Southern New England Chapter of PMI

PfMP Exam Prep Course - Virtual via Zoom - September 2022

PfMP Exam Prep Course - Virtual via Zoom - September 2022

Virtual via Zoom

3 Day Course: Sept 8, 15 and 22, 2022

12:30 - 1:00pm Get Connected and Networking
1:00 - 5:00pm Virtual PfMP Exam Preparation Course

Costs: Pre-Reg Walk-In
SNEC Members * $1,199 N/A
Non-SNEC Members ** $1,299 N/A

* Note: SNEC Members must LOGIN to website prior to registering to obtain their $100 discount

Register Registration closes:
Tuesday, August 23, 2022 at Midnight

** If you belong to another PMI chapter, and are in good standing, you may pay the member price. Please contact the PM of the class for the discount code.

Standard PMI membership is currently $139 with SNEC chapter membership cost at $25 for a total of $164. Join today at www.pmi.org. Note: If you are a new SNEC member, please allow 2-3 business days for PMI to process your membership and notify the PM of your eligibility for member discount.


Virtual Education via Zoom


The PM for this event is:
Christine Reisel,Continuing Education Member at: This email address is being protected from spambots. You need JavaScript enabled to view it.


Please Note: The Zoom link for this meeting will be sent via email just prior to the course!


SNEC is pleased to offer Portfolio management Professional(PfMP)  in partnership with PMO Advisory via Zoom

Link to the Zoom will be shared via a separate email before the first class.

Pre requisite: This class requires a computer capable of video and audio


Studies have consistently shown organizations today fail to implement their strategies. The failure rate differs among studies, but even the most optimistic puts the failure rate at 50% with some studies showing as high as 90%. One of the primary reasons for strategy implementation failure is poor project investment selection and poor organizational focus. This results in significant waste and ineffective use of precious assets and resources. Confronting the issue of investment selection and prioritization as well as limited resources, organizations must work “smarter” by focusing their limited resources on the most important and highest priority endeavors. PMI created the PfMP credential in 2014 mainly focused on addressing this major gap in organizational project management. Portfolio management is commonly viewed as the apex of the project management professional ladder. Portfolio managers often plan mid- to upper-level leadership roles, working with business executives to influence and determine project investments. The PfMP certification provides the necessary credential and credibility to be at the same table with senior executives.

Course Objective:

Upon completion of the course, participants will have an understanding of:

  • Pass the PfMP Exam on the first try (by applying our methodology)
  • PfMP Application process, requirements, and PfMP exam outline
  • What are Portfolios and what is Portfolio Management
  • The interaction between Portfolio Management, Program / Project Management and Organization Strategy
  • The Role of the Portfolio Manager and other key roles in Portfolio Management
  • How to design, Prioritize, build the portfolio and manage the portfolio component relationships
  • The Three Portfolio Management Process Groups and the interactions among them
  • The five Portfolio Management knowledge areas

Course Outline:

This portfolio management test prep course is designed to prepare you for the PfMP credentialing examination, which is offered by the Project Management Institute. With lessons on data analysis as well as business communication and collaboration, the course contains engaging lessons and self-assessment quizzes to help you review the concepts and practice the types of questions you can expect on the exam. The course helps you study several portfolio management topics, such as:

  • Lesson (1):   Introduction to Portfolio/Program and Project Management  
  • Lesson (2):   Portfolio Management Overview & Organization  
  • Lesson (3):   Portfolio Management  Process Groups
  • Lesson (4):   Portfolio Strategic Management
  • Lesson (5):   Portfolio Governance Management
  • Lesson (6):   Portfolio Performance Management
  • Lesson (8):   Portfolio Communication Management
  • Lesson (9):   Portfolio Risk Management

Target Audience

  • The target groups of PfMP Certification holders are senior leaders who are helping their organization with project investment decisions. These includes:
  • PMO leaders who are managing large quantities and pools of resources and wish to move into the driver seat
  • Project managers and program managers who are managing portfolios of initiatives
  • Financial, marketing and operational executives who work closely with project managers in their organization and who are in a position to influence and contribute to the strategy implementation process
  • Up and coming project professionals who are ready to take the next leap into mid- to upper-level management in their organization
  • We also have seen a high number of senior project professionals who are “accidental project managers” and who have grown beyond the PMP credential


