← Back to the course
Portfolio Management Fundamentals — brochure
In the print window choose Save as PDF and turn on Background graphics.
Assure Success
Loading…Portfolio Management Fundamentals — brochure
In the print window choose Save as PDF and turn on Background graphics.
Assure SuccessCourse brochure 2026Learn how organisations choose, prioritise and balance the projects they invest in.
Course fee
₹25,999₹38,999
Enroll online at assuresuccess.in or call +91 93517 82674
Scan to view the course and enroll · Fees as on 28 Oct 2026
About the course
Every organisation has more good ideas than people and money. Portfolio management is how leaders decide which projects and programmes to fund, which to delay and which to stop, so that scarce capacity goes where it supports strategy best.
This fundamentals course explains the portfolio view. You will learn to categorise proposed work, define selection criteria, score and rank components, and test the resulting mix against capacity and risk. We also cover portfolio governance, periodic reviews, performance reporting and how portfolios respond to changes in strategy or the market.
It is a conceptual and practical course rather than an exam course. There is no external exam; learners receive an Assure Success completion certificate. It is useful groundwork for PMO roles and for senior credentials such as PfMP.
Strategic perspective
Understand why some projects get funded and others do not.
Practical prioritisation tools
Usable immediately in a PMO or steering group.
Bridge to PfMP
Prepares the vocabulary for senior credential study.
Better conversations with leaders
Speak the language of value, risk and capacity.
Curriculum
What Is a Portfolio
Define the portfolio view.
Strategy and Objectives
Connect work to strategy.
Intake and Categorisation
Manage demand.
Evaluation and Selection
Choose investments.
Balancing the Portfolio
Fit work to capacity.
Portfolio Governance
Set the decision structure.
Performance and Reporting
Monitor value delivery.
Portfolio Case Exercise
Apply the methods.
Your certificate
Enrol in a scheduled batch.
Attend the live sessions.
Complete the portfolio case exercise.
Receive an Assure Success completion certificate.
Optionally move to PfMP preparation when you meet its experience requirement.
Linking projects to strategy
Translate strategic goals into selection criteria.
Scoring and ranking
Apply weighted scoring and other prioritisation techniques.
Financial appraisal
Use ROI, payback and NPV to compare investments.
Capacity balancing
Match approved work to available people and funds.
Portfolio risk view
Understand aggregated risk and diversification across initiatives.
Portfolio governance
Define review cadence, decision rights and stop criteria.
Portfolio reporting
Present a portfolio dashboard that executives can use.
Your future
Careers after this course
PMO Analyst₹5–11 LPA (approx.)
Maintains portfolio data and reports.
Portfolio Analyst / Manager₹14–30 LPA (approx.)
Supports investment selection and portfolio governance.
PMO Manager₹15–30 LPA (approx.)
Runs the project management office and its standards.
Expert trainers
Certified instructors with real project experience.
Exam practice
Practice questions and mock tests.
Flexible batches
Weekday and weekend batches.
Exam support
Help with eligibility, vouchers and booking.
Ready to get certified?
Course fee ₹25,999. Enroll at assuresuccess.in/course/portfolio-management-fundamentals
📞 +91 93517 82674✉️ info@assuresuccess.in💬 WhatsApp +91 93517 82674
Assure Success. Exam details are set by the certifying body and may change — check the official website before booking. All trademarks belong to their owners.