About Managing Portfolios Certification
Managing Portfolios Overview
Benefits of Managing Portfolios Certification
For Individuals
- Gain a comprehensive understanding of Managing Portfolios and its principles, practices, techniques and key success characteristics.
- Learn how to apply and tailor the Managing Portfolios approach and key success characteristics to different scenarios.
- Analyze and distinguish between appropriate and inappropriate application of the various Managing Portfolios techniques.
- Receive a globally recognized certification and the skills needed to prioritize initiatives, balance resources, manage risks, and drive measurable business outcomes.
For Organizations
- Improves project workflows which increases the rate of successful delivery across the organization.
- Increases operational efficiencies which generates greater strategic impact per resource spent.
- Enhances portfolio strategies to achieve better results by focusing on impact and strategic contributions.
- Helps teams prioritize the right projects, balance available resources, and manage potential risks to delivering optimal outcomes.
In short, optimizing strategic contribution by doing the ‘right’ projects, doing them ‘right’, and at the ‘right’ time.
Study materials
Study materials
Success in 1 2 3
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Choose your learning style
APMG is not a training provider. Please contact accredited training organizations listed on our website for prices, languages and dates. Alternatively, you can self-study for an exam directly through APMG.
Pass the exam & receive a certificate
When you are ready to take your exam, book an online timeslot yourself with APMG, or your training organization may organize this for you. If you pass your exam APMG will issue you with a digital badge for you to share!
Managing Portfolios Certification levels
Ready to start your learning journey?
Choose a Training Organization
APMG accredits Training Organizations (ATOs) to make sure they are delivering our products and certifications to high standards.
Buy a training course and exam through one of our Training Organizations below.
Self-study
Buy your book and exam from APMG
Training organizations for Managing Portfolios Certification
Important information about language
The training services listed on this website have undergone a quality assurance process to ensure they meet high standards. However, please note that while the quality of the training content has been assessed, the language capabilities in which these services are delivered have not been specifically evaluated. We recommend that users verify the language proficiency and suitability of the service for their needs directly with the Training Organisation prior to enrollment or participation.
Testimonials
In a growing project economy, the publication of Managing Portfolios has come at exactly the right time, particularly when only one third of organizations achieve even two-thirds of their strategic objectives. For anyone who cares whether their project portfolio succeeds, we finally have a guide that closes the knowing-doing gap to strategy execution that too often resembles a broken trophy cabinet.
This book will transform how organisations manage their portfolios. Written by the world’s leading expert on both benefits and portfolio management, it is essential reading for anyone serious about extracting the greatest value from their organisations’ investments in projects and programmes.
Few areas of transformation management are more challenging than portfolio management - with its complex mix of senior stakeholder management and programme balancing. Yet Steve has somehow managed to boil down a lifetime of learning into easy to understand principles and practices for Portfolio Management success. An absolute must-read for portfolio beginners, journeymen, and professionals alike.
The book is a significant improvement over the old MoP guide, offering a wealth of pragmatic advice and actionable strategies. Its extensive use of case studies makes the theory easy to understand and apply. Notably, it now includes a comprehensive chapter on implementing portfolio management and sustaining progress. Overall, the book provides a complete resource for portfolio directors and managers to design effective strategies for portfolio management implementation and continuous improvement.
Videos
Videos
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FAQs
Managing Portfolios is intended for portfolio directors, portfolio managers and portfolio management office staff, including portfolio analysts. It should also be of interest to:
- Senior managers and executives who have a role in setting strategic objectives and participating in portfolio governance boards or committees.
- Strategic planners who have an interest in ensuring that the portfolio makes the optimum contribution to strategic objectives, and that the strategic objectives take into account the lessons learned from strategy execution.
- Initiative sponsors who are accountable for project and programme outputs, outcomes and benefits realization so that they understand the wider portfolio context within which projects and programmes deliver and how their outputs, outcomes and benefits contribute to strategic objectives.
- Benefit owners who are responsible for agreeing benefit forecasts and managing benefits realization
- Project and programme managers and staff so that they understand the role they play in optimizing strategic contribution via successful delivery.
- Assurance advisers and capability assessors so that they are best placed to provide sound advice and guidance on the operation and development of portfolio management.
- Academics and students researching and studying strategy execution and project portfolio management.
- Trainers and consultants who advise client organizations on implementing, tailoring and sustaining portfolio management as a means of successfully executing strategy.
The Managing Portfolios certification explains how organizations can efficiently and effectively manage their investment in projects and programmes to optimize strategic contribution.
There is no expiry date on the Managing Portfolio certificates.
Managing Portfolios training courses will typically be two to three days long and should be sufficient preparation to sit the Managing Portfolios exam. To get the greatest value you should also read and study the Guide.
The Managing Portfolio certification is essential due to the increasing pace and complexity of change, as well as the growing scale of project activity. Many organizations struggle to ensure that their portfolio continues to represent the best use of limited resources and that it is managed effectively.
Additionally, the gap between strategy and execution often results in failure to implement strategy successfully because resources are not being prioritized for the most strategically important initiatives.
Finally, the continued poor track record of initiatives of all types (especially large and complex ones) in terms of: failure to deliver for the forecast cost; failure to deliver on time; and failure to realise the forecast benefits.
The Managing Portfolios Professional exam is currently only available in English.
Your training organization specified that they wish to view candidate results before releasing. If you would like your results sooner, you may contact your ATO directly and request your results that way. After they have released them, you will be able to create/view your Digital Badge and download your Digital Certificate in your Credly account in the Certificates section of your portal.
Since 2018, we are no longer registered for AXELOS qualifications and are unable to provide the certificates.
If you received your AXELOS qualification before this time, you can contact customer service and upon providing your candidate number, ask if a copy of your certificate still exists in our system.
Alternatively, you can reach out to IT PeopleCert directly with this request quoting your candidate number.
If you do not have your candidate number, we can provide it to you. Additionally, we are happy to provide a letter of verification for any exams sat with us.
Using a company device in which you do not have administrative rights and access to download additional software tends to cause issues when sitting your exam via ProctorU, as outlined in the Candidate Guidance Agreement.
If you wish to sit your exam via ProctorU again, you will need to pay a reschedule fee of £32 (which you can do in the Candidate Portal) before you can select a new date and time.
Alternatively, you can reschedule your exam via our AIPP service, where you can take your exam over Zoom without downloading any additional software. Please note there are fewer exam slots available through AIPP.
Full details of our Proctoring options can be found on our Proctoring Page.
When you pass an exam – you will instantly have the option to claim a digital badge as representation of your new certificate. Your badge can be embedded on an email signature, website, digital CV, or shared via LinkedIn.
Access the downloadable guide for more information on how to claim your digital badge.