Objectives

To offer insights into the central role that project management plays in enabling financial organizations to function effectively.

Instruction

Method: Lecture, case studies, class exercises, homework assignments

Material: Course workbook

PMBOK Knowledge Areas

• Integration Management
• Scope Management
• Quality Management
• Time Management
• Cost Management
• Risk Management
• Human Resources Management
• Procurement Management
• Communications Management

Topics Covered

• Quick overview of project management and the project environment
• Different players in financial institutions (e.g., fixed income, equity, treasurer, infrastructure, IT, traders, controllers)
• Information technology—the engine of the financial organization
• Managing the business-IT relationship
• Capturing business requirement—overcoming the communication gap between the technology and business professionals
• Dealing with the complexity of financial products
• Managing rapid change and short product lifecycle
• Fast product development with time-boxed scheduling
• The role of project office in integrating the project efforts
• Creating a project portfolio
• The formula for project success in financial organizations—keep it simple!
• Appropriate tools for planning and controlling financial projects
• Acquiring resources for project work—in-sourcing and outsourcing
• Project reporting methods
• Communication project performance to management

Course Length

This course comes in varying lengths depending upon the needs of your organization. Project Management Professionals (PMPs) are eligible to earn Professional Development Units (PDUs) for taking this course.

Arrange a Course

Contact UMT Corporate Training at (703) 516-0035 or training@umtweb.edu to schedule a course.