Personal Financial Planning (PFP) Marketing and Media Toolkit

PFP member access only

The tools offered here are intended to help PFP Community 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. You may want to use these tools to:

·         Attract new clients and improve relations with existing clients;

·         Offer a public service to those in need of financial assistance or information

·         Educate the general public or targeted audiences about personal financial planning  services;

·         Increase visibility by giving the presentations to business, consumer and community groups.

Personal Financial Specialist (PFS) Marketing and Media Toolkit

PFS credential holder access only

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.  Use this information to help you:

·         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, and much more!