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PMI PfMP(Portfolio Management Professional)考試是由項目管理學會(PMI)提供的認證考試,旨在表彰在投資組合管理方面展示專業能力的專業人士。該考試旨在面向經驗豐富的投資組合經理,他們具備管理複雜項目、計畫和運營的能力和知識。
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PMI PfMP 考試大綱:
| 主題 | 簡介 |
|---|
| 主題 1 | - Measure the aggregated portfolio performance results against the defined business or strategic goals
- Determine acceptable level of risk for the portfolio
|
| 主題 2 | - Define and establish a governance model including the structure
- Determine the impact to portfolio and portfolio components
|
| 主題 3 | - Evaluate organizational strategic goals and objectives using document reviews
- Make recommendations and obtain approval regarding portfolio decisions
|
| 主題 4 | - Monitor the portfolio performance on an ongoing basis
- Recommend portfolio scenario(s) and related components
|
| 主題 5 | - Manage and escalate issues by communicating recommended actions to appropriate decision makers
- Identify prioritization criteria
|
| 主題 6 | - Maintain records by capturing portfolio artifacts, such as approvals, prioritizations
- Update and refine existing portfolio road maps
|
| 主題 7 | - Balance portfolio and prioritize portfolio components, using established criteria
- Develop the portfolio risk management plan, using governance risk guidelines, processes
|
| 主題 8 | - Determine portfolio management standards, protocols, rules, and best practices
- Collect and consolidate key performance metric data
|
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最新的 Portfolio Management Professional PfMP 免費考試真題 (Q157-Q162):
問題 #157
A portfolio manager has received direction from the steering committee to review the organization's portfolio for a possible subportfolio for a new product line. The portfolio manager has done a thorough analysis, has presented the information to the committee, and has been directed to implement the new product line.
What should the portfolio manager do prior to and after presenting to the committee?
- A. Communicate the impending change to the stakeholders and enter the pending change into the change management system.
- B. Communicate the impending change to the stakeholders and update the stakeholders after the committee meeting.
- C. Enter the information into the change management system and initiate new components immediately.
- D. Enter the impending change into the change management system and update the approval status after the presentation.
答案:A
問題 #158
As a portfolio manager, you map the business value areas to each component in your portfolio in order to maintain alignment with the organizational strategy. What is the mechanism that will be used for tracking areas of measurement for assessing how the mix of portfolio components is performing?
- A. Manage Portfolio Value
- B. Performance Metrics
- C. Portfolio Roadmap
- D. Benefits Realization
答案:B
問題 #159
Your State Governor is fiscally conservative and has limited significantly the financial resources to be provided to each University in the eight Universities in the State's system. Recognizing your University is going to have a 55% reduction in its budget, your Chancellor is re-evaluating all the work that is under way to see how much it can do with fewer resources. Every department will have layoffs at all levels. However, the University does have a portfolio management process in place, which people support. This means for effective portfolio management:
- A. Each portfolio in the University should have the same restrictions in terms of available funding
- B. An effective resource assignment process is required
- C. Portfolio maturity should be a factor in determining plans and decisions
- D. Pareto analysis should be used to focus attention on those components with the greatest impact
答案:B
問題 #160
You are the manager of a major portfolio with a variety of stakeholders and stakeholder groups. you know that managing communication is key to success and you stress on maintaining a high communication level. You have just finalized the development of the Portfolio Communication Management Plan. Which of the following is correct regarding its purpose and focus?
- A. Identifies recipients for information associated with the portfolio management process
- B. Articulates the options, preferences, and factors that will be considered in a specific portfolio
- C. Describes the approach and intent of management in identifying, approving, procuring, prioritizing, balancing, managing, and reporting a portfolio
- D. Shows how and when the portfolio resources will be planned, balanced, and allocated to the portfolio components
答案:D
解題說明:
Explanation
The Portfolio Communication Management Plan defines all communication needs, establishes communication requirements, specifies frequency, and identifies recipients for information associated with the portfolio management process
問題 #161
Resources allocation and optimization for use is key to a successful portfolio. You have assigned human resources, funds and other required assets to a component that you have initiated recently. What should have been done prior to being able to to that?
- A. Prioritized the component
- B. Communicated the decision to all stakeholders
- C. Managed Portfolio Value
- D. Authorized the component
答案:D
解題說明:
In accordance with theStandard for Portfolio Management, the act of assigning specific human resources, funds, and assets to a component is the primary outcome of theAuthorize Portfolioprocess. This process represents the formal transition from planning and optimization to execution.
The reasoning for choosingOption Dis based on the following verified principles:
Formal Commitment of Resources:TheAuthorize Portfolioprocess is the specific governance step where the organization formally commits its resources. While a component may be "selected" or "prioritized" in earlier stages, it is only uponAuthorizationthat the Portfolio Manager has the official mandate to allocate financial and human capital.
The Link to Initiation:The question mentions that you have "initiated" the component recently. In the portfolio lifecycle,Authorizationis the prerequisite forInitiation. Once the Governance Board approves the allocation of funds and resources through a formalPortfolio Authorization(or an updated Portfolio Charter), the component manager can then proceed with the project or program initiation activities.
Governance Control:This sequence ensures that resources are not spent on components that have not been vetted against current capacity and strategic alignment. Authorization acts as the "gate" that must be passed before assets are legally or operationally transferred to a component.
A). Managed Portfolio Value:This is a continuous domain that happens throughout the lifecycle. While value is considered during selection, "Managing Value" is an ongoing activity and not the specific prerequisite for the technical allocation of resources.
B). Communicated the decision to all stakeholders:Communication is an output or a following step of the authorization. While important, the act ofcommunicatingthe decision does not grant the authority to move funds or assign staff; theAuthorizationitself does.
C). Prioritized the component:Prioritization happens during theDefine Portfolioprocess. A component can be highly prioritized but still not be authorized if the organization lacks the current capacity or if theOptimize Portfolioprocess determines that a different mix of components is better. Prioritization is a step toward authorization, but it is not the final step before resource assignment.
Why other options are incorrect:
問題 #162
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