Preview Mode Links will not work in preview mode

 

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

 

 Copyright 2026 AICPA & CIMA

AICPA & CIMA Show(s) Available
  1. All Episodes
  2. 2020
  3. 09

2020’s highest rated software for financial planners {PFP Section}

Sep 25, 2020

Guest:  Joel Bruckenstein

From CRM, financial planning, and risk tolerance software to cybersecurity resources and digital marketing tools, the 2020 T3/Inside Information Advisor Software Survey covers wide ground. Joel Bruckenstein shares the highest rated tools, his expert insights, and trends that he’s seeing in...

Read More

How to have transformative conversations {PFP Section}

Sep 18, 2020

Guests:  Jean-Luc Bourdon, CPA/PFS, CFP®

The fear of uncertainty in the current times requires having skillful conversations to bring calm and comfort to your clients. Jean-Luc Bourdon, CPA/PFS, shares how to create an environment where your clients feel safe to discuss their deepest concerns and desires in this PFP...

Read More

Part two of the importance of addressing long-term care planning {PFP Section}

Sep 11, 2020

Guests:  Brooke Salvini, CPA/PFS and Brian Gordon, CLTC

The pandemic has highlighted the need to have plans in place for healthcare. You can add value to your clients by having conversations to help them understand their options for long term care. In this episode, Brooke Salvini, CPA/PFS, and LTC expert, Brian Gordon...

Read More

The importance of addressing long-term care planning {PFP Section}

Sep 04, 2020

Guests:  Brooke Salvini, CPA/PFS and Brian Gordon, CLTC

Whether you have clients who are currently receiving care or planning for their long-term health and finances, you can guide them by understanding the LTC insurance industry and how the landscape is changing as a result of COVID-19. You’ll be better informed as...

Read More