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.
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.
|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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