Community

    CPA Financial Planner Business Development Toolkit 

    You may want to use these tools to:

     

    - Download this web sticker 

    - Download a
    commemorative book

    - View the short (<1 min) 
    anniversary video 

    • attract new clients
    • improve relations with existing clients
    • offer a public service to those in need of financial information
    • educate the general public or targeted audiences about PFP services
    • increase visibility by giving presentations to business, consumer, or community groups

    360 Degrees of Taxes explains financial planning in consumer terms.


    CPA Strong Campaign
    To support you in your efforts to build your practice in this increasingly competitive environment, the PFP Division has created a coordinated set of marketing materials. These ads, brochures, online tools and presentation materials are designed to help you explain what you do in a consistent way to many different audiences – that the financial plans you put together with your clients are CPA Strong. Customize them with your logo and contact information. Plus, you’ll find a guide to get you started using these tools – from placing an ad in a newspaper to one on Google.

    Open Hide documents in this section

    Page  1 2 3 4 5 >> 
    Showing results 1 - 15 of 86
    Order by:


    CPA Financial Planner Business Development Toolkit

    Overview A toolkit to assist the CPA financial planner in promoting their services with the public and media.
    Published on January 30, 2015

    CPA/PFS Business Development Toolkit

    Overview Marketing templates, tools and resources to help a  CPA/PFS credential holder market their financial planning services.
    Published on January 30, 2015

    2015 PFP Conference Press Release Template

    Template A press release template for attendees of the 2015 Advanced PFP Conference. It is able to be customized and released locally.
    Published on January 30, 2015

    Personal Financial Specialist Credential Committee

    Overview Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members.
    Published on January 09, 2015

    Personal Financial Planning Executive Committee

    Roster Learn about the Financial Planning Executive Committee's objective and members.
    Published on January 09, 2015

    Ryan Franklin, CPA/PFS

    Member Profile Interview with Ryan Franklin, CPA/PFS, of Moss Adams Wealth Advisors
    Published on December 17, 2014

    CPA/PFS Client Brochures

    Brochure PFP related brochures that mention PFS credential; these brochures that can be personalized.
    Published on September 22, 2014

    CPA/PFS Advertisements

    Article PFP-related advertisements with PFS credential for members to use in their local media.
    Published on September 22, 2014

    CPA Planner Toolkit Client Brochures

    Brochure PFP related brochures that can be personalized.
    Published on September 22, 2014

    CPA Planner Toolkit Advertisements

    Advertisement PFP-related advertisements for members to use in their local media.
    Published on September 22, 2014

    PFP Champion Toolkit

    Tools The PFP Champion Toolkit is designed to provide CPA financial planners who are building a PFP presence in their state with support, networking opportunities and resources.
    Published on September 03, 2014

    Press Release Template Users Guide

    Primer This an electronic press release template users guide to help members with prepare press releases and distributed to your local media.
    Published on August 21, 2014

    Sample Presentation for Promoting CPA-PFS - PPT

    Presentation Use this PowerPoint presentation alongside the sample speech. It serves as an easy-to-follow outline to use during the speech and can easily be tailored to your audience.
    Published on August 13, 2014

    Sample Presentation for Promoting CPA Financial Planner - PPT

    Presentation Use this PowerPoint presentation alongside the sample speech. It serves as an easy-to-follow outline to use during the speech and can easily be tailored to your audience.
    Published on August 13, 2014

    Template - New PFS Credential Press Release

    Sample Press Release A template press release for announcing a CPAs attainment of the PFS credential.
    Published on August 12, 2014

    Page  1 2 3 4 5 >> 
    Showing results 1 – 15 of 86
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.