PMP and Leadership with Financial Emphasis Career Prep

MSB112 / Hours: 376 / Access Length: 12 Months / Delivery: Online, Self-Paced
Retail Price: $3,999.00 / Materials Included

Course Overview:

This course will provide experienced project managers with the knowledge and skills necessary to successfully complete the Project Management Institute’s nationally recognized Project Management Professional (PMP) exam.  This credential is considered the standard of excellence in the field of project management and is often a required credential in the field.  This comprehensive course will use learning activities, practice exams, and assignments to help students prepare for, and successfully complete, the PMP exam.

Project Management Professional Exam Prep Objectives:
  • Describe the importance of project management, organizational project management maturity and the PMP® certification process
  • Identify the nine knowledge areas of PMI’s Guide to the PMBOK® 6e
  • Describe the project management process from Initiating, Planning, Executing, Monitoring and Controlling, to Closing
  • Identify the 49 key processes of project management and how they relate
  • Describe projects and project management disciplines
  • Identify the steps taken when initiating a project
  • Describe how to plan project work
  • Develop project schedules, cost estimates, and budgets
  • Explain how to plan project quality, staffing, and communications
  • Describe the process for monitoring and controlling project work, schedules, costs, quality, staffing, and communications
  • Explain how to monitor and control project risks and procurement tasks e.g. contracts
  • Explore the Agile Practices Guide for an introductory level understanding of iterative approaches
  • Demonstrate the skill in selecting best approach (iterative or traditional) for a given project

Offering a straightforward introduction to the basic principles of leadership, this course provides students with practical strategies for becoming more effective leaders in organizational settings and in their own lives. Using leadership theory and practical activities, this course will provide a comprehensive overview of the basics of leadership in an understandable, student-centered format.  Each section of this course will focus on a fundamental aspect of leadership, discuss how it can be applied in real leadership situations, and provide relevant profiles of leaders.  The course will utilize applied activities such as case studies, self-assessment questionnaires, observational exercises, and reflection and action worksheets to help the student further explore leadership concepts and real-world applications.

Organizational and Behavioral Leadership Objectives:
  • Define leadership and explain the evolution of the concept of leadership
  • Identify the different traits of leaders
  • Describe how to engage people’s strengths through the leadership process
  • Define the three types of leadership: the authoritarian, democratic, and laissez-faire styles, and develop an individual leadership style and philosophy
  • Describe the strategies used to attend to both tasks and relationships as part of the leadership process
  • Describe the importance of developing leadership skills, and identify common leadership skills that improve effectiveness
  • Describe the process of developing a workable vision within any context of leadership
  • Identify the strategies used to establish a constructive climate, manage conflict, and overcome obstacles

This eCoach Exam Prep course is a comprehensive online study guide for the Chartered Financial Analyst ® (CFA ®) exam conducted by CFA Institute.

The tutorials have been designed based on the Level I of the CFA ®  Program structure and the latest learning outcome statements. The eCoach consists of 76 modules covering all the study sessions required for the Level I of the CFA ® Program. It has every formula, definition, concept and application for all subjects covered in the exam. While the interactive study modules foster benchmarking and self-assessment against other candidates, the mock exams are modeled on the same lines as the final exam.

This eCoach Exam Prep course is useful not only for those pursuing certification but also for everyone as a valuable reference tool and benchmark of Financial Analysis competency as per Global Certification Standards.

Course Outline:

Project Management Professional Exam Prep Curriculum:
Lesson One: Introduction to Project Management and the PMBOK Guide

This lesson will provide an overview of the PMBOK Guide, as well as the concept of project management. The Relationships among Portfolio Management, Program Management, Project Management, and Organizational Project Management will be discussed. In addition, students will learn about the business value of project management and the relationship between project management, operations management, and organizational strategy. Finally, students will learn about the role of the project manager and his or her responsibilities within the organization.

Lesson Two: Organizational Influences and Project Life Cycle

Projects and project management take place in an environment that is broader than that of the project itself. Understanding this broader context helps ensure that work is carried out in alignment with the organization’s goals and managed in accordance with the organization’s established practices. This lesson describes how organizational influences affect the methods used for staffing, managing, and executing the project. It discusses the influence of stakeholders on the project and its governance, the project team’s structure and membership, and different approaches to the phasing and relationship of activities within the project’s life cycle.

