Seminar content

What you will learn

Why Attend
Portfolio management enables organizations to align investments, programs, and projects with strategic objectives while maximizing value and optimizing resources. This course provides participants with the knowledge and practical skills required to manage portfolios effectively, strengthen governance, optimize strategic alignment, manage risks, and prepare for Portfolio Management Professional (PfMP) certification.

Course Methodology
The course combines interactive presentations, portfolio management workshops, practical exercises, case studies, group discussions, portfolio simulations, exam-style questions, and real-world portfolio management scenarios.

Course Objectives
By the end of this course, participants will be able to:

  • Understand portfolio management principles and frameworks
  • Align portfolio investments with organizational strategy and objectives
  • Apply portfolio governance and decision-making processes
  • Manage portfolio capacity, resources, and stakeholder expectations
  • Measure and maximize portfolio value realization
  • Apply portfolio risk management techniques
  • Prepare for the PfMP certification examination

Target Audience

  • Portfolio managers
  • Program managers
  • Senior project managers
  • PMO directors and managers
  • Strategic planning professionals
  • Executives responsible for investment decisions
  • Professionals preparing for PfMP certification

Target Competencies

  • Portfolio management
  • Strategic planning and alignment
  • Portfolio governance
  • Capacity and resource management
  • Stakeholder engagement
  • Value management
  • Risk management
  • Strategic decision-making

Benefits

Why attend this seminar

  • Build current, practical knowledge in project management.
  • Translate the course ideas into actions you can use immediately at work.
  • Review real schedule options across 13 venues and live dates.
  • Connect course detail, venue, and category routes in one workflow.

Methodology

How the course is delivered

  • Structured seminar input and guided discussion.
  • Applied examples using current business situations.
  • Focused explanations based on the stored overview and outline.
  • Clear next steps for implementation after the course.

Target audience

Who this is for

  • Professionals responsible for project management.
  • Managers, specialists, and team leads who need applied skills.
  • Participants looking for a focused route into Portfolio Management Professional (PfMP).

Seminar details

Detailed outline

Day 1: Foundations of Portfolio Management

  • Understanding the Portfolio Management Professional (PfMP) framework and certification structure
  • Exploring portfolio management concepts, principles, and organizational value
  • Understanding the relationship between portfolios, programs, projects, and operational activities
  • Examining the strategic role of portfolio management within organizations
  • Defining the responsibilities and competencies of portfolio managers
  • Understanding how portfolio management supports organizational strategy execution

Day 2: Portfolio Strategy and Lifecycle Management

  • Understanding the portfolio lifecycle and continuous management processes
  • Exploring portfolio information systems and decision-support tools
  • Developing portfolio objectives aligned with organizational strategy
  • Understanding risk appetite and strategic investment decision-making
  • Developing portfolio charters, roadmaps, and governance structures
  • Evaluating, prioritizing, and selecting portfolio components
  • Optimizing portfolio performance and maintaining strategic alignment

Day 3: Portfolio Governance and Capacity Optimization

  • Understanding governance principles, structures, and oversight responsibilities
  • Examining the relationship between portfolio governance, programs, and projects
  • Designing effective governance frameworks that support strategic objectives
  • Applying capacity planning and resource optimization techniques
  • Managing organizational demand and balancing resource availability
  • Utilizing tools and techniques for capacity assessment and reporting
  • Aligning organizational capabilities with portfolio requirements

Day 4: Stakeholder Engagement and Value Realization

  • Identifying and analyzing portfolio stakeholders and their expectations
  • Developing stakeholder engagement and communication strategies
  • Managing portfolio communications across multiple organizational levels
  • Understanding value management concepts and frameworks
  • Applying techniques to maximize, measure, and sustain portfolio value
  • Evaluating portfolio benefits and value realization outcomes
  • Developing reporting approaches to communicate portfolio performance effectively

Day 5: Portfolio Risk Management and Certification Preparation

  • Understanding portfolio-level risk management principles and practices
  • Identifying strategic, operational, and investment-related portfolio risks
  • Applying portfolio risk assessment and mitigation strategies
  • Developing and maintaining portfolio risk management frameworks and plans
  • Reviewing lessons learned and portfolio management best practices
  • Preparing for the PfMP examination through practical scenarios and review exercises
  • Final simulation, knowledge assessment, and course wrap-up

Dates and locations

Available seminar dates

50% DISCOUNT FOR GROUPS
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Course certificate

Certificate awarded on completion

Every participant who completes this seminar receives a professional course certificate from INFORAMTECH.

  • Participants receive an INFORAMTECH certificate for completing Portfolio Management Professional (PfMP).
  • The certificate recognises attendance and successful participation in the seminar.
  • It can support professional development records within project management and related functions.
Verify a certificate

Information about

Frequently asked questions

When is my seat confirmed?

Your seat is confirmed once full payment has been received.

Do you offer group discounts?

Yes, we offer the following discounts for group bookings:

  • 2 participants: 20% discount
  • 3 participants: 35% discount
  • 5 or more participants: 50% discount
Can discounts be combined with other offers?

No, discounts cannot be combined unless explicitly stated.

What payment methods do you accept?

We accept bank transfers, credit/debit cards, and selected online payment methods.

When do I need to pay?

Full payment must be completed before the course start date to secure your participation.

Is VAT included in the course fee?

VAT treatment depends on your location and status:

  • EU Companies (with valid VAT number): VAT may be reverse charged (0%)
  • EU Individuals (without VAT number): VAT is applicable based on local regulations
  • Non-EU Participants: VAT is generally not applicable (0%)
Can I get a VAT invoice?

Yes, all participants receive an official invoice. EU companies must provide a valid VAT number.

Can I cancel my registration?

Yes, cancellations must be submitted in writing.

What is your refund policy?
  • More than 14 days before the course: Full refund
  • 7-14 days before the course: 50% refund
  • Less than 7 days before the course: No refund
Can I transfer my seat to another person?

Yes, substitutions are allowed at no extra cost if requested before the course start date.

What happens if the course is postponed or canceled?

We reserve the right to reschedule or cancel a course due to unforeseen circumstances. In such cases, you may:

  • Transfer to another date
  • Receive full refund
Will I receive a certificate?

Yes, all participants will receive a certificate of completion after attending the course.

Is attendance mandatory?

Yes, full attendance is required to receive certification.

Are your courses online or in-person?

We offer both in-person and virtual (live online) training options.

Will course materials be provided?

Yes, all participants receive training materials in digital format.

Are travel and accommodation included?

No, participants are responsible for their own travel and accommodation unless otherwise stated.

Can you deliver customized or in-house training?

Yes, we offer tailored training programs based on your organization's needs.

How can I contact you for support?

You can reach us via email info@inforamtech.uk or through our contact form. Our team will respond promptly.

Testimonials

Course participant

The structure of Portfolio Management Professional (PfMP) made the topic practical and easy to apply immediately.

Course participant
Project Management
Seminar attendee

The venue and date options made planning the right session straightforward.

Seminar attendee
Venue on request
Learning manager

Clear content, relevant examples, and useful follow-up topics for the next training step.

Learning manager
Professional development

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Venue

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