Fundamentals of Portfolio Management Certification Training

The Fundamentals of Portfolio Management Certification Training introduces participants to the essential principles of managing portfolios of projects and programs to maximize strategic value and achieve organizational goals. It covers how portfolio managers priorities, select and balance project and program investments while aligning them with strategic objectives, managing risk and monitoring overall portfolio performance. This course combines foundational theory with real‑world examples to help participants understand how portfolio management supports organizational success and value realization.

• Projects, programs and portfolios - understanding core definitions and distinctions.
• The role of a portfolio manager versus project and program managers.
• Portfolio management and organisational strategy alignment.
• Portfolio management from the PMI perspective.
• Strategic alignment - evaluating organisational goals and objectives.
• Project and program identification, prioritisation and selection methods.
• Developing a high‑level portfolio roadmap and governance model.
• Portfolio planning - policies, processes and portfolio approval.
• Monitoring portfolio performance and managing change.
• Balancing and optimising portfolio components for maximum value.
• Portfolio risk management at the portfolio level.
• Stakeholder identification, analysis and engagement at the portfolio level.

There are no formal prerequisites for this training. Participants should ideally have some prior exposure to project and program environments or responsibilities involving multiple initiatives. Professionals involved in strategic planning or involved in organizational decision‑making will benefit most from this course.

• Portfolio Managers looking to strengthen foundational portfolio management skills.
• Project and Program Managers responsible for multiple strategic initiatives.
• Senior Executives and Strategic Planning professionals involved in investment decisions.
• Members of Project, Program or Portfolio Offices (PMOs).
• Managers and leaders accountable for strategic alignment and value delivery across initiatives.

• Completion Certificate will be issued by Merit Global.

Obtaining the Fundamentals of Portfolio Management Certification with training equips professionals with practical, structured knowledge of how to effectively design, monitor and optimise investment portfolios. This training goes beyond theoretical concepts by teaching participants how to apply core principles - such as asset allocation, diversification, risk‑return trade‑offs, performance measurement and portfolio rebalancing - using real‑world models and tools. Rather than just learning definitions, participants learn how to think like portfolio managers: how to interpret market signals, align investment strategies with client objectives, manage risk exposures and make informed decisions that support long‑term financial outcomes. This is valuable not only for investment professionals but also for finance leads, analysts, wealth advisors and business leaders involved in strategic financial decision‑making.

From a career and financial perspective, earning this certification with guided training can significantly enhance professional credibility, marketability and earning potential. Portfolio management skills are highly valued in asset management, banking, insurance, consulting and corporate finance, where professionals are expected to contribute to investment strategy and risk oversight. Depending on experience and industry, certified professionals - such as Portfolio Analysts, Investment Associates, Asset Managers and Wealth Management Specialists - can command annual salaries ranging from $75,000 to $120,000, with senior or specialised roles in large financial institutions often exceeding $140,000. By combining a recognised certification with practical, application‑focused training, participants not only validate their expertise but also position themselves for advanced roles that influence investment performance and client outcomes.

He is an experienced portfolio management and strategic planning professional with deep expertise in aligning organizational initiatives to business outcomes and risk-based decision-making. With years of hands-on experience guiding organizations through portfolio governance, prioritization techniques and performance measurement, he brings practical insights that prepare learners for real-world challenges. Known for his clear and engaging teaching style, he breaks down complex portfolio concepts into actionable frameworks that strengthen understanding and confidence. His guidance equips professionals with the skills to lead effective portfolio management practices and drive strategic value within their organizations.

By the end of this course, participants will be able to: