CPA/PFS Business Development Toolkit 


     You may want to use these tools to:
    • Build awareness for and market your PFP practice

    • Promote your expertise as a PFS credential holder

    • Attract clients and referral partners

    • Position yourself as a thought leader

    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 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

    Business Development Toolkits

    Overview Find out more about Business Development Toolkits for CPA financial planners
    Published on July 30, 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

    Disaster Preparation

    Media Advisory Learn about a disaster preparation as a topic to initiate conversations with your local media.
    Published on May 13, 2014

    Full Page Advertisement for CPA Financial Planner (Option 2)

    Advertisement Use this low resolution full page color ad to print ad from your office printer.
    Published on May 13, 2014

    CPA/PFS Credential Media & Writing Opportunities

    Media Outreach One of the benefits of holding the CPA/PFS credential is exposure to various media related opportunities, including writing, speaking and participating in online forums.
    Published on April 17, 2014

    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

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    Related AICPA Products

    AICPA Employee Benefit Plans Online Conference

    May 18, 2015 - May 20, 2015 - This online conference provides you with key updates on recent and proposed legislative changes and regulatory issues.

    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.

    Copyright © 2006-2014 American Institute of CPAs.