Business Development Toolkits 

The financial plans developed by CPA Personal Financial Specialists
and CPA financial planners are CPA Strong - the theme of this campaign. It's the competence, integrity and objectivity of being a CPA combined with your financial planning expertise and experience that differentiates you from all other financial planners. This message permeates all of the materials in the Business Development  Toolkit. Make this distinguishing point in your interactions with prospects and clients. Put it in your own words - that your CPA foundation combined with your comprehensive knowledge and expertise in both financial planning and tax uniquely qualifies you to provide your clients with financial strategies that put their needs and interests first.


CPA Financial Planner Business Development Toolkit 


CPA/PFS Business Development Toolkit 

The tools offered in this toolkit are intended to help PFP Section members promote their PFP practices and services. What follows is a variety of resources and information to assist you in your marketing and communications efforts.


This toolkit is part of the AICPA’s commitment to help you build awareness for your PFS credential and market your financial planning services more effectively.  Inside you will find information geared specifically for publicizing your PFS credential.

Additional tools to help market and promote your CPA services can be found at CPA Marketing Tool Kit.

If you have any suggestions or ideas for resources in the Business Development Toolkits,
please email us at


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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 July 26, 2017

PFSi 2017 Q2 Summary

Article Second Quarter 2017 PFSi (Personal Financial Satisfaction Index) Summary
Published on July 26, 2017

Personal Financial Planning Executive Committee

Roster Learn about the Financial Planning Executive Committee's objective and members.
Published on July 26, 2017

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 June 21, 2017

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 June 21, 2017

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 June 21, 2017

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 June 21, 2017

Past PFP Standing Ovation Recipients

Article Listing of PFP Standing Ovation Recipients from prior years.
Published on June 21, 2017

Press Release template 2017 Advanced PFP Conference attendance

Template Attendees of the 2017 AICPA Engage Conference can use this press release template for visibility in their local media.
Published on June 09, 2017

PFSi 2017 Q1 Summary

Article First Quarter 2017 PFSi (Personal Financial Satisfaction Index) Summary
Published on April 25, 2017

Personal Financial Specialist Credential Committee

Overview Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members.
Published on April 24, 2017

AICPA Personal Financial Planning Trends Survey

Survey Identify current trends CPA financial planners and their clients are facing.
Published on February 09, 2017

PFP Trends Survey - Mid Year 2016

Executive Summary Read about CPA financial planner perspectives on their client’s retirement planning concerns in the 2016 Mid Year AICPA PFP Trend Survey.
Published on February 09, 2017

PFSi 2016 Q4 Summary

Article Fourth Quarter 2016 PFSi (Personal Financial Satisfaction Index) Summary
Published on January 26, 2017

Marketing Brochure for CPA/PFS - Internal Use

Brochure Use this campaign brochure to provide your clients and prospects with a detailed overview of the advantages of working with a CPA/PFS.
Published on December 21, 2016

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