Customer and Portfolio Anlaysis



Customer and Portfolio Anlaysis

  • Format

    Course - Online

  • Level


  • Duration


Learn to sustain customer relationships and maintain a balanced product portfolio within your business.

Learning outcomes

  • Analyse customer value and profitability.
  • Analyse product portfolios using the BCG matrix.

£35.00 (CIMA members only)


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Product information


Retain your customers

Discover the tools you need to preserve customer relationships and maintain a balanced customer portfolio for your business.

Develop your skills

  • Customer value management cycle
  • Customer segmentation
  • Customer lifetime value
  • Customer profitability analysis
  • Customer portfolios
  • BCG Matrix

Gain experience with detailed exercises.

The practical hands-on exercises use real-world examples and are designed to give you knowledge on how to retain customers and improve relationships.

This is a standalone course but if you’re interested in more of this type of learning while earning a designation, explore the CGMA® Finance Leadership Program.

Who should take this course?

  • Global accounting and finance professionals
  • Management accounting professionals
  • CPAs in public practice with manufacturing clients
  • Supply chain professionals

Professional development

This Course - Online offers 1 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Programme level:Intermediate
Format:Course - Online
Access:This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£35.00 (CIMA members only)


VAT calculated on checkout