Portfolio management is generally viewed as the apex of the project management career ladder. Unlike program and project management that mainly concentrates on “how”, portfolio management addresses the question of “why” and “what”. Portfolio management is the bridge connecting strategic planning and business execution. PMO Advisory is the first PMI Global R.E.P. that offers Portfolio Management (PfMP) exam prep course which started in May 2014, the same month that this certification exited the pilot phase. Since May 2014, PMO Advisory has built the largest test bank with over 1,700 active questions, our CEO has written the best-selling test preparation book available on Amazon, and many other resources some of which are free for everyone. Collectively, we have helped hundreds of professionals achieving a deeper understanding of portfolio and the PfMP credential. Furthermore, we achieved 100% first-time pass rate based on participant feedback.

Portfolio Management Resources

Live Events & Courses

We offer a range of discounts for our courses, especially for early registrants. Click here to learn more.

Book & Test

Additional Free Resources

CourseFeeDates
WebinarFREETBD
Essentials 1/2 Day Live Virtual$299TBD
Essentials 1 Day Classroom$699Feb 9**
Live Virtual (Intelicamp)$1,099 - $1,799Jan 9, 16, 23
Classroom 3 Days$2,099 - $3,699Mar 6-8**


* Training in Northern NJ at PMO Advisory Office
** Training in New York City, Financial District
*** Training in Metro Washington DC, Arnold, MD

Click here for details on the training locations.

All courses, unless otherwise noted are delivered in the U.S. Eastern Time zone.

Click here to download a service brochure and here to open the current calendar.

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Portfolio Management Details

With the latest certification in Portfolio Management from the Project Management Institute (PMI®), PMI has effectively raised the bar as well as the recognition of the entire project professional. PMO Advisory first offered a course in portfolio management certification training in May 2014, the same month that PMI announced the result of the pilot program.

  • The pilot program, which opened to the public in December 2013 and ended in first quarter of 2014, encouraged portfolio management professionals around the world to apply. Pilot participants took the pilot PfMP exam between December 2013 and February of 2014.
  • In May 2014, PMI formally informed the pilot participants of their status. There was 121 newly minted PfMPs. Prof. Te Wu, the Founder and CEO of PMO Advisory, became the 8th person earning the credential.

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Portfolio Management Free Webinar – 1 Hour Live Virtual Webinar (1 PDU)

Live virtual webinar to provide an in-depth discussion on the PfMP certifications and a review of our products and services. The PfMP Free Webinar is offered monthly, and registration is required. Participants providing their full information, including the PMI-ID, will earn 1 PDU.

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Portfolio Management Essentials – 1/2 Day Live Virtual & 1 Day In Class

Studies have consistently shown organizations today fail to implement their strategies. The failure rate differs among studies, but even the most optimistic puts the failure rate at 50% with some studies showing it as high as 90%. One of the primary reasons for strategy implementation failure is poor project investment selection and poor organizational focus. This results in significant waste and ineffective use of precious assets and resources.

Confronting the issue of investment selection and prioritization as well as limited resources, organizations must work “smarter” by focusing their limited resources on the most important and highest priority endeavors. PMI created the Portfolio Management Professional (PfMP®) credential in 2014 mainly focused on addressing this major gap in organizational project management.

Portfolio management is the discipline of selecting, approving, and directing optimal active investment opportunities including projects, programs, operational engagements, and other endeavors. Portfolio managers require a deep understanding of organizational strategy and its alignment with execution, a well-honed governance structure to support and reinforce decisions (which may not always be popular), analyze capabilities including resource capacity and skills, manage communication, and embrace risk.

Course Description

The Portfolio Management Essentials course provides a broad overview of portfolio management. Starting with strategy, the course presents portfolio management as the bridge that connects planning with action. The course will discuss important frameworks, key concepts, useful tools and techniques, case studies, and an overview of the latest PMI certification in portfolio management (PfMP).

The course content is based on PMO Advisory’s consulting methodology and the latest industry and professional development. It will be led by certified portfolio professionals. The benefits for participants are immense. Not only will the participants learn about the essentials of portfolio management, but they will also learn how to apply the selective principles, tools, and techniques.

