ADP Accelerate
practice management
courses

Enhance your skills and increase the value you deliver to your clients

ADP Accelerate practice management courses are a great way to keep up with continuing education while adding new areas of expertise - like Human Capital Management - to your practice.

Featured Course

Accelerate your value proposition

Learn what a value proposition is and how it helps build your practice. Then walk through the process of defining what makes your practice different.

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Featured Course

How ADP takes your retirement practice to the next level

Discover the many ways ADP can help you deepen your client relationships and deliver added value by helping with fiduciary, compliance, and other needs.

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ADP Accelerate CE accredited courses

Courses are made available through Wolters Kluwer* and offer CFP®, CIMA® and CPE continuing education credit as noted. Financial advisors that work with ADP can purchase Wolters Kluwer’s CCH® Publications with a 25% discount and take additional courses from their CCH CPELink catalog at a 10% discount. Discount applied upon purchase made through the ADP RS Partner page.

SECURE 2.0 Act of 2022 Overview

Gain a firm understanding of key provisions that are part of the SECURE 2.0 Act and the impacts to both employers and employees.
1 CPE, 1 CFP

Webinar

Cracking the code to create a pipeline of HNW referrals from attorneys and accountants

Fiduciary responsibility overview for Financial Advisors

Get a high-level understanding of the law of ERISA and the investment responsibilities and concerns of ERISA fiduciaries.
Credits: 1 CPE, 1 CFP

Social Security & Medicare planning

Learn essential strategies that impact taxation and could provide benefits to your customer including how to avoid costly penalties.
Credits: 2 CPE, 2 CFP

Retirement distribution planning

Retirement plan distributions are subject to complex requirements. Learn how to help your clients navigate these decisions.
Credits: 2 CPE, 2 CFP

Small business issues in today’s market

Learn best practices for working with small businesses including recognizing the ‘personal’ financial needs of the business owner.
Credits: 2 CPE, 1.5 CFP

IRAs: What You Need to Know About Contributions, Conversions and Distributions

Go beyond the basics to cover crucial topics and other traps in the IRA area.
Credits: 2 CPE

Common frauds in small businesses

Learn about how criminals commit fraud and how it affects small businesses. Help protect your clients by understanding the risks they face.
Credits: 2 CPE, 2 CFP

Leadership skill training

Polish your leadership skills, learn how to apply best practices in communication, negotiation, and personal marketing as well as insights into leadership psychology.
Credits: 2 CPE, 1 CFP

Post-death IRA transactions

Help your clients transfer inherited retirement accounts after death – from naming the right beneficiaries to rules post-SECURE Act and more.
Credits: 2 CPE, 2 CFP

Basic concepts of individual taxation

Review the fundamentals of preparing and filing individual income tax returns so that you can help advise your clients.
Credits: 2 CPE

Picking the best retirement plan for your client

With a multitude of options and sometimes complex requirements, this course will help you advise clients on the right tax-advantaged plan for their business.
Credits: 2 CPE, 1.5 CFP

*Wolters Kluwer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. New York note: Wolters Kluwer is a registered Continuing Education sponsor with the New York State Board for Public Accountancy, State Education Department. (Sponsor #000085) Wolters Kluwer is not affiliated with ADP, Inc or its affiliates.

Unless otherwise disclosed or agreed to in writing with a client, ADP, Inc. and its affiliates (ADP) do not endorse or recommend specific investment companies or products, financial advisors or service providers; engage or compensate any financial advisor or firm for the provision of advice; offer financial, investment, tax or legal advice or management services; or serve in a fiduciary capacity with respect to retirement plans.

Investment options in the “ADP Direct Products” are available through either ADP Broker-Dealer, Inc. (ADP BD), Member FINRA, an affiliate of ADP, Inc., One ADP Blvd, Roseland, NJ 07068 or (in the case of certain investments) ADP, Inc. Only licensed representatives of ADP BD or, in the case of certain products, of a broker-dealer firm that has executed a marketing agreement with ADP, Inc. may offer and sell ADP retirement products or speak to retirement plan features and/or investment options available in any ADP retirement product and only associated persons of ADP Strategic Plan Services, LLC (SPS) may speak to any investment management or advisory services provided by SPS or any third party in connection with such ADP retirement products. SPS is an SEC Registered Investment Adviser. Registration does not imply a certain level of skill or services.

Nothing in these materials is intended to be, nor should be construed as, advice or a recommendation for a particular situation or plan. M-516600-2024-03-21