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Description
Curriculum
Reviews
Grade
Level 6 Project Controls Professional Oct.25,
NEW Level 6 Project Controls Professional PCP July 25
Stephen-Portfolio Management 2026
Instructor
Stephen Jenner
31
Students
enrolled
0
0 reviews
Course details
Lectures
:
135
Quizzes
:
31
Level
:
Advanced
Description
Curriculum
Lesson (1): Introductions and Course Overview 2026-07-23
1
Podcast: Introduction to Portfolio Management
Audio lesson
2
Part 1-Introduction and Course overview
Video lesson
3
PPT (1): Introduction
PDF lesson
4
AI-Assisted learning 1: Introduction to Portfolio Management
10 questions
Ten scenario-based single-choice questions. Select the most appropriate portfolio-level response.
5
PPT (2): Part 2
PDF lesson
6
AI-Assisted learning 2: Portfolio Management Overview
10 questions
Single-choice LMS quiz assessing application of Managing Portfolios principles.
7
Part 2-Introduction and Course Overview
Video lesson
8
AI-Assisted learning 3: Portfolio Principles and Purpose
10 questions
Single-choice LMS quiz assessing application of Managing Portfolios principles.
9
Reading Material: Chapter 1
Text lesson
Lesson(2):Portfolio Management Overview 2026-07-30
10
Video 1: Portfolio Management Foundations and Governance
Video lesson
11
PPT 1: Portfolio Management Overview
PDF lesson
12
Podcast 1: Portfolio Management Foundations and Governance
Audio lesson
13
AI-Assisted learning 1: Portfolio Management Foundations and Governance
15 questions
14
Video 2: Portfolio Management Principles and Strategic Delivery
Video lesson
15
PPT 2: Portfolio Management Overview
PDF lesson
16
Podcast 2: Portfolio Management Principles and Strategic Delivery
Audio lesson
17
AI-Assisted learning 2: Portfolio Management Principles and Strategic Delivery
15 questions
18
Reading Material: Chapter 2
Text lesson
Lesson (3): Insights from Systems Thinking 8/6/2026
19
Video 1: Insight from Systems Thinking
Video lesson
20
Podcast 1: Systems Thinking: Problems, Measures, and Service Improvement
Audio lesson
21
PPT 1: Systems Thinking: Problems, Measures, and Service Improvement
PDF lesson
22
AI-Assisted learning 1: Systems Thinking: Problems, Measures and Service Improvement
15 questions
Test your understanding and application of the Session 3 concepts.
23
Video 2: Insights from Systems Thinking
Video lesson
24
PPT 2: Theory of Constraints, Critical Chain and Portfolio Flow
PDF lesson
25
Podcast 2: Theory of Constraints, Critical Chain, and Portfolio Flow
Audio lesson
26
AI-Assisted learning 2: Theory of Constraints, Critical Chain and Portfolio Flow
15 questions
Test your understanding and application of the Session 3 concepts.
27
Reading Material: Financial Appraisal Handout
Text lesson
28
Assignment 1
Text lesson
29
Model Answer for Guidance Only
Text lesson
Lesson (4): Portfolio Design 8/13/2026
30
Part 1 - Portfolio Design 8/13/2026
Video lesson
31
Podcast (1): Portfolio Design, Scoping , and Strategy
Audio lesson
32
PPT (1): Portfolio Design, Scoping, and Strategy
PDF lesson
33
AI-Assisted learning 1: Portfolio Design, Scoping and Strategy
15 questions
Scenario-based multiple-choice quiz covering APM-aligned portfolio management concepts and Project Controls Professional KSBs.
34
Part 2 - Portfolio Design 8/13/2026
Video lesson
35
Podcast (2): Portfolio Prioritization and Financial Appraisal
Audio lesson
36
PPT (2): Portfolio Prioritization and Financial Appraisal
PDF lesson
37
AI-Assisted learning 2: Portfolio Prioritisation and Financial Appraisal
15 questions
Scenario-based multiple-choice quiz covering APM-aligned portfolio management concepts and Project Controls Professional KSBs.
Lesson 5: Sections 4-6 – Portfolio Design 8/20/2026
38
Video 1: Discount Rates, Cost Benefit Analysis, and Forecasting Bias
Video lesson
n
39
P1: Discount Rates, Cost Benefit Analysis, and Forecasting Bias
PDF lesson
40
Podcast 1: Discount Rates, Cost Benefit Analysis, and Forecasting Bias
Audio lesson
41
Reading Material 1: Discount Rates, Cost Benefit Analysis, and Forecasting Bias
Text lesson
42
AI-Assisted learning 1: Discount Rates, Cost Benefit Analysis and Forecasting Bias
15 questions
Scenario-based multiple-choice quiz covering discount rates, WACC, CAPM, Cost Benefit Analysis limitations, unreliable forecasts, planning fallacy, risk assessment and cognitive bias.