This course is delivered in two formats:

  • The HALF DAY virtual course is instructor-led, real-time, and delivered via web conferencing technology.
  • The ONE DAY physical classroom course is also instructor-led, real-time and delivered in physical classrooms or conference centers around the world. The One Day course will have more time for Q&A, networking, diving deeper into selective topics, and practicing selective tools, techniques, and templates.

Target Audience

The target groups for this course are everyone who works in portfolio management environments including:

  • Project and PMO professionals who are helping their organizations with project investment decisions
  • Project leaders who are managing large quantities and pools of resources and wish to move into the driver seat
  • Financial, marketing and operational professionals who work closely with project managers in their organization and who also influence and contribute to the strategy implementation process.
  • Up and coming project professionals who are ready to take the next leap into mid- to upper-level leadership

We also have seen a high number of senior project professionals who are “accidental project managers” and who have grown beyond PMP. This is an excellent introductory course for those who are considering the PfMP certification.

Fees & PDUs

  • HALF Day – $299; 4 PDUs (2 Technical, 1 Leadership, 1 Strategic)
  • ONE Day – $699; 8 PDUs (4 Technical, 2 Leadership, 2 Strategic)

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Portfolio Management Live Virtual (Intelicamp®) – 12 Hours Live Virtual Bootcamp (20 PDUs)

Studies have consistently shown organizations today fail to implement their strategies. The failure rate differs among studies, but even the most optimistic puts the failure rate at 50% with some studies showing it as high as 90%. One of the primary reasons for strategy implementation failure is poor project investment selection and poor organizational focus. This results in significant waste and ineffective use of precious assets and resources.

Confronting the issue of investment selection and prioritization as well as limited resources, organizations must work “smarter” by focusing their limited resources on the most important and highest priority endeavors. PMI created the Portfolio Management Professional (PfMP®) credential in 2014 mainly focused on addressing this major gap in organizational project management.

Portfolio management is commonly viewed as the apex of the project management professional ladder. Portfolio managers often plan mid- to upper-level leadership roles, working with business executives to influence and determine project investments. The PfMP certification provides the necessary credentials and credibility to be at the same table with senior executives.

Course Description

Our Intelicamps are real-time, certified expert-led classes delivered virtually to a global audience. It consists of highly accelerated, condensed multi-day training materials delivered in three sessions of four hours each. In the PfMP Intelicamp, we bundle the largest PfMP test bank known in existence with over 1,700 questions. We also provide up to 12 months of support in which participants can attend additional sessions completely free.

The course content is based on PMO Advisory’s consulting methodology and it is mapped to the Portfolio Management Examination Content Outline (ECO). The benefits for participants are immense. Not only will the participants learn to pass the exam (which to date we have a 100% pass rate on the 1st attempt for all of our participants), but they will also learn how to apply the principles, tools, and techniques.

The courses are designed with more concepts, hands-on exercises, case studies, and discussions than the PfMP Intelicamp.  The 4 Day course is delivered in class only. The program includes the following:

  • 10 – 12 hours of real-time, PfMP certified instructor-led sessions via web conference, divided into 3 sessions of 3-4 hours each
  • Pre-bootcamp live virtual meeting to prepare participants. Estimated session time is 1 hour
  • Application review (for Gold and Platinum tiers)
  • Sensible Guide to Passing the PfMP Exam, including 400 Practice Exam Questions ($50 value if purchased from Amazon)
  • Full access to online practice exam for up to a year for our course participants ($200 value if purchased separately)
  • Latest content on PfMP preparation including war stories
  • Invitation to join dedicated LinkedIn forum for ongoing support
  • Free exam aids and other course content
  • Most importantly, assuming you do your share of studying, you will have unlimited access to above for up to a year (a year for Platinum tier, 180 days for Gold, 60 days for Silver, and 10 days for Bronze) including FREE attendance to the PfMP Intelicamp.

Target Audience

The target groups for the Portfolio Management (PfMP) Certification are:

  • Senior project leaders who are helping their organizations with project investment decisions
  • PMO leaders who are managing large quantities and pools of resources and wish to move into the driver seat
  • Financial, marketing and operational executives who work closely with project managers in their organization and who also influence and contribute to the strategy implementation process.
  • Up and coming project professionals who are ready to take the next leap into mid- to upper-level management in their organization.

