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    CPA/PFS Client Brochures

    Brochure PFP related brochures that mention PFS credential; these brochures that can be personalized
    Published on September 22, 2014

    CPA Planner Toolkit Client Brochures

    Brochure PFP related brochures that can be personalized
    Published on September 22, 2014

    Marketing Brochure for CPA Financial Planner - For External Use

    Brochure This campaign brochure is for external use only. To be used by an outside print service, i.e., FedEx Office
    Published on September 28, 2011

    Marketing Brochure for CPA/PFS - Internal Use

    Brochure Use this campaign brochure to provide your clients and prospects with a detailed overview of the advantages of working with a CPA/PFS
    Published on September 06, 2011

    Marketing Brochure for CPA Financial Planner - For Internal Use

    Brochure Use this campaign brochure to provide your clients and prospects with a detailed overview of the advantages of working with a CPA financial planner
    Published on September 28, 2011

    PFP Emerging Professionals Outreach Toolkit - CPA Financial Planner Brochure

    Brochure This brochure can be printed and used as a handout for the audience to initiate communication with universities and state societies
    Published on July 14, 2014

    Marketing Brochure for CPA/PFS - External Use

    Brochure This campaign brochure is for external use only. To be used by an outside print service, i.e., Kinkos
    Published on September 06, 2011

    ADV Part 2B Brochure Supplement

    Tools To assist you in completing Part 2B of Form ADV, the AICPA has written descriptions of both the CPA and PFS designations.
    Published on March 27, 2015

    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

    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

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