Management of Portfolios (MoP®) Foundation Training Overview

The MoP® Foundation Training Course is designed to introduce professionals to key concepts and terminology in portfolio management. It focuses on ensuring that programmes and projects deliver the maximum business value and provides a comprehensive overview of the MoP® principles, portfolio definition and delivery cycles, and portfolio governance arrangements.

Management of Portfolios (MoP®) provides a structured and flexible approach to strategic investment decision-making. It helps organisations select and manage change initiatives that align with business priorities and deliver measurable benefits.

The MoP® Foundation Certification is ideal for professionals seeking to understand how portfolio management contributes to better organisational outcomes and prepares them for progression to the MoP® Practitioner level.

Learning Outcomes

After completing the MoP® Foundation Course, learners will be able to:

  • Understand the purpose, benefits, principles, and scope of portfolio management
  • Explain the MoP® portfolio definition and delivery cycles
  • Identify key roles, responsibilities, and governance structures in portfolio management
  • Recognise how MoP® supports effective decision-making and strategic alignment
  • Understand how to use MoP® to manage risk, optimise resource usage, and improve organisational agility
  • Gain the foundational knowledge required for the MoP® Practitioner Certification

Prerequisites for Management of Portfolios (MoP®) Foundation Training


There are no formal prerequisites for attending this MoP® Foundation Course.

Who Should Attend the Management of Portfolios (MoP®) Foundation Training?


The MoP® Foundation Course is suitable for individuals looking to gain a foundational understanding of portfolio management and its role in delivering strategic change. It is ideal for:
•    Portfolio Managers
•    Project and Programme Managers
•    PMO Staff
•    Business Change Managers
•    Strategy and Planning Professionals
•    Risk and Governance Officers
•    Senior Managers and Decision-Makers

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Management of Portfolios (MoP®) Foundation Training Outline

Module 1: Overview

  • Portfolio and Portfolio Management
  • Portfolio Management Model
  • Portfolio Definition and Delivery Practices
  • Project and Project Management
  • Programme and Programme Management
  • Portfolio, Project, and Programme Management
  • Circumstances Affect the Principles and Practices
  • Cost Effective Approaches
  • Objectives of Portfolio Management
  • Benefits of Portfolio Management

Module 2: Implement, Sustain, and Measure

  • Implement Portfolio Management
  • Advantages of Planned Approaches
  • Stages of Implementing Portfolio Management
  • Factors to Consider in Sustaining Progress
  • Assessing Portfolio Management Maturity

Module 3: Strategic and Organisational Context

  • 6 Key Functions
  • Business as Usual
  • Strategic Planning
  • Budgeting and Resource Allocation
  • Programme and Project Management
  • Performance Management
  • Corporate Governance

Module 4: Portfolio Management Principles

  • Five Principles
  • Senior Management Commitment
  • Governance Alignment
  • Strategy Alignment
  • Portfolio Office
  • An Energised Change Culture

Module 5: Portfolio Definition Cycle

  • Overview
  • Understand Practice
  • Categorise Practice
  • Prioritise Practice
  • Balance Practice
  • Plan Practice

Module 6: Portfolio Delivery Cycle

  • Portfolio Delivery Cycle
  • Management Control Practice
  • Benefits Management Practice
  • Financial Management Practice
  • Risk Management Practice
  • Stakeholder Engagement Practice
  • Organisational Governance Practice
  • Resource Management Practice

Module 7: Roles and Documentation

  • Portfolio Direction Group (PDG) or Investment Committee (IC)
  • Portfolio Progress Group (PPG) or Change Delivery Committee (CDC)
  • Business Change Director or Portfolio Director
  • Portfolio Manager
  • Portfolio Benefits Manager
  • Portfolio Management Framework
  • Portfolio Strategy
  • Portfolio Benefits Management Framework
  • Portfolio Benefits Realisation Plan
  • Portfolio Financial Plan
  • Resource Schedule
  • Portfolio Stakeholder Engagement and Communication Plan
  • Portfolio Dashboard

 

MoP® is a registered trademark of the PeopleCert group. Used under licence from PeopleCert. All rights reserved.

The Swirl logo™ is a registered trademark of the PeopleCert group. Used under licence from PeopleCert. All rights reserved.

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What’s Included

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Management of Portfolios (MoP®) Foundation Training Schedule

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What do i get for £1975

  • 16 hours course
  • Mock exams
  • Exams included, taken online
  • Immediate access for 90 days
  • Certificates on completion
  • Exercise files
  • Personal performance tool
  • 24/7 Support
  • Track your teams progress
  • Downloadable resources & fun Challenges
  • Ai assistant
  • Train in the comfort of your home
  • Interactive course
  • Compatible on mobile, tablet and desktop
  • Scenario based learning
  • Bookmarking ability
  • Note taking facilities

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Frequently Asked Questions?

The MoP® Foundation Course introduces effective portfolio management's core principles, practices, and governance structures. You’ll learn to align projects and programmes with strategic goals, prioritise initiatives, and make informed investment decisions.

This course is ideal for portfolio analysts, PMO staff, project and programme managers, business change managers, and senior decision-makers looking to understand how portfolio management supports strategic alignment and value delivery.

MoP® provides a structured framework for balancing change initiatives with business-as-usual activities. It helps organisations invest in the right work at the right time, optimise resource allocation, and realise measurable benefits.

Yes, MoP® is a flexible and scalable approach applicable across industries such as IT, finance, government, healthcare, construction, and education. It supports strategic decision-making at all organisational levels.

Absolutely. MoP® is designed to complement frameworks like PRINCE2®, MSP®, and Agile, ensuring that delivery methods are aligned with strategic portfolio priorities and business outcomes.

The course gives you insight into why and how strategic decisions are made. It allows you to better understand your project’s place within the wider organisational portfolio and contribute more effectively to its success.

MoP® is a globally recognised certification sought after by employers who aim to strengthen strategic oversight and improve the success rate of change initiatives through structured portfolio management.

This certification benefits portfolio coordinators, project support staff, business analysts, strategy officers, and PMO team members, especially those working closely with senior leaders on strategic planning and prioritisation.

MoP® Foundation enhances your understanding of strategic project governance, making you a valuable contributor in project and programme environments and opening the door to advanced portfolio roles.

Organisations appreciate MoP®-certified professionals' ability to support strategic planning, enable better investment decisions, and align projects with business goals, resulting in improved efficiency and long-term success.

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Related Courses

Management of Portfolios (MoP®) Foundation & Practitioner Training

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Management of Portfolios (MoP®) Practitioner Course

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