Financial Planning Classes
SamCERA’s free financial planning classes can help you learn more about financial planning, taxes, retirement, and more. Get the skills you need to take control of your financial future. In addition, San Mateo County employees can use these classes to count toward their 20-hour training target.
If you are registered for an online financial planning class with SamCERA, you will be emailed instructions to access the webcast 1-2 days before the scheduled class. A computer and internet connection are needed to participate.
Please feel free to call us at (650) 599-1234 or email samcera@samcera.gov for more information.
Step-by-Step Class Registration
County & Court Employees:
To register, follow the instructions below.
Head to the Workday site via the County’s OKTA single sign-on
Click on “Workday”
Go to the “Personal” menu, then click on “Learning,” and click on “Discover,” and finally go to “Browse Learning”
Search for “SamCERA” to see our full course offering or the specific course title you are interested in
Click on the course you’d like to register for, and then select “Select Offering” to request enrollment for a specific date/time
Need more help enrolling? Contact your department’s Workday Learning administrator. If your administrator is unavailable, please call SamCERA at (650) 599-1234, or email samcera@samcera.gov.
Mosquito District and Library Employees:
Register for classes in Workday Learning or email SamCERA, at samcera@samcera.gov, to make your request. Please provide the name and date for the class(es) you would like to attend.
Retirees
To register, email samcera@samcera.gov. Please provide the name and date for the class(es) you would like to attend.
Additional Details
Eligibility
SamCERA members and their spouses or domestic partners are welcome to register for these financial planning classes.
Supervisor Approval
If you plan to attend a SamCERA class during your regular work hours, supervisor approval is required.
Course Materials
For online classes, course materials will be emailed to registered participants 1-2 business days before the class.
For in person classes, course materials will be provided during the class.
Attendance and No-Shows
If you are unable to attend, please cancel your registration in Workday Learning or contact SamCERA directly. A no-show fee may apply if you register but do not attend and do not cancel in advance.
Accessibility
If you require a reasonable accommodation to participate, please contact SamCERA in advance.