Instructor: Te Wu (CEO/Trainer, PfMP, PgMP, PMP, PMI-RMP)
Te WuProf. Dr. Te Wu is CEO of PMO Advisory LLC, a management consulting firm that specializes in Strategic Business Execution including portfolio, program, and project management. He is also a business school professor at Montclair State University and China Europe International Business School (CEIBS). Te has more than 25 years of experience in management consulting, having worked with industry leaders such as KPMG, Accenture, Oracle, Kraft, Standard and Poor’s, Chase Bank, LexisNexis, Lumina Foundation, and Weill Cornell.

As a college professor at Montclair State University, Stevens Institute, and CEIBS, Te has been teaching project management, general management, international business, and organization change since 2003. Te is one of few, estimated at less than 200 in the world, professionals certified in Portfolio (PfMP)®, Program (PgMP)®, Project Management (PMP)®, and Risk Management (PMI-RMP)®. Te served as a core member on PMI standard committees for portfolio and risk management and a team lead representing the United States on the International Standard Organization Technical Committee 258 for Project, Programme, and Portfolio Management. He is also a researcher, author, speaker, and board member of three education institutions. His latest book, Optimizing Project Management (CRC Press, 2020), enables professionals to achieve project success through a consultative approach by tailoring project management processes.




Please register online to ensure an accurate count and reserve a spot at this event. Seating is limited, and no walk-ins will be allowed.


If the event is cancelled by SNEC-PMI and is not being rescheduled, the pre-registered participants will be notified via an email broadcast and a full refund will be processed. If the event is rescheduled and the pre-registered participant cannot attend the new date, SNEC-PMI will process a full refund.

For any individual cancellations, please notify the PM of the event. Any user requested cancellation prior to registration ending, will be refunded the amount paid, minus a 10% cancellation fee. SNEC-PMI does not provide refunds for any user requested cancellations after the registration deadline or for No-Shows.


In the event that inclement weather is forecast for the time of the event, a cancellation decision will be made prior to the scheduled event.

If the meeting is cancelled, registered participants will be notified of the cancellation via an email broadcast. We will also endeavor to get meeting cancellation notices broadcast by local media. Notification of the re-scheduled event or refund will also be communicated via an email broadcast.

If a decision is made to hold the meeting, our normal cancellation policy (above) will be in effect, i.e. there will be a 10% cancellation fee for any individual cancellation requests prior to the registration deadline. We do not refund any individual requests after the registration deadline or for no-shows.


When you enter the SNEC-PMI event, you will be entering an area where photography, video and audio recording may occur. SNEC-PMI takes photographs and/or makes audio and/or video recordings of people involved in chapter activities and/or events. SNEC-PMI staff may use such photographs or audio/visual recordings to recall activities or participants and may use them in SNEC-PMI's publications and/or advertising materials to let others know of our event. In addition, local news organizations may hear of our activities or events and SNEC-PMI may allow them to record our events for news reporting on special interest features.

By entering the SNEC-PMI event premises, you consent to: photography, audio recording, video recording and its/their release, publication, exhibition, or reproduction to be used for live streaming, promotional purposes, advertising, inclusion on web sites, and/or any other purpose by SNEC-PMI. You release SNEC-PMI from any liability connected with the taking, recording, digitizing, and/or publication of photographs, computer images, video and/or sound recordings.

By entering the SNEC-PMI event premises, you waive all rights you may have to any claims for payment or royalties in connection with any exhibition, streaming, webcasting, or other publication of these materials, regardless of the purpose. You also waive any right to inspect or approve any photo, video, or audio recording taken by SNEC-PMI or the person or entity designated to do so by SNEC-PMI. You have been fully informed of your consent, waiver of liability, and release before entering the event.

Event Properties

Event Date 09-08-2022 12:30 PM
Event End Date 09-22-2022 5:00 PM
Registration Closes 08-31-2022 11:55 PM
Individual Price $1,199 for SNEC members / $1,299 for non-SNEC members
Location Zoom Virtual Meeting
We are no longer accepting registration for this event