Certified Professional in Portfolio Management (CPPM)

Certification Overview

Certified Professional in Portfolio Management (CPPM)

Exam Code: CPPM-001

The Certified Professional in Portfolio Management (CPPM)™ certification is designed to validate a professional’s ability to strategically manage a portfolio of projects and programs to achieve organizational objectives. This certification focuses on aligning investments with business strategy, optimizing resource utilization, balancing risk and value, and ensuring governance and performance measurement across the portfolio. CPPM™ emphasizes decision-making at the executive and enterprise level, enabling professionals to prioritize initiatives that deliver maximum business value.

CPPM™ equips candidates with practical frameworks, tools, and best practices used in modern portfolio management, including demand management, benefits realization, portfolio governance, and strategic alignment. The certification blends theoretical concepts with real-world applications, preparing professionals to manage complexity, uncertainty, and change across multiple initiatives. It is suitable for organizations adopting structured portfolio management to drive strategic execution and sustainable growth.

Exam Information

The exam comprises of 50 Multiple Choice Questions out of which the candidate needs to score 70% (35 out of 50 correct) to pass the exam.

The total duration of the exam is 1 hour (60 Minutes).  

  • The exam is conducted in AI-proctored mode and can be taken anytime, anywhere within an eight-month validity period.
  • Upon purchasing the Premium Package or an Exam Voucher Code, a voucher code with two attempts will be assigned to your login profile under the "My Vouchers" tab. You can then take the exam through the "My Exam(s)" tab in your profile. To take the exam, simply apply the voucher code.
  • The Exam Voucher included in the Premium Package or purchased separately is valid for two (2) attempts. If you are unable to pass the exam within these two attempts, you can purchase a new voucher code, which will grant you an additional two attempts.
  • Kindly Note: The voucher will not be valid for a second attempt if you pass the exam on your first attempt.

The CPPM™ Certification remains valid for a period of five (5) years. Certification renewal requires the candidate to successfully retake the examination upon the expiry of the validity period.

Certified Professional in Portfolio Management (CPPM)™ is a Trademark of GAQM.

Note: Certified Professional in Portfolio Management (CPPM)™ Certification has no pre-requisites.

Course Outline

Module 1 - Portfolio Management Fundamentals

  • Introduction to Portfolio Management and Enterprise Value
  • Relationship Between Portfolio, Program, and Project Management
  • Portfolio Management Lifecycle and Key Processes
  • Portfolio Components, Structures, and Categorization
  • Roles and Responsibilities in Portfolio Management
  • Portfolio Management Offices (PfMO/PMO) and Their Functions
  • Principles, Standards, and Best Practices in Portfolio Management

Module 2 - Strategic Alignment and Investment Selection

  • Organizational Strategy and Portfolio Alignment
  • Demand Management and Initiative Intake Processes
  • Business Case Development and Evaluation Techniques
  • Investment Prioritization Models and Scoring Techniques
  • Financial Evaluation Methods (NPV, IRR, ROI, Payback)
  • Portfolio Balancing for Strategic Objectives
  • Decision-Making Frameworks for Investment Selection

Module 3 - Portfolio Governance and Risk Management

  • Portfolio Governance Structures and Decision Authorities
  • Policies, Standards, and Control Mechanisms
  • Escalation Mechanisms and Issue Resolution
  • Portfolio-Level Risk Identification and Assessment
  • Risk Response Planning and Mitigation Strategies
  • Compliance, Audit, and Regulatory Considerations
  • Stakeholder Management and Governance Communication

Module 4 - Resource, Financial, and Capacity Management

  • Portfolio Resource Management Concepts and Challenges
  • Capacity Planning and Resource Allocation Techniques
  • Financial Planning, Budgeting, and Funding Models
  • Cost Control, Forecasting, and Financial Tracking
  • Dependency Management Across Portfolio Components
  • Tools and Techniques for Resource Optimization
  • Managing Constraints and Competing Priorities

Module 5 - Performance Measurement and Benefits Realization

  • Portfolio Performance Management Frameworks
  • Key Performance Indicators (KPIs) and Metrics Definition
  • Portfolio Reporting, Dashboards, and Visualization
  • Benefits Identification, Planning, and Ownership
  • Benefits Tracking and Realization Management
  • Value Delivery and Performance Reviews
  • Continuous Monitoring and Corrective Actions

Module 6 - Portfolio Optimization and Continuous Improvement

  • Portfolio Review Cycles and Optimization Techniques
  • Portfolio Balancing for Risk, Value, and Strategic Fit
  • Change Management at the Portfolio Level
  • Managing Portfolio Complexity and Uncertainty
  • Portfolio Maturity Models and Capability Assessment
  • Lessons Learned and Knowledge Management
  • Continuous Improvement and Adaptive Portfolio Management

Target Audience

The CPPM™ certification is ideal for professionals involved in strategic planning, portfolio governance, and enterprise-level decision-making. It is well suited for Portfolio Managers, Program Managers, Senior Project Managers, PMO Heads, Business Leaders, Strategy Managers, and Consultants responsible for selecting, prioritizing, and overseeing multiple initiatives. Professionals seeking to move from project or program management into portfolio-level leadership will greatly benefit from this certification.

Additionally, CPPM™ is valuable for executives, directors, and functional managers who need a structured approach to evaluating investments, managing risk, and ensuring alignment between organizational strategy and execution. The certification is also relevant for professionals working in IT, finance, operations, government, and large enterprises where portfolio governance and value delivery are critical.


Registration Process for E-Course or E-Book and Exam

Exam
Voucher

  • Validity: 240 Days
  • Price: 220 USD
  • Please Read Carefully:

    1) The Exam Voucher is valid for two (2) attempts.

    2) You will receive your voucher code within 24 business hours.

    3) Once you receive the voucher code, you can take the exam via the "My Exam(s)" tab in your login profile.