Prepare yourself with essential knowledge and skills in portfolio management through our "Introduction to Portfolio Management" course. This course will guide you through the core principles of portfolio management, enabling you to understand and navigate the complexities of the payments industry. You will start by exploring the macroeconomic factors that influence payment behaviors, the impact of regulations on payment systems, and the value of efficient payment processes in contributing to economic growth and business operations.
Delve into the lifecycle management of consumers, from acquisition to retention, and learn how to effectively engage and retain customers. Understand key performance indicators (KPIs) crucial for monitoring customer activity and satisfaction. Explore campaign management fundamentals, comparing digital and traditional marketing strategies, and implementing omnichannel marketing for a seamless customer experience. Learn to design, launch, and measure successful portfolio campaigns, and understand the importance of a well-constructed business case for optimization.
Gain a comprehensive understanding of profitability components, including revenue and expense calculations, and how to read a basic credit P&L statement. The course will also cover the fundamentals of credit, debit, prepaid, and corporate cards, highlighting their unique characteristics, revenue generation methods, and current market opportunities.
During the live sessions with Visa University trainers, you will be guided through hands-on case studies to deepen the foundational knowledge gained during the self-paced section of the course. These live sessions
include activities, reflection, regional considerations, and action planning, helping you apply what you have learned to your real-life work.
This course enables you to take on more complex portfolio management tasks and responsibilities as your career progresses.
This course follows our new blended learning model, which includes a mix of self-study and live instructor-led sessions. Learn more about blended learning.
Key topics:
- Macroeconomic environment
- Factors influencing payment behaviors
- Impact of regulations on payment systems
- Value of efficient payment processes
- Lifecycle management
- Customer lifecycle: Acquisition to retention
- Effective customer engagement strategies
- Key performance indicators (KPIs) for monitoring activity and satisfaction
- Campaign strategies
- Fundamentals of campaign management
- Digital and traditional marketing strategies
- Implementing omnichannel marketing
- Designing, launching and measuring portfolio campaigns
- Constructing and optimizing business cases
- Profitability
- Revenue and expense calculations
- Reading a basic credit profit and loss (P&L) statement
- Fundamentals of payment cards
- Credit, debit, prepaid and commercial cards
- Unique characteristics
- Revenue generation methods
- Current market opportunities
Who should attend
- This course is ideal for aspiring portfolio managers, professionals new to the payments industry, marketing and business strategy beginners, financial analysts, customer engagement specialists, and campaign managers looking to build foundational knowledge and skills in portfolio management and payment systems.
Important notes:
- Accompanying course participant guides will be provided for you to download.
- Enrollment closes three business days before access to self-study materials begins (two weeks prior to the live session start date) for blended learning courses.
- This course is eligible for a digital badge.
- Special offers: Save 15 percent when you register more than six weeks in advance with promo code Save15 or register four individuals from your organization and receive an additional registration at no additional cost. Offers cannot be combined.
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