Gain the essential knowledge and skills you need to grow your career in portfolio management. This course will guide you through the core principles of portfolio management, enabling you to understand and navigate the complexities of the payments industry.
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.
The course begins with two weeks of self-paced learning. 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.
Next, delve into customer lifecycle management, from acquisition to retention, and learn how to effectively engage and retain customers. Understand the key performance indicators (KPIs) that are crucial in monitoring customer activity and satisfaction. Explore campaign management fundamentals, comparing digital and traditional marketing strategies and learn how to leverage 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.
Continue by gaining a comprehensive understanding of profitability components, including revenue and expense calculations and how to read a basic credit profit and loss (P&L) statement. Conclude the self-paced learning portion by reviewing the fundamentals of credit, debit, prepaid and commercial cards, discovering their unique characteristics, revenue generation methods and current market opportunities.
During the live sessions with a Visa University trainer, 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.
Upon completion of the course, you’ll return to your role equipped with the knowledge and skills to take on more complex portfolio management tasks and responsibilities as your career progresses.
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:
- Access to self-paced learning materials begins two weeks prior to the live sessions. You are responsible for completing the self-paced learning prior to the live sessions.
- Enrollment for blended learning courses closes three business days before access to self-paced learning materials begins.
- 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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