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American Institute of CPAs - Personal Financial Planning (PFP)

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Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.

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Latest Episodes

Make sure you are making the most of the benefits available for your clients or their family members who have disabilities by tuning in to this episode of the PFP Section podcast. ABLE account experts Anita Kelley, with the Office of Alabama State Tr... more

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3 days ago

Emotion can trump logic at times when making decisions and guiding clients through this may be more complex when advising a couple who is contemplating retirement. In this episode of the PFP Section podcast, Christine Moriarty with MoneyPeace answers... more

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10 days ago

If you have a client who is considering surrendering a life insurance policy or allowing it to lapse, it is important to first understand the value of the policy and determine if it can be sold for more than its cash value. In this episode of the PFP... more

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17 days ago

Reviews

4.6 out of 5 stars from 39 ratings
  • Very poor audio quality

    I really want to get the information contained in the podcast, but the audio quality is too poor. I am new to the profession I would love to include it as a resource in my growing education.

    Apple Podcasts
    1
    LMSF2014
    United States2 months ago
  • Great Info for Do it yourselfers!

    As a recent retiree, I find this information very helpful!

    Apple Podcasts
    4
    fierce sasha III
    United States4 months ago
  • Great product

    I’m a CFP and would love more financial planning content.

    Apple Podcasts
    5
    Mike Vondra
    United States7 months ago
  • This is a great podcast but for the love of God please improve the audio quality 🙏

    Castbox
    John A Zeidler
    a year ago
  • Hey accountants—Sound quality matters

    Every single episode sounds like it was recorded in a tin can. There is NO good reason for this. Please find a marketing person, or just any person with any sense, and ask them to help you find a decent microphone or way to record somebody remotely.

    Apple Podcasts
    1
    anonymous mn
    United Statesa year ago

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American Institute of CPAs launched 3 years ago and published 169 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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