myCPE

Certified Accounting Firm Marketing Strategist (CAFMS)

Fix Marketing Mistakes, Grow Your Firm!

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3500+

Enrollments

5/5(1.2K+ Reviews)
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Last Updated

February, 2025

Multiple
12.5
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
certificate
certificate
certificate

What You’ll learn

Ready to attract more clients and grow your accounting practice? This Course in Marketing Strategy for Accounting Firms provides you with actionable strategies to optimize lead generation, enhance brand positioning, and implement cutting-edge digital marketing tactics. Led by industry expert Apoorv Dwivedi, this course equips you with tools and knowledge to immediately apply and improve your firm’s marketing efforts. Learn how to craft a compelling value proposition, measure marketing effectiveness, and leverage social media to boost engagement. 

Get Deeper Understanding of:

  • Common marketing mistakes and how to avoid them.
  • Small business owners' priorities when selecting accountants.
  • Marketing questions to refocus your strategy.
  • Targeted, measurable marketing plan for success.

Recommended For:

  • CPAs who want to strengthen their firm’s brand, optimize lead generation, and master marketing tactics.
  • Accountants, bookkeepers, and business development professionals looking to enhance their marketing strategies and attract high-quality clients.
  • Professionals interested in learning how to leverage AI, SEO, and social media to drive business growth for accounting firms.

Why take the Certified Expertise in Workplace Strategies with MYCPE ONE?

Resources included

  • Handout PDFs for every Module
  • Glossary/Key Terms for every module
  • Q&A directly with instructors.

Career Opportunities

  • Marketing Manager
  • Business Developer
  • Digital Strategist
  • SEO Specialist
  • Social Media Lead

Value Addition to your skills

  • Digital Marketing
  • Lead Generation
  • SEO Optimization
  • Brand Positioning
  • Marketing Analytics
  • Business Growth

