AICPA Credential Marketing Toolkit for State CPA Societies
Thank you for your participation in AICPA’s credential partnership and revenue-share program. We value the commitment you have made to increase awareness of new opportunities available to members. An array of communications tools are now available to you including print ads, online banners, email copy, program blurbs for your newsletter and website as well as social media posts. Click the links below to get started and download the communications that best suit your needs..
Important Note: Many of the articles sit behind an AICPA account access wall. Membership is not required to access the content, but a free account login and password are required.
All references to AICPA credentials should be directed to the Advisory Credentials Membership Page.
Questions? Email Emma Buyers
Articles:
Personal Financial Planning
- Serve clients; stay ahead of the curve with the AICPA’s PFP Section
- Personal Financial Specialist Experienced CPA Pathway
- Business experience requirements for the CPA/PFS credential
- Life transitions can trigger deeper client service opportunities with the PFS credential
- Financial Planning and Tax Advisory Podcast Series
- Grow tax and financial planning services
Forensic Accounting
- Respond to clients’ needs with AICPA CFF® Credential
- Not-for-profit fraud | FVS Eye on Fraud
- Phishing – Getting reeled in | FVS Eye on Fraud
Business Valuation
- How can AICPA ABV credential holders help in times of need?
- CVFI: Apply expertise to enhance your career in financial instruments
- CEIV credential holders deliver quality, consistency, and transparency
- Times of uncertainty don’t change the fair value framework
- Valuing unicorns during a pandemic
- Measuring the fair value of financial instruments under conditions of significant uncertainty—selected considerations
- Financial instruments performance framework
Technology
- Position yourself at the forefront of change with the CITP® credential
- Technology shifts take accounting and finance back to basics in 2020 | Eye on Technology
- Technology challenges and solutions in the age of COVID-19 (Video series)
- Three cybercrime trends to prepare for in 2021
- Privacy Management Framework
- CPA cybersecurity checklist
- Article that Harsh Jadhav wrote for the Cal Society
Infographics:
- CFF Credential Pathway
- ABV Credential Pathway
- CITP Credential Pathway
- PFS Credential Pathway
- CEIV Credential Pathway Infographic for CPAs
- CEIV Credential Pathway Infographic for Finance Professionals
- CVFI Credential Pathway Infographic for CPAs
Credential Information Handbooks:
Videos:
Download the Specialized Credentials Tip Sheet
Includes bodies of knowledge, requirements, cost, benefits, exam dates and how to prepare.Marketing Assets
Banner Ads
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Print Ads
- CPA Credential Campaign, Version 1
Half page (8.5”x5.5”): PDF Full Page (8.5”x11”): PDF
- CPA Credential Campaign, Version 2
Half page (8.5”x5.5”): PDF Full Page (8.5”x11”): PDF
Copy
- Email Copy 1 – Demand for advisory services
- Email Copy 2 – Increase earning power
- Email Copy 3 – What’s your plan?
- Email Banners for individual credentials
- Advertising Copy for individual credentials
- Social Ad images for individual credentials
- Testimonials from current credential holders