MoP ® Combined Package
(course code MOPC3)


Management of Portfolios (MoP) is a coordinated collection of strategic processes and decisions that provide a mechanism for organisations to understand, prioritise and balance the resources needed. It enables evaluation of the impact of projects, programmes and change initiatives to realise benefits as early as possible, whilst protecting 'business as usual'.

This course provides you with the knowledge to apply the principles, practices and techniques of portfolio management.

The MoP Combined course blends our Foundation course and Practitioner seminar. Each participant is first provided with a solid Foundation in MoP concepts, and is then advanced to a Practitioner understanding of how to apply Management of Portfolios guidance in practice.

Course Objectives

The Foundation Course will enable delegates to understand the:

  • scope and objectives of portfolio management and how it differs from programme and project management;
  • 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 Practitioner Seminar will enable delegates to demonstrate their ability to:

  • define the business case to get senior management approval for portfolio management;
  • plan the implementation of portfolio management;
  • select and adapt MoP principles, practices and techniques to suit different organizational environments;
  • evaluate examples of MoP information (including documents and role descriptions);
  • analyse the solutions adopted in relation to a given scenario.

Who Should Attend

This course is aimed at those involved in a range of formal and informal portfolio management roles encompassing investment decision making, project and programme delivery, and benefits realisation. It is relevant to all those involved in the selection and delivery of business change initiatives including: members of Management Boards and Directors of Change; Senior Responsible Owners (SROs); portfolio, programme, project, business change and benefits managers; and business case writers and project appraisers.


There are no prerequisites for the course, however some exposure to portfolio management would be useful. Candidates for the Practitioner exam must have previously passed the Foundation exam.

Course Content

The following topics will be covered in the Foundation Course:

  • Introduction: What is portfolio management?;
  • Value management and its the strategic and organisational context;
  • portfolio management principles;
  • portfolio management cycles;
  • portfolio definition practices;
  • portfolio delivery practices;
  • portfolio management documents;
  • portfolio management roles and responsibilities.
  • Preparation for the Foundation Examination.

The Practitioner Seminar is scenario based, and focuses on the application of MoP under different programme environments and scenarios. Review and revision sessions of all MoP elements are included throughout the training.

Delegates will work through a range of exercises and case studies in order to broaden and deepen their understanding of Portfolio Management and to prepare for the exam.

Certification Exams

The Foundation Exam is a 40 minute closed book multiple choice exam. A candidate must get at least 25 of the 50 questions correct to pass.

The Practitioner Exam is a 3 hour objective testing open book (MoP Manual only) exam. The candidate must provide responses to questions presented in the following styles:

  • Classical multiple choice
  • Yes/No
  • Multiple response
  • Matching
  • Sequencing
  • Assertion/Reason

There are 80 question lines worth 1 mark each, so the maximum score for the exam is 80 marks. The candidate must score 40 (50%) or more marks to pass the exam. Candidates for the Practitioner Exam must have passed the Foundation Exam.

We conduct these exams on behalf of the relevant Examination Institute, subject to their terms and conditions.
Please note: Exam candidates must bring signed photo ID (passport, driving licence, etc.) as they will be asked to produce it by the invigilator prior to the exam.

Delivery Options and Fees

We offer a range of delivery styles and packages for this course. Please go to the Packages and Inclusions page to review the inclusions provided with each package.

Professional Development

Candidates who pass the Practitioner exam are entitled to style themselves as a "Registered MoP Practitioner" on CVs and business cards.

Successful completion of this course may entitle you to credits in various professional development programmes:

Follow-on Courses

We recommend our Benefits Management and MoV value management courses.

MoP® is a registered 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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