Through our SEI Wealth PlatformSM Certification Program, we certify third-party consultants employed by sponsoring firms and pre-qualify them to assist in 3 areas:

  1. Implementation
  2. Development and testing
  3. Change management

Benefits of certification

  • Gain competitive advantage. We will identify you as a Sponsoring Firm with certified consultants, putting you on a short list of experienced SEI Wealth Platform resources.
  • Increase and expand your consultant's knowledge of the Platform, making your resources more competitive.
  • Become part of the certification community of your peers, SEI Wealth Platform Clients and SEI.
  • Build relationships in advance of consulting engagements.

Certification Requirements

In order to become certified, candidates must be sponsored by their firm and complete some combination of the following depending on the specific certification:

  • An online, self-guided e-learning curriculum 
  • Onsite and virtual classroom training
  • A final knowledge assessment
  • A final telephone interview

We build strategic partnerships to deliver fully integrated change management

As a strategic partner, we strive to help clients achieve much more than a technology conversion.  We seek out consulting partners with the same mentality and through the SWP Certification Program identify meaningful ways of jointly bringing value to clients.  Discover how our partnership with Grant Thornton led to a strategic change management initiative helping to support wealth managers through the transformational change of adopting the SEI Wealth Platform.

Read the case study

Get Certified

Firms who are interested in certifying consultants on the SEI Wealth Platform should contact us for details.

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