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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Personal Financial Planning Executive Committee

Roster Learn about the Financial Planning Executive Committee's objective and members.
Published on November 16, 2016

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 November 01, 2016

Personal Financial Satisfaction Index (PFSi)

Overview The Personal Financial Satisfaction Index (PFSI) is quarterly index of propriety and public factors that together give an objective look at the financial pleasure or pain of the average American.
Published on October 27, 2016

PFSi 2016 Q3 Summary

Article Third Quarter 2016 PFSi (Personal Financial Satisfaction Index) Summary
Published on October 27, 2016

PFP Trends Survey - Key Findings

Article The 2016 mid-year PFP Trends Survey focuses on client reactions to events that raise concerns both while planning for retirement, as well as during retirement.
Published on October 06, 2016

AICPA Personal Financial Planning Trends Survey

Survey Identify current trends CPA financial planners and their clients are facing.
Published on October 06, 2016

CPA/PFS Advertisements

Article PFP-related advertisements with PFS credential for members to use in their local media.
Published on September 29, 2016

CPA Planner Toolkit Advertisements

Advertisement PFP-related advertisements for members to use in their local media.
Published on September 29, 2016

PFSi 2016 Q2 Summary

Article Second Quarter 2016 PFSi (Personal Financial Satisfaction Index) Summary
Published on July 27, 2016

PFP Awards and Recognition

Award This page highlights PFP  members and PFS credential holders who have earned awards and recognition over the past years.
Published on July 26, 2016

PFP Logos

Logo Downloadable PFP Logos
Published on July 19, 2016

CPA/PFS Client Brochure

Brochure PFP related brochure that mention PFS credential; these brochures that can be personalized.
Published on July 14, 2016

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 June 30, 2016

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 June 24, 2016

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 June 23, 2016

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