 marks required to pass out of 75 available - (60%)
- 90-minute duration
• 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.
