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Course information
Portfolio Management Black Belt 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 Organization
- 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 Program or Project Office
- Generic Roles
- Portfolio Analyst
- Program 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 Realization
- 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: Prioritization 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
- Prioritization and Optimization
- 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
- Analyzing 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 Course?
The Portfolio Management Black Belt Training Course in Albany, NY 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 Program Managers
- Senior Project Managers
- Risk Management Professionals
- PMO (Project Management Office) Directors
- Business Analysts
Prerequisites of the Portfolio Management Black Belt Course
There are no formal prerequisites for this Portfolio Management Black Belt Training Course.
Portfolio Management Black Belt Course Overview
The Portfolio Management Black Belt Course in Albany, NY provides a comprehensive understanding of strategic project selection, resource optimization, 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 organizational goals, equipping professionals with a strategic edge.
Proficiency in Portfolio Management is imperative for professionals in Albany, NY 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 utilization, and aligning projects with organizational objectives.
This intensive 3-day training by The Knowledge Academy in Albany, NY 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 optimization, and prioritizing 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 prioritize projects based on strategic alignment
- To develop expertise in risk management and resource optimization
- 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 in Albany, NY, 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 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 Albany, NY venue
Includes..
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.
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 Albany, NY. 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.
Unlock your potential with The Knowledge Academy's Portfolio Management Training | Portfolio Management Black Belt Training in Albany, NY, 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.
Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.
Tailored learning experience
Leverage benefits offered from a certification that fits your unique business or project needs
Maximise your training budget
Cut unnecessary costs and focus your entire budget on what really matters, the training.
Team building opportunity
Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings
Monitor employees progress
The course know-how will help you track and evaluate your employees' progression and performance with relative ease
What our customers are saying
Portfolio Management Training | Portfolio Management Black Belt Training in Albany, NY FAQs
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.
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.
There are no formal prerequisites for this 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.
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.
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.
in Albany, NY, 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.
The course includes training sessions conducted by experienced instructors, a digital delegate pack, and a certificate upon completing the course.
The duration of this course spans over 3 days.
Yes, there is an examination which needs to be completed and passed in order to attain the 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.
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.
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.
The training fees for Portfolio Management Black Belt Training Coursein Albany, NY starts from $2295
The Knowledge Academy is the Leading global training provider for Portfolio Management Black Belt Training Course.
Please see our Project Management Courses courses available in Albany, NY
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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