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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

 

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AICPA & CIMA Show(s) Available
  1. All Episodes
  2. 2019
  3. 07

Sustainable investing: Why is it important to your clients? (Part 2 of 3) {PFP Section}

Jul 26, 2019

Guest: Samuel Adams, CEO, Vert Asset Management

Category: Technical

In this episode, Samuel Adams, CEO, Vert Asset Management discusses sustainable investing and answers the questions:

  • What are your clients’ motivations for sustainable investing?
  • What are advisers’ motivations for sustainable investing?
  • What...

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Sustainable investing: What is it? (Part 1 of 3) {PFP Section}

Jul 19, 2019

Guest: Samuel Adams, CEO, Vert Asset Management

Category: Technical

In this episode, Samuel Adams, CEO, Vert Asset Management

  • What is sustainable investing?
  • Why is it growing in popularity? And is it just a fad?
  • What are the different types of sustainable investing? What are the intentions and outcomes for...

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Roth conversions and the proposed SECURE Act {PFP Section}

Jul 12, 2019

Guest(s): Bob Keebler, CPA/PFS

Category: Technical

In this episode, Bob Keebler, CPA/PFS discusses the SECURE Act and retirement planning strategies, including Roth conversions. He answers the questions:

  • What are the relevant proposed provisions?
  • Which clients would be impacted?
  • What planning strategies and tactics...

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Creating a cohesive online presence (part 2) {PFP Section}

Jul 05, 2019

Guests: Erica Gellerman, CPA

Category: Practice management

In this episode, Erica Gellerman, CPA turned marketer is here to help you differentiate your CPA financial planning practice for their current and prospective clients.

  • What are the three Vs of creating a cohesive online presence?
  • How can you leverage your...

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