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Marketing/Media Toolkits

The financial plans developed by CPA Personal Financial Specialists
and CPA financial planners are CPA Strong - the theme of this campaign. It's the competence, integrity and objectivity of being a CPA combined with your financial planning expertise and experience that differentiates you from all other financial planners. This message permeates all of the materials in the Marketing Toolkit. Make this distinguishing point in your interactions with prospects and clients. Put it in your own words - that your CPA foundation combined with your comprehensive knowledge and expertise in both financial planning and tax uniquely qualifies you to provide your clients with financial strategies that put their needs and interests first.



CPA Financial Planner Toolkit		CPA/PFS Toolkit
The tools offered in this toolkit are intended to help PFP Section members promote their PFP practices and services. What follows is a variety of resources and information to assist you in your marketing and communications efforts.		This toolkit is part of the AICPA’s commitment to help you build awareness for your PFS credential and market your financial planning services more effectively. Inside you will find information geared specifically for publicizing your PFS credential.
Additional tools to help market and promote your CPA services can be found at CPA Marketing Tool Kit.


If you have any suggestions or ideas for resources in the Marketing/Media Toolkits, please email us at financialplanning@aicpa.org.

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Personal Financial Planning Executive Committee

Objectives or Roster : Learn about the Financial Planning Executive Committee's objective and members.
Published on April 20, 2012

Inside Information - A Message from Bob Veres

Newsletter : A leading information source from Bob Veres for the elite of the financial planning/financial services profession--that is, for the few members of the overall community who take themselves seriously as professionals, and who are constantly looking for ways to improve their businesses, and their service to clients. Includes newsletter, media reviews, and
Published on March 23, 2012

PFS Credential Holder Exposure Opportunities

Media Outreach : One of the benefits of holding the PFS credential is exposure to various media related opportunities, including writing, speaking and participating in online forums.
Published on March 22, 2012

CPA/PFS Marketing/Media Toolkit

Overview : Resources to help CPA/PFS credential holder market their service.
Published on March 22, 2012

PFP Networking Groups

Overview : Join a PFP Networking Groups and learn how to solve your business’s most pressing issues. These groups will be meeting throughout the year and have been designed to afford you the opportunity to gain from the knowledge and perspective of your most successful peers.
Published on February 28, 2012

PFP/PFS Elevator Speech

Overview : This document outlines the mission statements, goals and objectives, initiatives, requirements, and benefits of PFP Section membership and the PFS credential for use by PFP/PFS champions and committee members.
Published on February 14, 2012

CPA/PFS Advertisements

Article : PFP-related advertisements with PFS credential for members to use in their local media.
Published on February 08, 2012

CPA Financial Planner Marketing/Media Toolkit

Overview : A toolkit to assist the CPA financial planner in promoting their services with the public and media.
Published on January 25, 2012

Press Release Template - PFS attendance at 2012 PFP Conference

Template : Press Release Template - PFS attendance at 2012 PFP Conference
Published on January 25, 2012

Press Release Template - New PFS Credential Holder

Template : Press Release Template for New PFS Credential Holder
Published on January 25, 2012

Press Release Template - CPA attendance at 2012 PFP Conference

Template : Press Release Template - CPA attendance at 2012 PFP Conference
Published on January 25, 2012

CPA/PFS Client Brochures

Brochure : PFP related brochures that mention PFS credential; these brochures that can be personalized.
Published on September 28, 2011

CPA Planner Toolkit Client Brochures

Brochure : PFP related brochures that can be personalized.
Published on September 28, 2011

CPA Strong Campaign for the CPA/PFS

Overview : Gain access to coordinated marketing materials around the theme “CPA Strong” designed to help build your financial planning practice and emphasize your PFS credential.
Published on September 28, 2011

CPA Strong Campaign for CPA Financial Planner

Overview : Gain access to coordinated marketing materials around the theme “CPA Strong” designed to help build your financial planning practice.
Published on September 28, 2011

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Understand the unique considerations of a healthcare organization with this authoritative accounting and auditing resource essential to financial managers and auditors operating in the healthcare industry today.

AICPA Personal Financial Planning Membership Section

The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.