We also have seen a high number of senior project professionals who are “accidental project managers” and who have grown beyond PMP. PfMP is an excellent differentiator.

Fees & PDUs

The PfMP Intelicamp is offered in three tiers of support: Platinum, Gold, and Silver. Click here to review the details of the various tiers including class size and guarantee to hold the class. Regardless of the tier, all participants earn 20 PDUs (12 Technical; 4 Leadership; 4 Strategic) upon completion of the course.

  • Platinum Tier: $1,799 including Sensible Guide to Passing the PfMP, 12 hours of instructor-led training, 1 year of support (including attendance in other PfMP Intelicamp), access to online course and large test bank, application review, guaranteed to have the class*
  • Gold Tier: $1,499. Similar to Platinum except with 180 days of support and access. Also, class minimize size required
  • Silver tier: $1,299. Similar to Gold except with 60 days of support and access. No application review, and class minimize size applies
  • Bronze tier: $1,099. Similar to Silver except with 10 days of support and access. No application review, and class minimize size applies

If you have already purchased some of our paid products, such as the book and test bank, please insert a comment in the registration and we will deduct those fees.

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Portfolio Management 3 Days Bootcamp – 3 Days (32 PDUs)

Studies have consistently shown organizations today fail to implement their strategies. The failure rate differs among studies, but even the most optimistic puts the failure rate at 50% with some studies showing as high as 90%. One of the primary reasons for strategy implementation failure is poor project investment selection and poor organizational focus. This results in significant waste and ineffective use of precious assets and resources.

Confronting the issue of investment selection and prioritization as well limited resources, organizations must work “smarter” by focusing their limited resources on the most important and highest priority endeavors. PMI created the Portfolio Management Professional (PfMP®) credential in 2014 mainly focused on addressing this major gap in organizational project management.

Portfolio management is commonly viewed as the apex of the project management professional ladder. Portfolio managers often plan mid- to upper-level leadership roles, working with business executives to influence and determine project investments. The PfMP certification provides the necessary credential and credibility to be at the same table with senior executives.

Course Description

Our Full (3 Day) PfMP course is real-time, certified expert -led classes delivered in New York City, Northern New Jersey, and at client sites. The course is comprehensive using multi-modal learning including lecture, class discussions, case studies, hands-on exercises (individual and group), and questions and answers.

The course content is based on PMO Advisory’s consulting methodology and it is mapped to the Portfolio Management Examination Content Outline (ECO). The benefits for participants are immense. Not only will the participants learn to pass the exam (which to date our participants have achieved a 100% pass rate on the 1st attempt), they will also learn how to apply the principles, tools, and techniques.

The courses are designed with more concepts, hands-on exercises, case studies, and discussions than the PfMP Intelicamp.  The 4 Day course is delivered in class only. The program includes the following:

      • Three days of real-time training sessions, divided into multiple sessions. Estimated delivery time is about 32 hours
      • Pre-bootcamp live virtual meeting to prepare participants. Estimated session time is 1 hour
      • Application review (for Gold and Platinum tiers)
      • Sensible Guide to Passing the PfMP Exam, including 400 Practice Exam Questions ($50 value if purchased from Amazon)
      • Full access to online practice exam for up to a year for our course participants ($200 value if purchased separately)
      • Latest content on PfMP preparation including war stories
      • Invitation to join dedicated LinkedIn forum for ongoing support
      • Free exam aids and other course content
      • Most importantly, assuming you do your share of studying, you will have unlimited access to above for up to a year (a year for Platinum tier, 180 days for Gold, 60 days for Silver, and 10 days for Bronze) including FREE attendance to the PfMP Intelicamp and additional Classroom courses.*

 

Target Audience

The target groups of the Portfolio Management (PfMP) Certification are:

      • Senior project leaders who are helping their organization with project investment decisions
      • PMO leaders who are managing large quantities and pools of resources and wish to move into the driver seat.
      • Financial, marketing and operational executives who work closely with project managers in their organization and who are in a position to influence and contribute to the strategy implementation process.
      • Up and coming project professionals who are ready to take the next leap into mid- to upper-level management in their organization.

We also have seen a high number of senior project professionals who are “accidental project managers” and who have grown beyond PMP. PfMP is an excellent differentiator.

