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Marketing/Media 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 Marketing 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 Toolkit		CPA/PFS 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 Marketing/Media Toolkits, please email us at financialplanning@aicpa.org.

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CPA/PFS Marketing/Media Toolkit

Overview: Resources to help CPA/PFS credential holder market their service.
Published on April 26, 2013

CPA Financial Planner Marketing/Media Toolkit

Overview: A toolkit to assist the CPA financial planner in promoting their services with the public and media.
Published on April 26, 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

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

PowerPoint Presentation

Presentation: Use this PowerPoint presentation alongside the sample speech. It serves as an easy-to-follow outline to use during the speech and can easily be tailored to your audience.
Published on April 26, 2013

Sample PowerPoint Presentation for Promoting CPA/PFS

Presentation: PowerPoint presentation alongside a sample speech to be used as an easy-to-follow outline during the speech and can easily be tailored to your audience.
Published on April 26, 2013

PowerPoint Presentation

Sample PowerPoint Presentation for Promoting CPA Financial Planner

Presentation: PowerPoint presentation alongside a sample speech to be used as an easy-to-follow outline during the speech and can easily be tailored to your audience.
Published on April 26, 2013

CPA/PFS Video Instructions

Tools: Instructions on how this video can be used by CPA/PFS holders on their websites and e-mail.
Published on April 18, 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 April 02, 2013

Find a CPA PFS Near You

Directory: Find an accredited CPA/PFS who has demonstrated comprehensive knowledge of financial planning combined with extensive tax expertise for a holistic approach to your financial needs.
Published on April 02, 2013

PFS Logos

Logo: Downloadable PFS Logos
Published on March 26, 2013

CPA PFS Logo for Print Use - Black Landscape Version

Logo: Downloadable Personal Financial Specialist logo for print use, black landscape version.
Published on March 26, 2013

PFS Credential Holder Exposure Opportunities

Media Outreach: One of the benefits of holding the PFS credential is exposure to various media related opportunities, including writing, speaking and participating in online forums.
Published on March 22, 2013

Money Doctor Program Information and Application

Application: The Money Doctor program, staffed by volunteer CPA/PFS, is a 360 Degrees of Financial Literacy public service program to answer the public's general financial planning questions and promote financial literacy.
Published on March 22, 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 -- AICPA Audit and Accounting Guide

This guide provides "how-to" guidance on planning, performing and reporting on Health Care engagements, as well as information for members in practice in the Health Care industry. It explains the accounting and auditing for many types of Health Care issues, including up-to-date information on recently issued FASB Accounting Standards Updates and GASB Statements and their effects on the industry. This guide has been fully conformed to reflect the new standards resulting from the Clarity Project.