Comprehensive, ongoing training to qualify third-party consultants
SEI Wealth Platform Certification for Consultants
Through our SEI Wealth PlatformSM Certification Program, we certify third-party consultants employed by sponsoring firms and pre-qualify them to assist in three areas:
Gain a 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.
In order to become certified, candidates must be sponsored by their firm and complete some combination of the following, depending on their specific certification:
Our partnership with Grant Thornton led to a strategic change management initiative as they adopted the SEI Wealth Platform.
Services provided by SEI through its affiliates and subsidiaries.