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Global Institute of Professional Management Certification (GIPMC)
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Professional in Portfolio Management (PPfM)™

Course Description:

A professional in portfolio management is responsible for selecting and overseeing a mix of investment assets tailored to meet specific financial goals. This role involves analyzing market trends, balancing risk versus return, and making strategic decisions to maximize portfolio performance while aligning with the client's objectives and risk tolerance.

$ 900.00 $ 799.00

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Certification Overview

A Professional in Portfolio Management certificate signifies expertise in managing investment portfolios. It covers skills in asset allocation, risk assessment, and performance analysis, preparing individuals to make informed investment decisions. This certification is essential for those aiming to optimize portfolio returns while aligning with financial goals and risk profiles.

E-Course Duration: 30 to 35 Hours

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Exam Information

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Course Outline

Module 1 – Project Management Fundamentals

    • Defining a project and project management
    • How projects can benefit you and your organization
    • Project life cycles
    • Selling your own project ideas
    • Role & skills of the project manager
    • Creating a vision
    • Setting project goals
    • Project planning worksheets
    • The statement of work

Module 2 – Project Management Training

    • What a project is
    • Project management basics
    • How projects can help you
    • A project’s life cycle
    • Selling and preparing a project
    • The role of a project manager
    • Project goals
    • Laying out a project
    • Project risks and contingency planning
    • The work breakdown structure
    • Planning tools and budgets
    • Teamwork and development
    • Communication
    • Closing out a project
    • Team meetings
    • Project presentations

Module 3 – Intermediate Project Management

    • What really needs to be done?
    • Scheduling your project
    • The Work Breakdown Structure and other planning tools
    • Budgeting
    • Project risks
    • Schedule and budget compression
    • Change control process
    • Closing out a project

Module 4 – Effective Planning & Scheduling

    • Projects and schedules
    • The Work Breakdown Structure (WBS)
    • Estimating activity durations
    • Identifying task dependencies
    • Aligning resources with activities
    • Project planning
    • Scheduling software
    • Uncertainty and risk management
    • Communication
    • Creating a viable schedule
    • Updating and monitoring the schedule

Module 5 – Leadership Skills

      • Managing your time and energy
      • What makes a good leader?
      • Communication as a leadership tool
      • The commitment curve
      • Employee development models
      • Dealing with conflict and difficult issues

Module 6 – Knowledge Management

    • Definitions of knowledge management, tacit knowledge, explicit knowledge, and KMBOK
    • The business case for knowledge management
    • (WBS)
    • The knowledge management mix
    • The knowledge management framework
    • Knowledge management models
    • The knowledge management toolkit
    • Implementing knowledge management initiatives
    • Designing a chief knowledge officer position
    • Case studies and success stories

Target Audience