Leading the Portfolio Management Masterclass Course

Overview
Course Outline
Scheduled Dates

Course Overview

The Portfolio Management course is designed to give participants a comprehensive understanding of the concept of Portfolio Management and its importance for companies. This five-day course will cover critical topics such as the benefits of adopting a Portfolio Management process, ways to gain essential stakeholder buy-in for Portfolio Management, best practice Portfolio Management frameworks, and approaches for investment and resource optimisation within the portfolio. Additionally, the course will cover strategies for implementing and managing Portfolio Management processes, identifying risks and mitigating strategies, and establishing governance and oversight mechanisms. By the end of this course, participants will be equipped with the knowledge and skills to develop and implement a best practice Portfolio Management framework, optimise investments and resources within the portfolio, and embed and sustain Portfolio Management capability within their organisation.

Objective:

To give an understanding of what portfolio management is and why companies need to adopt this process
To discuss the value and benefits of portfolio management and identify ways to gain critical stakeholder buy-in
To understand and deploy best practice portfolio management framework taking into account approach for investment optimisation, resource optimisation and management of the portfolio performance
To provide an overview of how to embed and sustain portfolio management capability within the organization

Course Outline

Day 1: Foundations of Portfolio Management Excellence

Introduction to Portfolio Management
Understanding the Importance of Portfolio Management for Companies
Key Benefits of Adopting a Portfolio Management Process

Day 2: Building Organisational Commitment and Strategic Alignment

Gaining Key Stakeholder Buy-In for Portfolio Management
Developing and Communicating a Compelling Business Case for Portfolio Management
Techniques for Aligning Portfolio Management with Organisational Goals

Day 3: Frameworks and Approaches for Effective Portfolio Delivery

Best Practice Portfolio Management Frameworks
Portfolio Management Approaches for Investment Optimisation
Resource Optimisation and Management of Portfolio Performance

Day 4: Executing, Measuring, and Controlling Portfolio Management

Implementing and Managing Portfolio Management Processes
Key Performance Indicators and Metrics for Portfolio Management
Identifying Risks and Mitigating Strategies

Day 5: Embedding Portfolio Management for Long-Term Success

Embedding and Sustaining Portfolio Management Capability within the Organisation
Establishing Governance and Oversight Mechanisms
Course Evaluation and Feedback

Schedule & 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.

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Location

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Amsterdam
Barcelona
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Madrid

$5,300

Duration: 5 Days

date: 30 Jun - 04 Jul 2025

Amsterdam

$5,300

Duration: 5 Days

date: 07 - 11 Jul 2025

Barcelona

$5,300

Duration: 5 Days

date: 14 - 18 Jul 2025

Dubai

$5,300

Duration: 5 Days

date: 08 - 12 Sep 2025

London

$5,300

Duration: 5 Days

date: 13 - 17 Oct 2025

Finance and Accounting

Leading the Portfolio Management: Masterclass

Duration:5 Days

date:30 Jun - 04 Jul 2025

Madrid

$5,300

CPD Standards

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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Why Choose London Training For Excellence?

Reliability

We will never cancel a confirmed booking
Support

We offer around the clock support
Tailored

We customise our courses to suit your personal learning needs
Quality

Our courses are delivered by highly experienced industry experts
Recognition

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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