Fees & PDUs

The PfMP Full 3 Days is offered in four tiers of support: Platinum, Gold, Silver, and Bronze. Click here to review the details of the various tiers including class size and guarantee to hold the class. Regardless of the tier, all participants earn 32 PDUs (24 Technical; 4 Leadership; 4 Strategic) upon completion of the course.

      • Platinum Tier: $3,699 including Sensible Guide to Passing the PfMP, 3 Days of instructor-led training, 1 year of support (including attendance in other PfMP Intelicamp), access to online course and large test bank, application review, guaranteed to have the class*
      • Gold Tier: $3,099. Similar to Platinum except with 180 days of support and access. Also, class minimize size required
      • Silver tier: $2,599. Similar to Gold except with 60 days of support and access. No application review, and class minimize size applies
      • Bronze tier: $2,099. Similar to Silver except with 10 days of support and access. No application review, and class minimize size applies

If you have already purchased some of our paid products, such as the book and test bank, please insert a comment in the registration and we will deduct those fees.

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Portfolio Management Onsite & Custom Solution for Institutional Clients

For our business and institutional clients, we offer onsite training at the client location. The course can be customized between 2 to 5 days. Two days are generally designed as accelerated instructions for experienced professionals, and five day courses offer more time for exercises. Our general recommendation is 4 days.

      • Three Day – This is an accelerated program designed for experienced project management professionals. If your organization has strong portfolio managers who have limited time, this is the most effective course.
      • Four Days – This is the best course for most organization, and it is usually our recommendation. Beyond the Three Day, which is very fast paced, this course provides more time for reviewing key concepts, practicing sample tests and conducting Q&A.
      • Five Days – This is an extended course for organizations and professionals who wish to spend more time on tools, techniques, and templates. This course is more than just passing the exam.

All the programs include the following:

      • Free attendance at any of our public courses – classroom or live virtual
      • Full access to online PfMP practice exam for up to a year for our course participants ($200 value if purchased separately)
      • Latest content on certification preparation including latest war stories from people who has passed the exam
      • Free exam aids and other course content
      • Most importantly, assuming you do your share of studying, you will have unlimited access to above for up to a year.

As a discipline, project management is both “deep” and “broad”. It is deep because project execution is managed at a detailed level; this means effective project managers must go beyond the knowledge in PMBOK® and the other standards. Project management is also broad because it is a “meta-discipline” covering many areas of management including leadership, organizational behavior, organization change, to name just a few. PMO Advisory can customize a longer program for organizations that seek to substantially improve their project, program, and portfolio management acumen.

PMO Advisory is one of the few firms that can offer training in Organizational Project Management spanning across project, program, portfolio, risk, agile, and Project Management Office. Please contact us with your detailed requirements and let us astonish you with what we can provide.

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Portfolio Management Individual Mentoring

This is our most premium service, fully customized for an individual. It offers the greatest flexibility as participants will work with a dedicated trainer individually.
The program includes the following:

      • Up to 12 hours of real-time, one-on-one interactions with the trainer (as a mentor and a coach)
      • Additional hours can be purchased in a bundle of five hours at 30% discount off our standard consulting rate
      • We provide a uniquely proven study plan, between you and the trainer
      • Free complete support for up to one year including:
        • Free attendance at the Live Virtual and Classroom courses
        • Access to the large test bank
        • E-mail support

Fees & PDUs

The fee for Individual Mentoring is $4,599; additional hours of individual mentoring can be purchased at $350 per hour (30% discount off our standard professional rate of $500 for portfolio management). Normal discounts and promotions (other than “super coupon” do not apply. Participants earn 1 PDU per hour of instruction and exercises, up to 40 PDUs. Participants can receive additional PDUs based on the bootcamp participation. Due to the intensity of our consulting activities, space is highly limited and acceptance into this program is evaluated individually and only for serious applicants.  Please complete the PfMP Readiness Assessment to be considered.

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The Sensible Guide to Passing the PfMP Exam

The Sensible Guide to Passing the PfMP® Exam, Including 400 Practice Exam Questions

Click here to download the table of content with sample pages. You can also purchase this book on Amazon.com in print or Kindle.

