CPA Financial Planner Business Development Toolkit 

You may want to use these tools to:

  • 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.

Personal Financial Planning Trends Survey
– Use information on your peers perspective on significant PFP trends to open discussions with your clients and prospects and also to strengthen relationships with your local media.

Personal Financial Satisfaction Index (PFSi)
 – Use this objective information with clients and your local media to open discussions on financial issues.



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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 May 06, 2016

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 27, 2016

First Quarter 2016 PFSi Summary

Article First Quarter 2016 PFSi (Personal Financial Satisfaction Index) Summary
Published on April 27, 2016

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 29, 2016

Filing Your Tax Return Is Just The Beginning - Non PFS

Sample Press Release Use a new customizable media release entitled “Filing Your Tax Return is Just the Beginning” with your local media to highlight the connection between tax season and year-round financial planning activities.
Published on March 29, 2016

Filing Tax Returns is Just the Beginning

Sample Press Release Customized Press Release used by CPA/PFS credentials holders advising taxpayers that financial planning is a year-round activity.
Published on March 22, 2016

2016 PFP Conference Press Release Template

Template Attendees of the 2016 AICPA PFP Conference can use this press release template for visibility in their local media.
Published on January 22, 2016

PFP Awards and Recognition

Award This page highlights PFP  members and PFS credential holders who have earned awards and recognition over the past years.
Published on January 21, 2016

PFSi 2015 Q4 Summary

Article Fourth Quarter 2015 PFSi (Personal Financial Satisfaction Index) Summary
Published on January 14, 2016

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, 2015

Personal Financial Planning Executive Committee

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

AICPA Personal Financial Planning Trends Survey

Survey Identify current trends CPA financial planners and their clients are facing.
Published on November 10, 2015

PFP Trends Survey - 2015 Q3 Executive Summary

Executive Summary Read about CPA financial planner perspectives on their client’s retirement planning concerns in the Q3 2015 AICPA PFP Trend Survey.
Published on November 10, 2015

PFSi 2015 Q3 Summary

Article Learn more about the Q3 2015 Personal Financial Satisfaction Index.
Published on October 21, 2015

Personal Financial Specialist Credential Committee

Overview Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members.
Published on October 20, 2015

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Related AICPA Products

AICPA Not-for-Profit Membership Section

Join the AICPA's Not-for-Profit Section for comprehensive offerings related to not-for-profit accounting, auditing, tax compliance and governance, including exclusive access to breaking news, checklists, worksheet templates, illustrative examples, affordable access to monthly webcasts, and members-only discounts to not-for-profit conferences, CPE and publications.

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.

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