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 July 15, 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 July 15, 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 July 14, 2014

    PFS Logos

    Logo Downloadable PFS Logos
    Published on July 09, 2014

    CPA PFS Logo for Web Use - Blue Centered Version

    Logo Downloadable Personal Financial Specialist logo for web use, blue centered version.
    Published on July 08, 2014

    Press Release Template - New PFS Credential Holder

    Template Press Release Template for New PFS Credential Holder
    Published on May 13, 2014

    Disaster Preparation

    Media Advisory Learn about a disaster preparation as a topic to initiate conversations with your local media.
    Published on May 13, 2014

    Full Page Advertisement for CPA Financial Planner (Option 2)

    Advertisement Use this low resolution full page color ad to print ad from your office printer.
    Published on May 13, 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

    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

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    Related AICPA Products

    Series: Take Charge: Your Money. Your Life.

    Wednesday, July 23 - In the context of today’s multi-layered tax environment, CPA financial planner, Christine Romsdahl, will explain retirement planning concepts. In this plain English consumer-oriented web seminar, you will learn Planning steps to take in the new tax environment, How to ensure your retirement plan delivers, How to evaluate your investment strategy, How to protect your assets And more

    AICPA National Conference on Banks & Savings Institutions

    Sep 8 - Sep 10, 2014 - Washington, DC - For over 35 years, the comprehensive source of guidance for the Banks & Savings Institutions. Over the course of three days, receive auditing, accounting and tax updates from key regulators, engage in discussions with bank leaders and firm partners and prepare yourself for the year ahead.

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