Lesson Three: Project Management Processes and Project Integration Management

The PMBOK® Guide describes the nature of project management processes in terms of the integration between the processes, their interactions, and the purposes they serve. Project management processes are grouped into five categories known as Project Management Process Groups (or Process Groups). This lesson provides information for project management of a single project organized as a network of interlinked processes.  It details the project management processes, and includes information regarding project management process interactions and project management process groups.

Project Integration Management includes the processes and activities to identify, define, combine, unify, and coordinate the various processes and project management activities within the Project Management Process Groups. In this lesson, students will learn how Project Integration Management includes making choices about resource allocation, making trade-offs among competing objectives and alternatives, and managing the interdependencies among the project management Knowledge Areas.

Lesson Four: Project Scope Management

This lesson will explore the topic of Project Scope Management. Project Scope Management includes the processes required to ensure that the project includes all the work required, and only the work required, to complete the project successfully. Managing the project scope is primarily concerned with defining and controlling what is and is not included in the project.

Lesson Five: Project Schedule Management

In this lesson, students will learn the processes involved in Project Schedule Management, which refers to the components required to manage the timely completion of the project. Specifically, this lesson will address the concepts of schedule planning and management, activity definition and sequencing, estimating activity resources and durations, and schedule development and control.

Lesson Six: Project Cost Management

This lesson will provide an overview of the processes involved in Project Cost Management. Students will learn how to ensure that projects can be managed in a way that allows for completion within the allocated budget. Within this lesson, students will learn about planning, estimating, financing, funding, managing, and controlling costs for each project.

Lesson Seven: Project Quality Management

This lesson will provide a comprehensive overview of Project Quality Management. This topic includes the processes and activities of the performing organization that determine quality policies, objectives, and responsibilities so that the project will satisfy the needs for which it was undertaken. Project Quality Management uses policies and procedures to implement, within the project’s context, the organization’s quality management system and, as appropriate, it supports continuous process improvement activities as undertaken on behalf of the performing organization. Project Quality Management works to ensure that the project requirements, including product requirements, are met and validated. In addition to the PMBOK reading covering Project Quality Management this lesson includes Monitoring and Controlling project work (Heldman, CH10.)

Lesson Eight: Project Resource Management

This lesson will provide an overview of Project Resource Management, which includes the processes that organize, manage, and lead the project team. The project team is comprised of the people with assigned roles and responsibilities for completing the project. Project team members may have varied skill sets, may be assigned full or part-time, and may be added or removed from the team as the project progresses. Project team members may also be referred to as the project’s staff. Although specific roles and responsibilities for the project team members are assigned, the involvement of all team members in project planning and decision-making is beneficial.

Lesson Nine: Project Communications and Project Risk Management

This lesson will provide students with the knowledge and skills necessary to perform effective Project Communications Management. This includes the processes that are required to ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, monitoring, and the ultimate disposition of project information. Project managers spend most of their time communicating with team members and other project stakeholders, whether they are internal (at all organizational levels) or external to the organization.

Lesson Ten: Project Procurement Management

This lesson will provide a comprehensive overview of Project Procurement Management, which includes the processes necessary to purchase or acquire products, services, or results needed from outside the project team, as well as how to close the project. The organization can be either the buyer or seller of the products, services, or results of a project. It also includes the contract management and change control processes required to develop and administer contracts or purchase orders issued by authorized project team members. In addition, Project Procurement Management includes controlling any contract issued by an outside organization (the buyer) that is acquiring deliverables from the project from the performing organization (the seller), and administering contractual obligations placed on the project team by the contract.

Lesson Eleven: Agile Practices Guide

This lesson will provide a comprehensive overview of Agile Practices,  which includes the processes necessary to introduce students to Agile, the Agile Manifesto and mindset (including Annexes A1-A2), lean and Kanban principles (including Annex A3), the various life cycles of Agile projects, and Agile Implementation.   Implementation topics include; creating an Agile environment and delivering an Agile environment.  Students will learn the organizational considerations for Project Agile and get a sense of urgency to capitalize on Agile processes in "A Call To Action."

