Training MoP®

Training goals

code: MOP-F

Training + exam in the price

Portfolio management is a coordinated collection of strategic processes and decisions that enable an effective balance of organizational change and business as usual. Management of Portfolios (MoP®) approaches change projects and programmes from a strategic viewpoint. It provides an overview of all change activities including what is in the portfolio, what it is costing, what risks are faced, what progress is being made, and what the impact is on business as usual and the organization's strategic objectives. The MoP qualification scheme has been developed to offer two levels of qualification, Foundation and Practitioner. The purpose of the Foundation certification is to confirm you have sufficient knowledge and understanding to work as an informed member of a Portfolio Office or in a range of portfolio management roles. The Foundation level is also a pre-requisite for the Practitioner certification.

At the end of this course, you will be able to understand the principles, cycles, practices, techniques, roles, responsibilities, documents and organizational context within which portfolio management operates. Specifically to know and understand the:

  • scope and objectives of portfolio management and how it differs from programme and project management
  • benefits from applying portfolio management
  • context within which it operates
  • principles upon which successful portfolio management is based
  • approaches to implementation, the factors to consider in maintaining progress, and how to assess the success of portfolio management
  • purposes of the portfolio management definition and delivery cycles and their component practices, and relevant techniques applicable to each practice
  • purpose and key content of the major portfolio documents
  • scope of key portfolio management roles.

The course comprises a mixture of input sessions, group exercises and examination based practical work. All delegates are encouraged to actively participate during the practical sessions to gain the full benefit during the training. During the course, delegates will undertake a number of mock examinations and gain feedback on the progress towards eventual success. To prepare effectively for the MOP® Foundation exam, delegates should be prepared to undertake revision and exam preparation work in the evenings.

Conspect Show list

  1. Introduction to Portfolio Management
  2. The Portfolio Management Model,
    • Cost effectiveness,
    • Objectives and Benefits
  3. Implement, Sustain and Measure
    • Seven steps to implementation
    • Key factors in sustaining progress
    • Maturity assessments
    • Performance metrics
  4. Strategic and organizational context
    • Business as Usual (BAU)
    • Strategic Planning
    • Budgeting and resource allocation
    • Programme and Project management
    • Performance Management
    • Corporate Governance
  5. Portfolio management Principles
    • Senior Management Commitment
    • Governance Alignment
    • Strategy Alignment
    • Portfolio Office
    • Energized change culture
  6. The Portfolio definition practices
    • Understand
    • Categorize
    • Prioritize
    • Balance
    • Plan
  7. The Portfolio delivery practices
    • Management Control
    • Benefits Management
    • Financial Management
    • Risk Management
    • Stakeholder Management
    • Organizational Governance
    • Resource Management
  8. Roles and Documentation
    • Portfolio Group and Investment committee
    • Portfolio Progress group and Change Delivery committee
    • Business Change Director and Portfolio Director
    • Portfolio Manager
    • Portfolio Benefits Manager
    • Portfolio Management Framework
    • Portfolio Strategy
    • Portfolio Delivery Plan
    • Portfolio Benefits Management Framework
    • Portfolio Benefits Realization Plan
    • Portfolio Financial Plan Portfolio Resource Schedule Portfolio stakeholder engagement and communication plan Portfolio dashboard
  9. Exam session
Download conspect training as PDF

Additional information


A PRINCE2 Foundation certificate is recommende.

Difficulty level
Duration 3 days

About Exam: The Foundation exam is 40 minute closed book with 50 multiple-choice questions. The pass score is 50% (25 out of 50 questions). The exam is paper based or online.


Authorized MoP® Trainer.

Additional informations

The MoP® is a trade mark of AXELOS Limited, used under permission of AXELOS Limited. All rights reserved.

The Swirl logo™ is a trade mark of AXELOS Limited, used under permission of AXELOS Limited. All rights reserved.

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Traditional training

Sessions organised at Compendium CE are usually held in our locations in Kraków and Warsaw, but also in venues designated by the client. The group participating in training meets at a specific place and specific time with a coach and actively participates in laboratory sessions.



Paper materials

Traditional materials: The price includes standard materials issued in the form of paper books, printed or other, depending on the arrangements with the manufacturer.

Electronic materials

Electronic materials: These are electronic training materials that are available to you based on your specific application: Skillpipe, eVantage, etc., or as PDF documents.




This is a TSO-accredited book by TSO/AXELOS, dedicated to the methodology and level.


The training prepares you for an optional Optional Certification Exam.

During the training: the exam in this form is given the last day of training in the training room under the supervision of the trainer.

Online at home: the exam in this form is delivered on your own computer anywhere after prior verification of its required configuration, among others. Internet access, webcam, microphone. The examination is conducted under the supervision of a remote proctor and can be completed within 3 months of the completion of the training.

Pearson VUE: This exam is delivered through Pearson VUE authorized testing centers across the country. When you purchase a voucher for the exam in this form you can complete it within 1 year of the end of the training.



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