CPA/PFS Business Development Toolkit 

    Go to PFS Credential Overview page


    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.

    Personal Financial Planning Trends Survey – Use information on your peers perspective on significant PFP trends to open discussions with your clients and prospects and also to strengthen relationships with your local media.

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