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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    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 July 15, 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 July 15, 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 July 14, 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

    Press Release Template - New PFS Credential Holder

    Template Press Release Template for New PFS Credential Holder
    Published on May 13, 2014

    Disaster Preparation

    Media Advisory Learn about a disaster preparation as a topic to initiate conversations with your local media.
    Published on May 13, 2014

    Full Page Advertisement for CPA Financial Planner (Option 2)

    Advertisement Use this low resolution full page color ad to print ad from your office printer.
    Published on May 13, 2014

    CPA/PFS Credential Media & Writing Opportunities

    Media Outreach One of the benefits of holding the CPA/PFS credential is exposure to various media related opportunities, including writing, speaking and participating in online forums.
    Published on April 17, 2014

    CPA Planner Toolkit Advertisements

    Advertisement PFP-related advertisements for members to use in their local media.
    Published on April 16, 2014

    Personal Financial Planning Executive Committee

    Objectives or Roster Learn about the Financial Planning Executive Committee's objective and members.
    Published on April 11, 2014

    PFP State Resource Sharing

    Tools State societies are welcome to link to these valuable resources on the PFP Division’s website.
    Published on April 11, 2014

    Personal Financial Specialist Credential Committee

    Objectives or Roster Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members.
    Published on April 07, 2014

    Elder Planning Task Force

    Objectives or Roster Learn about the Elder Planning Task Force's objective and members.
    Published on April 07, 2014

    Business Development Toolkits

    Overview Find out more about Business Development Toolkits for CPA financial planners
    Published on September 16, 2013

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