Account Portfolio Management Hands-On Workshop

About this course

Gain practical experience with account portfolio management through guided exercises.

• 7 lessons
• 45 min
• intermediate

What you'll learn

• Define account portfolio management and explain how it differs from day-to-day account servicing
• Inventory a book of business by capturing key data points for each account
• Construct a one-page portfolio map that reveals concentration and imbalance
• Select segmentation criteria suited to a specific book of business
• Assign accounts to tiers using explicit, repeatable rules
• Test a tier assignment for consistency and defend it in a peer review

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.

Created by