Management of Portfolios (MoP®) Practitioner

    Upcoming Classes:       
  • November 25-29, 2019                                       Location: Regina, SK

Course Description:

MoP® (Management of Portfolios) is the Portfolio Management standard available which enables you to:

  • Run the right projects and programmes, delivering a measurable contribution to strategic objectives
  • Remove redundant and duplicate projects and programmes
  • Realize benefits that align with corporate strategy
  • Report effectively to improve transparency, accountability and corporate governance

Portfolio Management (PfM) plays a critical role in organizational survival and growth by better co-ordination and investment in Programmes and Projects, improving risk management, encouraging collaborative working and providing timely, accurate information to enhance management decision making.

By the end of this course, participants will be fully prepared for the official MoP Practitioner exam which is held on the final day of training. Attendees must have passed the MoP Foundation exam in order to take the Practitioner exam.


On completion of this course, participants will achieve a detailed and practical understanding of the MoP principles. The MoP course is based on 5 flexible Principles which provide the foundation for a successful Portfolio Management (PfM) practice.

The course is structured as follows:

    What is PfM?
  • Background & Definitions
  • Portfolio Management Models
  • Portfolio Management Models
  • Some misconceptions

    PfM Cycles
  • Implementing & Sustaining PfM
  • Using organizational energy
  • Portfolio Definition & delivery cycles

    Portfolio Analysis Techniques
  • Driver based contribution assessment
  • Three-point estimating
  • Multi-criteria analysis
  • Multi-criteria analysis
  • Staged release of funding
  • Financial analysis of the Portfolio

    Strategic and Organizational context
  • PfM vs. Business as Usual
  • PfM and strategic & business planning
  • PfM and budgeting and resource allocation
  • PfM and Programme and Project Management
  • PfM and performance management
  • PfM and Corporate Governance
  • PfM and corporate functions

    Portfolio definition cycle
  • Understand
  • Categorize
  • Prioritize
  • Balance
  • Plan

    MoP Practitioner Exam Preparation
  • Sample Practitioner Exam Paper
  • Exam tips and techniques

    Principles of PfM
  • Senior Management commitment
  • Governance alignment
  • Strategy alignment
  • Portfolio Office
  • Energized change structure

    Portfolio delivery cycle
  • Management control
  • Benefits management
  • Financial management
  • Risk management
  • Stakeholder engagement
  • Organizational governance
  • Resource management

  • In order to sit the MoP Practitioner examination, you must have passed the MoP Foundation exam.


    Exam Format:

  • Objective testing format
  • Four questions per paper with 20 marks available per question – all question items will be worth one mark, making the total number of marks available per paper 80
  • Three hours allowed Open book exam (MoP guide only)
  • 40 marks required (out of 80 available) to pass – 50%.

    Registration Information:
  • Course Description: 
  • Registration Form: Register Here
  • Contact Us: for more information or to register.


    What's Included? 
  • Classroom training from an Approved MoP Trainer
  • Official MoP manual: "Management of Portfolios"
  • Accredited course material including sample exam questions
  • MoP Foundation and Practitioner exams and Certificate
  • Lunch and refreshments daily
  • PDUs towards PMP recertification  



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