43
Video 2: Strategic Misrepresentation, Reliable Forecasting and Benefits Validation
Video lesson
44
P2: Strategic Misrepresentation, Reliable Forecasting and Benefits Validation
PDF lesson
45
Reading Material 2: Strategic Misrepresentation, Reliable Forecasting and Benefits Validation
Text lesson
46
AI-Assisted learning 2: Strategic Misrepresentation, Reliable Forecasting and Benefits Validation
15 questions
Scenario-based multiple-choice quiz covering strategic misrepresentation, reliable forecasting, the outside view, range and reference class forecasting, Delphi, independent challenge and benefits validation.
47
Podcast 2: Strategic Misrepresentation, Reliable Forecasting and Benefits Validation
Audio lesson
Lesson 6: Investment Appraisal and Portfolio Selection 8/27/2026
48
VID 1- Investment Appraisal and Portfolio Selection
Video lesson
49
Part 1: Investment Appraisal and Portfolio Selection
PDF lesson
50
Podcast 1: Investment Appraisal and Portfolio Selection
Audio lesson
51
Reading Material 1: Investment Appraisal and Portfolio Selection
Text lesson
52
AI-Assisted learning 1: Investment Appraisal and Portfolio Selection
15 questions
Scenario-based multiple-choice quiz covering attractiveness, achievability, affordability, project risk assessment, pair-wise comparisons, and investment appraisal criteria.
53
VID 2 - Investment Appraisal and Portfolio Selection
Video lesson
54
Part 2: Portfolio Optimisation and Delivery Planning
PDF lesson
55
Podcast 2: Portfolio Optimisation and Delivery Planning
Audio lesson
56
Reading Material 2 : Portfolio Optimization and Delivery Planning
Text lesson
57
AI-Assisted learning 2: Portfolio Optimisation and Delivery Planning
15 questions
Scenario-based multiple-choice quiz covering mandatory investment appraisal, attractiveness and achievability checks, portfolio balancing, resource and change capacity, project staggering, and delivery planning.
58
Assignment 2
Text lesson
59
Model Answer for Guidance Only
Text lesson
Lesson 7: Portfolio Delivery 9/3/2026
60
Part 1 - LIVE - Design Practice and Appraisal Techniques
Video lesson
61
Part 1: Design Practice and Appraisal Techniques
PDF lesson
62
Podcast 1: Design Practice and Appraisal Techniques
Audio lesson
63
AI-Assisted learning 1: Portfolio Design Practices and Appraisal Techniques
15 questions
Scenario-based multiple-choice quiz covering Portfolio Design practice identification and the selection and interpretation of key portfolio appraisal and forecasting techniques.
64
Part 2 - LIVE - Management Oversight Pipeline Governance and Portfolio Reviews
Video lesson
65
Part 2: Management Oversight Pipeline Governance and Portfolio Reviews
PDF lesson
66
Podcast 2: Management Oversight Pipeline Governance and Portfolio Reviews
Audio lesson
67
AI-Assisted learning 2: Management Oversight, Pipeline Governance and Portfolio Reviews
15 questions
Scenario-based multiple-choice quiz covering pipeline oversight, gating, governance responsibilities, staged investment decisions, and ongoing review of portfolio performance and strategic alignment.
68
Reading Material: Chapter 7
Text lesson
Lesson 8: Portfolio Benefits Management 9/10/2026
69
P1 – LIVE – Stage Gate Oversight, Portfolio Reviews and Progress Reporting
Video lesson
70
P1 - PPT - Stage Gate Oversight, Portfolio Reviews and Progress Reporting
PDF lesson
71
P1 - VID - Stage Gate Oversight, Portfolio Reviews and Progress Reporting
Video lesson
72
TB 1 - Stage Gate Oversight, Portfolio Reviews and Progress Reporting
PDF lesson
73
Podcast 1 - Stage Gate Oversight, Portfolio Reviews and Progress Reporting
Audio lesson
74
AI-Assisted Learning 1: Stage Gate Oversight, Portfolio Reviews and Progress Reporting
15 questions
Scenario-based multiple-choice quiz on governance oversight, stage gates, portfolio review and transparent progress reporting.
75
P2 – LIVE – Portfolio Benefits Management and Benefits Categorization
Video lesson
76
P2 - PPT - Portfolio Benefits Management and Benefits Categorization
PDF lesson
77
P2 - VID - Portfolio Benefits Management and Benefits Categorization
Video lesson
78
TB 2 - Portfolio Benefits Management and Benefits Categorization
PDF lesson
79
Podcast 2 - Portfolio Benefits Management and Benefits Categorization
Audio lesson
80
AI-Assisted Learning 2: Portfolio Benefits Management and Benefits Categorization
15 questions
Scenario-based multiple-choice quiz on benefit definitions, categorization, value and portfolio-level benefits management.
