CPA/PFS Marketing/Media Toolkit
Overview:
Resources to help CPA/PFS credential holder market their service.
Published on April 26, 2013
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 April 26, 2013
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 April 26, 2013
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 April 26, 2013
PowerPoint Presentation
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 April 26, 2013
Sample PowerPoint Presentation for Promoting CPA/PFS
Presentation:
PowerPoint presentation alongside a sample speech to be used as an easy-to-follow outline during the speech and can easily be tailored to your audience.
Published on April 26, 2013
PowerPoint Presentation
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 April 26, 2013
Sample PowerPoint Presentation for Promoting CPA Financial Planner
Presentation:
PowerPoint presentation alongside a sample speech to be used as an easy-to-follow outline during the speech and can easily be tailored to your audience.
Published on April 26, 2013
CPA/PFS Video Instructions
Tools:
Instructions on how this video can be used by CPA/PFS holders on their websites and e-mail.
Published on April 18, 2013
PFP Networking Group - Frequently Asked Questions
FAQ:
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 April 02, 2013
Find a CPA PFS Near You
Directory:
Find an accredited CPA/PFS who has demonstrated comprehensive knowledge of financial planning combined with extensive tax expertise for a holistic approach to your financial needs.
Published on April 02, 2013
PFS Logos
Logo:
Downloadable PFS Logos
Published on March 26, 2013
CPA PFS Logo for Print Use - Black Landscape Version
Logo:
Downloadable Personal Financial Specialist logo for print use, black landscape version.
Published on March 26, 2013
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, 2013
Money Doctor Program Information and Application
Application:
The Money Doctor program, staffed by volunteer CPA/PFS, is a 360 Degrees of Financial Literacy public service program to answer the public's general financial planning questions and promote financial literacy.
Published on March 22, 2013