Align to strategy
Link every component of the portfolio to the organization’s strategy, and prioritize what earns its place.
Partners and press
Overview
Projects are done right. Portfolios decide which projects are the right ones.
PfMP is PMI’s credential for senior professionals who choose, fund and steer an organization’s portfolio of projects and programs. A review of your experience comes first, then a 170-question, 240-minute exam with alignment and performance at 25% each. It asks for 96 months of business experience plus 36–84 in portfolio work, and renews every three years with 60 PDUs.
12Modules
170Questions
240Minutes
8Roles
What it tests
Learn all the way down.
Learn all the way down.
Perform when it matters.
Govern the portfolio
Set the structures, roles and decision processes that govern how the portfolio is managed.
Steer performance
Measure how the portfolio performs against its goals, and rebalance it as results come in.
Manage risk and communication
Manage risk across the whole portfolio, and keep stakeholders informed about direction and trade-offs.
Course outline
Choose the right work,
Choose the right work,
govern it, and rebalance as you learn.
We design this course ourselves. PMI runs the exam and issues the credential, and LUNARTECH is independent of PMI.
A portfolio exists to carry out strategy, not to list projects. You see how portfolio management differs from program and project management, and how strategy cascades into the components.
- What a portfolio is and is not
- Portfolio, program and project management compared
- How strategy turns into portfolio components
- The portfolio manager’s role and authority
- Portfolio management across predictive and agile work
- Organizational readiness for portfolio management
You build A strategy-to-portfolio map for one organization.
The portfolio begins with where the organization is going. You read strategic plans, build scenarios, define the portfolio’s strategic plan and charter, and describe the roadmap.
- Reading the organization’s strategic plan
- Scenario planning for the portfolio
- Portfolio strategic plan and charter
- Strategic roadmaps
- Critical success factors and objectives
- Assessing external and internal conditions
You build A portfolio strategic plan with a roadmap built from alternative scenarios.
Every candidate component needs a place in the portfolio. You gather proposals, define categories that mirror strategy, and describe each component so that it can be compared fairly.
- Gathering and logging candidate components
- Defining portfolio categories
- Component descriptions and standard data
- Initial screening
- Handling mandatory and compliance work
- Operational work in the portfolio view
You build A component inventory with categories and screening criteria.
Resources are limited, so choices carry weight. You score components against strategy, apply financial measures, model constraints, and select those that earn their place.
- Scoring models and weighted criteria
- Financial measures: NPV, IRR and payback
- Analytic hierarchy process and pairwise comparison
- Constraint and capacity modeling
- Efficient frontier and portfolio optimization
- Recording selection and prioritization decisions
- Dealing with sponsor advocacy and bias
You build A scored, prioritized component list with documented rationale.
A portfolio can be full of good projects and still be wrong. You balance risk and return, short and long horizons, and innovation against maintenance, and settle on a roadmap that makes sense over time.
- Balancing by risk, return and horizon
- Visual tools: bubble charts and heat maps
- Scenario comparison and what-if analysis
- Dependencies between components
- Building the portfolio roadmap
- Authorizing components and releasing resources
You build A balanced portfolio with a roadmap and the scenarios compared.
Governance decides who may decide what. You design oversight structures, decision rights and policies, and set up the processes that keep the portfolio under control.
- Governance principles and structures
- Portfolio boards and steering committees
- Decision rights and delegated authority
- Policies and standards for portfolio management
- Stage gates for components
- Aligning governance with enterprise governance
You build A governance framework with boards, decision rights and policies.
Decisions need a trail. You write the portfolio management plan, keep records of approvals and priorities, and manage change to the plan as strategy moves.
- Contents of the portfolio management plan
- Decision logs and audit trails
- Communicating decisions to component managers
- Portfolio change control
- Updating the plan as strategy changes
- Document and information management
You build A portfolio management plan with a decision log template.
A portfolio is only as good as the value it delivers. You choose measures, review performance, and decide to continue, accelerate, redirect or stop components, so that the portfolio stays aligned.
- Portfolio value and benefit measures
- Key performance indicators and dashboards
- Portfolio reviews and health checks
- Authorizing, pausing and terminating components
- Rebalancing in response to results
- Benefits realization across the portfolio
- Lessons learned and continuous improvement
You build A portfolio performance dashboard and a rebalancing recommendation.
Strategy runs on people and money. You forecast the need for resources against capacity, allocate scarce resources across components, and plan funding and capital over time.
