Enhance your skills and increase the value you deliver to your clients
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.
Discover the many ways ADP can help you deepen your client relationships and deliver added value by helping with fiduciary, compliance, and other needs.
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.
Register for: Accelerate your value proposition
Register for: How ADP takes your retirement practice to the next level
*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. ADPRS-20211013-2547