Organizational and Behavioral Leadership Curriculum:
Lesson 1: Understanding Leadership

In this lesson, students will explore the different ways of looking at leadership and their impacts on what it means to be a leader.  First, students will define leadership and explore the evolution of the concept of leadership.  From there, students will be introduced to the different theories of leadership and identify how those theories shape leadership.

Lesson 2: Recognizing Your Traits

This lesson will focus on the different traits of effective leaders.  It will strive to answer questions such as “Why are some people leaders while others are not? What makes people become leaders? Do leaders have certain traits?”   This lesson will also begin to explore the traits that are not found in effective leaders.

Lesson 3: Engaging People's Strengths

This lesson will help students understand the importance of engaging people’s strengths through the leadership process. The goal in this lesson is to explore how understanding strengths can make one a better leader. First, students will explore the concept by defining strengths and describing the historical background of strengths-based leadership. Students will learn how to identify strengths, followed by a description of different measures that can be used to assess individual strengths. The final section of the lesson will look at the concept of strengths-based leadership in practice, including specific strategies that leaders can employ to use strengths to become more effective leaders.

Lesson 4: Understanding Philosophy And Styles

In this lesson, students will learn how a person’s view of people, work, and human nature forms a personal philosophy of leadership. In addition, this lesson will examine how that philosophy is demonstrated in three of the most commonly observed styles of personal leadership: the authoritarian, democratic, and laissez-faire styles. Students will identify the nature of these styles and the implications each has for effective leadership performance.

Lesson 5: Attending To Tasks And Relationships

In this lesson, students will learn about the importance of attending to both tasks and relationships.  Leaders do two major things: (1) They attend to tasks, and (2) they attend to their relationships with people. The degree to which leaders are successful is determined by how these two behaviors are exhibited. Situations may differ, but every leadership situation needs a degree of both task and relationship behaviors.  This lesson will help students develop the skills necessary to be effective in both areas.

Lesson 6: Developing Leadership Skills

This lesson will provide an understanding of the importance of developing leadership skills.  Leadership skills give people the capacity to influence others. They are a critical component in successful leadership.  Although there are many different leadership skills, they are often considered as groups of skills. In this lesson, leadership skills are grouped into three categories: administrative skills, interpersonal skills, and conceptual skills.

Lesson 7: Creating A Vision

An effective leader creates compelling visions that guide people’s behavior.  To better understand the role of vision in effective leadership, this lesson will address the following questions: “What are the characteristics of a vision?” “How is a vision articulated?” and “How is a vision implemented?” In the discussion of these questions, students will focus on how to develop a workable vision within any context of leadership.

Lesson 8: Establishing A Constructive Climate

In this lesson, students will learn how to establish a constructive climate that helps improve workplace efficiency and effective teamwork.  Students will also learn how to listen to out-group members and find ways to include them in the group process to improve cohesiveness.  Establishing a constructive climate demands that a leader provide structure, clarify norms, build cohesiveness, and promote standards of excellence. By establishing a constructive climate for the group, a leader ensures that members work more effectively together.

Lesson 9: Handling Conflict

This lesson will emphasize ways to handle conflict. First, students will define conflict and learn about the role communication plays in conflict. The different kinds of conflict will be discussed.  From there, students will explore ideas about effective negotiation as well as other communication strategies that help resolve conflict. In the final section of this lesson, students will examine styles of approaching conflict and the pros and cons of these styles.

Lesson 10: Addressing Ethics In Leadership

This lesson will focus on the importance of ethics in leadership.  L eadership has a moral dimension because leaders influence the lives of others. Because of this influential dimension, leadership carries with it an enormous ethical responsibility. Hand in hand with the authority to make decisions is the obligation a leader has to use his or her authority for the common good.

Lesson 11: Overcoming Obstacles

This lesson will provide an overview of the role of obstacles in leadership and the importance of overcoming them.  First, students will learn about the different types of obstacles that leaders might face.  From there, students will learn a variety of strategies that can be used to overcome these obstacles and lead effectively.

