Portfolio Management Training | Portfolio Management Black Belt Training in Hong Kong

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Portfolio Management Black Belt Training Course

Hong Kong

Master cutting-edge portfolio management techniques
Enhance your qualifications for senior roles in financial analysis
Demonstrate expertise with our Portfolio Management Black Belt Training Course

Dates & Prices Dates & Prices

Course information

Portfolio Management Black Belt Training Course Outline

Module 1: Basics of Portfolio Management

What is Portfolio Management?
Definitions
Why PPM?
Portfolio Management Principles
Components of PPM
Functions and Services
Wider Organisation
Integration
Non-PPM Functions and Services

Module 2: Portfolio Management Roles

Portfolio Management Office
Staff Skills and Competences
P3O Management Roles
Generic and Functional Roles
Sizing and Tailoring
Management Roles
- Portfolio Office Sponsor
- Head of Portfolio Office
- Head of Programme or Project Office
Generic Roles
- Portfolio Analyst
- Programme or Project Specialist and Officer
Functional Roles and Commercial Role
Benefits and Value Role
Communication and Stakeholder Engagement Role
Information Management Role
Consultancy and Performance Management Role
Finance and Issue Role
Change Control Role
Planning Role
Quality Assurance Role
Risk and Reporting Role
Secretariat or Administrator Role
Tools Expert

Module 3: Implementation and Benefits

Permanent Portfolio Office Overview
Identify Phase Activities
- Stakeholder Identification
- Identifying Portfolio Office Activities
- Agreeing P3O Vision and Business Case
- Obstacles to Confirming Business Case
- Cost Model
Define Phase Activities and Outputs
- Establish Implementation Team
- Identify and Analyse Stakeholders
- Refine Vision Statement
- P3M3 Attributes
- Threats to Achieving Blueprint
- Plan Stage/Tranches of Delivery
- Project Dossier and Outline Plan
Deliver Phase Activities
- Develop, Model, and Validate Benefits
- Benefit Realisation
- Post Implementation and Benefit Review
Closure Phase Activities and Outputs
- Temporary Office and Internal Resources
- Implementation Lifecycle
- Definition and Implementation
- Closing Down a Temporary Office

Module 4: Prioritisation and Portfolio Management

Overview
Overview of Tools and Techniques
Critical Success Factors
Portfolio Office Tools
Enterprise PPM (EPM) Solutions
Selecting EPM Solutions
Portfolio Office Techniques
Prioritisation and Optimisation
Complexity Modelling
Knowledge Management
Business Process Swim Lanes
Capacity Planning
Assurance and Governance
Assurance, Gated Reviews, and Health Checks
Information Assurance (IA)
Governance and the Portfolio Office
Tailoring of Approaches

Module 5: Protecting the Portfolio

Protect Portfolio Value
Safeguarding Value
Keeping Track
Management Dashboard
Analysing Project/Portfolio Performance
Key Performance Indicators
Portfolio Risk Management
RCA: Fishbone Diagram
Risk Management Tools
Calculating Risk Priority Number
Decision Tree
Qualitative Risk Analysis

Module 6: Evaluation and Assessment

P3M3 Maturity Levels
Lessons-Learnt Workshops
Workshop Techniques
Skills Development and Maintenance

Who should attend this Portfolio Management Black Belt Training Course?

The Portfolio Management Black Belt Course provides delegates with an in-depth understanding of Portfolio Management. This course can be beneficial for a wide range of professionals, including:

Project Managers
Senior Portfolio Managers
Senior Programme Managers
Senior Project Managers
Risk Management Professionals
PMO (Project Management Office) Directors
Business Analysts

Prerequisites of the Portfolio Management Black Belt Training Course

There are no formal prerequisites for this Portfolio Management Black Belt Course.

Portfolio Management Black Belt Training Course Overview

In today’s world mastering Portfolio Management is paramount. This intensive Portfolio Management Black Belt Course provides a comprehensive understanding of strategic project selection, resource optimisation, and risk management. A deep grasp of Portfolio Management is not just advantageous but essential for sustainable growth and success. This course delves into the intricacies of aligning projects with organisational goals, equipping professionals with a strategic edge.

Proficiency in Portfolio Management is imperative for professionals aspiring to excel in strategic roles. Mastery of this subject is particularly crucial for Project Managers, Business Analysts, and senior executives seeking to enhance decision-making skills, resource utilisation, and aligning projects with organisational objectives.

This intensive 3-day training by The Knowledge Academy empowers delegates with the knowledge and tools essential for effective Portfolio Management. Through a blend of practical case studies and hands-on exercises, delegates will gain proficiency in risk assessment, resource optimisation, and prioritising projects for maximum strategic impact. This course equips them to excel in this training and take their careers to the next level.

Course Objectives

To understand the fundamental principles of Portfolio Management
To learn to evaluate and prioritise projects based on strategic alignment
To develop expertise in risk management and resource optimisation
To gain proficiency in using the latest Portfolio Management tools and software
To learn to assess and manage the financial aspects of project portfolios.
To enhance decision-making skills in a portfolio context
To foster effective communication and collaboration among project teams

After completing the Portfolio Management Black Belt Course, delegates will possess a holistic understanding of Portfolio Management, enabling them to make more informed strategic decisions, allocate resources efficiently, and drive successful project outcomes.

