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  4. Capital Planning and Portfolio Management (PFM)

Capital Planning and Portfolio Management (PFM)

This course focuses on state-of-the-art strategies for portfolio management, with an emphasis on assessing, planning, and managing information technology (IT) as a portfolio of projects from the perspectives of CIOs and CFOs.

Course Overview

Overall Proficiency Level
1 - Basic
Course Catalog Number
6315
Course Prerequisites

N/A

Training Purpose
Management Development
Specific Audience
Federal Employee
Delivery Method
Classroom
Online, Instructor-Led
Course Location

300 5th Ave SW
Marshall Hall
Fort McNair, DC 20319

Course Location Map
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  • Classroom
  • Online, Instructor-Led

Learning Objectives

  • The course examines the roles of the CIO, the CFO, and other managers in developing investment assessment criteria, considers how the criteria are used in planning and managing the portfolio, and explores the Office of Management and Budget’s (OMB) portfolio perspective as found in Circular A-11, Part 7, Section 53, Information Technology and E-Government.
  • Individual and team exercises are employed, including simulation of an IT investment portfolio review by the Investment Review Board.

Framework Connections

The materials within this course focus on the NICE Framework Task, Knowledge, and Skill statements identified within the indicated NICE Framework component(s):

Specialty Areas

  • Systems Requirements Planning

Specialty Areas have been removed from the NICE Framework. With the recent release of the new NICE Framework data, updates to courses are underway. Until this course can be updated, this historical information is provided to give better context as to how it can help you with your cybersecurity goals.

Feedback

If you would like to provide feedback on this course, please e-mail the NICCS team at NICCS@mail.cisa.dhs.gov. Please keep in mind that NICCS does not own this course or accept payment for course entry. If you have questions related to the details of this course, such as cost, prerequisites, how to register, etc., please contact the course training provider directly. You can find course training provider contact information by following the link that says “Visit course page for more information...” on this page.

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