CPA Planner Toolkit Client Brochures
Brochure:
PFP related brochures that can be personalized
Published on January 15, 2013
CPA/PFS Client Brochures
Brochure:
PFP related brochures that mention PFS credential; these brochures that can be personalized
Published on January 15, 2013
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
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 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
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
CPA Financial Planning Careers Brochure
Brochure:
Use this brochure to help raise awareness to young and emerging CPAs about a career in financial planning
Published on November 15, 2010
Why Use a CPA Financial Planner
Brochure:
Use this brochure to promote your qualifications and services as a CPA Financial Planner to the public
Published on May 11, 2010
PFP Emerging Professionals Outreach Toolkit - CPA Financial Planner Brochure
Brochure:
...PFP Emerging Professionals Outreach Toolkit will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs. This brochure can be printed and used as a handout for the audience
Published on December 21, 2010
2011 Advance Personal Financial Planning Conference Brochure
Brochure:
View and download the 2011 Advance Personal Financial Planning Conference Brochure
Published on October 21, 2010
Sample Language for Initiating Contact with the Students and the Young & Emerging CPA Financial Planner Audience
Sample Letter:
Customize this sample language when initiating contact with professors, student officers of accounting organizations, and students. Use the toolkit, including a brochure, article and these FAQs as a basis for your conversation with them or even give them a printed copy
Published on December 21, 2010
Message Points for Initiating Contact with the Students and the Young & Emerging CPA Financial Planner Audience
Sample Letter:
Use these message points when communicating with professors, student officers of accounting organizations, and students. Use the toolkit, including a brochure, article and these FAQs as a basis for your conversation with student officers or even give them a printed copy
Published on December 21, 2010
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
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
Annuity Resources
Article:
Resources to help CPAs learn about annuities and how to implement them effectively as part of their clients' personal financial plans.
Published on August 15, 2012