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SEI Wealth Platform Learning Program

When you change the way you run wealth management, you have to change the way you implement it. It adds up to more than process change—it’s your firm’s ability to reinvent your business. 

That’s why we’ve flipped the script on typical technology implementations. We focus on the people using the technology first, providing situational education based on your role, your process challenges, and more.

The SEI Wealth PlatformSM Learning Program includes these courses of learning: 

  1. Accreditation for clients
  2. Training for clients 
  3. Certification for consultants

Take the first step

Get more information about our learning program, including schedules and fees.

Services provided by SEI through its affiliates and subsidiaries.