$47

Any Course

Optimize your company’s portfolio of products and services for maximum profitability, risk management, and long-term sustainability.

Business Portfolios:

Picking the Optimal Product and Project Mix

Join Now for $47

- OR -

MOST POPULAR

Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

Learn More About FAST

FAST Member? Click here for instant access.

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.

What You'll Learn ...

  • 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.

Course Outline

Section 1: Business Portfolio Management Basics

  • The Basics of Business Portfolios
  • Modern Portfolio Theory, the Efficient Frontier, and Diversification
  • Tradeoffs and Dimensions

Section 2: The Business Portfolio Process

  • The Portfolio Management Process
  • Portfolio Analysis Methods
  • How to Build a Subpar Portfolio
  • Key Takeaways

Are you a CPA? Get CPE Credit for this course.

Learn How to Get CPE Credit

Let me be your guide

I’m Rob Stephens, founder of CFO Perspective. CFO Perspective provides continuing education courses for CPAs as well as financial management courses for business advisors and staff. During my career, I’ve been the CFO, SVP of Finance, or Director of Operations of companies from just a few employees to $3 billion in assets and hundreds of employees. 

Join with NO RISK!

There is no risk to you. I think you'll be impressed with what you receive, but if you're not, you can quit within the first month. Get a full refund in your first 30 days if it's not everything you wanted.

Transform your Approach to Business 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.

Join Now for $47

- OR -

MOST POPULAR

Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

The business portfolio management course is one of the courses you get with a FAST membership.

FAST (Finance and Strategy Toolkit) is a membership program that gives you resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to superior business performance. 

The right tools can save you time, reduce your stress, and improve your effectiveness.

Learn More About FAST

FAST Member? Click here for instant access.

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