81
P3 – LIVE – Benefits Eligibility, Validation, Realization Planning and Reporting
Video lesson
82
P3 - PPT - Benefits Eligibility, Validation, Realization Planning and Reporting
PDF lesson
83
P3 - VID - Benefits Eligibility, Validation, Realization Planning and Reporting
Video lesson
84
TB 3 - Benefits Eligibility, Validation, Realization Planning and Reporting.pdf
PDF lesson
85
Podcast 3 - Benefits Eligibility, Validation, Realization Planning and Reporting.pdf
Audio lesson
86
AI-Assisted Learning 3: Benefits Eligibility, Validation, Realization Planning and Reporting
15 questions
Scenario-based multiple-choice quiz on benefits eligibility, validation, realization planning, baselining and portfolio reporting.
87
Additional Reading
PDF lesson
Lesson 9: Portfolio Delivery: Management Oversight, Stage Gates and Portfolio Reviews 17/9/2026
88
P1 - LIVE - Benefits Assurance, Financial Management and Portfolio Risk
Video lesson
89
P1 - PPT - Benefits Assurance, Financial Management and Portfolio Risk
PDF lesson
90
P1 - VID - Benefits Assurance, Financial Management and Portfolio Risk
Video lesson
91
TB P1 - Benefits Assurance, Financial Management and Portfolio Risk
PDF lesson
92
Podcast P1: Benefits Assurance, Financial Management and Portfolio Risk
Audio lesson
93
AI Assisted Learning P1: Benefits Governance, Financial Management and Portfolio Risk
15 questions
Scenario-based multiple-choice quiz on benefits reviews and closure, sustaining benefits, Benefit Owners, portfolio financial management and the foundations of portfolio risk and opportunity management.
94
P2 - LIVE - Portfolio Risk, Dependencies, Resources and Stakeholder Management
Video lesson
95
P2 - PPT - Portfolio Risk, Dependencies, Resources and Stakeholder Management
PDF lesson
96
P3 - VID - Portfolio Risk, Dependencies, Resources and Stakeholder Management
Video lesson
97
TB P2 - Portfolio Risk, Dependencies, Resources and Stakeholder Management
PDF lesson
98
Podcast P2: Portfolio Risk, Dependencies, Resources and Stakeholder Management
Audio lesson
99
AI Assisted Learning P2: Portfolio Risk, Dependencies, Resource Capacity and Stakeholder Management
15 questions
Scenario-based multiple-choice quiz on portfolio-level risks, logical and logistical dependencies, constrained-resource management and stakeholder engagement.
100
P3 - LIVE - Stakeholder Engagement, Portfolio Delivery Techniques and Leadership
Video lesson
101
P3 - PPT - Stakeholder Engagement, Portfolio Delivery Techniques and Leadership
PDF lesson
102
P3 - VID - Stakeholder Engagement, Portfolio Delivery Techniques and Leadership
Video lesson
103
TB P3 - Stakeholder Engagement, Portfolio Delivery Techniques and Leadership
PDF lesson
104
Podcast P3: Stakeholder Engagement, Portfolio Delivery Techniques and Leadership
Audio lesson
105
AI Assisted Learning P3: Stakeholder Engagement and Portfolio Delivery Techniques
15 questions
Scenario-based multiple-choice quiz on stakeholder engagement, narrative leadership, customer voice and key portfolio delivery practices and techniques.
Lesson 10: Portfolio Governance 24/9/2026
106
P1 - LIVE - Portfolio Delivery Review & Governance Fundamentals
Video lesson
107
P1 - PPT - Portfolio Delivery Review & Governance Fundamentals
PDF lesson
108
P1 - VID - Portfolio Delivery Review & Governance Fundamentals
Video lesson
109
P1 - TB - Portfolio Delivery Review & Governance Fundamentals
PDF lesson
110
Podcast P1: Portfolio Delivery Review & Governance Fundamentals
Audio lesson
111
AI Assisted Learning P1: Portfolio Delivery Techniques and Effective Portfolio Governance
15 questions
Scenario-based multiple-choice quiz on portfolio delivery techniques, governance principles, decision rights, governance alignment and the features of effective portfolio governance.
