Business Development Toolkits 

    The financial plans developed by CPA Personal Financial Specialists
    and CPA financial planners are CPA Strong - the theme of this campaign. It's the competence, integrity and objectivity of being a CPA combined with your financial planning expertise and experience that differentiates you from all other financial planners. This message permeates all of the materials in the Business Development  Toolkit. Make this distinguishing point in your interactions with prospects and clients. Put it in your own words - that your CPA foundation combined with your comprehensive knowledge and expertise in both financial planning and tax uniquely qualifies you to provide your clients with financial strategies that put their needs and interests first.


    CPA Financial Planner Business Development Toolkit 


    CPA/PFS Business Development Toolkit 

    The tools offered in this toolkit are intended to help PFP Section members promote their PFP practices and services. What follows is a variety of resources and information to assist you in your marketing and communications efforts.


    This toolkit is part of the AICPA’s commitment to help you build awareness for your PFS credential and market your financial planning services more effectively.  Inside you will find information geared specifically for publicizing your PFS credential.

    Additional tools to help market and promote your CPA services can be found at CPA Marketing Tool Kit.

    If you have any suggestions or ideas for resources in the Business Development Toolkits,
    please email us at


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    PFP Champion Toolkit

    Tools The PFP Champion Toolkit is designed to provide CPA financial planners who are building a PFP presence in their state with support, networking opportunities and resources.
    Published on April 23, 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 April 23, 2014

    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 Planner Toolkit Advertisements

    Advertisement PFP-related advertisements for members to use in their local media.
    Published on April 16, 2014

    Personal Financial Planning Executive Committee

    Objectives or Roster Learn about the Financial Planning Executive Committee's objective and members.
    Published on April 11, 2014

    PFP State Resource Sharing

    Tools State societies are welcome to link to these valuable resources on the PFP Division’s website.
    Published on April 11, 2014

    Personal Financial Specialist Credential Committee

    Objectives or Roster Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members.
    Published on April 07, 2014

    Elder Planning Task Force

    Objectives or Roster Learn about the Elder Planning Task Force's objective and members.
    Published on April 07, 2014

    PR Template Tax Time Right Time

    Sample Press Release A press release for PFS credential holders focusing on tax time as the right time to look a financial planning
    Published on February 14, 2014

    Why Hire a PFS

    Toolkit Use these resources, as part of the PFS Marketing/Media Toolkit, to assist you in promoting the PFS credential to the media and to your clients.
    Published on August 28, 2013

    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

    Message Points for Working with the Media

    Toolkit This is a library of current issues and key points that will help you represent your practice and your profession when speaking with the media and the public. It was developed from feedback and experiences by CPA financial planners and CPA/PFS professionals.
    Published on August 28, 2013

    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

    Members in the News Archive

    Report Archived monthly reports of radio, television and print media activity that PFS credential holders participated in. Learn More
    Published on August 28, 2013

    PFP Networking Group - Frequently Asked Questions

    FAQ Join a PFP Networking Groups and learn how to solve your business’s most pressing issues. These groups will be meeting throughout the year and have been designed to afford you the opportunity to gain from the knowledge and perspective of your most successful peers.
    Published on August 26, 2013

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    Related AICPA Products

    AICPA Personal Financial Planning Membership Section

    The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.

    Health Care Entities - Audit and Accounting Guide

    Considered the industry standard resource and updated as of September 1, 2013, this indispensable resource is packed with information on new requirements including GASB Statement No. 61, The Financial Reporting Entity: Omnibus—an amendment of GASB Statements No. 14 and No. 34, auditor involvement with municipal securities filings, refundable advance fees, intangibles, insurance recoveries, accrual of legal costs.

    Copyright © 2006-2014 American Institute of CPAs.