Overview

Portfolio Management Professional (PfMP) is the most elite, globally recognized and acclaimed qualification for portfolio managers. The PfMP certification training course, delivered by LPC certified trainers at Grasps kills is based on PMBOK Guide-sixth edition covers the five knowledge areas of portfolio management. This PfMP Certification course provides the advanced skills and competence essential for efficient portfolio management. Our training prepares you to take the certification exam initially and increase the success rate of your portfolio performance.

Course Objectives

By the completion of the training, you will:

• Understand portfolio management its concepts, tasks, techniques and processes and how it contributes to organizational success
• Demonstrate competency in the coordinated management of one or more portfolios to achieve strategic objectives
• Align programs and projects to meet the business strategy and deliver the expected value
• Understand the strategic planning process, tools and techniques and keep a track on the changes in business strategy against the portfolio
• Learn and understand change, cost and stakeholder management techniques
• Understand the strategic alignment, governance, portfolio performance domain and portfolio risk, project portfolio communications management

Target Audience:

The target groups of PfMP Certification holders are senior leaders who are helping their organization with project investment decisions. These includes:

• PMO leaders who are managing large quantities and pools of resources and wish to move into the driver seat
• Project managers and program managers who are managing portfolios of initiatives
• Financial, marketing and operational executives who work closely with project managers in their organization and who are in a position to influence and contribute to the strategy implementation process
• Up and coming project professionals who are ready to take the next leap into mid- to upper-level management in their organization

We also have seen a high number of senior project professionals who are “accidental project managers” and who have grown beyond the PMP credential

Course Content

Day 1

• Review of fixed income concepts
• Passive fixed income portfolio management
• Active fixed income portfolio management

Day 2

• Review of equity valuation techniques
• Equity strategies: from stock picking to portfolio management
• Modern portfolio theory

Day 3

• Introduction to hedge funds
• Hedge fund operations
• Hedge fund strategies
• Issues for hedge fund investors

Day 4

• Measuring risk and return
• Analyzing portfolio performance
• The investment decision making process

Day 5

• Fund structures
• Private equity
• Retirement and estate planning
• Desk ready skills knowledge check