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SEI to Omni Conversion - Closely Held Assets

Please complete this confidential evaluation of the training you just completed. We value your candid feedback. Please let us know what you liked and what we can do better.


A red asterisk (*) indicates required questions.

  1. What region do you represent?*
    Central
    Midwest
    Northeast
    South


  1. What is your role?*
    Private Banker
    Investment Advisor
    Client Advisor
    Client Service Associate (CSA)
    Market Manager
    Market Administrative Officer (MAO)
    Fiduciary Officer
    Fiduciary Officer - ESU
    Wealth Advisor/Financial Planning Advisor
    Fiduciary Executive
    Other


  1. The content of the course was:  *


  1. The length of the course was:  *


  1. The amount of information provided was:  *


  1. The information shared in the course will be:  *


  1. List two things you'll use from this course:


  1. List two suggestions for enhancing this course:


  1. Please provide any additional information on the training course:


  1. I was able to hear the webcast.
    Strongly Agree
    Agree
    Disagree
    Strongly Disagree


  1. The slides changed at the appropriate times during the webcast.
    Strongly Agree
    Agree
    Disagree
    Strongly Disagree


  1. If you encountered any issues or have additional comments, please enter them here.




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