MoP ® Foundation
(course code MOPF2)


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.

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.

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.

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.

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

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

Follow-on Courses

We recommend that those who have completed the Foundation course should move on to the MoP Practitioner course as soon as possible, while their knowledge of MoP remains fresh.

The most economical way to take both Foundation and Practitioner courses is our MoP Combined Foundation and Practitioner course.

We also 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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