SEI Wealth Platform Certification Classes are available multiple times per year. 

  • Preregistration Deadline – By this date SEI will finalize the class(es) that will be held for the month listed based on factors such as the number of people registered and resources available. Interested participants are encouraged to register with SEI by this date.
  • Registration Deadline – The latest date on which SEI will allow a sponsoring firm to register participants for the offered class.
  • Participant Information Due – Sponsoring firms are required to provide the specific information for each registered participant by this date.
  • eLearning Begins – The required eLearning period will begin for the registered participants of the class. If N/A is displayed, the class does not have a required eLearning curriculum.
  • Onsite Class/Webex Sessions – These dates are expressed in ranges and represent the time the onsite class or online class will be held. Specific days and times will be available after the preregistration dates noted.


Legal Note

Please note:
1. eLearning begins: If N/A is displayed, the class does not have a required eLearning curriculum.
2. Onsite class/webex sessions: These dates are expressed in ranges; specific days/times will be available after the preregistration dates noted.

2018 SEI Wealth Platform Certification Calendar

By Course:

Certification Course Preregistration Deadline Registration Deadline Participant Information Due eLearning Begins Onsite Class
Foundations - Onsite December 22 December 29 January 10 January 22 w/o February 12
Foundations - Onsite January 12 January 19 January 31 February 12 w/o March 5
Foundations - Onsite February 16 February 23 March 7 March 19 w/o April 9
Foundations - Onsite March 16 March 23 April 4 April 16 w/o May 7
Foundations - Onsite April 13 April 20 May 2 May 14 w/o June 4
Foundations - Onsite June 15 June 22 July 3 July 16 w/o August 6
Foundations - Onsite June 22 June 29 July 11 July 23 w/o August 13
Foundations - Onsite July 20 July 27 August 8 August 20 w/o September 10
Foundations - Onsite September 14 September 21 October 3 October 15 w/o November 5

Please note: All information is subject to change. All class durations are approximate.

Classes for the following will be scheduled based upon demand:
  • Foundations – virtual format
  • SEI Project Management
  • Business Readiness: Front Office
  • Business Readiness: Administration
  • Business Readiness: Investments
  • Business Readiness: Operations
  • Business Readiness: General Role
  • System Integration
  • Management Reporting

Register for Upcoming Classes

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