Project Management

Managing projects by defining needs and delivery outcomes is critical to the success of any organization. Learn to view and master project management by organizing projects into tasks and accountabilities. Using examples from financial services settings, participants learn and practice from a process perspective and use concepts and tools to achieve project success that can be applied directly to the industry.

This course offers 7.2 CPEs. CIMA®, CPWA®, CIMC®, RMA® CE Credits have been applied for and are pending approval. Learn more here (accreditation & certificate section).

Audience:  Early Career, Mid-Career, Manager/Supervisor with little to no formal project management experience. 

Cost: $1995 member price / $2295 nonmember price

Program Agenda

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Learning Outcomes

  • Assess real world examples from the financial services industry to apply project management tools and strategies.
  • Explain the key components of structured project management environments.
  • Coordinate and apply best practices throughout project life cycles.
  • Use efficient communication to manage expectations (even in remote, global projects).

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