Community

    CPA/PFS Business Development Toolkit 

    Go to PFS Credential Overview page

     

     
     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.




    Personal Financial Planning Trend 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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    Consumer Brochures

    Brochure Use these brochures to promote your qualifications and services as a CPA Financial Planner to the public.
    Published on August 24, 2015

    Disaster Preparation

    Media Advisory Learn about a disaster preparation as a topic to initiate conversations with your local media.
    Published on July 28, 2015

    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 16, 2015

    PFSi 2015 Q2 Summary

    Article A summary of the changes in the second quarter 2015 Personal Financial Satisfaction Index (PFSi) for use with clients and the media.
    Published on July 16, 2015

    AICPA Personal Financial Planning Trend Survey

    Survey Identify current trends CPA financial planners and their clients are facing.
    Published on July 08, 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 July 07, 2015

    PFP Trends Survey - 2015 Q2

    Press Release Media release for the Q2 2015 AICPA PFP Trends Survey.
    Published on June 22, 2015

    PFP Trends Survey - 2015 Q2 Executive Summary

    Executive Summary Read about CPA financial planner perspectives on their client’s retirement planning concerns in the Q2 2015 AICPA PFP Trend Survey.
    Published on June 22, 2015

    Positioning Statement for CPA/PFS

    Speech Use this elevator speech to help you clearly and concisely explain what is you offer as a CPA financial planner.
    Published on June 02, 2015

    PFSi 2015 Q1 Summary

    Article First Quarter 2015 PFSi (Personal Financial Satisfaction Index) Summary
    Published on April 16, 2015

    PFP Trends Survey - 2015 Q1

    Press Release Media release for the Q1 2015 AICPA PFP Trends Survey.
    Published on April 08, 2015

    PFP Trends Survey - 2015 Q1 Executive Summary

    Executive Summary Read about CPA financial planner perspectives on their client’s retirement planning concerns in the Q1 2015 AICPA PFP Trend Survey.
    Published on April 08, 2015

    Press Release Template - New PFS Credential Holder

    Template Press Release Template for New PFS Credential Holder
    Published on March 09, 2015

    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 March 05, 2015

    PFSi Launch Release

    Press Release Press release announcing the new Personal Financial Satisfaction Index (PFSi)
    Published on March 03, 2015

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