CPA Financial Planner Business Development Toolkit 

    You may want to use these tools to:


    - Download this web sticker 

    - Download a
    commemorative book

    - View the short (<1 min) 
    anniversary video 

    • attract new clients
    • improve relations with existing clients
    • offer a public service to those in need of financial information
    • educate the general public or targeted audiences about PFP services
    • increase visibility by giving presentations to business, consumer, or community groups

    360 Degrees of Taxes explains financial planning in consumer terms.

    CPA Strong Campaign
    To support you in your efforts to build your practice in this increasingly competitive environment, the PFP Division has created a coordinated set of marketing materials. These ads, brochures, online tools and presentation materials are designed to help you explain what you do in a consistent way to many different audiences – that the financial plans you put together with your clients are CPA Strong. Customize them with your logo and contact information. Plus, you’ll find a guide to get you started using these tools – from placing an ad in a newspaper to one on Google.

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    CPA Planner Toolkit Advertisements

    Advertisement PFP-related advertisements for members to use in their local media.
    Published on April 16, 2014

    Personal Financial Planning Executive Committee

    Objectives or Roster Learn about the Financial Planning Executive Committee's objective and members.
    Published on April 11, 2014

    PFP State Resource Sharing

    Tools State societies are welcome to link to these valuable resources on the PFP Division’s website.
    Published on April 11, 2014

    Personal Financial Specialist Credential Committee

    Objectives or Roster Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members.
    Published on April 07, 2014

    Elder Planning Task Force

    Objectives or Roster Learn about the Elder Planning Task Force's objective and members.
    Published on April 07, 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 February 18, 2014

    PR Template Tax Time Right Time

    Sample Press Release A press release for PFS credential holders focusing on tax time as the right time to look a financial planning
    Published on February 14, 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 December 09, 2013

    Business Development Toolkits

    Overview Find out more about Business Development Toolkits for CPA financial planners
    Published on September 16, 2013

    Why Hire a PFS

    Toolkit Use these resources, as part of the PFS Marketing/Media Toolkit, to assist you in promoting the PFS credential to the media and to your clients.
    Published on August 28, 2013

    Message Points for Working with the Media

    Toolkit This is a library of current issues and key points that will help you represent your practice and your profession when speaking with the media and the public. It was developed from feedback and experiences by CPA financial planners and CPA/PFS professionals.
    Published on August 28, 2013

    Consumer Brochures

    Brochure Use these brochures to promote your qualifications and services as a CPA Financial Planner to the public.
    Published on August 28, 2013

    Members in the News Archive

    Report Archived monthly reports of radio, television and print media activity that PFS credential holders participated in. Learn More
    Published on August 28, 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 August 26, 2013

    PR Template PFS 2013 Conference

    Sample Press Release This is a press release for CPA/PFS credential holders that attended the 2013 Advanced PFP Conference.
    Published on August 07, 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 - Audit and Accounting Guide

    Considered the industry standard resource and updated as of September 1, 2013, this indispensable resource is packed with information on new requirements including GASB Statement No. 61, The Financial Reporting Entity: Omnibus—an amendment of GASB Statements No. 14 and No. 34, auditor involvement with municipal securities filings, refundable advance fees, intangibles, insurance recoveries, accrual of legal costs.

    Copyright © 2006-2014 American Institute of CPAs.