Sub Page Banner

Managing Benefits Foundation

Course Objective

The purpose of the Foundation qualification is to confirm that a candidate has sufficient knowledge and understanding of the Managing Benefits guidance to be able to work effectively with, or as a member of, a portfolio, programme or project management team charged with realizing the benefits of a change initiative.

Delegate Profile

This course is suitable for individuals currently in a Benefits Management or Investment Appraisal role. It is a pre-requisite that delegates have qualifications in or experience of using MSP programme management or MoP portfolio management.

The Package

  • Included in the cost of the course are:
  • Pre-course preparation pack
  • Publication ‘Managing Benefits’
  • Access to AFA Atrium
  • Access to ProjectCoach service
  • Printed course material
  • Examination fee

The Exam

The foundation exam, taken at the end of the course consists of:

  • Question booklet contains 50 questions.
  • Pass mark is a total of 25 or more out of a possible 50 (50%).
  • 40 minutes, multiple choice, closed book.

Typically pre-course preparation will require 2-3 hours of study.

Benefits 1000

The big ideas in 1000 words.

Over two sides of A4, AFA has laid out the key principles you need to know about managing benefits.

Foundation Essentials

We focus on the exam so you can focus on the method.

A compact crib sheet to ensure you have easy access to the knowledge you need to pass the Foundation exam.

AFA Atrium

Wider reading to support your knowledge

An online resource providing a range of additional materials available to delegates before, during and after their exams


Get a taster of our ProjectCoach Service

Take the chance to have your project work reviewed by one of AFA’s expert consultants.


Client events can be arranged either on-site or at a suitable venue nearby. Open course places cost from £895+VAT per delegate.

This course takes place over three days, including the optional Managing Benefits Foundation examination. Delegates should be aware that considerable evening preparation and consolidation will be required to pass the exam. Joining instructions are sent out approximately 2 – 3 weeks before the course.

Course Details

During the three days, there will be a combination of formal presentations, group and individual exercises enabling delegates to gain an understanding of the following topics.

  • What is Benefits Management?    
  • Skills & Competencies    
  • Roles
  • Principles    
  • Documentation    
  • Responsibilities
  • Benefits Management Cycle

Trainer Profile

All AFA trainers are practicing benefits managers with considerable experience in a wide range of industry sectors. The use of hybrid trainer-practitioners ensures the trainers have up-to-date, real world knowledge of implementing the methods.

Why AFA?

AFA was established eighteen years ago as a management consultancy organisation. In 1996, AFA became one of the original group of PRINCE2 Accredited Training Organisations. AFA quickly established a reputation for delivering training courses that combine excellent exam pass rates with realistic and practical guidance ensuring maximum skills transfer.

AFA has always played a full part in the Best Practice community. AFA trainers and consultants, including the AFA Managing Director, Alan Ferguson, have served on the editing and review teams for all recent updates of the guidance manuals.

AFA continues to specialise in the Best Practice methods, becoming accredited at the earliest possible opportunity to deliver training in:


PRINCE2®, M_o_R®, MoP®, P3O® and MSP® are Registered Trade Marks of AXELOS. The Swirl logo™ is a Trade Mark of AXELOS.

APMG International Managing Benefits™, APMG International Agile Project Management™ and APMG International Change Management™ are Trade Marks of the APM Group Ltd. The APMG-International Managing Benefits and Swirl Device logo is a Registered Trade Mark of the APM Group Ltd. The APMG-International Agile Project Management and Swirl Device logo is a Registered Trade Mark of the APM Group Ltd. The APMG-International Change Management and Swirl Device logo is a Registered Trade Mark of the APM Group Ltd. © AFA