Courses

Course Title Time Credits Learning Format
1 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Compare outbound, inbound, and network-based lead generation.
  • Develop strategies for referrals and word-of-mouth marketing.
  • Create a balanced lead generation plan for accountants.
1 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Communication for Certified Professional in Talent Development (CPTD) 1 Points Eligible
Communication for Associate Professional in Talent Development (APTD) 1 Points Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Communication for Certified Professional in Talent Development (CPTD) 1 Points Eligible
Communication for Associate Professional in Talent Development (APTD) 1 Points Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Avoid common marketing mistakes and optimize digital strategies.
  • Create a strong value proposition aligned with target audience goals.
  • Measure, analyze, and enhance marketing success effectively.
1 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Optimize local SEO using Google tools and evolving search strategies.
  • Manage online reputation through reviews and locally relevant content.
  • Enhance local search rankings to attract and engage target clients.
1 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Apply marketing fundamentals and set measurable success metrics.
  • Develop an actionable marketing plan with quick wins for momentum.
  • Streamline reporting and processes to engage partners effectively.
1 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
Recruitment and selection techniques for SHRM Professionals (Approval No. 26-4JW6V) (Valid upto : Dec 31, 2026) 1 PDC Approved
HR Global for Human Resource Certification Institute (HRCI) (Approval No. 688402) (Valid upto : Nov 30, 2025) 1 RCH Approved
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Communication for Certified Professional in Talent Development (CPTD) 1 Points Eligible
Communication for Associate Professional in Talent Development (APTD) 1 Points Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
Recruitment and selection techniques for SHRM Professionals (Approval No. 26-4JW6V) (Valid upto : Dec 31, 2026) 1 PDC Approved
HR Global for Human Resource Certification Institute (HRCI) (Approval No. 688402) (Valid upto : Nov 30, 2025) 1 RCH Approved
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Communication for Certified Professional in Talent Development (CPTD) 1 Points Eligible
Communication for Associate Professional in Talent Development (APTD) 1 Points Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Strengthen employer branding to attract and retain top talent.
  • Enhance HR and Marketing collaboration for branding success.
  • Apply marketing strategies to boost employer visibility and appeal.
1 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Build a strategic marketing plan with clear goals and timelines.
  • Identify ideal clients and craft effective digital marketing strategies.
  • Measure performance and adjust tactics for optimal results.
1 Hour
License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Identify key factors small businesses consider when selecting an accountant.
  • Develop trust, expertise, and personalized service to attract clients.
  • Implement marketing strategies to build lasting client relationships.
1 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Develop a unique value proposition and targeted content strategy.
  • Choose effective digital marketing channels and automation tools.
  • Analyze marketing performance for ongoing improvement.
1 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Encourage and manage client reviews to enhance firm reputation.
  • Leverage reviews in marketing to build trust and attract clients.
  • Use tools to monitor and respond to client feedback effectively.
1 Hour
License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Build trust and strong professional relationships for referrals.
  • Develop and implement an effective client and employee referral strategy.
  • Create personalized referral plans using structured worksheets.
1 Hour
License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
BusIness Management & Organization for Certified Public Accountants (CPA-US) 1 CPE Approved
BusIness Management & Organization for CPA in Canada 1 CPD Eligible
BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Identify AI opportunities and challenges for accounting firms.
  • Develop tailored AI adoption roadmaps for firms and clients.
  • Evaluate AI’s impact on client services and firm operations.
1 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Communication for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 1 CPE Approved
Communication for CPA in Canada 1 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • Build and maintain a strong professional social media presence.
  • Create engaging content to attract and connect with your audience.
  • Leverage social media for networking and career opportunities.
0.5 Hour
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Specialized Knowledge for CPA in Canada 0.5 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 0.5 CPD Eligible
Chartered Accountant - ICAEW 0.5 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 0.5 CPD Eligible
Chartered Accountants - Scotland 0.5 CPD Eligible
CPA - Ireland 0.5 CPD Eligible
License details Credits Status
Communications and Marketing for Certified Public Accountants (CPA-US) 0.5 CPE Approved
Specialized Knowledge for CPA in Canada 0.5 CPD Eligible
Communications and Marketing for Delaware Licensed Public Accountant (DE-LPA) 0.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 0.5 CPD Eligible
Chartered Accountant - ICAEW 0.5 CPD Eligible
Communications and Marketing for Iowa Licensed Public Accountant (IA-LPA) 0.5 CPE Eligible
Communications and Marketing for Maine Licensed Public Accountant (ME-LPA) 0.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 0.5 CPD Eligible
Chartered Accountants - Scotland 0.5 CPD Eligible
CPA - Ireland 0.5 CPD Eligible
On Demand (video)
  • Assess and refine your marketing strategy using key evaluation questions.
  • Align tactics with firm goals to drive client growth and retention.
  • Implement, measure, and adjust for long-term marketing success.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

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Strategic Marketing Mastery

“The Marketing Strategy course helped me transform our firm’s marketing approach. I now have a clear roadmap for attracting the right clients and growing our business.”

John Matthews

John Matthews, CPA

Accounting Firm Owner

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Great Learning Platform

“MyCPE ONE offers an excellent learning experience. The course was easy to navigate, and I could complete it at my own pace. The content was relevant and practical for my accounting practice. Highly recommend for busy professionals!”

Sarah Lee

Sarah Lee, CPA

Marketing Specialist

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AI and Social Media Savvy

“I was skeptical about AI in marketing, but after completing the course, I’m now confidently using AI tools to enhance our firm’s marketing efforts.”

David Brown

David Brown, CPA

Business Development Manager

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Frequently Asked Questions

This CAFMS course will cover essential marketing principles tailored to accounting firms, including common pitfalls, digital marketing techniques, and client trust-building strategies. Participants will explore practical steps for crafting an effective marketing plan, developing a strong brand presence, and leveraging online reviews. The course also provides insights into referral marketing, AI-driven strategies, and social media optimization to help firms grow sustainably.

The certified course is a helpful and results-driven program designed to provide accounting professionals with the practical skills needed to achieve sustainable business growth. This course offers a wealth of proven strategies in lead generation, SEO, and brand positioning, empowering you to enhance your firm's visibility and reputation..

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.
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