AICPA Personal Financial Planning (PFP)

Take our Listener Survey.

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

Step 7: How do I structure staffing and work with other advisers? {Building a Tax & Financial Planning Advisory Business}

May 31, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Chris DeBlanc, Scott Sprinkle, and Susan Tillery

Category: Practice management

In this episode, CPA financial planners share how to work with other advisers and professionals as part of the tax & financial planning team and answer the questions:

What is your role as the...

Step 5: What is the best way to create deep relationships with clients? {Building a Tax & Financial Planning Advisory Business}

May 17, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Brooke Salvini, and David Stolz

Category: Practice management

In this episode, CPA financial planners share how to deepen client relationships within their tax and financial planning advisory businesses and answer the questions:

How can you create an...

Taxes and Investment Planning {PFP Section}

May 10, 2019

Guest: Matt Rosenberg, CPA/PFS

Category: Technical

In this episode, Matt Rosenberg, CPA/PFS discusses the impact of taxes on investment planning and answers the questions:

What are the major tax considerations practitioners should take into account when providing investment advice?
When do capital gains need to be...

Step 4: How do I approach new client meetings & offer financial planning services to current tax clients? {Building a Tax & Financial Planning Advisory Business}

May 03, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Chris DeBlanc and Scott Sprinkle

Category: Practice management

In this episode, CPA financial planners share how they approach new client meetings and how to offer planning services to tax clients and answer the questions:

How does taking a humanistic approach to tax planning...