AICPA Personal Financial Planning (PFP)

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Freely-available podcasts by AICPA and CIMA. We release about 20 episodes every month, and cover a broad range of topics of interest to accounting and finance professionals worldwide.

We combine the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) in a powerful international alliance that promotes accounting and finance in every corner of the world. Today, we serve 580,000 members, candidates and registrants in 150 countries and territories

This selection features all of our active shows. To discover our podcasts that have reached the end of their seasons, search for 'AICPA & CIMA' online or in your podcast app. Get in touch at podcast@aicpa-cima.com

AICPA & CIMA Show(s) Available

The Secret to Getting Early-Career CPAs Excited About Financial Planning

Sep 04, 2026

The future of personal financial planning depends in part on whether today’s professionals help the next generation see what the career can become. In this episode of the PFP Podcast, Cary Sinnett talks with Dr. Brianne Smith about how firms can expose students and early-career professionals to the human side of...

What Financial Planning Research Reveals About Your Clients

Aug 21, 2026

What can the latest research teach us about helping clients make better financial decisions?

In this episode Cary Sinnett talks with Dr. Megan McCoy, who leads the personal financial planning program at Kansas State University, about bringing academic research and real-world financial planning practice closer together....

Are You Solving the Right Problem First? Ask Dr. Brian Portnoy

Aug 07, 2026

Technical expertise may earn a client's confidence, but human connection earns their trust.

In this episode of the PFP Podcast, Cary Sinnett continues his conversation with Dr. Brian Portnoy, author of The Geometry of Wealth, exploring how CPA financial planners can move beyond numbers and into the conversations that...

Why Bob Keebler Makes the Section 645 Election Almost Every Time

Jul 24, 2026

The months immediately following a client's death create one of the most important income tax planning windows in estate administration. While many practitioners focus on basis step-ups and beneficiary distributions, one election can fundamentally change how post-death income is managed: the Section 645 election.

In...

The IUL Experiment with Andy Panko

Jul 10, 2026

Indexed Universal Life (IUL) insurance is often marketed as a “tax-free retirement income” solution, but how do these policies really work over time? To cut through the noise, financial planner Andy Panko, CFP®, RICP®, EA, decided to run his own real-time experiment. He bought an IUL, fully documented the...