New BBB Course!
Stay ahead of the curve—enroll now to master the One Big Beautiful Bill Act and confidently guide your clients through its sweeping tax changes.
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Are you a California CNA?
Optimize your company’s portfolio of products and services for maximum profitability, risk management, and long-term sustainability. This course equips you with the knowledge and tools to move beyond individual project assessments and manage your company as a dynamic portfolio of opportunities. Effective business portfolio management is crucial for sustainable growth and profitability. Learn to navigate the complexities of resource allocation, risk mitigation, and strategic alignment, transforming disparate investments into a cohesive, high-performing whole. By the end of this course, you will be able to:
- Understand the various dimensions and trade-offs used to evaluate business portfolios, including profitability, risk, and strategic fit.
- Apply classic portfolio analysis matrices, such as the BCG, McKinsey, and CFO matrices, to assess product and project viability.
- Grasp the core concepts of Modern Portfolio Theory, the efficient frontier, and diversification as they apply to business investments.
- Master the key steps of the business portfolio management process, from setting strategy to continuous monitoring and adjustment.
- Explore a range of portfolio analysis methods, including standalone analysis, comparison methods, probabilistic simulation, and optimization techniques.
- Identify and avoid common pitfalls that lead to suboptimal portfolios, such as overemphasizing regret avoidance and making decisions in isolation.
Transform your approach to business strategy and resource allocation. Learn how to build an optimal portfolio that maximizes return on investment, improves risk management, enhances efficiency, and reduces capital costs across your organization.
This webinar is available with NO ADDITIONAL FEE if you have an active all access membership or webinar membership or can be purchased for $10.00!
| Instructor: | Rob Stephens |
| Course No: | BMO-PORTFOLIO-G90025 |
| Recommended CPE: | 1.00 |
| Delivery Method: | Group Internet Based - Webinar |
| Date Offered: | 3/17/2026 10:00 AM - 11:21 AM |
| Level of Knowledge: | Basic |
| Prerequisites: | None |
| Advanced Preparation: | None |
| Registration Requirements: | No registration is required |
| Recommended Field of Study: | Webinars - Group
Business Management & Organization
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Learning Objectives
- Recall ways to improve portfolio profitability and other desired criteria
- Identify key aspects of portfolio theory
- Recall portfolio analysis methods
- Recognize matrices used to assess portfolio components
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