Private Wealth Management Business Development Tools

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Private Wealth Management

Business Development Tools

For members in private wealth management, CFA Institute offers business development tools to promote your firm.

Electronic Client Newsletter

This tool makes building a newsletter — a popular client development tool — easy and affordable. Produce a customized newsletter by selecting content from a menu of globally relevant syndicated articles (from such publications as the Wall Street Journal and the Economist) and original CFA Institute investor education materials. The tool includes a tracking mechanism to identify topics most important to your clients.

The US$250 annual fee is heavily subsidized by CFA Institute and is fully refundable if the tool does not meet your expectations. Find complete details and sign up.

Brochure, Pitchbook, and Mailer Templates

Professionally designed and customizable marketing materials provide a starting point for attracting new clients. These brochure, pitchbook, and mailer templates are a convenient way to begin that process; they have similar designs and thus work well together or individually. Each template includes language that articulates the value of the CFA charter to the wealth management relationship and provides guidance on how best to position your firm.

Each template is available with two design options, in 8.5" x 11" paper size. Accompanying each downloadable template below, there are guidelines that will assist you with creating the materials. Read the usage guidelines thoroughly before you begin. To download these tools you must be logged in to the CFA Institute website and have Microsoft Office 97, or a later version, including Microsoft Word and PowerPoint. If you have questions, read the template download instructions (PDF).

Design 1
Pitchbook (PPT)
Capabilities Brochure (DOC)
Direct Mail Brochure (DOC)

Design 2
Pitchbook (PPT)
Capabilities Brochure (DOC)
Direct Mail Brochure (DOC)

Guidelines and Instructions
General usage guidelines (PPT)
Direct mail usage guidelines (PPT)
Template download instructions (PDF)