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    CPA/PFS Business Development Toolkit 

     

     
     You may want to use these tools to:
    • Build awareness for and market your PFP practice

    • Promote your expertise as a PFS credential holder

    • Attract clients and referral partners

    • Position yourself as a thought leader

    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.



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    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

    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 September 08, 2014

    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 September 08, 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

    Business Development Toolkits

    Overview Find out more about Business Development Toolkits for CPA financial planners
    Published on July 30, 2014

    PFS Logos

    Logo Downloadable PFS Logos
    Published on July 09, 2014

    CPA PFS Logo for Web Use - Blue Centered Version

    Logo Downloadable Personal Financial Specialist logo for web use, blue centered version.
    Published on July 08, 2014

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    AICPA Personal Financial Planning Membership Section

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