Management of Portfolios MoP (R) Foundation

The Management of Portfolios (MoP®) Foundation syllabus is designed to provide senior executives and practitioners responsible for planning and implementing change with a set of principles, techniques, and practices for introducing or re-energising portfolio management.

Module 1: Overview

• Portfolio and Portfolio Management

• Portfolio Management Model

• Portfolio Definition, practices

• Project and Project Management

• Programme and Programme Management

• Portfolio, Project, and Programme Management

• Circumstances Affect the Principles and Practices

• Cost Effective Approaches

• Achieve Strategic Objectives & Identify Portfolio Management

• Benefits of Portfolio Management

Module 2: Implement, sustain, and measure

• Implement Portfolio Management

• Advantages of Planned Approaches

• Stages of Implementing Portfolio Management

• Factors to Consider in Sustaining Progress

• Assessing Portfolio Management Maturity

Module 3: Strategic and organisational context

• 6 Key Functions

• Business as Usual

• Strategic Planning

• Budgeting and Resource Allocation

• Programme and Project Management

• Performance Management

• Corporate Governance

Module 4: Portfolio management principles

• Five Principles

• Senior Management Commitment

• Governance Alignment

• Strategy Alignment

• Portfolio Office

• An Energised Change Culture

Module 5: Portfolio definition cycle

• Overview

• Understand Practice

• Categorise Practice

• Prioritise Practice

• Balance Practice

• Plan Practice

Module 6: Portfolio delivery cycle

• Portfolio Delivery Cycle

• Management Control Practice

• Benefits Management Practice

• Financial Management Practice

• Risk Management Practice

• Stakeholder Engagement Practice

• Organisational Governance Practice

• Resource Management Practice

Module 7: Roles and documentation

• Portfolio Direction Group (PDG) or Investment Committee (IC)

• Portfolio Progress Group (PPG) or Change Delivery Committee (CDC)

• Business Change Director or Portfolio Director

• Portfolio Manager

• Portfolio Benefits Manager

• Portfolio Management Framework

• Portfolio Strategy

• Portfolio Benefits Management Framework

• Portfolio Benefits Realisation Plan

• Portfolio Financial Plan

• Resource Schedule

• Portfolio Stakeholder Engagement and Communication Plan

• Portfolio Management Boards

Learning outcomes

The course aims to equip you with an understanding of MoP principles, cycles, practices, techniques, roles, and documentation. This knowledge will enable them to effectively contribute as a member of a Portfolio Office or in various Portfolio Management roles. Participants will specifically learn about:

• The scope and objectives of portfolio management and how it differs from programme and project management.

• The benefits of applying portfolio management.

• The context in which portfolio management operates.

• The principles that form the foundation of successful portfolio management.

• Implementation approaches, factors for maintaining progress, and methods for assessing portfolio management success.

• The purpose of portfolio management’s definition and delivery cycles, their component practices, and techniques relevant to each practice.

• The purpose and key content of major portfolio documents.

• The scope of essential portfolio management roles.

• Exam Format: Multiple-choice.

• Number of questions: 50.

• Duration: 40 minutes.

• Pass Mark: 25/50 (50%).

• Open/Close Book: Closed book.

IMPORTANT: You must ensure your device is compatible with taking your exams. Please check and follow the official guidelines here.

This course is designed for professionals interested in portfolio management, regardless of their current role. There are no formal prerequisites for taking the MoP Foundation course. However, a basic understanding of project management principles would be beneficial.

The MoP Foundation Certificate is also a pre-requisite for individuals wishing to achieve the MoP Practitioner qualification.

Enhanced career prospects

Achieving the MoP Foundation qualification showcases your grasp of essential portfolio management principles, increasing your appeal to employers across various industries. It validates your ability to contribute effectively to portfolio management, making you a valuable asset in today’s competitive job market. With this certification, you position yourself for better opportunities and potential advancement in project and portfolio management roles.

Expert trainers

Our course is led by a team of highly skilled MoP trainers who bring years of experience to the classroom. Their deep knowledge of portfolio management principles and practical insights helps you understand theory and application. Their guidance and real-world examples enhance your learning experience.

Flexible payment options

We offer interest-free payment plans to ensure this valuable training is accessible to everyone. With 0% finance and interest-free options, you can focus on your education without immediate financial pressure, making it easier to budget for your professional development.

Fast-tracked learning

Our 3-day virtual classroom format is designed to provide an intensive yet comprehensive learning experience. This approach lets you quickly absorb and understand MoP principles, ensuring you are well-prepared for the certification exam. You'll be able to fast-track your journey to MoP Foundation certification without compromising on the quality of learning.

Industry expertise

With over 10 years of experience, our trainers have the industry know-how to deliver high-quality instruction. This depth of expertise ensures that you receive relevant, practical insights that can be directly applied in your professional role. Thanks to trainers who are deeply engaged with the field, you'll gain confidence in your understanding of portfolio management.

Global recognition

Our MoP® courses, accredited by PeopleCert on behalf of AXELOS, offer globally recognised training in project management. Having trained over 630,000 delegates worldwide, with more than 14,565 students rating us "Excellent" on Trustpilot, our training is widely trusted and respected, reinforcing your decision to invest in your professional growth.

What is MoP®?

MoP® stands for Management of Portfolios. It provides a set of principles, techniques and practices to help organisations ensure their projects and programs contribute to strategic objectives.

Is this course a prerequisite for any other qualifications?

Yes, the MoP Foundation qualification is a prerequisite for the MoP Practitioner qualification, which delves deeper into the practical application of MoP principles.

Do I need any prior experience to take this course?

There are no formal prerequisites, but a basic understanding of project management would be helpful.

Is there an exam for the MoP Foundation course?

The course includes an exam to test your understanding of the MoP guidance. It's a multiple-choice exam with 50 questions, which you must take for 40 minutes. The passing rate is 50% or 25/50.