Portfolio Management Professional (PfMP)

Name: Portfolio Management Professional (PfMP)
Rating: 4.0 (205 reviews)

40 PDU PMI PfMP Portfolio Management Certificate Exam Prep

Created bySorin Dumitrascu

Last updated 11/2025

English

What you'll learn

Understand how to align portfolio components with organizational strategic objectives.
Develop skills in portfolio governance, establishing effective decision-making models.
Gain insights into optimizing portfolio performance to meet strategic goals.
Learn to manage portfolio risks in alignment with organizational risk appetites.
Master communication strategies to engage stakeholders and support portfolio success.
Acquire advanced competencies in continuous analysis for portfolio improvement.

Course content

20 sections • 384 lectures • 41h 6m total length

Course Intro5:04
Course Intro
Effective Learning5:36
Effective Learning
The Standard for Portfolio Management6:44
The Standard for Portfolio Management
Course Choice, Skill Development and Prior Knowledge
Purpose of the standard for portfolio management5:45
Purpose of the standard for portfolio management
Audience for the standard for portfolio management6:43
Audience for the standard for portfolio management
What is a Portfolio?6:03
What is a Portfolio?
Relationships among portfolios, programs, projects, and operations6:26
Relationships among portfolios, programs, projects, and operations
What is portfolio management?5:15
What is portfolio management?
Relationships among portfolio management, program management, and project man6:02
Relationships among portfolio management, program management, and project management
Principles of portfolio management5:10
Principles of portfolio management
Relationships among portfolio management, organizational strategy, strategic7:43
Relationships among portfolio management, organizational strategy, strategic business execution, and organizational project management
Portfolio management and organizational strategy5:50
Portfolio management and organizational strategy
Strategic business execution and organizational project management7:06
Strategic business execution and organizational project management
Portfolio components and their interrelationships5:23
14. Portfolio components and their interrelationships
Program management6:27
Program management
Project management6:04
Project management
Operations management5:23
Operations management
Role of the portfolio manager7:36
Role of the portfolio manager
Other roles in portfolio management5:20
Other roles in portfolio management
Sponsors5:44
Sponsors
Portfolio, program, project management office6:24
Portfolio, program, project management office
Program managers6:42
Program managers
Project managers5:58
Project managers
Portfolio Management Professional (PfMP)

The portfolio life cycle5:20
The portfolio life cycle
Guiding principles5:45
Guiding principles
Ongoing life cycle6:17
Ongoing life cycle
Initiation5:02
Initiation
Planning6:16
Planning
Execution5:39
Execution
Optimization5:51
Optimization
Monitor and control4:36
Monitor and control
Portfolio management information systems (PMIS)5:24
Portfolio management information systems (PMIS)
Governance within the portfolio cycle6:41
Governance within the portfolio cycle
The portfolio life cycle

Portfolio Strategic Management9:33
Portfolio Strategic Management
Guiding principles5:27
Guiding principles
Portfolio strategic objectives6:30
Portfolio strategic objectives
Developing portfolio strategic objectives4:44
Developing portfolio strategic objectives
Vision and mission statements6:22
Vision and mission statements
Strategic goals5:51
Strategic goals
Strategic objectives7:39
Strategic objectives
Strategic initiatives5:21
Strategic initiatives
Strategic risk appetite5:58
Strategic risk appetite
Portfolio charter6:23
Portfolio charter
Portfolio roadmap6:07
Portfolio roadmap
Key portfolio components6:36
Key portfolio components
Evaluating portfolio key components5:06
Evaluating portfolio key components
Selecting portfolio key components5:45
Selecting portfolio key components
Portfolio optimisation5:24
Portfolio optimisation
Managing strategic allignment5:13
Managing strategic allignment
Considerations when managing strategic impact5:35
Considerations when managing strategic impact
The impact of strategic change5:11
The impact of strategic change
Portfolio Strategic Management

Portfolio Governance5:35
Portfolio Governance
Portfolio governance overview6:12
Portfolio governance overview
What is portfolio governance6:06
What is portfolio governance
Guiding principle5:08
Guiding principle
The concept of governance6:13
The concept of governance
Portfolio governance impact on programs and projects5:32
Portfolio governance impact on programs and projects
Portfolio governance and other domains in portfolio management5:13
Portfolio governance and other domains in portfolio management
Effective portfolio governance design factors6:05
Effective portfolio governance design factors
Portfolio governance roles5:33
Portfolio governance roles
Portfolio sponsor5:06
Portfolio sponsor
Portfolio governance board7:11
62. Portfolio governance board
Portfolio audit organizations5:50
Portfolio audit organizations
Other roles5:38
Other roles
Portfolio Governance

