Nairobi, Kenya

254721214795

Portfolio Management Essentials: Core Principles for Success

Effective portfolio management serves as a foundation for business success by balancing investment risks against potential returns. Through strategic project selection, prioritization, and operational...

img 11 Topics

img 5 Days

img 47 Sessions

Accounting, Finance & Tax Management Trainings
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ONSITE OR VIRTUAL

6 upcoming sessions in the next 3 months

Nov 09 - Nov 13
Nov 16 - Nov 20
Nov 23 - Nov 27

+3 more

Programme Overview
Training Description

Who Should Attend

  • Individual investors and private wealth builders

  • Corporate finance professionals and analysts

  • Investment firm marketing and client services staff

  • Investment research assistants and junior analysts

  • Investment club members and private traders

  • Professionals seeking a deeper understanding of asset allocation and diversification

  • Anyone looking to master security selection and portfolio balancing principles

Session Objectives
  • Distinguish portfolio management from other management types
  • Align projects with corporate strategic goals
  • Prioritize projects in large, complex organizations based on strategic value
  • Use a model of project prioritization to integrate multiple project value perspectives
  • Optimize project completion by managing resources and aligning them with strategic priorities
  • Focus management attention on bottlenecks to improve project outcomes
About the Course

Effective portfolio management serves as a foundation for business success by balancing investment risks against potential returns. Through strategic project selection, prioritization, and operational oversight, organizations can properly allocate resources to meet core business objectives. This practice directly influences project completion rates and outcome alignment.

The Portfolio Management Fundamentals training course supplies the tools and techniques needed to successfully execute portfolio management frameworks. This thorough program delivers a structured methodology for building and running project portfolios, enabling attendees to grasp the significance of portfolio management, clarify stakeholder responsibilities, and deploy sound procedural guidelines. Participants discover how to balance project volume and strategic value, master active investment analysis, and formulate strategies designed to maximize corporate worth.

Curriculum & Topics

11 Topics | 47 Sessions

  • play Workshop 1.1: Definition of project portfolio and portfolio management

  • play Workshop 1.2: Understanding governance in portfolio management

  • play Workshop 1.3: Importance of managing resources effectively

  • play Workshop 1.4: Differences between private sector and federal agencies

  • play Workshop 1.5: The role of the Project Management Office (PMO)

  • play Workshop 1.6: Portfolio management architecture

  • play Workshop 2.1: Resource accessibility and management

  • play Workshop 2.2: Prioritizing elements within a portfolio

  • play Workshop 2.3: Balancing and optimizing the project portfolio

  • play Workshop 2.4: Delivering effective investment oversight

  • play Workshop 2.5: N/A

  • play Workshop 3.1: Setting goals for portfolio documentation

  • play Workshop 3.2: Understanding quantity metrics

  • play Workshop 3.3: Utilizing project portfolio reports and administrative dashboards

  • play Workshop 3.4: Conducting portfolio risk analysis

  • play Workshop 3.5: Managing caveats and establishing effective risk management policies

  • play Workshop 4.1: Reviewing portfolio performance

  • play Workshop 4.2: Conducting regular portfolio evaluations

  • play Workshop 4.3: Understanding factors of success and common drawbacks in portfolio management

  • play Workshop 4.4: Annual portfolio reviews and portfolio requirements

  • play Workshop 5.1: Consensus on expected revenue: The CAPM

  • play Workshop 5.2: Understanding risk, standards, and added value

  • play Workshop 5.3: Managing outstanding revenue and return

  • play Workshop 5.4: Principles of dynamic management

  • play Workshop 6.1: The arbitrage pricing philosophy

  • play Workshop 6.2: Concept and exercise of valuation

  • play Workshop 7.1: Effective predictions and information assessment

  • play Workshop 7.2: Structuring portfolios for success

  • play Workshop 7.3: Managing transaction expenses, revenue, and trade-offs

  • play Workshop 7.4: Implementation evaluation and benchmarking timetables

  • play Workshop 7.5: N/A

  • play Workshop 8.1: Differentiating between investing and financing

  • play Workshop 8.2: Understanding the investment environment and financial markets

  • play Workshop 8.3: Investment management procedures and methodologies

  • play Workshop 8.4: N/A

  • play Workshop 9.1: Investment income, risk, and expected rate of return

  • play Workshop 9.2: Analyzing risk: Variance, standard deviation, and covariance

  • play Workshop 9.3: Understanding the relationship between risk and return

  • play Workshop 9.4: Beta factor, residual variance, and portfolio management

  • play Workshop 9.5: N/A

  • play Workshop 10.1: Differences between active and passive portfolio management

  • play Workshop 10.2: Strategic and tactical asset distribution

  • play Workshop 10.3: Managing and modifying portfolios

  • play Workshop 10.4: Portfolio performance matrices

  • play Workshop 10.5: N/A

  • play Workshop 11.1: Understanding boldness, character impact, and investment risk perceptions

  • play Workshop 11.2: Psychological accounting, investing, and decision-making processes

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$ 1,000

Availability Calendar

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Delivery modes & Locations
Nairobi
Nairobi (1411)
O
On-Site (1405)
This Programme Includes

certificate of completion

Training manuals

10 O'clock Tea

Lunch

4 O'clock

Course Highlights

  • icon 5 Days Intensive Training

  • icon 11 Core Learning Topics

  • icon 47 Professional Sessions

  • icon Unknown Expert-led Delivery

FAQs

Frequently Asked Questions

Explore detailed answers to the most common questions about our platform and services.

What happens if I need to cancel or defer my training slot?

If you are unable to attend, you must notify us in writing at least 7 days before the course start date. You may choose to nominate a qualified substitute colleague at no additional cost or defer your enrolment to the next scheduled cohort for that program.

Our curriculum is explicitly designed around actionable, real-world case studies and frameworks (such as IPSAS, GFS, and climate-smart agriculture models). Rather than relying purely on academic lectures, our programs utilize quantitative tools, interactive exercises, and strategic analytics to ensure immediate workplace application.

Payments can be made via bank transfer or bank draft payable to PB Institute of Research and Technology. For corporate-sponsored participants, a formal undertaking/Local Purchase Order (LPO) from the employer is required to secure a slot before the training commencement date.

Our primary residential and corporate training programs are hosted in premium, fully equipped conference facilities in Nairobi, Kenya. We also coordinate regional and international training locations depending on the specific cohort and organizational requirements. Exact venue details are communicated in your admission letter.

While the majority of our intensive professional programs are structured for high-engagement, on-site delivery, we offer select courses in a virtual or hybrid format. If your organization requires online delivery for a specific module, please indicate this during your booking inquiry.

Most of our professional short courses are structured as intensive 5- or 10-day programs to minimize extended workplace absence while maximizing skill acquisition. We also offer compressed 1-to-3-day masterclasses.