Business Portfolios - Picking the Optimal Product and Project Mix (Video) (Course Id 2732)

• Who is this course for?
  This course is designed for anyone needing Continuing Professional Education (CPE), particularly CPAs and accountants looking to strengthen their skills in business portfolio management.

• What is this course about or what problem does this course solve?
  The course addresses how to optimize a company's product and project portfolio to enhance profitability, manage risk, and support long-term sustainability.

• How can the knowledge from this course be used?
  Participants can apply portfolio analysis tools and strategic evaluation methods to create a more cohesive, efficient, and high-performing business portfolio.

• Why is this course important to a CPA or Accountant?
  It equips CPAs and accountants with essential tools to evaluate and manage business portfolios, supporting better strategic decision-making and resource allocation in their organizations or for their clients.

• When is this course relevant or timely?
  This course is relevant for professionals seeking to improve business strategy and efficiency in today’s dynamic and competitive business environment.

• How is a course like this consumed or used?
  The course is delivered as a QAS Self Study video with accompanying text, includes review and final exam questions, and requires no prerequisites or advance preparation.

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.

Video - NASBA QAS - Text - NASBA Registry - 2732

Course Learning Objectives

• Recall ways to improve portfolio profitability and other desired criteria
• Identify key aspects of portfolio theory
• Recall portfolio analysis methods
• Recognize matrices used to assess portfolio components

Chapter 1 - Business Portfolios - Picking the Optimal Product and Project Mix

Chapter 1 Review Questions

Glossary