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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. 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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