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Portfolio Management Fundamentals Course


Portfolio management is important because it minimizes the risks involved in investing and also increases the chance of making profits. Many experts in this field believe that portfolio management is one of the most crucial things to consider in a business. It determines the success rate of a project and analyzes favorable outcomes – that meet the business objectives in the organization. Portfolio management helps project selection, sets priorities and controls the operational, functional activities.

Portfolio Management Fundamentals training delivers the tools and methods to assist you monitor the portfolio and project sources to enhance the portfolio management implementation in your corporation. Portfolio Management Fundamentals training offers a systematic method to generating and management of a project portfolio. It allows you comprehend the importance of portfolio management; determine and describe the portfolio stakeholder tasks and responsibilities; outline and apprehend a portfolio management procedure; determine tools, approaches, and strategies for portfolio management; and distinguish the roles of the program management office (PMO) or portfolio executive office (PEO) in effective portfolio management. In fact, through Portfolio Management Fundamentals training, you will realize how to optimize the quantity and strategic significance of the projects that your corporation accomplishes. Moreover, you will get to learn about the terms of active portfolio management and investment analysis as well. This training seminar will highlight:

  • The multiple processes of Results Based Management (RBP)
  • The critical role of monitoring in demonstrating the performance of programs and projects and in steering the implementation process towards the intended results
  • Developing realistic programme objectives and measures to assess project outcomes and impact
  • Developing a results-based project framework
  • Project and program scheduling and reporting
  • Monitoring, evaluating and strengthening the effectiveness of a program


This training seminar is designed to achieve following objectives. At the end of the session you will learn how to:

  • Distinguish portfolio management from other management types
  • Connect projects to corporate strategic goals
  • Describe what is included in project prioritization in big, complex corporations
  • Derive and use a model of project prioritization to integrate the multiple angles of project value
  • Give priority to various projects based on their strategic value
  • List projects based on the strategic priorities so as to optimize the advantages stemmed from a corporation capability to finish projects
  • Increase the volume of projects as much as possible to be accomplished by creating defensive ability of non-limiting resources
  • Optimize the value of projects that are over by making sure that the proper projects are being accomplished in the right order
  • Facilitate the portfolio management procedure by concentrating the management attention on the bottlenecks to project accomplishment
  • Consider portfolio management effectiveness as a factor to the participation of the Project Management Office
  • Evaluate the advantages of portfolio management
  • Analyze the role of project portfolio management in the organizational achievements
  • Develop a pattern for determining and using selection requirements to project portfolio elements
  • Explain and elaborate the bases of strategic resourcing
  • Express efficient project portfolio documents
  • Choose the tools and approaches to equalize a project portfolio


10 Days

Who Should Attend

This training course will particularly benefit the following professionals:

  • Program managers
  • Product managers
  • Portfolio managers
  • Senior executives accountable for corporation policies
  • Managers accountable for generating organizational policies or for offering strategic recommendations
  • Members of portfolio, program, or project offices
  • Operational managers
  • Project team personnel, clients, and other stakeholders of the portfolio management process

Course Content

Overview of Portfolio Management

  • Project portfolio definition
  • Project portfolio management definition
  • What is governance
  • Why do we need a project portfolio?
  • Managing the resources
  • Private sectors vs Federal agencies
  • The Project Management Office (PMO)
  • Portfolio management architecture

Elements of Portfolio Management

  • Resources accessibility
  • How to prioritize elements of portfolio?
  • How to balance out the project portfolio?
  • How to deliver investment oversight

Getting Started on the Project Portfolio Management

  • The goal of portfolio documentation
  • Quantity metrics
  • Project portfolio reports
  • Administrative dashboards
  • Portfolio risk analysis
  • Managing caveats
  • Portfolio risk management effective policies
  • Seizing investment data

Managing the Project Portfolio

  • Review the performance of portfolio
  • Portfolio evaluations
  • The frequency of portfolio evaluation
  • Yearly portfolio review
  • Factors of success in portfolio management
  • Project portfolio management drawbacks
  • Portfolio requirements

Active Portfolio Management Fundamentals

  • Consensus expected revenue: The CAPM
  • Risk
  • Outstanding revenue, standards, and added value
  • Remaining risk and return
  • The fundamental principal of dynamic management

Expected Revenues and Assessment

  • The arbitrage pricing philosophy
  • The concept of valuation
  • The exercise of valuation

Active Portfolio Management Performance

  • Effective predictions
  • Information assessment
  • Portfolio structure
  • Transactions expenses, revenue, and tradeoff
  • Implementation Evaluation
  • Benchmark timetabling

Investment Management Process

  • Difference between investing and financing
  • Difference between direct and indirect investment
  • Investment environment
  • Financial markets
  • Investment management procedure

Computable Methodologies of Investment Assessment

  • Investment income and risk
  • Return on investment and expected rate of return
  • Investment risk. Variance and standard deviation
  • Relationship between risk and return
  • Covariance
  • Relationship and coefficient of determination
  • The revenues on stock vs market portfolio
  • Distinctive line and Beta factor
  • Residual variance

Portfolio Management and Evaluation

  • Difference between active and passive portfolio management
  • Difference between strategic and tactical asset distribution
  • Managing and modification of the portfolio
  • Portfolio performance matrices

Psychological Features of Investment Management

  • Boldness
  • Character impact
  • Insights of investment risk
  • Psychological accounting and investing and Sentiments and investment decisions


·       This course is delivered by our seasoned trainers who have vast experience as expert professionals in the respective fields of practice. The course is taught through a mix of practical activities, theory, group works and case studies.

·       Training manuals and additional reference materials are provided to the participants.

·       Upon successful completion of this course, participants will be issued with a certificate.

·       We can also do this as tailor-made course to meet organization-wide needs. Contact us to find out more: training@skillsforafrica.org

·       The training will be conducted at SKILLS FOR AFRICA TRAINING INSTITUTE .

·      The training fee covers tuition fees, training materials, lunch and training venue. Accommodation and airport transfer are arranged for our participants upon request.

·       Payment should be sent to our bank account before start of training and proof of payment sent to: training@skillsforafrica.org

Course Schedule
Dates Fees Location Apply
12/08/2024 - 23/08/2024 $3000 Nairobi Physical Class

Online Class
09/09/2024 - 20/09/2024 $3000 Nairobi Physical Class

Online Class
14/10/2024 - 25/10/2024 $3950 Kigali Physical Class

Online Class
11/11/2024 - 22/11/2024 $3000 Mombasa Physical Class

Online Class
09/12/2024 - 20/12/2024 $3000 Nairobi Physical Class

Online Class