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    Consumer Brochures

    Brochure Use these brochures to promote your qualifications and services as a CPA Financial Planner to the public
    Published on August 28, 2013

    CPA/PFS Client Brochures

    Brochure PFP related brochures that mention PFS credential; these brochures that can be personalized
    Published on January 15, 2013

    CPA Planner Toolkit Client Brochures

    Brochure PFP related brochures that can be personalized
    Published on January 15, 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

    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/PFS Business Development Toolkit

    Overview Marketing templates, tools and resources to help a  CPA/PFS credential holder market their financial planning services.
    Published on February 18, 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 August 28, 2013

    General Office Productivity Tools - Computers

    Overview General office productivity tools are those technology tools common in any knowledgeable worker's environment today. This category can further be divided into hardware and software tools.
    Published on January 15, 2013

    PFS Logo Usage Guidelines

    Logo Including the AICPA Personal Financial Specialist (PFS) Credential logo on your individual letterhead, business cards, and other marketing materials will enhance your brand recognition as a credentialed financial planning expert and help differentiate your practice.
    Published on January 28, 2011

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on April 03, 2014

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