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    CPA/PFS - A Credential By Any Other Name is Not the Same

    Article An article discussing the benefits of the CPA/PFS credential
    Published on April 16, 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 March 09, 2015

    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/PFS Perspectives on Using Technology in a PFP Practice

    Article Direct from a recent CPA/PFS webcast, get an earful on the hottest technologies for CPA financial planners and their practices
    Published on September 16, 2014

    CPA Financial Planning Thought Leadership Outlook for the CPA Financial Planning Profession

    Webcast In this webcast, a panel of thought leaders representing different business models will share their perspectives on the current landscape and outlook for the CPA financial planning profession
    Published on March 12, 2015

    CPA Financial Planning Thought Leadership Investment Planning

    Webcast In this webcast, a panel of CPA financial planner thought leaders will discuss structuring portfolios, the intersection of tax planning and investment strategy and risks
    Published on March 12, 2015

    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 March 09, 2015

    CPA/PFS Profile Dan Thomas

    Article As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics
    Published on April 11, 2014

    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 Perspectives Webcast Series

    Webcast This series features a panel of successful CPA/PFS credential holders discussing a particular topic commonly faced by CPA financial planners in practice
    Published on March 12, 2015

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