  • This book is designed to guide busy project professionals with the preparation and passing the PfMP exam, which is especially difficult due to the amount of experience required to qualify and pass the exam.
  • Unlike other related books, this book discusses the fundamental questions of why, provide lesson plans and study aids, and presents additional tools and techniques for portfolio management.

 

Why should you consider this book? The reasons are simple. This book is:

  • The first book on this top that is written by a certified portfolio manager.
  • One of the few (perhaps the first) to license intellectual property from PMI.
  • Presents a time tested system to passing the exam with shortcuts, exam aids and 400 practice questions.
  • More than a test guide. It is like a companion guide that advances project portfolio management.
  • Highest rated PfMP Prep Guide on Amazon. Here are two recent comments from those who completed the PfMP exam:

“I am ecstatic to share my view on this guide as it helped me to PfMP credential in so many different ways that I have not only passed the PfMP exam, but also I learned how to think always as a portfolio manager. Once one starts reading this book, I am sure experienced reader will immediately feel how this book can be of one’s benefit both for learning portfolio management and passing the PfMP credential exam. This book’s specific guideline along with 400 mock questions are really helpful to get an understanding of the PfMP exam. I would recommend this book is enough to get passed PfMP in addition to PMI’s standard for portfolio guide…” – Mohammad Rahman (PfMP, PgMP, PMP)

“I am preparing the PfMP test and I feel this book is extremely helpful. As I have done project/program excellence work in Microsoft while own P&L responsibility for eight years, I expected a book can quickly help me understand the PMI way of the portfolio management. However, I found out reading the dry content of the PMI Portfolio Management Standard which try to repeatly cover every single detail in each section somehow to a degree let me lose the focus. Luckily I found Te’s book could address the points with easy understanding logics. Especially, Te’s in-depth understanding of corporate business management using three pillar of Planning-Operating-Changing really simplify the overwhelming complex portfolio management content. Again, I am still learning and I appreciate this book. Cheers.” – Victor (Wei) Cai (PfMP, PMP, CISA)

Sensible Guide PfMP Front Only, version 2

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Portfolio Management Practice Tests

To support portfolio management professionals, PMO Advisory introduced the first and largest test bank of PfMP practice exams. We already have over 780 questions in the test bank and they are increasing rapidly. Our main test bank (only for our course participants) contains over 1,700+ questions. (If you are interested in our PfMP courses, click here.)

To get started, simply click on one of the plans below and pay with a credit card so you can gain immediate access. Due to system limitations, you would need to pay for each of the exams separately.

I found the PfMP practice exam on the site extremely helpful to prepare for the actual exam and I highly recommend it. The flexible mode was very convenient to take mini exams over and over again, to gauge how much time I was taking to answer questions and improve my pace.It helped me get familiar with many of the types of questions to expect on the actual exam and the explanations given for the questions I got wrong really helped me focus on weak areas and details I missed reviewing or memorizing. – Charmagne Tellis (PfMP, PMP, CSM, CIPP/US, CIPT)

Currently, we are offering 2 exam options currently: free and fee-based:

Free Samples

 

Fee-based Exams

  • Practice Exam in Flexible Mode ($75) – Unlimited Access for 90 days – 50 questions per instance
  • Full Test in Exam Mode (170 questions in 4 hours for $35) – Three attempts only for 10 days access. Important: The Exam Mode is designed for professionals who are “almost ready” for the actual exam and wishes to practice in a simulated exam mode. If you are still studying and practicing, please consider the Flexible mode which has unlimited access for 90 days.

Please note that we have seen cases of suspicious activities pertaining to the use of our exams. If we find such behaviors, we reserve the right to cancel your plan immediately. Thank you for your understanding.

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PfMP Readiness Assessment

For details about this tool, click here to read our blog or here for a sample report. Otherwise, just jump right in here and use the readiness assessment below.  For mobile users or if you are having problems with the embedded tool, click here.

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Achieve PfMP – A Linkedin Group

We create a community of our portfolio managers, and it is the fastest growing of its kind on LinkedIn. Since launching it on September 29th, 2015, there are now over 500 members. Click here to access the forum and request to join.

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PMO Course Registration

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PMI, PfMP, PgMP, PMP, CAPM, PMI-RMP, PMI-PBA, PMI-ACP, PMI-SP, and PMI R.E.P are registered marks of Project Management Institute, Inc.