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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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

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 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

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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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