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    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
    financialplanning@aicpa.org
     

     

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    Ryan Franklin, CPA/PFS

    Member Profile Interview with Ryan Franklin, CPA/PFS, of Moss Adams Wealth Advisors
    Published on December 17, 2014

    CPA/PFS Client Brochures

    Brochure PFP related brochures that mention PFS credential; these brochures that can be personalized.
    Published on September 22, 2014

    CPA/PFS Advertisements

    Article PFP-related advertisements with PFS credential for members to use in their local media.
    Published on September 22, 2014

    CPA Planner Toolkit Client Brochures

    Brochure PFP related brochures that can be personalized.
    Published on September 22, 2014

    CPA Planner Toolkit Advertisements

    Advertisement PFP-related advertisements for members to use in their local media.
    Published on September 22, 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 September 08, 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 September 08, 2014

    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 September 03, 2014

    Press Release Template Users Guide

    Primer This an electronic press release template users guide to help members with prepare press releases and distributed to your local media.
    Published on August 21, 2014

    Sample Presentation for Promoting CPA-PFS - PPT

    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 August 13, 2014

    Sample Presentation for Promoting CPA Financial Planner - PPT

    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 August 13, 2014

    Template - New PFS Credential Press Release

    Sample Press Release A template press release for announcing a CPAs attainment of the PFS credential.
    Published on August 12, 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

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