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Business Portfolios: Pick the Optimal Products and Projects

Master portfolio strategies to improve company profitability, manage risk, and ensure sustainable growth. Learn the methods for selecting product and project mixes to achieve your strategy.

Created byRob Stephensworkspace_premiumBest Instructor
BeginnerUpdated Dec 2, 2025
Business Portfolios: Pick the Optimal Products and Projects

What You'll Learn

  • check_circleRecall ways to improve portfolio profitability and other desired criteria
  • check_circleIdentify key aspects of portfolio theory
  • check_circleRecall portfolio analysis methods
  • check_circleRecognize matrices used to assess portfolio components

About This Course

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

By the end of this course, you will be able to:

  • 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.

Transform your approach to business strategy and 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.

Your Instructor

Rob Stephens

Founder of CFO Perspective

menu_book34 courses
star5,041 reviews

Rob Stephens is the Founder of CFO Perspective, which provides continuing education courses for CPAs and financial management courses for business advisors and staff. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. He is also the author of Key Performance Indicators and KPI Dashboards. Rob has a 30-year career that includes serving as a CFO, Director of Operations, and SVP of Finance. Rob is an adjunct instructor for the MBA program at Gonzaga University. Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

4.9 out of 5
Student's Choice
60 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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