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所在平台: Udemy |
课程主页: https://www.udemy.com/course/pfmp-portfolio-management-professional-pre-course-3rd/
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课程名称：PfMP投资组合管理专业预备课程（第三版） 课程概述：本课程为PfMP®认证的准备课程，依据《投资组合管理标准（SPM）- 第三版》进行设计。课程将覆盖投资组合管理标准的所有部分、PfMP考试内容大纲及获取PfMP®认证所需的所有信息，旨在帮助学员首次成功通过考试。课程共分为六个主要模块： 模块一：引言 本模块提供投资组合管理原则的指导，定义投资组合及其管理，并介绍投资组合管理的绩效领域、生命周期及成功所需的重要原则、实践和活动。 模块二：投资组合战略对齐 本模块涵盖与组织战略目标、目标和优先事项对齐投资组合组件（项目、计划和操作）所需的所有信息及持续活动，同时推荐投资组合场景及相关组件，以创建初步的高层投资组合路线图。 模块三：投资组合治理 本模块提供建立治理模型、制定投资组合管理计划和批准投资组合所需的所有信息，其任务确保投资组合组件得到授权，流程及程序得以发展和持续改进。 模块四：投资组合绩效 本模块涵盖通过治理模型定义的投资组合流程管理投资组合所需的活动，持续监控和评估整体投资组合组件的表现，以平衡投资组合，并就实现战略目标的进展进行报告。 模块五：投资组合风险管理 本模块涉及与组织风险承受能力一致的投资组合风险平衡与管理相关的活动，促进决策过程。 模块六：投资组合沟通管理 本模块涵盖与利益相关者持续沟通的活动，理解他们的需求和期望，处理发生的问题，管理冲突利益，并在投资组合决策和活动中促进适当的利益相关者参与。 模块七：额外奖励 本模块包括全面总结与最终复习、重要点及未涵盖的内容、如何填写PfMP考试申请，以及帮助学员首次通过考试的通用注意事项与课程结论。 本课程旨在为学员提供全面的投资组合管理知识，帮助 them 顺利取得PfMP认证。
PfMP® Preparation Course according to the Standard for Portfolio Management (SPM) - 3rd Edition This course will cover all parts of Standard for Portfolio Management (SPM) - 3rd Edition, the Portfolio Management Professional PfMP Examination Content outline, and all required data to get your PfMP® certification on your first attempt, through 6 Main Modules: Module 01: Introduction:In this Module, we will provide guidance on the principles of Portfolio management. It provides generally accepted definitions of Portfolios and Portfolio management and concepts important to their success-Portfolio management performance domains, the Portfolio life cycle, and important Portfolio management principles, practices, and activities.Module 02: Portfolio Strategic Alignment: In this Module, we will provide all required info, and the continuous activities necessary for aligning portfolio components (programs, projects, and operations) with organizational strategic objectives, goals, and priorities. Portfolio strategic alignment also involves recommending portfolio scenarios and related components to create an initial high-level portfolio roadmap.Module 03: Portfolio Governance: In this Module, we will provide all info. includes activities related to establishing the governance model, developing the portfolio management plan, and approving the portfolio. Tasks in the Governance domain ensure that portfolio components are authorized and processes and procedures are developed and continuously improved.Module 04: Portfolio Performance: In this Module, we will provide all info. includes the activities required for managing the portfolio using the portfolio processes as defined by the governance model; continuously monitoring and evaluating the performance of the consolidated portfolio components in order to balance the portfolio, and reporting on progress towards the achievement of strategic objectives.Module 05: Portfolio Risk Management: In this Module, we will provide all info. includes activities related to the balancing and management of portfolio risk consistent with the risk appetite of the organization and facilitates decision making.Module 06: Portfolio Communications Management: In this Module, we will provide all info. includes activities related to continuously communicating with stakeholders; understanding their needs and expectations; addressing issues as they occur; managing conflicting interests; and fostering appropriate stakeholder engagement in portfolio decisions and activities.Module 07: Extra Bonus: In this Module, we will provide all info. includes: Comprehensive summary with final review, Very important points and not covered on SPM & ECO, How to fill your PfMP exam application, and General Notes to Pass your exam on your first attempt and Course Conclusion.
