The Knowledge Academy

Portfolio Management Professional PfMP® - Hong Kong

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Course Information

  • 17 Jan 2022 (Mon) - 19 Jan 2022 (Wed) 9:00 AM - 5:00 PM
  • 31 Jan 2022 (Mon) - 2 Feb 2022 (Wed) 9:00 AM - 5:00 PM
  • 14 Feb 2022 (Mon) - 16 Feb 2022 (Wed) 9:00 AM - 5:00 PM
Registration period
7 Oct 2021 (Thu) - 16 Jan 2022 (Sun)
HKD 15,495
Course Level
Study Mode
3 Day(s)

Course Overview


To apply for the exam, The Project Management Institute (PMI)® states that you have either:

  • A four-year degree (bachelor's degree or the global equivalent), 48 months of portfolio management experience
  • A secondary degree (high school diploma, associate's degree or the global equivalent), 84 months of portfolio management experience


This Portfolio Management Professional (PfMP)® training provided by The Knowledge Academy is ideal for anyone who wants to develop a broad understanding of portfolio management. However, it will be more beneficial for executives or senior-level practitioner's roles.

Portfolio Management Professional (PfMP)® Course Overview

The art and science of choosing and supervising a set of investments that match a client's or company's long-term financial goals and risk tolerance is known as portfolio management. Portfolio management guarantees that an association can hold its project selection and implementation success. Studying Portfolio Management Professional (PfMP)® training will help delegates to effectively and efficiently manage the portfolios to fulfil strategic objectives. The Portfolio Management Professional (PfMP)® certification validates individuals’ knowledge and skills in handling the associations' capital advancement. It helps individuals combine all the investments into one portfolio, which allows them to easily track and compare the result of assets. Having portfolio management skills will surely help individuals to undertake a variety of tremendous job opportunities.

This 3-day Portfolio Management Professional (PfMP)® training course covers all the essential topics to help delegates become fully familiar with portfolio management. During this training, delegates will learn about the creation of the aggregate communication strategy and plan. They will also learn how to sustain strategic alignment, provide input to governance, develop the portfolio risk management plan, perform dependency analysis, provide a guiding framework, etc. Our highly professional trainer with years of experience in teaching such courses will conduct this training course and will help you get a complete understanding of this course.

This training will also cover the following essential concepts, such as:

  • Manage and escalate issues
  • Monitor the portfolio performance
  • Engage stakeholders
  • Create the portfolio management plan
  • Manage portfolio changes
  • Measure aggregated portfolio performance results

After attending this Portfolio Management Professional (PfMP)® training course, delegates will be able to manage the portfolio efficiently and effectively. They will also be able to demonstrate progress towards achieving business or strategic goals and maintain credibility and satisfaction with all stakeholders.

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

What You’ll Learn

Portfolio Management Professional (PfMP)® Course Outline

Domain 1: Strategic Alignment

  • Task 1: Understand the Strategic Priorities
  • Task 2: Create a Basis for Decision Making
  • Task 3: Provide a Guiding Framework
  • Task 4: Create Portfolio Scenarios
  • Task 5: Evaluate and Select Viable Options
  • Task 6: Provide Governance with a Rationale for Decision Making
  • Task 7: Sustain Strategic Alignment
  • Task 8: Confirm and Communicate the Portfolio Components

Domain 2: Governance

  • Task 1: Support Effective Decision Making
  • Task 2: Establish Consistent Portfolio Management Practices
  • Task 3: Manage the Portfolio Efficiently and Effectively
  • Task 4: Create the Portfolio Management Plan
  • Task 5: Authorise the Execution of the Portfolio

Domain 3: Portfolio Performance

  • Task 1: Authorise Portfolio Structure and Activate Components
  • Task 2: Collect and Consolidate Key Performance Metrics Data
  • Task 3: Monitor the Portfolio Performance
  • Task 4: Manage and Escalate Issues
  • Task 5: Manage Portfolio Changes
  • Task 6: Balanced Portfolio and Prioritise Portfolio Components
  • Task 7: Analyse and Optimise the Consolidated Allocation/Reallocation
  • Task 8: Facilitate Reallocation of Organisational Resources to Portfolio
  • Task 9: Measure Aggregated Portfolio Performance Results
  • Task 10: Maintain Records by Capturing Portfolio Artifacts

Domain 4: Portfolio Risk Management

  • Task 1: Provide Input to Governance
  • Task 2: Develop the Portfolio Risk Management Plan
  • Task 3: Perform Dependency Analysis
  • Task 4: Develop, Monitor, and Maintain Portfolio-Level Risk Register
  • Task 5: Promote Stakeholder Ownership of Portfolio Risks
  • Task 6: Optimise Portfolio Strategic Goals and Objectives

Domain 5: Communications Management

  • Task 1: Analyse Internal and External Stakeholders
  • Task 2: Create the Aggregate Communication Strategy and Plan
  • Task 3: Engage Stakeholders
  • Task 4: Maintain the Communication Strategy and Plan
  • Task 5: Facilitate Stakeholder Understanding of Portfolio Management
  • Task 6: Maintain Credibility and Satisfaction with All Stakeholders

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