Newlywed Conversations
Article:
Learn about a newlywed financial conversations as a topic to initiate conversations with your local media.
Published on June 04, 2013
Student Loans
Article:
Learn about a student loans as a topic to initiate conversations with your local media.
Published on June 04, 2013
Money Stress
Article:
Learn about a money stress as a topic to initiate conversations with your local media.
Published on June 04, 2013
Disaster Preparation
Article:
Learn about a disaster preparation as a topic to initiate conversations with your local media.
Published on June 04, 2013
CPA/PFS Marketing and Media Toolkit
Overview:
Marketing templates, tools and resources to help a CPA/PFS credential holder market their financial planning services.
Published on June 04, 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
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 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