Portfolio Management Professional (PfMP) is a specialised Project Management Training Course designed to prepare professionals for the PfMP® certification examination while developing advanced capabilities in portfolio management. The course focuses on managing collections of projects and programmes to achieve organisational strategy, optimise resources, evaluate portfolio performance, and maximise business value.

Delivered by The British Academy For Training and Development, this PMI certification course develops practical expertise in strategic alignment, investment decisions, portfolio governance, performance management, risk oversight, and portfolio optimisation. Participants learn how to evaluate portfolio components, balance organisational priorities, support executive decision-making, and apply structured governance practices while preparing for the PfMP® examination.

• Understand the requirements and structure of the Portfolio Management Professional (PfMP) certification.
• Prepare systematically for the PfMP® certification examination.
• Develop advanced knowledge of portfolio management principles and practices.
• Align portfolio components with organisational strategy and objectives.
• Apply strategic alignment techniques to portfolio decision-making.
• Evaluate portfolio components based on strategic value, risk, performance, and available resources.
• Support effective investment decisions across projects and programmes.
• Apply portfolio governance structures, processes, and decision-making practices.
• Optimise portfolio resources and organisational capacity.
• Monitor portfolio performance, benefits, risks, and strategic outcomes.
• Manage portfolio changes and shifting organisational priorities.
• Strengthen executive-level communication and portfolio reporting skills.

Target Audience

• Portfolio Managers and aspiring Portfolio Managers.
• Senior Project and Programme Managers.
• PMO Directors and PMO professionals.
• Strategic Planning and Business Transformation Managers.
• Investment and Resource Management Professionals.
• Programme Directors and Project Management Leaders.
• Professionals responsible for portfolio governance.
• Executives involved in strategic portfolio decision-making.
• Professionals seeking advanced PMI certification.
• Experienced project professionals preparing for the PfMP® examination.

Module 1: Introduction to Portfolio Management Professional (PfMP)

• Overview of PfMP® certification
• Role and responsibilities of the Portfolio Manager
• PfMP® examination structure
• Portfolio management principles
• Portfolio, programme, and project distinctions
• Key examination terminology and concepts

Module 2: Fundamentals of Portfolio Management

• Principles of portfolio management
• Portfolio objectives and organisational strategy
• Portfolio components and relationships
• Portfolio value and benefits
• Portfolio management lifecycle
• Portfolio decision-making principles

Module 3: Strategic Alignment and Portfolio Planning

• Principles of strategic alignment
• Translating organisational strategy into portfolio objectives
• Identifying strategic priorities
• Selecting and prioritising portfolio components
• Aligning portfolio investments with business objectives
• Managing changes in organisational strategy

Module 4: Portfolio Component Evaluation and Selection

• Evaluating projects and programmes
• Component scoring and prioritisation
• Business value assessment
• Strategic contribution analysis
• Risk and opportunity evaluation
• Portfolio component selection and termination

Module 5: Investment Decisions and Portfolio Optimisation

• Principles of investment decisions
• Evaluating portfolio investment opportunities
• Resource and financial considerations
• Portfolio balancing techniques
• Optimising expected business value
• Managing competing investment priorities
• Supporting executive investment decisions

Module 6: Portfolio Governance

• Principles of portfolio governance
• Establishing governance structures
• Roles, responsibilities, and decision rights
• Portfolio governance policies and procedures
• Escalation and approval processes
• Governance reporting
• Compliance and accountability

Module 7: Portfolio Performance and Benefits Management

• Establishing portfolio performance measures
• Monitoring portfolio KPIs
• Benefits identification and realisation
• Portfolio value measurement
• Performance reporting and dashboards
• Corrective and optimisation actions

Module 8: Portfolio Risk and Resource Management

• Portfolio-level risk management
• Identifying strategic and operational portfolio risks
• Risk prioritisation and response
• Resource capacity and capability assessment
• Portfolio resource optimisation
• Managing resource conflicts across components
• Balancing risk, resources, and expected value

Module 9: Portfolio Stakeholder and Communication Management

• Identifying portfolio stakeholders
• Executive stakeholder engagement
• Portfolio communication strategies
• Presenting portfolio performance and value
• Managing stakeholder expectations
• Supporting executive-level decision-making
• Communicating strategic changes and portfolio decisions

Module 10: PfMP® Certification Exam Preparation

• Comprehensive review of PfMP concepts
• Examination-focused revision
• Scenario-based portfolio management questions
• Practice assessments and mock examinations
• Applying strategic alignment, investment decisions, and governance concepts to exam scenarios
• Examination time-management strategies
• Identifying common examination challenges
• Final PMI certification preparation