- Forecasting resource needs against capacity
- Resource allocation across components
- Capital planning and funding sources
- Managing shared and critical resources
- Capability planning and skills gaps
- Resolving resource conflicts
You build A capacity and funding plan across a portfolio of components.
Risk behaves differently across a portfolio. You identify risks that span components, assess how they add up and interact, set a management reserve sized to total exposure, and monitor responses.
- Portfolio risk management plan and appetite
- Identifying portfolio-level risks
- Correlation, aggregation and interdependencies
- Quantifying total exposure
- Sizing a management reserve
- Responding to and monitoring portfolio risks
You build A portfolio risk register with an aggregate exposure and reserve estimate.
A portfolio manager serves many interests that compete. You map stakeholders, learn what they expect, reconcile conflicts, and bring them into portfolio decisions.
- Stakeholder identification and analysis
- Understanding expectations and influence
- Reconciling competing interests
- Executive reporting and briefings
- Communication plans for the portfolio
- Engaging stakeholders in prioritization
You build A portfolio stakeholder map and communication plan.
One organization carries the course. You build its strategy view, select and balance a portfolio, set governance, manage risk, and report to leadership as conditions change.
- Establishing the strategy and scenarios
- Selecting and balancing components
- Setting governance and the portfolio plan
- Managing performance, risk and change
- Presenting results and rebalancing
You build A year-long portfolio plan with selections, governance, risk and a rebalancing decision.
Issued by
Certifying body · Independent of LUNARTECH
PMI
PMI, the Project Management Institute, writes the exam outlines and awards the credentials. Most need education and experience you document in an application, and every credential asks for PDUs on a three-year cycle. LUNARTECH is independent of PMI.
How you get there
Top-tier roles go to people who can do the work.
Top-tier roles go to people who can do the work.
Here’s how you get there.
Know where you start.
At least 96 months of business experience in the last 15 years, plus 36 to 84 months in portfolio management, depending on your degree. A review of your application comes first.
Work through the course.
Twelve modules, designed by LUNARTECH, at your own pace.
Sit it with PMI.
PMI runs the exam and issues the credential, so you register and book directly with them.
Support
Support at every stage.
Support at every stage.
You won’t be working through this alone.
Before you start
Try it first.
A 3-day free trial opens a selection of the content. Your card is only charged once it ends.
While you learn
Mentors within reach.
Stuck on a concept? Reach out to a mentor whenever you need help.
While you learn
One-on-one sessions.
On the yearly plan, one-on-one sessions give you dedicated support.
Any time
A team behind you.
Write to info@lunartech.ai at any point, from your trial onwards. If your employer is funding you, we’ll set it up with them directly.
All the way through
A schedule that fits around your life.
Your own paceFrom anywhereAt any hour
After the last lesson
Stay in the network.
Your alumni network stays with you: ongoing support, opportunities and industry insight.
Career support
Career support, past the last lesson. Coaching, a sharper resume, real interview preparation and the people to know.
Career direction
Tailored coaching helps you decide where to aim and how to get there.
Strong portfolio
Hands-on projects become work you can show, not just claim.
Resume and profile
Personalized refinement, so what you send says what you can actually do.
Interview preparation
Preparation for the questions that decide it, so you walk in ready.
Network and search
Connections with industry leaders, and an alumni network that stays with you.
Reviews
Real stories from the community.
LUNARTECH Academy has been the most empowering learning experience of my life, giving me a clear, structured path from the absolute basics to building real-world AI systems with confidence.
Your page is fantastic. As a bachelor’s student in Data Science now accepted for a master’s at UConn, your work has been a real source of motivation.
The programme’s clear, bite-sized content and practical projects dramatically improved my speed from fuzzy idea to MVP and my ability to communicate AI value. I followed the system, and it works.
I really appreciate your teaching style and the way you break down complex topics. It has been incredibly helpful.
After years working mainly with R for econometrics, I found your Python machine learning course a refreshing and engaging way to learn Python.
As a Data Science graduate, I want to thank you for the effort you put into making videos to support growing data scientists.
I’ve been following your work since taking your machine learning course, and I’m impressed by your practical approach to applying AI.
Why choose us
Built around how you actually learn.
One standard behind every course, from the first lesson to long after the last.
Hands-on practice
Apply every idea to real problems, so it becomes something you have used, not only seen.
Industry-aligned curriculum
We keep courses current with the tools, techniques and skills the field asks for.
Flexible learning
Study at your own pace, from anywhere, at any hour.