112
P2 - LIVE - Portfolio Governance Documentation, Roles & Responsibilities
Video lesson
113
P2 - PPT - Portfolio Governance Documentation, Roles & Responsibilities
PDF lesson
114
P2 - VID - Portfolio Governance Documentation, Roles & Responsibilities
Video lesson
115
P2 - TB - Portfolio Governance Documentation, Roles & Responsibilities
PDF lesson
116
Podcast P2: Portfolio Governance Documentation, Roles & Responsibilities
Audio lesson
117
AI Assisted Learning P2: Portfolio Governance Documentation and Decision-Making Roles
15 questions
Scenario-based multiple-choice quiz on portfolio governance documentation, the dual-board model, PIC and PDC responsibilities, and the roles of the Portfolio Director and Portfolio Manager.
118
P3 - LIVE - The Evolving PfMO & Governance Application
Video lesson
119
P3 - PPT - The Evolving PfMO & Governance Application
PDF lesson
120
P3 - VID - The Evolving PfMO & Governance Application
Video lesson
121
P3 - TB - The Evolving PfMO & Governance Application
PDF lesson
122
Podcast P3: The Evolving PfMO & Governance Application
Audio lesson
123
AI Assisted Learning P3: The Evolving PfMO & Governance Application
15 questions
Scenario-based multiple-choice quiz on the evolution of the PfMO/EPMO, strategy execution, value and transformation offices, value-focused examples, and portfolio governance role responsibilities.
Lesson 11: Implementing & Sustaining Portfolio Management 8/10/2026
124
P1 - LIVE - Implementing & Sustaining Portfolio Management
Video lesson
125
P2 - LIVE - Implementing & Sustaining Portfolio Management
Video lesson
126
P3 - LIVE - Implementing & Sustaining Portfolio Management
Video lesson
127
PPT - Implementing & Sustaining Portfolio Management
PDF lesson
128
VID - Portfolio Management Success
Video lesson
129
Podcast: How to Decide Which Projects Get Funded
Audio lesson
130
AI Assisted Learning: Implementing & Sustaining Portfolio Management
10 questions
10 medium–hard multiple-choice questions. Choose the single best answer for each question.
131
Sample Exam Additional Information
Text lesson
Lesson 12: Sample Exam: Questions 1, 2 , 3 & 4 15/10/2026
132
P1 - LIVE - Exam Overview and Portfolio Principles
Video lesson
133
P1 - PPT - Exam Overview and Portfolio Principles
PDF lesson
134
P1 - VID - Exam Overview and Portfolio Principles
Video lesson
135
Podcast P1: Exam Overview and Portfolio Principles
Audio lesson
136
AI-Assisted Learning P1: Exam Overview and Portfolio Principles
10 questions
137
P2 - LIVE - Portfolio Design and Investment Appraisal
Video lesson
138
P2 - PPT - Portfolio Design and Investment Appraisal
PDF lesson
139
P2 - VID - Portfolio Design and Investment Appraisal
Video lesson
140
Podcast P2: Portfolio Design and Investment Appraisal
Audio lesson
141
AI-Assisted Learning P2: Portfolio Design and Investment Appraisal
10 questions
142
P3 - LIVE - Cost-Benefit Analysis and Revision
Video lesson
143
P3 - PPT - Cost-Benefit Analysis and Revision
PDF lesson
144
P3 - VID - Cost-Benefit Analysis and Revision
Video lesson
145
Podcast P3: Cost-Benefit Analysis and Revision
Audio lesson
146
AI-Assisted Learning P3: Cost-Benefit Analysis and Revision
10 questions
147
Sample Exam Answers Q1-3
PDF lesson
148
Sample Exam Additional Information Q4
Text lesson
149
Workings Template Q4E
Text lesson
Lesson 13: Sample Exam Questions 4, 5 & 6 22/10/2026
150
P1 - LIVE - Question 4 A Portfolio Delivery
Video lesson
151
P1 - PPT - Question 4 A Portfolio Delivery
PDF lesson
152
P1 - VID - Question 4 A Portfolio Delivery
Video lesson
153
TB P1: Question 4 A Portfolio Delivery
Text lesson
154
AI-Assisted Learning P1: Question 4A Portfolio Delivery
15 questions
155
P2 - LIVE - Question 4 & Question 5
Video lesson
156
P2 - PPT - Question 4 & Question 5
PDF lesson
157
P2 - VID - Question 4 & Question 5
Video lesson
158
TB P2: Question 4 & Question 5
Text lesson
159
AI-Assisted Learning P2: Question 4 & Question 5
15 questions
160
P3 - LIVE - Question 6 Implement & Sustain
Video lesson
161
P3 - PPT - Question 6 Implement & Sustain
PDF lesson
162
P3 - VID - Question 6 Implement & Sustain
Video lesson
163
TB P3: Question 6 Implement & Sustain
Text lesson
164
AI-Assisted Learning P3: Question 6 Implement & Sustain
15 questions
165
Sample Exam Answers Q4-6
PDF lesson
166
Exam Workings Templates
Text lesson
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