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Fundamentals of Portfolio Management

  • Beginner
  • 18 and older
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  • 8 hours

Start Dates (0) $599/person

  • Early Bird price is until Nov 12, $799 thereafter

No upcoming dates are currently available.

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Class Description

Description

This workshop will help you understand the basics of effective Portfolio Management in order to meet your organization’s business goals and maximise results.

Businesses and Governments are investing large sums of money and resources on achieving new strategic objectives and creating new capacities and capabilities. It is critical to make right investment decisions on these new initiatives, in order to bring about the expected Return on Investments (ROI) and also ensure thatdesired financial and business goals are achieved from these new investments.

Portfolio Managers are responsible for creating the right investment strategies for the organization’s projects, programs and operations to bring about the expected results. They are responsible for prioritizing the organization goals and various investments for maximum Value Realization. They support Project, Program and Operation Managers by providing the funding and other resources.

Portfolio Managers will also shoulder the responsibility of reducing risk and implementing strategic initiatives to achieve profits. They can earn as much as $201K on an average, making this a career path that is very rewarding. With organizations getting more ambitious with their portfolios and projects getting more complex, this expertise will be in much demand the world over.

This workshop will introduce you to the basic concepts of Portfolio Management, and will help you understand how Portfolio Management is used in real world situations.

What you will learn:
By the end of this course, you will be able to:
  • Apply project, program and portfolio concepts based on the characteristics of the work
  • Know the roles of Portfolio, program and project managers and the differences between them
  • Validate the alignment of portfolios with the organization strategic vision
  • Prioritize projects on the basis of their strategic value they bring to the organization
  • Maximize the benefits derived from projects
  • Improve organization's ability to complete maximum projectswithin the existing capabilities
  • Implement Portfolio Level Risk Management

Refund Policy

CANCELLATIONS BY THE PARTICIPANT

All Cancellations must be notified over email and the refunds will be provided as below:

  • Within 24 hours of registration: 95% refund
  • Less than 11 business days to the workshop: No refund. As a courtesy, we could allow you to apply 50% of your payment towards a future training program within one year of the cancellation date.
  • 1-4 business days prior to class and no-shows: No refund and no credit.

Refunds towards cancellations initiated by a customer will take up to 30 days from the receipt of written request for refund.


RESCHEDULES BY THE PARTICIPANT

All reschedules must be notified over email and the following rules will apply:

  • Greater than 11 business days to the workshop: Credit to a future workshop.
  • Less than 11 business days to the workshop: Credit to a future workshop + 10% (of Standard Course Fee) Reschedule charge.

Registrant substitutions may be made at any time.

Please note that if you do not cancel or do not attend, you would not be offered a refund nor will the amount be credited to a future training.


CANCELLATIONS / RESCHEDULES BY THE SCHOOL

The school reserves the right to substitute previously allocated presenters with alternative qualified presenters, if deemed necessary.

The school also reserves the right to cancel or reschedule events in case of insufficient registrations, or if presenters cannot attend due to unforeseen circumstances. You are therefore advised to consult a KnowledgeHut agent prior to making any travel arrangements for a workshop.

In case of a cancellation, you will be notified prior to the start date and will be offered full credit to a future event or a full refund less a 5% non-refundable registration fee, promptly.


REFUNDS FOR E-LEARNING COURSES

All cancellations must be notified over email and the refunds will be provided as below:

  • Within 48 hours of registration and before accumulating 30 minutes training: 95% refund or transfer to another online course.
  • After 48 hours of registration and after accumulating 30 minutes of training: No refund.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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KnowledgeHut

KnowledgeHut offers innovative, flexible learning solutions for professionals seeking to adapt to today's fast-paced workplace demands. With a focus on blended and e-learning methods, they provide practical training in technology and management, empowering individuals to excel in their careers.

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