Investment Masterclass

Master Portfolio Management
& Build Wealth with Confidence

A comprehensive, 14-hour self-paced course in Cost Engineering & Earned Value Management. Turn complex metrics into actionable project control.

10h

Of on-demand content

4

Core modules

8

portfolio tools

20+

Years instructor experience

The Problem

Struggling to grow your investments?

If you feel overwhelmed by any of these, you’re not alone.

Problems

Here's the solution

BONUS ACADEMIC RESOURCE

Portfolio Management Professional (PfMP)® Guide

The PfMP is PMI's senior-level credential validating mastery in coordinating multiple portfolios to achieve strategic organizational objectives. Everything you need to know — clean, concise, and built for professionals.

Years experience required

170

Exam questions

240

Minutes exam time

PDUs per 3-year cycle

1.5M+

PMI certified worldwide

You manage

Multiple projects, programmes, and operations aligned to strategic goals.

You allocate

Resources, budgets, and risk across the entire portfolio — not just one initiative.

You answer to

Boards and executives, translating strategy into tangible organizational results.

35%

More programmes completed successfully

Organizations with mature portfolio management practices complete significantly more of their programmes successfully — demonstrating the real business value of this credential.

⚠ Before you apply: Review the three eligibility sets (A, B, C) carefully before starting your application.

Check eligibility

Confirm you meet Set A, B, or C requirements. Gather education certificates, employment records, and project documentation before starting.

Self-assessment

Complete the application

Submit your experience details via PMI's online portal. Applications may be audited — keep documentation ready. Processing typically takes 5–10 business days.

PMI review required

Pay and schedule the exam

Once approved, pay the exam fee. PMI members pay $480 vs $700 for non-members — membership often pays for itself here. Schedule at a Pearson VUE center or online.

Members save $220

Study for the exam

Use PMI's Standard for Portfolio Management (4th Ed.) and the PMBOK® Guide as your anchors. Supplement with practice exams and the Exam Content Outline (ECO).

Free for PMI members

Take the exam

170 questions over 240 minutes. Results are immediate. If you don't pass, you may retake — check PMI's retake policy for current cycle limits.

170 questions · 4 hours

You must meet one of the three sets below. All experience must be within the past 15 years.

Set A requirements

High school or secondary school diploma (or global equivalent)

96 months of professional business experience within the past 15 years

84 months / 7 years of portfolio management experience within the past 15 years

Most demanding path — suitable for highly experienced practitioners without a formal degree.

Set B requirements

Bachelor's degree or higher (or global equivalent)

96 months of professional business experience within the past 15 years

48 months / 4 years of portfolio management experience within the past 15 years

Most common path — ideal for professionals with a university education and senior management experience.

Set C requirements

Bachelor's degree or higher from a GAC-accredited institution

96 months of professional business experience within the past 15 years

48 months / 4 years of portfolio management experience within the past 15 years

96 months / 8 years of programme management experience within the past 15 years

For graduates of GAC-accredited programmes — your academic training counts toward reduced experience thresholds.

📘 The Standard for Portfolio Management (4th Ed.)

Your primary reference. The exam draws directly from this. Defines portfolio domains, principles, and practices.

Free for PMI members

📗 PMBOK® Guide

Essential background on project and programme management context. Shaped by PMI authority and professionals worldwide.

Free for PMI members

📄 Exam Content Outline (ECO)

The official exam blueprint. Shows which domains are tested and their weighting — build your study plan around this.

Always free

Recommended study strategy

Week 1–2

Read the ECO first. Map each domain to chapters in The Standard for Portfolio Management. Understand what's tested and at what weight.

Week 3–6

Deep-read the Standard for Portfolio Management. Take notes by domain. Connect concepts to your own portfolio management experience.

Week 7–8

Practice exams and gap analysis. Focus extra time on domains where you score below 70%. Review PMBOK® Guide for supporting context.

Final week

Light review only — no new material. Rest well. Arrive 30 minutes early to your exam slot.

PDUs per 3-year cycle

PDU = 1 hour of qualifying activity

Minimum PDUs from education

What counts as a PDU?

Learning — courses, webinars, conferences, self-study

Teaching others — presenting, instructing, mentoring

Reading — books, articles, research papers on PM topics

Volunteering — PMI chapter work, community PM initiatives

Content creation — writing, producing PM educational material

💡 Pro tip: Don't wait until the final year of your cycle. Build PDU activities into your regular professional routine — even 2 PDUs/month puts you well ahead of the 60-PDU target.

What You’ll Learn

Key benefits & outcomes

Asset allocation mastery

Build diversified portfolios across stocks, bonds, and alternative assets.

Risk management strategies

Learn how professionals protect portfolios during market downturns.

Performance analysis

Measure success using real industry metrics:

Real-world application

Hands-on case studies and portfolio rebalancing simulations.

Dr. Stephen Jenner

|Managing Portfolio Specialist

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 adviser on a range of cross government programmes.

Your Instructor

Learn from experience

programmes and high-impact investments. This course is designed to give you practical frameworks, proven strategies, and the confidence to manage portfolios at a professional level.

Curriculum

What's inside

Foundations & risk tolerance

Understanding investor profiles
Setting realistic financial goals
Risk vs return fundamentals

Asset allocation & modern portfolio theory

Diversification strategies
Efficient frontier explained simply
Building optimized portfolios

Active vs passive investing

ETFs vs stock picking
Tactical vs strategic allocation
Market timing myths vs reality

Performance evaluation & rebalancing

Measuring portfolio performance
Rebalancing frameworks
Long-term portfolio maintenance

Pricing

Start building
your investment future

One-Time

£ 2000

One-time payment · No subscription

🛡️ 30-day money-back guarantee — zero risk

FAQ

Common questions !

Who is this course for?

Intermediate investors, finance professionals, and advisors who want structured portfolio management skills.

How long does the course take?

Self-paced — approximately 10 hours of content. Work through it at a speed that fits your schedule.

Do I need prior investing experience?

Self-paced — approximately 10 hours of content. Work through it at a speed that fits your schedule.

What's included in the Excel tools?

Two custom-built Excel trackers: one for portfolio allocation and rebalancing, and one for performance measurement using Sharpe Ratio, Alpha, and Beta. Both are ready to use with your own data.

Is there a money-back guarantee?

Yes — full 30-day money-back guarantee, no questions asked. If the course doesn’t meet your expectations within 30 days of purchase, you’ll receive a complete refund.

Ready To Advance
Your Career?

Join Kent Business College and gain the skills, knowledge,
and connections you need to succeed in today’s competitive business landscape.

Social Proof

What students say !

I was sceptical about online MBAs but this programme genuinely changed my trajectory. The UK accreditation opened doors I didn't expect — my employer took it seriously from day one.

Promoted to Regional Director within 6 months

Sarah K. Al-Hamdan

Regional Director · Al Futtaim Group

I never thought I could study for an MBA while managing a full team. The flexible schedule and online format made it possible. I graduated and immediately negotiated a 40% salary increase.

40% salary increase
after graduation

Mohammed Rafiq

Operations Manager · Emaar Properties

Walking across the stage in Cardiff was something I will never forget. This qualification is recognised everywhere. My clients in Europe now treat me as a peer, not a vendor.

Landed European client contracts post-graduation

Layla Al-Amin

Business Development Lead · Deloitte ME

Related Programmes

Cost Engineering
and Earned Value Management

Cost Engineering and Earned Value Management Learn how professionals design, analyze, and rebalance

Master Portfolio Management
& Build Wealth with Confidence

10h

4

8

20+

Struggling to grow your investments?

Problems

Here's the solution