Certificate of completion
Finish the course and earn a certificate that shows what you have learned.
Focus on your success
Personalized learning plans and support structures carry you through the hard parts.
Lifetime alumni network
Stay connected after you finish, with ongoing support, opportunities and industry insight.
Your certificate
It doesn’t raise its voice. Neither will you.
Finish a LUNARTECH course and its certificate is issued in your name, under our signature. PMI’s credential comes from PMI, when you pass its exam.
Certificate of completion
Your Name
PfMP course
LUNARTECH RISE Academy
Pricing
This course comes with the membership.
This course comes with the membership.
So does everything else.
One membership opens every course, certification, workshop and masterclass in the Academy. Every plan starts with a 3-day free trial. You register and book the exam directly with PMI.
3 days free, then $29.97 a month. Your card is only charged once the trial ends.
Included in every plan
- Every course in the Academy
- Every certification course
- Workshops and masterclasses
- A certificate of completion
- A 3-day free trial
- Learning at your own pace
- The lifetime alumni network
- Upgrades at any time
In practice
Eight roles.
Eight roles.
One credential across them all.
No single job owns it. Here’s where each role leans hardest, and where its work ends up.
- 01Alignment
- 02Governance
- 03Performance
- 04Risk
- 05Communication
-
Money is finite. Every yes is also a no. Alignment and performance guide the call.
Alignment, Performance, Risk
Large enterprises, Financial services
-
Strategy fails in the project list. Alignment and governance sit first.
Alignment, Governance
Large enterprises, Government
-
A PMO reports on a portfolio, not a project. Governance and communication cover that.
Governance, Performance, Communication
Large enterprises, Information technology
-
Change programs compete for the same people. Risk across them is a portfolio problem.
Alignment, Risk
Information technology, Healthcare
-
Funding choices are portfolio choices in another language. The alignment and performance domains speak to both.
Alignment, Performance
Financial services, Large enterprises
-
Strategy only becomes real once projects carry it. Alignment is a quarter of the exam, with performance.
Alignment, Governance
Large enterprises, Government
-
A CIO’s list of systems is always longer than the budget. Governance and risk help decide what gets funded.
Governance, Risk
Information technology, Large enterprises
-
Architecture work competes with feature work for funding. Alignment explains why it should sometimes win.
Alignment, Risk
Information technology, Large enterprises
- Large enterprises
- Financial services
- Government
- Information technology
- Healthcare
Portfolio Manager
Money is finite. Every yes is also a no. Alignment and performance guide the call.
Over 10,000 students trust LUNARTECH
LUNARTECH gives you the skills
to learn, build, create and lead.
Engineers
Understand systems all the way down. Build the ones others rely on.
Scientists
Understand what the data says. Build models that hold up.
Researchers
Understand the papers. Build on them, and take the work further.
The field
Anyone can use AI.
Anyone can use AI.
Few can engineer it. This is where that starts.
+340%growth in open roles requiring AI skills
Roles and pay
~35,000 open roles right now
Open roles: Built In, Greenhouse, LinkedIn.
Typical salaries: Glassdoor, Levels.fyi, Payscale, Indeed, Ravio, JobRise, U.S. BLS. Military: 2026 U.S. basic pay, drone officers with aviation incentive pay.
Updated November 2026.
FAQ
Frequently asked questions.
Need help? These answers cover most of what people ask before they start.
No. PMI issues it. LUNARTECH is independent of PMI, and its names and marks belong to it. When you finish a course of ours, you earn a LUNARTECH certificate of completion for that course.
No. We design this course ourselves, around what the exam covers. PMI has no part in it, and you still register and book the exam directly with PMI.
170 questions, 240 minutes.
At least 96 months of business experience in the last 15 years, plus 36 to 84 months in portfolio management, depending on your degree. A review of your application comes first.
3 years. Earn 60 PDUs per three-year cycle.
PMI allows up to three attempts within one year if you do not pass.
We last reviewed it on 5 November 2026, from excerpts of PMI’s official pages, because its site doesn’t accept automated readers. Details change, so check the official page before you book.
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The course
Build the skills behind PfMP.
Show you can choose the right work for an organization. Start with a free trial, or enroll in a plan and work through the course at your own pace. PMI runs the exam and issues the credential.
LUNARTECH is independent of the vendors and certifying bodies listed here. Their names, exam titles and marks belong to them, exams are run by them, and credentials are issued by them. Reviewed 5 November 2026. Catalogues change often, so confirm the details on the official page before you book.
