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About Managing Portfolios Certification

Managing Portfolios Overview

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Two professionals walking through an office corridor, reviewing information on a digital tablet together.

Benefits of Managing Portfolios Certification

For Individuals

  • Gain a comprehensive understanding of Managing Portfolios and its principles, practices, techniques and key success characteristics.
  • Learn how to apply and tailor the Managing Portfolios approach and key success characteristics to different scenarios.
  • Analyze and distinguish between appropriate and inappropriate application of the various Managing Portfolios techniques.
  • Receive a globally recognized certification and the skills needed to prioritize initiatives, balance resources, manage risks, and drive measurable business outcomes.

For Organizations

  • Improves project workflows which increases the rate of successful delivery across the organization.
  • Increases operational efficiencies which generates greater strategic impact per resource spent.
  • Enhances portfolio strategies to achieve better results by focusing on impact and strategic contributions.
  • Helps teams prioritize the right projects, balance available resources, and manage potential risks to delivering optimal outcomes. 

In short, optimizing strategic contribution by doing the ‘right’ projects, doing them ‘right’, and at the ‘right’ time.

    Study materials

    Managing Portfolios Certification study material cover
    Managing Portfolios
    Book (English)
    By
    Stephen Jenner

    Managing Portfolios Certification levels

    Managing Portfolios Professional Badge

    Managing Portfolios Professional

    Gain comprehensive guidance for effective portfolio management and begin shortening the gap between knowledge and strategy execution.

    Testimonials

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    In a growing project economy, the publication of Managing Portfolios has come at exactly the right time, particularly when only one third of organizations achieve even two-thirds of their strategic objectives. For anyone who cares whether their project portfolio succeeds, we finally have a guide that closes the knowing-doing gap to strategy execution that too often resembles a broken trophy cabinet.

    User avatar
    Milvio DiBartolomeo
    Strategy Implementation Institute Professional & Managing Benefits Practitioner
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    This book will transform how organisations manage their portfolios. Written by the world’s leading expert on both benefits and portfolio management, it is essential reading for anyone serious about extracting the greatest value from their organisations’ investments in projects and programmes.

    User avatar
    Ross Garland
    Coauthor of Project, Programme and Portfolio Governance
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    Few areas of transformation management are more challenging than portfolio management - with its complex mix of senior stakeholder management and programme balancing. Yet Steve has somehow managed to boil down a lifetime of learning into easy to understand principles and practices for Portfolio Management success. An absolute must-read for portfolio beginners, journeymen, and professionals alike.

    User avatar
    Adam Skinner
    Lead APM Portfolio Management Specific Interest Group
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    The book is a significant improvement over the old MoP guide, offering a wealth of pragmatic advice and actionable strategies. Its extensive use of case studies makes the theory easy to understand and apply. Notably, it now includes a comprehensive chapter on implementing portfolio management and sustaining progress. Overall, the book provides a complete resource for portfolio directors and managers to design effective strategies for portfolio management implementation and continuous improvement.

    User avatar
    Henny Portman
    Testimonials illustration

    Videos

    Videos

    Podcast: Mastering portfolio management: insights on benefits optimisation with Stephen Jenner

    Managing Portfolios Discussed with Craig Kilford and Steve Jenner

    | 1 hour 2 minutes 35 seconds

    Fast Facts - Managing Portfolios with Stephen Jenner

    | 10 minutes 52 seconds

    FAQs

    If you previously sat an exam with us and were issued a paper certificate but would like to upgrade to a digital badge and e-certificate, please contact us. There is a £25 administration fee for providing a digital badge and a form for which you will need to complete to consent to your personal information being used in order to manually create the badge in Credly.com.

    If your exam is booked through a Training Organization, and they are proctoring your exam over a platform of their choosing, you will need reach out to them directly to discuss options to reschedule.  

    If your exam is with ProctorU, you can reschedule without additional charges as many times as you wish up to 24 hours prior to your booked slot. If you reschedule within this 24-hour period, you will need to pay the £38 reschedule fee, as we will still be charged by ProctorU for your slot.

    You can merge your account by logging into your candidate portal with your initial email address and click on your name at the top. Then click merge and send a merge request to your secondary email address. Once you have agreed to the email request, everything will appear in one account. Please contact us if you have any problems with this process and we will be happy to help.

    You may contact our Accreditation Team directly, and they will be happy to answer your questions regarding the Accreditation process.

    To become an Accredited Training Organization (ATO), apply for accreditation or contact your local APMG office. If suitable, you'll receive an invoice and undergo APMG International's ATO assessment.

    Trainers must be sponsored by an Accredited Training Organization (ATO), which can be found using the APMG International search tool. The sponsoring ATO must submit a trainer application to APMG. 

    The requirements, including pass marks of the exams, will vary depending on the certification, please get in touch for more information.

    If you go to the invigilator portal, use the same log in details as you would for your Marlin account. Once logged in then click on the '+' icon. This will provide two lists - 'Invigilators' and 'Trainers'. Click the appropriate one and find the person you are looking for, then send the invitation.

    Get in touch

    If you have a query about this certification or want to know more about training send us a message via this contact form. We would love to hear from you!

    Get in touch

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