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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    AICPA Personal Financial Planning Trend Survey

    Survey Identify current trends CPA financial planners and their clients are facing.
    Published on April 27, 2015

    PFSi 2015 Q1 Summary

    Article First Quarter 2015 PFSi (Personal Financial Satisfaction Index) Summary
    Published on April 16, 2015

    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 April 16, 2015

    PFP Trends Survey - 2015 Q1

    Press Release Media release for the Q1 2015 AICPA PFP Trends Survey.
    Published on April 08, 2015

    PFP Trends Survey - 2015 Q1 Executive Summary

    Executive Summary Read about CPA financial planner perspectives on their client’s retirement planning concerns in the Q1 2015 AICPA PFP Trend Survey.
    Published on April 08, 2015

    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 March 09, 2015

    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 March 09, 2015

    Press Release Template - New PFS Credential Holder

    Template Press Release Template for New PFS Credential Holder
    Published on March 09, 2015

    PFP Community

    Article Learn more about each of the committees that support the section, get updated with our member publications, and share ideas with your peers in the member forums.
    Published on March 05, 2015

    PFSi Launch Release

    Press Release Press release announcing the new Personal Financial Satisfaction Index (PFSi)
    Published on March 03, 2015

    PFSi 2014 Q4 Summary

    Article Fourth Quarter 2014 PFSi (Personal Financial Satisfaction Index) Summary
    Published on March 03, 2015

    2015 PFP Conference Press Release Template

    Template A press release template for attendees of the 2015 Advanced PFP Conference. It is able to be customized and released locally.
    Published on January 30, 2015

    Personal Financial Specialist Credential Committee

    Overview Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members.
    Published on January 09, 2015

    Personal Financial Planning Executive Committee

    Roster Learn about the Financial Planning Executive Committee's objective and members.
    Published on January 09, 2015

    Ryan Franklin, CPA/PFS

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

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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, this update contains guidance for accounting and auditing of health care entities. It provides "how-to" information related to governmental and not-for-profit health care entities, managed care, continuing care, revenue recognition, and more.

    Copyright © 2006-2015 American Institute of CPAs.