Portfolio Management Course
Master Portfolio Management & Build Wealth with Confidence
A comprehensive, 10-hour self-paced course in strategic investing designed with a Management Professional's mindset. No prior knowledge required.
- Online course
- Self-paced learning
- Practical portfolio knowledge
Led by Stephen Jenner
Project Portfolio and Benefits Realisation Management Expert and Chief Examiner for APMG's Managing Benefits and Managing Portfolios certifications.
View Profile
Stephen Jenner
Project Portfolio and Benefits Realisation Management Expert
Chief Examiner for APMG's Managing Benefits & Managing Portfolios Certifications
Your Course Instructor
Chief ExaminerChief Examiner for APMG's Managing Benefits and Managing Portfolios certifications.
Senior Government ExperienceFormer Director of Criminal Justice IT in the UK Senior Civil Service.
Published AuthorAuthor of several books in project portfolio and benefits realisation management.
International EducatorInternational speaker and designer of master's and corporate programmes for leading business schools.
Learn Portfolio Management from Stephen Jenner
Stephen Jenner has extensive experience at senior level of the UK Senior Civil Service, where he was Director of Criminal Justice IT and benefits management advisor on a range of cross-government programmes.
Since leaving the Civil Service, he has become a leading Project Portfolio and Benefits Realisation Management subject matter expert. He is a regular speaker at international conferences, author of several books in the field, and designs and delivers a range of master's and corporate programmes for leading business schools.
Learn from experience
What You Will Gain from His Experience
Develop practical portfolio management capabilities through professional insight, structured frameworks and strategic thinking.
01
Strategic Perspective
Understand how portfolio decisions connect with organisational strategy, investment priorities and long-term value.
02
Practical Frameworks
Learn structured approaches that can be used to assess, prioritise, balance and manage investments.
03
Professional Judgement
Build greater confidence when evaluating risk, opportunity, performance and portfolio-level decisions.
Develop the knowledge and confidence to connect portfolio decisions with strategy, performance and long-term value.Stephen Jenner
Project Portfolio and Benefits Realisation Management Expert
The problem
Struggling to grow your investments?
If you feel overwhelmed by many options, you are not alone.
Problems
- Market volatility and uncertainty
- Confusing asset allocation decisions
- Picking stocks but lacking investment results
Here's the solution
- Manage risk like professionals
- Build diversified portfolios
- Optimise performance using proven investment models
Built for ambitious investors
Portfolio Management Professional (PfMP)® Guide
Learn to strategically build and manage investment portfolios to achieve growing organisational objectives. Everything you need to know about portfolio construction, evaluation and optimisation.
6+Years experience required
170Exam questions
240Minutes exam time
60PDUs per 3-year cycle
1.6M+PMI members worldwide
You manage
Multiple projects and programmes aligned to strategic goals.
You allocate
Resources and investment across a portfolio of initiatives.
You answer to
Senior leadership and organisation-wide business priorities.
Review requirements
Understand the experience and education requirements.
Prepare your application
Document relevant portfolio management experience.
Prepare for the exam
Build knowledge using structured learning resources.
Portfolio experience
Relevant experience managing coordinated portfolios.
Professional background
Experience in complex business environments.
Application review
Your experience is reviewed before exam eligibility.
35%
More programme completed successfully
Organisations with mature portfolio management practices achieve stronger strategic alignment and more effective investment decisions.
Important: A formal university qualification is not required to begin learning portfolio management principles.
What you'll learn
Key benefits & outcomes
Build investment mastery
Build a structured understanding of assets, markets, risk and investment decision-making.
Make more strategic decisions
Learn how professional investors evaluate opportunities and make evidence-based decisions.
Increase your returns
Understand portfolio construction, diversification and long-term performance management.
Build a scalable portfolio
Create a clear framework for monitoring, balancing and maintaining investments over time.
Course content
What's inside
Guided by Stephen JennerLearn from a Project Portfolio and Benefits Realisation Management expert and Chief Examiner for APMG's Managing Benefits and Managing Portfolios certifications.
- Understand investment principles, portfolio objectives, governance and the foundations of strategic asset management.
- Explore diversification, risk and return, efficient portfolios and the principles of modern portfolio theory.
- Compare active and passive strategies, understand fees and evaluate how each approach may affect long-term outcomes.
- Learn how to measure portfolio performance, monitor risk and rebalance investments in response to changing objectives.
Take the next step
Ready To Advance Your Career?
Join ambitious professionals preparing to make more confident, informed and strategic investment decisions.
FAQ
Common questions
The course includes approximately 10 hours of on-demand learning content that you can complete at your own pace.
No prior portfolio management knowledge is required to begin the course.
You receive access to the course modules, practical explanations, portfolio tools and supporting resources.