Chartered Financial Analyst ® (CFA ®) Exam Prep Curriculum:
  • Code of Ethics and Standards of Professional Conduct
  • Guidance for Standards I - VII
  • Introduction to Global Investment Performance Standards
  • Global Investment Performance Standards
  • The Time Value of Money
  • Discounted Cash Flow Applications
  • Statistical Concepts and Market Returns
  • Probability Concepts
  • Common Probability Distributions
  • Sampling and Estimation
  • Hypothesis Testing
  • Technical Analysis
  • Demand and Supply Analysis: Introduction
  • Demand and Supply Analysis: Consumer Demand
  • Demand and Supply Analysis: The Firm
  • The Firm and Market Structures
  • Aggregate Output, Prices, and Economic Growth
  • Understanding Business Cycles
  • Monetary and Fiscal Policy
  • International Trade and Capital Flows
  • Currency Exchange Rates
  • Financial Statement Analysis: An Introduction
  • Financial Reporting Mechanics
  • Financial Reporting Standards
  • Understanding Income Statements
  • Understanding the Balance Sheet
  • Understanding the Cash Flow Statement
  • Financial Analysis Techniques
  • Inventories
  • Long-lived Assets
  • Income Taxes
  • Non-current (Long-term) Liabilities
  • Financial Reporting Quality: Red Flags and Accounting Warning Signs
  • Accounting Shenanigans on the Cash Flow Statement
  • Financial Statement Analysis: Applications
  • Capital Budgeting
  • Cost of Capital
  • Measures of Leverage
  • Dividends and Share Repurchases: Basics
  • Working Capital Management
  • Financial Statement Analysis
  • The Corporate Governance of Listed Companies: A Manual for Investors
  • Portfolio Management: An Overview
  • Portfolio Risk and Return: Part I
  • Portfolio Risk and Return: Part II
  • Basics of Portfolio Planning and Construction
  • Market Organization and Structure
  • Security Market Indices
  • Market Efficiency
  • Overview of Equity Securities
  • Introduction to Industry and Company Analysis
  • Equity Valuation: Concepts and Basic Tools
  • Features of Debt Securities
  • Risks Associated with Investing in Bonds
  • Overview of Bond Sectors and Instruments
  • Understanding Yield Spreads
  • Introduction to the Valuation of Debt Securities
  • Yield Measures, Spot Rates, and Forward Rates
  • Introduction to the Measurement of Interest Rate Risk
  • Derivative Markets and Instruments
  • Forward Markets and Contracts
  • Futures Markets and Contracts
  • Option Markets and Contracts
  • Swap Markets and Contracts
  • Risk Management Applications of Option Strategies
  • Alternative Investments
  • Investing in Commodities
  • Mock Exam

All necessary materials are included.


This course prepares the student to take the Project Management Institute (PMI) Project Management Professional (PMP) certification exam.  The cost of the Project Management Professional (PMP) certification exam is INCLUDED in the cost of the course.

To apply for the PMP, students will need to have either:

  • A secondary degree (high school diploma, associate’s degree, or the global equivalent) with at least five years of project management experience, with 7,500 hours leading and directing projects and 35 hours of project management education. 
  • A four-year degree (bachelor’s degree or the global equivalent) and at least three years of project management experience.

CFA Institute does not endorse, promote or warrant the accuracy or quality of ProTrain and it's school partners.  CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

System Requirements:

Internet Connectivity Requirements:
  • Cable and DSL internet connections are recommended.

Hardware Requirements:
  • Minimum Pentium 400 Mhz CPU or G3 Macintosh. 1 GHz or greater CPU recommended.
  • 256MB RAM minimum. 1 GB RAM recommended.
  • 800x600 video resolution minimum. 1025x768 recommended.
  • Speakers/Headphones to listen to Dialogue steaming audio sessions.
  • A microphone to speak in Dialogue streaming audio sessions.
Operating System Requirements:
  • Windows Vista, 7, 8, 8.1, 9, 10
  • Mac OSX 10 or higher.
  • OpenSUSE Linux 9.2 or higher.
Web Browser Requirements:
  • Google Chrome is recommended.
  • Firefox 13.x or greater.
  • Internet Explorer 6.x or greater.
  • Safari 3.2.2 or greater.
Software Requirements:
  • Adobe Flash Player 6 or greater.
  • Oracle Java 7 or greater.
  • Adobe Reader 7 or greater.
Web Browser Settings:
  • Accept Cookies
  • Disable Pop-up Blocker.

**Outlines are subject to change, as courses and materials are updated.**