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    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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    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

    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 January 30, 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

    CPA/PFS Client Brochures

    Brochure PFP related brochures that mention PFS credential; these brochures that can be personalized.
    Published on September 22, 2014

    CPA/PFS Advertisements

    Article PFP-related advertisements with PFS credential for members to use in their local media.
    Published on September 22, 2014

    CPA Planner Toolkit Client Brochures

    Brochure PFP related brochures that can be personalized.
    Published on September 22, 2014

    CPA Planner Toolkit Advertisements

    Advertisement PFP-related advertisements for members to use in their local media.
    Published on September 22, 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

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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.



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    Copyright © 2006-2015 American Institute of CPAs.