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About Managing Portfolios Certification

Managing Portfolios Overview

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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.

    Ready to start your learning journey?

    Choose a Training Organization

    APMG accredits Training Organizations (ATOs) to make sure they are delivering our products and certifications to high standards.

    Buy a training course and exam through one of our Training Organizations below.

    Self-study

    Buy your book and exam from APMG

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    Training organizations for Managing Portfolios Certification

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    Displaying 1 - 5 results of 5
    Oppidum BV
    • Based in Schiphol Airport, Netherlands
    • Provides training for Individuals, Teams, Organizations
    Okazy Consulting Inc.
    • Based in Montreal, Canada
    • Provides training for Individuals, Teams, Organizations
    ILX Group
    • Based in London, United Kingdom
    • Provides training for Individuals, Teams, Organizations
    • Provides consulting
    ADVISORS
    • Based in Beirut, Lebanon
    • Provides training for Individuals, Teams, Organizations
    20/20 Project Management
    • Based in United Kingdom
    • Provides training for Individuals, Teams, Organizations
    • Current Training options
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    for Managing Portfolios Certification

    Training options

    Testimonials

    Quote illustration

    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
    Quote illustration

    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

    The Managing Portfolios certification explains how organizations can efficiently and effectively manage their investment in projects and programmes to optimize strategic contribution.

    Managing Portfolios is intended for portfolio directors, portfolio managers and portfolio management office staff, including portfolio analysts. It should also be of interest to:

    • Senior managers and executives who have a role in setting strategic objectives and participating in portfolio governance boards or committees.
    • Strategic planners who have an interest in ensuring that the portfolio makes the optimum contribution to strategic objectives, and that the strategic objectives take into account the lessons learned from strategy execution.
    • Initiative sponsors who are accountable for project and programme outputs, outcomes and benefits realization so that they understand the wider portfolio context within which projects and programmes deliver and how their outputs, outcomes and benefits contribute to strategic objectives.
    • Benefit owners who are responsible for agreeing benefit forecasts and managing benefits realization
    • Project and programme managers and staff so that they understand the role they play in optimizing strategic contribution via successful delivery.
    • Assurance advisers and capability assessors so that they are best placed to provide sound advice and guidance on the operation and development of portfolio management.
    • Academics and students researching and studying strategy execution and project portfolio management.
    • Trainers and consultants who advise client organizations on implementing, tailoring and sustaining portfolio management as a means of successfully executing strategy.

    The Managing Portfolio certification is essential due to the increasing pace and complexity of change, as well as the growing scale of project activity. Many organizations struggle to ensure that their portfolio continues to represent the best use of limited resources and that it is managed effectively.

    Additionally, the gap between strategy and execution often results in failure to implement strategy successfully because resources are not being prioritized for the most strategically important initiatives.

    Finally, the continued poor track record of initiatives of all types (especially large and complex ones) in terms of: failure to deliver for the forecast cost; failure to deliver on time; and failure to realise the forecast benefits.

    The Managing Portfolios Professional exam is currently only available in English.

    Managing Portfolios training courses will typically be two to three days long and should be sufficient preparation to sit the Managing Portfolios exam. To get the greatest value you should also read and study the Guide.

    There is no expiry date on the Managing Portfolio certificates.

    • Provisional results: After completing the Foundation examination, candidates may receive provisional results either orally from the invigilator or on-screen at the end of an online exam.
    • Official results: Once processed, official results, including a PDF breakdown of marks by syllabus area, are available in the APMG Candidate Portal. Results are issued as the total number of marks achieved.
    • Processing time: Exam papers are usually marked immediately after the exam. APMG formally processes and confirms results via the Candidate Portal within 2 working days of receiving completed papers.
    • Outstanding payments: In exceptional cases, results may be withheld until full payment has been received.

    Once you’ve been notified that you’ve passed your exam, you will have the option to create a digital badge in APMG's Candidate Portal.

    Visit APMG's Candidate Portal, view your exam results and select 'Create Badge'.

    This takes you to the Credly website where the digital badges are hosted. You will be guided through the Credly account creation process.

    Once you have created an account with Credly, log into the account and accept your pending badge.

    Candidates will be able to claim their digital badge and electronic certificate from the APMG Candidate Portal within two business days of their exam result being issued.

    If you are sitting the examination through an Accredited Training Organization, the cost of the exam is generally included in the course fee. Please ensure you confirm with your training provider that the exam is included in these costs. 

    If you have selected a self-study option, please note that APMG-International uses a global pricing model for all exams. The examination fees for candidates attending a public exam centre are determined by the location where the exams are administered.

    To find out the costs in your region, please refer to our examination portal or contact the APMG-International Service Desk (servicedesk@apmg-international.com).

    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!