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These podcasts are produced and brought to you by AICPA & CIMA, together as the Association of International Certified Professional Accountants. They cover a broad range of topics of interest to accounting and finance professionals worldwide.

 

AICPA is the abbreviation for the American Institute of CPAs, and CIMA stands for the Chartered Institute of Management Accountants. Our founding membership bodies continue to serve professionals, students and the public worldwide when communicating specific legal, regulatory statutes and governance.

 

This selection includes active shows, along with some that have reached the end of their season. We welcome your feedback, along with any questions and suggestions. Get in touch at podcast@aicpa-cima.com

 

Copyright 2023 AICPA & CIMA

AICPA & CIMA Show(s) Available
  1. All Episodes
  2. 2021
  3. 08

Guiding clients with diminishing mental capacity: Residential choices {PFP Section}

Aug 27, 2021

When you determine that your client needs a plan for transition of care, you will discover that there are endless options.  In part 5 of this PFP Section podcast series, Reina Schlager, CPA/PFS, helps you sift through the pros and cons of each so that you can best guide your client. She discusses:

  • Home and respite...

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Helping clients overcome common investor mistakes {PFP Section}

Aug 20, 2021

Investment decisions are often made based on unconscious biases and motivations. When we help our clients understand the why behind their money, they will be able to make informed choices. In this episode of the PFP Section podcast, Join Bob Stammers, CFA and Director of Investor Engagement at CFA Institute and Lisa...

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Guiding clients with diminishing mental capacity: Planning while well {PFP Section}

Aug 13, 2021

Putting a plan in place prior to recognizing dementia in your clients is ideal.  In part 4 of this PFP Section podcast series, Reina Schlager, CPA/PFS, discusses the following:

  • Why it’s important to act while your clients are healthy
  • Planning documents and other considerations
  • Preserving dignity for the impaired...

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Guiding clients with diminishing mental capacity: Ten warning signs {PFP Section}

Aug 06, 2021

CPA financial planners may be the first to recognize dementia in their client and this can go a long way towards protecting the client’s assets and ensuring a proper care plan is put in place.  In part 3 of this podcast series, Reina Schlager, CPA/PFS, discusses the following:

  • The ten warning signs that your client...

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