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    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

    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

    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

    PFS Marketing Toolkit Why Hire a PFS

    Toolkit Message points to help you develop new business, build strategic partnerships and inform the media, consumers and other professionals about your specialized Personal Financial Planning (PFP) knowledge, skills & experience.
    Published on February 01, 2010

    Effective Use of Marketing and Media Resources for CPA/PFS Credential Holders

    Webcast Learn from AICPA marketing and media experts how to market yourself as a CPA Personal Financial Specialist more effectively in your local markets
    Published on August 30, 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

    Effective Use of Marketing and Media Resources for CPA/PFS Credential Holders - Audio

    Audio Learn from AICPA marketing and media experts how to market yourself as a CPA Personal Financial Specialist more effectively in your local markets
    Published on August 30, 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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