Account Portfolio Management for Managers

About this course

Equip managers with practical knowledge of account portfolio management.

• 7 lessons
• 45 min
• intermediate

What you'll learn

• Define account portfolio management and distinguish it from individual account management
• Explain the managerial value of treating a set of accounts as a single managed portfolio
• Identify the trade-offs managers face when balancing attention across many accounts
• Construct a complete account inventory using consistent data fields
• Select assessment criteria that reflect both account value and account health
• Recognize data quality gaps that distort portfolio-level conclusions

Finishing the course

• 28 knowledge-check questions along the way, so you know the ideas stuck before you move on.
• Watching is free and needs no account. Sign in to save your progress. Pass each lesson's quiz (60%+) to earn the certificate. Each certificate has its own public verification link to share, marked quiz-verified.

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