What’s included in this Portfolio Management Black Belt Training Course?

Portfolio Management Black Belt Examination
World-Class Training Sessions from Experienced Instructors
Portfolio Management Black Belt Certificate
Digital Delegate Pack

Portfolio Management Black Belt Exam

To achieve the Portfolio Management Black Belt, candidates will need to sit for an examination. The exam format is as follows:

Question Type: Multiple Choice
Total Questions: 30
Total Marks: 30 Marks
Pass Mark: 60%, or 19/30 Marks
Duration: 60 Minutes
Open Book/ Closed Book: Open Book

Why choose us

Our Hong Kong venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Hong Kong is an autonomous territory of the People’s Republic of China and can be located on the southern coast of China. Hong Kong has a population of around 7 million people. The education system in Hong Kong is mostly based around the English system and it is overseen by the Education Bureau and the Social Welfare Department. One of the earliest schools in Hong Kong was Li Ying College established in 1075. The education level begins with preschool education that is payable education, paid by pupil’s parents. The primary and secondary education is mandatory for every child in Hong Kong to attend from the age of 6 to 18. Higher education remains exclusive in Hong Kong and adult education is a growing sector in Hong Kong, with two non-profit school running evening courses. The University of Hong Kong was founded in 1911 and is the oldest tertiary (higher education) institution in Hong Kong and is organised into 10 academic faculties with English as the main language of instruction. The Education Bureau in Hong Kong also provides educational services for immigrant children from mainland China and other countries. Hong Kong also has 175 internal schools.

Address

62/F & 66/F
The Center
99 Queens Road
Central
Hong Kong

T: +852 2592 5349

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Portfolio Management Training | Portfolio Management Black Belt Training in Hong Kong. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Learn more in our FAQs

Unlock your potential with The Knowledge Academy's Portfolio Management Training | Portfolio Management Black Belt Training in Hong Kong, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Learn more in our FAQs

What our customers are saying

Portfolio Management Training | Portfolio Management Black Belt Training in Hong Kong FAQs

What is Portfolio Management Black Belt Training about?

Portfolio Management Black Belt Training focuses on advanced techniques and strategies for managing investment portfolios. It covers risk management, performance analysis, and strategic planning to optimise portfolio performance and achieve financial goals.

What are the benefits of this Portfolio Management Black Belt Training Course?

Benefits include mastering advanced portfolio management skills, enhancing strategic decision-making abilities, increasing job opportunities, and potentially boosting earning potential. It prepares participants for senior roles in finance and investment management.

Are there any prerequisites for this Portfolio Management Black Belt Course?

There are no formal prerequisites for this course.

What is the scope of this Portfolio Management Black Belt Training Course?

The scope includes advanced portfolio management techniques, risk assessment, performance evaluation, strategic asset allocation, and investment decision-making. It prepares delegates for leadership roles in financial institutions and investment firms.

What is the best qualification for Portfolio Management?

The best course of action for someone interested in Portfolio Management is The Knowledge Academy’s Portfolio Management Courses. However, another helpful qualification would be a Chartered Financial Analyst (CFA) designation, which provides comprehensive training in investment analysis, portfolio management, and ethical standards.

How do you practice Portfolio Management?

Practice Portfolio Management by setting clear financial goals, diversifying investments, regularly monitoring and adjusting the portfolio, analysing market trends, and using risk management strategies to optimise returns and minimise losses.

What is the highest salary for a Portfolio Manager?

in Hong Kong, the highest salary for a Portfolio Manager can exceed £150,000 annually, especially for those with extensive experience, advanced qualifications, and roles in top financial institutions or investment firms.

What does the Portfolio Management Black Belt Training include?

The course includes training sessions conducted by experienced instructors, a digital delegate pack, and a certificate upon completing the course.

What is the duration of this Portfolio Management Black Belt Course?

The duration of this course spans over 3 days.

Is there an examination for this Portfolio Management Black Belt Training Course?

Yes, there is an examination which needs to be completed and passed in order to attain the certification.

What are the career opportunities after completing this Portfolio Management Black Belt Certification?

Completing the Portfolio Management Black Belt Certification opens advanced career opportunities in financial analysis, investment management, strategic planning, and leadership roles within financial institutions and investment firms.

Who should I contact if I am unable to access my Portfolio Management Black Belt Training Course?

If you are unable to access your Portfolio Management Black Belt Training Course, contact The Knowledge Academy's customer support team for assistance with login issues, technical problems, or course access queries.

Why choose The Knowledge Academy in Hong Kong over others?

The Knowledge Academy is a coveted training provider which offers multiple courses, comprehensive course content, experienced instructors, flexible learning options, and industry recognition, making it a reliable choice for attending this Portfolio Management Black Belt Training.

What is the cost/training fees for Portfolio Management Black Belt Training Course in Hong Kong?

The training fees for Portfolio Management Black Belt Training Coursein Hong Kong starts from HKD13995

Which is the best training institute/provider of Portfolio Management Black Belt Training Course in Hong Kong?

The Knowledge Academy is the Leading global training provider for Portfolio Management Black Belt Training Course.

What are the best Project Management Courses courses in Hong Kong?

Please see our Project Management Courses courses available in Hong Kong

Why choose us

Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

Many delivery methods

Flexible delivery methods are available depending on your learning style.

High quality resources

Resources are included for a comprehensive learning experience.

"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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