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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.

    NEW - Quarterly Personal Financial Satisfaction Index (PFSi) – Use this with clients and your local media to open discussions on financial issues.



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    PFSi 2015 Q1 Summary

    Article First Quarter 2015 PFSi (Personal Financial Satisfaction Index) Summary
    Published on April 16, 2015

    Personal Financial Satisfaction Index (PFSi)

    Overview The Personal Financial Satisfaction Index (PFSI) is quarterly index of propriety and public factors that together give an objective look at the financial pleasure or pain of the average American.
    Published on April 16, 2015

    AICPA Personal Financial Planning Trend Survey

    Survey Identify current trends CPA financial planners and their clients are facing.
    Published on April 08, 2015

    PFP Trends Survey - 2015 Q1

    Press Release Media release for the Q1 2015 AICPA PFP Trends Survey.
    Published on April 08, 2015

    PFP Trends Survey - 2015 Q1 Executive Summary

    Executive Summary Read about CPA financial planner perspectives on their client’s retirement planning concerns in the Q1 2015 AICPA PFP Trend Survey.
    Published on April 08, 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 March 09, 2015

    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 March 09, 2015

    Press Release Template - New PFS Credential Holder

    Template Press Release Template for New PFS Credential Holder
    Published on March 09, 2015

    PFSi Launch Release

    Press Release Press release announcing the new Personal Financial Satisfaction Index (PFSi)
    Published on March 03, 2015

    PFSi 2014 Q4 Summary

    Article Fourth Quarter 2014 PFSi (Personal Financial Satisfaction Index) Summary
    Published on March 03, 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

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