Portfolio Management Professional (PfMP) Training

This course is designed for experienced professionals in strategic governance, portfolio management or investment leadership roles:

• Portfolio managers
• PMO and Enterprise PMO directors
• Strategic program directors
• Transformation leads
• Chief operating officers
• Chief strategy officers
• Senior consultants in governance and portfolio management
• Executives involved in investment decisions

It suits candidates who meet PMI's eligibility requirements and are pursuing the highest global certification in portfolio management.

Participants typically come from banking, telecommunications, energy, infrastructure, the public sector, international organisations and large enterprises running strategically significant transformation programs.

Eligibility requirements set by PMI

To apply for the PfMP exam, PMI requires one of the following two paths:

Path A (secondary degree)
High school diploma or global equivalent, 96 months of professional business experience within the last 15 years and 84 months of portfolio management experience.

Path B (four-year degree)
Bachelor's degree or global equivalent, 96 months of professional business experience within the last 15 years and 48 months of portfolio management experience.

Prerequisites recommended by Atypix

Solid reading comprehension in English is recommended, as the exam is primarily delivered in English.

Significant experience in governance, portfolio management, strategic PMO or program leadership is strongly advised.

Holding the PMP or PgMP certification is an advantage but is not required.

• Build and steer a portfolio aligned with organisational strategy
• Select and prioritise investments by strategic value
• Deploy effective portfolio governance
• Optimise resource allocation at organisational scale
• Measure and track overall portfolio performance
• Manage strategic risks and interdependencies
• Communicate effectively with executives and executive sponsors
• Prepare a PfMP application that meets PMI requirements
• Pass the PfMP exam through in-depth command of the PMI standard

Module 1. Introduction to portfolio management and the PfMP® certification (2 hours)

Portfolio management according to PMI. Differences between project, program and portfolio. Overview of The Standard for Portfolio Management. Structure of the PfMP® exam. Application process and panel review.

Module 2. Strategic alignment of the portfolio (6 hours)

Analysing organisational strategy. Translating strategic objectives into initiatives. Building the target portfolio. Value and benefits management. Keeping the portfolio aligned with strategy over time.

Module 3. Portfolio governance (6 hours)

Governance frameworks and decision structures. Setting up portfolio committees. Approval and prioritisation processes. Managing policies, procedures and controls. Compliance and audit management.

Module 4. Portfolio performance management (6 hours)

Defining key performance indicators. Measuring value created. Tracking overall portfolio performance. Variance analysis and corrective action. Strategic dashboards.

Module 5. Risk and organisational capacity management (4 hours)

Identifying and assessing portfolio risks. Managing interdependencies. Optimising organisational capacity. Managing strategic resources. Arbitrating between competing investments.

Module 6. Communication and stakeholder engagement (2 hours)

Strategic communication with executives. Managing stakeholder expectations. Presenting portfolio results. Managing strategic change.

Module 7. PfMP® exam preparation (4 hours)

Detailed review of the Examination Content Outline. Question-answering techniques. Time management. Debriefed mock exams. Personalised revision plan.