Portfolio Management Professional (PfMP)

Course Objective

Formal portfolio management is the most effective way to implement strategic initiatives because it bridges the gap between strategy and implementation.

The Portfolio Management Professional (PfMP)® signifies your advanced competency in the coordinated management of one or more portfolios to achieve strategic objectives.

The PfMP® certification recognizes advanced experience, skill and performance necessary to manage and align a portfolio of projects and programs to realize organizational strategy and objectives.

PfMP® certification holders oversee the success of one or more portfolios, balance conflicting demands between programs and projects, and allocate resources based on organizational priorities and capacity.

As portfolio management continues to grow and organizations adopt it to achieve strategic objectives, it becomes more important to have individuals competent in this area of practice. As employers demand portfolio managers who can support the strategic objectives of the organization, PfMP®certification holders will gain a distinct advantage in employment and promotional opportunities over their peers.


Targeted Audience

Executive or Senior-Level Practitioner, Program Managers, Project Managers, Chief Project Officers, Project Management Officers, Executive Managers.



  • PMP Background – (Although it is not mandatory, it is highly recommended)


Course Outline

  • Introduction
    • Role of the Portfolio Manager
    • Portfolio components and their interrelationships
    • Other Roles in Portfolio Management
  • Portfolio Management Overview and Organization
    • Portfolio Lifecycle
    • Portfolio Management Information System
    • Ongoing Lifecycle
      • Initiation
      • Planning
      • Execution
      • Optimization
      • Monitor and Control
  • Portfolio Strategic Management
    • Developing Portfolio Objectives
    • Strategic Risk Appetite
    • Portfolio Charter
    • Portfolio Roadmap
    • Portfolio Optimization
    • Strategic Alignment
  • Portfolio Governance Management
    • Governance Concept
    • Governance Design Factors
    • Governance Roles
  • Portfolio Capacity & Capability Management
    • Capacity Planning
    • Supply and Demand Management
    • Balance Capacity and Capability
  • Portfolio Stakeholder Engagement
    • Stakeholder Identification
    • Stakeholder Analysis
    • Stakeholder Engagement Planning
    • Communication Approaches
  • Portfolio Value Management
    • Maximizing Value
    • Measuring Value
    • Reporting Value
  • Portfolio Risk Management
    • Managing Portfolio Risk
    • Balancing Risk
    • Risk Perception