Portfolio Finance and Capital Budgeting
This executive-level course provides financial controllers with the tools to oversee large-scale investment portfolios. It focuses on balancing commercial risk with long-term capital allocation strategies.
£640
Certified Portfolio Finance Executive
- Pass mark 70%
- Certificate on completion
- Verifiable public certificate ID
- English · available globally
Portfolio Finance and Capital Budgeting: the short answers
- What is Portfolio Finance and Capital Budgeting?
- This executive-level course provides financial controllers with the tools to oversee large-scale investment portfolios. It focuses on balancing commercial risk with long-term capital allocation strategies.
- Who is Portfolio Finance and Capital Budgeting for?
- It is pitched at Executive level for Financial Controllers working in business, and is studied online from any country.
- How long does Portfolio Finance and Capital Budgeting take?
- Around 30 hours of study, plus the assessed assignments and one applied project.
- How is the certification assessed?
- Every assignment and the final project are assessed automatically against the published criteria. The pass mark is 70%, and an item that does not pass can be resubmitted.
- What do I receive when I pass?
- Certified Portfolio Finance Executive, issued as a certificate with a unique ID that employers can check in the public certificate register.
- How much does it cost?
- £640 once, with no subscription.
What you will be able to do
- Evaluate capital expenditure against long-term business goals
- Perform sensitivity analysis on portfolio performance
- Allocate resources across diverse project portfolios
- Structure internal financing mechanisms for major initiatives
- Communicate portfolio risk profiles to board stakeholders
Written by Marcus Thorne, CFA, Chief Financial Officer. Every submission is assessed automatically against the published criteria for Certified Portfolio Finance Executive, and the certificate is issued the moment the assessment is complete.
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