Portfolio capacity and capability management5:40
Portfolio capacity and capability management
Portfolio capacity and capability management - Overview6:01
Portfolio capacity and capability management - Overview
Guiding principles5:46
Guiding principles
Capacity management5:04
Capacity management
Capacity planning5:44
Capacity planning
Supply and demand management5:24
Supply and demand management
Supply and demand analysis5:16
Supply and demand analysis
Supply and demand allocations6:15
Supply and demand allocations
Supply and demand optimization5:28
Supply and demand optimization
Organizational capabilities5:46
Organizational capabilities
Capability assessment5:46
Capability assessment
Capability development5:45
Capability development
Sustaining existing capabilities6:13
Sustaining existing capabilities
Performance reporting and analystics6:12
Performance reporting and analystics
Balance capacity and capability5:34
Balance capacity and capability
Portfolio capacity and capability management

Portfolio stakeholder engagement6:49
Portfolio stakeholder engagement
Overview6:34
Overview
Guiding principles6:18
Guiding principles
Definition and identification of portfolio stakeholders5:35
Definition and identification of portfolio stakeholders
Categorization of stakeholders5:27
Categorization of stakeholders
Identifying stakeholders5:35
Identifying stakeholders
Analysis of portfolio stakeholders5:37
Analysis of portfolio stakeholders
Stakeholder engagement planning6:04
Stakeholder engagement planning
Identifying communications management approaches6:50
Identifying communications management approaches
Alignment with governance6:00
Alignment with governance
Communication infrastructure7:00
Communication infrastructure
Portfolio management plan5:15
Portfolio management plan
Portfolio reports6:25
Portfolio reports
Portfolio process assets5:49
Portfolio process assets
Communication governance and interface to components5:44
Communication governance and interface to components
Elicitation techniques5:05
Elicitation techniques
Communication requirements analysis5:40
Communication requirements analysis
Manage portfolio communications5:23
Manage portfolio communications
Portfolio stakeholder engagement
Portfolio stakeholder engagement

Portfolio value management6:20
Portfolio value management
Guiding principle6:15
Guiding principle
What is value management5:45
What is value management
Components of value management5:37
Components of value management
Negotiating expected value6:56
Negotiating expected value
Maximizing value6:16
Maximizing value
Assuring value6:02
Assuring value
Realizing value5:54
Realizing value
Measuring value5:55
Measuring value
Reporting value5:35
Reporting value
Portfolio value management

Portfolio risk management6:13
Portfolio risk management
Overview5:03
Overview
Guiding principles5:12
Guiding principles
Managing portfolio risk6:25
Managing portfolio risk
Balancing risk6:25
Balancing risk
Balancing risk5:27
Balancing risk
Portfolio risk management5:43
Portfolio risk management
Key planning elements5:54
Key planning elements
Portfolio risk management framework6:53
Portfolio risk management framework
Risk perception5:23
Risk perception
Portfolio risk management framework and portfolio risk management plan7:44
Portfolio risk management framework and portfolio risk management plan
Portfolio risk management framework5:30
Portfolio risk management framework
Portfolio risk management plan5:29
Portfolio risk management plan
Considering the portfolio as a complex system8:16
Considering the portfolio as a complex system
Portfolio risk management

