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
Consumer Brochures
Brochure:
Use these brochures to promote your qualifications and services as a CPA Financial Planner to the public
Published on March 02, 2011
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
CPA/PFS Marketing/Media Toolkit
Overview:
Resources to help CPA/PFS credential holder market their service.
Published on April 26, 2013
CPA Financial Planner Marketing/Media Toolkit
Overview:
A toolkit to assist the CPA financial planner in promoting their services with the public and media.
Published on April 26, 2013
Tax Season Resources
Overview:
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on March 20, 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
Marketing and Managing a Personal Financial Planning Practice
Article:
Marketing is the communication of your message to people you want to do business with. Learn more about how to market Personal Financial Planning services, how to select a target market, how to develop a marketing mix, and how to implement the marketing plan.
Published on May 11, 2010
Other Matters
News:
Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
Published on March 06, 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