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Financial Planning Classes

SamCERA is committed to the safety and health of our members and community, and to help curb the spread of novel coronavirus (COVID-19) we are taking precautions in our programs and services.
Starting March 12, 2020, all of SamCERA’s financial planning classes will be moving to an online format, following guidance from San Mateo County Health and the Centers for Disease Control and Prevention (CDC). 
Classes will not be held in originally planned meeting locations, but instead will be conducted remotely via webcast. 
If you are registered for a 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 for more information.

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. These classes count toward your 20-hour training target.

Step-by-Step Class Registration

County Employees:

To register, follow the instructions below.

  1. Head to the LMS site via the County’s Okta single sign-on.
  2. Click on”LMS”.
  3. Browse the course offerings by selecting “Events Calendar” under the “Learning” tab or search by the course name.
  4. Click on the course you’d like to register for, and then select “Request.” LMS will then send you a confirmation email.

Need more help enrolling? Contact your department’s LMS administrator. If your administrator is unavailable, please call SamCERA at (650)599-1234, or email

Court, Mosquito District and Library Employees:

Email SamCERA, at, to make your request. Please provide the name and date for the class(es) you would like to attend.