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SEI Joins in a Strategic Partnership with the Financial Planning Association

DENVER (January 17, 2018) – Today, the Financial Planning Association® (FPA®) and SEI (NASDAQ: SEIC) announced a strategic relationship that will support financial planners in growing their businesses and better serving the needs of their clients. Through this new relationship, CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals within FPA's 23,000-member community will be privy to innovative solution-based content that will help drive their businesses.

"SEI is dedicated to providing independent financial advisers with an innovative, unique and comprehensive platform of services that combine asset management, technology and operations and practice management services to help them better serve their clients and ultimately, achieve long-term success," says 2018 FPA President Frank Paré, CFP®. "FPA's partnership with SEI is paramount in bringing relevant and solution-based services to help financial planners get ahead in a rapidly changing environment."

SEI subject matter experts will play a pivotal role in expanding the educational offerings provided to FPA members at in-person conferences, through the FPA Professional Development Learning Center and FPA's online communities. In the coming months, FPA and SEI will further explore and plan for potential collaboration opportunities that will enhance the pro​fessional and business growth of CFP® professionals.

"We share similar core values as the FPA and we are excited to join together to further focus on helping financial advisers achieve their professional goals and lasting business success," says Kevin Crowe, Head of Product Development for SEI's Advisor Network. "FPA has demonstrated dedication to its members by fostering the value of financial planning while advancing the practice and the profession. We are proud to be associated with FPA and its members."

FPA's Strategic Partner program is an effort of the association to engage in more meaningful, collaborative partnerships where partners can support FPA members and the financial planning community, specifically CFP® professionals. The goal is to purposefully integrate Strategic Partners – such as SEI – more thoughtfully into the association to support practitioners and the profession of financial planning.


About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide more than 23,000 members with One ConnectionTM to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today's CFP® professional. Learn more about FPA at and follow on Twitter at

About The SEI Advisor Network

The SEI Advisor Network provides independent financial advisors with wealth management services through outsourced investment strategies, administration and technology services, and practice management programs. It is through these services that SEI helps advisors save time, grow revenues, and differentiate themselves in the market. With a history of financial strength, stability, and transparency, the SEI Advisor Network has been serving the independent financial advisor market for more than 20 years, has 7,300 advisors who work with SEI, and $62 billion in advisors' assets under management (as of September 30, 2017). The SEI Advisor Network is a strategic business unit of SEI. For more information, visit
About SEI
SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of September 30, 2017, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $845 billion in hedge, private equity, mutual fund and pooled or separately managed assets, including $325 billion in assets under management and $516 billion in client assets under administration. For more information, visit​