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

Show moredowndown

Who should attend this Portfolio Management Black Belt Course?

The Portfolio Management Black Belt Training Course in Dallas 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 Dallas 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 Dallas 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 Dallas 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 Dallas, 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.

Show moredowndown

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 Dallas 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.

Dallas is a large city in the state of Texas, USA. It is most famous for its oil and cotton industries and its busy railroad lines. The city has population of around 1,300,000 people and is home to a large amount of Fortune 500 companies. In Dallas, there are 337 public schools, almost 90 private schools and 38 colleges. Dallas is the centre of education in the southern central United States. The University of Texas Southwestern Medical School is an exclusive medical school admitting only about 200 students per year. Other universities include Texas Women’s University which is a nursing school located in Parkland Memorial Hospital, and Dallas Baptist University which is a private university that offers Biblical and Christian subjects. It enrols around 5,500 people and provides students with graduate, doctoral and undergraduate degrees. Criswell College is a university started by the First Baptist Church of Dallas in the 1970s, also offering Biblical studies and has around 400 students enrolled currently. Dallas Theological Seminary offers students seminaries in the evangelical faith and boasts an alumni of around 12,000 people. There are a number of universities in the close proximity of Dallas including The University of Dallas in Irving and the El Centro College. El Centro College was established in 1966 and has a student population of around 10,000 students and as is one of the only universities in Dallas which offers fashion design and marketing programs as well as food hospitality programs. The main school district of Dallas is the Dallas Independent School District which enrols over 160,000 students.  The School for the Talented and Gifted in Dallas was voted the best school in the United States numerous times and another Dallas school, the Science and Engineering Magnet has been named number two in the very same list on numerous occasions. There are a high number of private schools in Dallas, including The Hockaday School, Burton Adventist Academy, Parish Episcopal School, The Winston School, Yavneh Academy of Dallas and Dallas Lutheran School.

Show moredown

Address

15455 Dallas Parkway, Suite 600,

Addison, Texas 75001.

T: +1 7204454674

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 Dallas. 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 Dallas, 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

Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

budget

Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

team_building

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_progress

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 Dallas 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 Dallas, 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 Dallas starts from $2295
The Knowledge Academy is the Leading global training provider for Portfolio Management Black Belt Training Course.
Show more down

Why choose us

icon

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.

icon

Many delivery methods

Flexible delivery methods are available depending on your learning style.

icon

High quality resources

Resources are included for a comprehensive learning experience.

barclays Logo
deloitte Logo
Thames Water Logo

"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

santander logo
bmw Logo
Google Logo

Looking for more information on Project Management Courses?

backBack to course information

Get a custom course package

We may not have any package deals available including this course. If you enquire or give us a call on +1 7204454674 and speak to our training experts, we should be able to help you with your requirements.

cross

BIGGEST
Christmas SALE!

red-starWHO WILL BE FUNDING THE COURSE?

close

close

Thank you for your enquiry!

One of our training experts will be in touch shortly to go over your training requirements.

close

close

Press esc to close

close close

Back to course information

Thank you for your enquiry!

One of our training experts will be in touch shortly to go overy your training requirements.

close close

Thank you for your enquiry!

One of our training experts will be in touch shortly to go over your training requirements.