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Portfolio Management

  • Overview ImageOverview
  • Outline ImageCourse Outline
  • Scheduled ImageScheduled Dates

Overview ImageCourse Overview

Effective portfolio management is essential for organisations to align investments with strategic objectives, optimise resource allocation, and maximise value productivity. This course equips participants with the skills and knowledge needed to assess portfolio performance, link strategy to implementation, and manage budgets effectively to achieve organisational goals.

Through interactive discussions and a real-world case study, participants will learn how to evaluate portfolio performance, reallocate resources for optimal results, and ensure that investments contribute to long-term success.

Objective:

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

  • Undertake additional output reviews to assess progress towards results.
  • Optimise investments or reallocate funds to maximise value productivity.
  • Link strategy to implementation by aligning portfolio management with organisational plans.
  • Apply knowledge of portfolio management to drive business growth and sustainability.
  • Allocate budgets effectively to support the successful execution of strategic initiatives.
  • Maximise value productivity by ensuring investments contribute to measurable business outcomes.
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Overview ImageCourse Outline

Day 1: Fundamentals of Portfolio Management

  • Understanding portfolio management and its impact on business success
  • The relationship between portfolio, programme, and project management
  • Identifying key performance indicators for portfolio success

Day 2: Strategy Execution and Portfolio Alignment

  • Linking portfolio management to corporate strategy
  • Aligning investments with organisational priorities
  • Managing risk and uncertainty in portfolio decisions

Day 3: Resource Allocation and Budget Management

  • Optimising resource allocation for maximum efficiency
  • Budgeting and financial planning in portfolio management
  • Decision-making for reallocation and investment shifts

Day 4: Measuring Portfolio Performance

  • Reviewing portfolio outputs and assessing progress towards goals
  • Identifying areas for improvement in portfolio execution
  • Maximising value productivity through continuous portfolio assessment

Day 5: Enhancing Portfolio Management for Long-Term Success

  • Developing a sustainable approach to portfolio governance
  • Improving stakeholder communication and engagement
  • Case Study: Evaluating a real-world portfolio management success story
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Overview ImageSchedule & Fees

3 For 2Offer

Get the most out of group training with our special discount! Register 3 of your participants together on the same course and only pay for 2.

Select Month

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  • September
  • October

Location

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  • London london icon
  • Milan milan icon

Date: 08 - 12 Sep 2025

Duration: 5 Days

Venue: London

Price: $5,300

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Date: 15 - 19 Sep 2025

Duration: 5 Days

Venue: Milan

Price: $5,300

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Date: 20 - 24 Oct 2025

Duration: 5 Days

Venue: London

Price: $5,300

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Portfolio Management

Portfolio Management

Date: 08 - 12 Sep 2025
Duration: 5 Days
Venue: London
Price: $ 5,300
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Questions? Speak to our friendly training advisor

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John Bayson

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Call   +44 2071836657

Employees of professional or formally regulated bodies are generally expected to have CPD accredited training. This type of accreditation ensures that the training is knowledgeable, informed and constantly updated. It ensures our standards as a company are kept high and consistent.

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    All our courses are accredited by the CPD Standards Agency

Frequently Asked Questions

How can training courses be used as a company benefit?

Training is hugely beneficial to both yourself and your company. It enables you to employ new technologies, increases your productivity and enables you to be more autonomous. Have a look here at our infographic on the importance of training and development!

How often do you update your course content to ensure relevancy?

Our course content is constantly reviewed and updated to ensure we stay up to date with all the latest trends. After every course is completed we review the feedback and improve the material where necessary.

Do you keep your classroom environment and instructional methodologies current with today’s real-world workplace?

Yes, we focus our training on ‘real-world’ scenarios and our trainers are all highly experienced and skilled in their relevant fields.

Are your courses eligible for professional certification?

Yes, we offer certification with all our courses, every course is entitled to CPD (Continuous Professional Development) hours which you can put towards your professional portfolio.

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Portfolio Management

  • United KingdomLondon
  • calendar08 - 12 Sep 2025
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  • United KingdomLondon
  • 08 - 12 Sep 2025
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