Key concepts (Authorization - Capacity Management)5:40
Key concepts (Authorization - Capacity Management)
Key concepts (Category - Evaluation)5:38
Key concepts (Category - Evaluation)
Key concepts (Goals - Key descriptors)5:20
Key concepts (Goals - Key descriptors)
Key concepts (Mission - Organizational Process Assets)5:12
Key concepts (Mission - Organizational Process Assets)
Key concepts (Organizational Project Management - Portfolio Authorization)5:54
Key concepts (Organizational Project Management - Portfolio Authorization)
Key concepts (Portfolio balancing - Portfolio Component Reports)5:37
Key concepts (Portfolio balancing - Portfolio Component Reports)
Key concepts (Portfolio Governance body - Portfolio Management Office)4:47
Key concepts (Portfolio Governance body - Portfolio Management Office)
Key concepts (Portfolio Management Plan - Portfolio Process Assets)5:27
Key concepts (Portfolio Management Plan - Portfolio Process Assets)
Key concepts (Portfolio Reports - Portfolio Risk Management Plan)5:20
Key concepts (Portfolio Reports - Portfolio Risk Management Plan)
Key concepts (Portfolio Value Management domain - Project Management)6:44
Key concepts (Portfolio Value Management domain - Project Management)
Key concepts (Project Manager - Risk Mitigation)6:09
Key concepts (Project Manager - Risk Mitigation)
Key concepts (Risk Transference - Strategic Alignment)5:44
Key concepts (Risk Transference - Strategic Alignment)
Key concepts (Risk Transference - Strategic Alignment) 25:58
Key concepts (Risk Transference - Strategic Alignment) 2
Key concepts (Supply and demand Analysis - Vision)5:08
Key concepts (Supply and demand Analysis - Vision)
Key concepts

Corporate Portfolio Management7:22
Corporate Portfolio Management
Why is CPM important?6:21
Why is CPM important?
Framework for CPM success7:34
Framework for CPM success
Unconsciously Incompetent5:54
Unconsciously Incompetent
Consciously Incompetent5:02
Consciously Incompetent
Consciously Competent6:08
Consciously Competent
Unconsciously Competent5:31
Unconsciously Competent
What should be considered an investment?5:54
What should be considered an investment?
Mismanaging your corporate investment portfolio5:49
Mismanaging your corporate investment portfolio
Narrowly Defining the Portfolio4:58
Narrowly Defining the Portfolio
Investment Decisions Are Like New Year’s Resolutions5:51
Investment Decisions Are Like New Year’s Resolutions
Decibel-Driven versus Data-Driven Decision Making6:29
Decibel-Driven versus Data-Driven Decision Making
Too Many Metrics, Not Enough Time5:36
Too Many Metrics, Not Enough Time
One-Size-Fits-All Portfolio Management6:13
One-Size-Fits-All Portfolio Management
If We Install This Software, We Will Be Able to Optimize Our Corporate Port5:14
If We Install This Software, We Will Be Able to Optimize Our Corporate Portfolio
It Is All about the Projections6:03
It Is All about the Projections
Portfolio Management Is a Tunnel—Not a Funnel6:13
Portfolio Management Is a Tunnel—Not a Funnel
Corporate Portfolio Management

Requirements

Interest in advancing career in portfolio management.
Basic understanding of project management principles.
Eagerness to learn about aligning projects with organizational strategy.
Some experience in portfolio management or project management is helpful.
Access to a computer and internet for online learning materials and software exploration.
Desire to develop skills in strategic planning, governance, and risk management.

Description

Elevate your career to new heights with our Portfolio Management Professional (PfMP) certification prep course. This comprehensive program is meticulously designed to align with the Project Management Institute's (PMI) high standards, ensuring you gain the knowledge needed to excel in the PfMP certification exam.

Through this course, you will:

Master Portfolio Management: Dive deep into strategic planning, governance, performance monitoring, risk management, and stakeholder engagement. Learn how to directly align projects and programs with organizational goals.
Gain Expert Insights: Learn from industry experts about optimizing portfolio performance, establishing governance structures, and navigating complex risk scenarios. Develop the skills to maximize ROI and achieve strategic objectives.
Apply Your Knowledge: Engage in real-world scenarios and case studies, enhancing your ability to manage portfolios effectively in any organizational context.
Network with Peers: Connect with fellow professionals, sharing experiences and best practices in portfolio management.
Stay Current: Access the latest tools, techniques, and trends in portfolio management. Ensure your skills stay sharp and relevant.
Demonstrate Professional Growth: This course demonstrates your commitment to excellence in portfolio management. Prepare for success in the PfMP exam and beyond.

Whether you're a seasoned portfolio manager, a project manager looking to step up, or a business professional involved in strategic decision-making, this course gives you the tools for organizational success. Enroll now and take charge of your career growth!

Who this course is for:

Seasoned portfolio managers seeking to validate their skills.
Project managers aiming for career growth into portfolio management.
Business professionals involved in strategic project investment decisions.
PMO directors looking to align project outcomes with business goals.
Executives and managers overseeing project portfolios.
Professionals seeking to earn PDUs for PfMP recertification.

Portfolio Management Professional (PfMP)

What you'll learn

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