Management of Portfolios (MoP)® Foundation & Practitioner Classroom

Foundation

The Foundation level qualification measures understanding of the principles, cycles, practices, techniques, roles, responsibilities, documents and organizational context within which portfolio management operates. Specifically by the end of the Foundation course you should 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

Practitioner

By the end of the Practitioner element of the course you should be able to apply and understand how to tailor MoP effectively.  Specifically you should be able to demonstrate your 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

Foundation 

• MoP overview 
• Implement, sustain and measure
• Strategic and organizational context   
• Portfolio management principles
• Portfolio definition cycle 
• Portfolio delivery cycle  
• Roles and documentation 

Practitioner

Introduction and the Practitioner examination overview

Implement, sustain and measure

• strategic and organizational context
• portfolio management principles
• portfolio delivery cycle
• organizational governance

Portfolio definition cycle

• portfolio management principle (strategy alignment) 

Portfolio delivery cycle

• all practices except organizational governance

Roles and documentation

This is an intensive five-day course that includes the following:

• All accompanying course material (hardcopy)                                                                   
• Online pre-course
• The official MoP manual (digital & hardcopy)                                                       
• The cost of the MoP Foundation and Practitioner examinations (valid for 12 months from purchase date. Exams must be taken online via remote proctor)

Optional extra:

• Take2 exam insurance – A cost effective solution, providing insurance and peace of mind if things don’t go to plan with your first exam attempt. For more information and terms and conditions click here

Materials

Hardcopy ILX course material: You will be provided with a printed version of the ILX course material. This will be issued on day one of your course.

Digital and hardcopy official manual: You will be given access to both a digital and hardcopy version of the official manual. The hardcopy will be issued on day one of your course with your course material. For the digital version you will be sent an email invitation approximately two working days prior to course commencement to register on the Peoplecert portal. Once registered you will be able to access the digital version of your manual.  Please note: There is a 5-year limitation in accessing your eBook.

Exams are taken online via remote proctor. You will be sent an email invitation approximately two working days prior to course commencement to register on the Peoplecert portal. Once registered you will be able to book your online exam at a date and time of your choice. You are responsible for booking your own exam. For more information about how to take your exam and the technical requirements, please click here. 

Please note: We would like to inform you that during open book exams candidates can use only official hard copy books or softcopy e-books available only through VitalSource on a secondary device.

Recertification: This certification has a renew within three years of the award date to remain current. There are multiple ways to recertify, more information regarding the options can be found here. 

Exam format

Foundation

• Multiple choice examination questions
• 50 questions per paper
• 25 marks required to pass (out of 50 available) - 50%
• 40 minutes’ duration
• Closed book

Practitioner 

• Objective testing format
• Four questions per paper with 20 marks available per question - all question items will be worth one mark, making the total number of marks available per paper 80
• Three hours allowed Open book exam (MoP guide only)
• 40 marks required (out of 80 available) to pass - 50%

This certification 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 realization. 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
• Business case writers and project appraisers

You must have passed the Foundation exam prior to undertaking the Practitioner examination.

Pre-course

Important note regarding pre-course

There is mandatory online pre-course work that must be undertaken prior to attending this course. It is expected that it will take approximately two hours to complete. You will be sent full instructions with a link to the online pre course within 48 hours of your confirmed booking. In addition, whilst attending your course there will also be some examination preparation evening work.

Review the technical requirements for the online learning here.