SEI Wealth Platform Training and Accreditation for Clients

Proactive training materials. Multiple training methods.

We have two types of training programs designed to meet the unique training needs of clients who are either implementing the SEI Wealth PlatformSM or are already live on the Platform.

The SEI Wealth Platform Training Program

We understand the importance of preparing our clients for doing business on the SEI Wealth Platform and sees it as our responsibility to train our clients as a core part of the implementation. We use a roles-based approach whereby we match the training to the firm’s structure and specific users’ roles. We blend self-administered eLearning with more traditional classroom training that includes hands-on, real world work exercises. 

blended learning

The SEI Wealth Platform Accreditation Program

Technology evolves constantly, and the SEI Wealth Platform is no exception. You want subject matter experts onsite to help onboard new people and address questions as they come up.

We don’t put a giant owner’s manual on your desk and point you to a relevant page number when you need help – we offer proactive training materials via multiple training methods, because everyone learns differently. Our time-tested training tools enable firms to hold key firm personnel to a higher level of proficiency.

Our tracked, measured curriculum is for key resources and other subject matter experts who are responsible for training others, formally or informally. It can also be leveraged to train employees new to the firm and/or to their role.

Find out more

For more information about foundational accreditation, as well as role-based and service-specific class pricing, please complete this short form.

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