AICPA Personal Financial Planning (PFP)

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Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, investment planning, and more.Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.

Recent Episodes
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Recent Reviews
  • sooosally
    Promoting someone convicted of fraud?
    In the most recent podcast, Peter Strauss was mentioned as an insurance expert, which I am sure he is, but also as a great guy, etc. This man has just pled guilty in federal court to fraud. Needless to say he also lost his license. Disturbing for the AICPA to promote such a person.
  • LMSF2014
    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.
  • fierce sasha III
    Great Info for Do it yourselfers!
    As a recent retiree, I find this information very helpful!
  • Mike Vondra
    Great product
    I’m a CFP and would love more financial planning content.
  • anonymous mn
    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.
  • BenCA99
    Very helpful even for the non-CPA personal investor
    As just a do it yourself non-CPA personal investor managing my own investment assets in retirement, I’ve found these AICPA podcasts immensely valuable and interesting. The episodes covering Roth conversion strategies and the coming SECURE act provisions have been particularly helpful.
  • HookedOnSuccess
    Outstanding and Practical Information
    If you are like me, time is critical. Each episode of this podcast has been filled with practical advice and resources that save me time while providing the highest quality of PFP services to our clients. The individuals presented in each episode are the leaders of their specialty within the PFP profession. If you have limited time yet desire proven, pragmatic strategies for your business, this is the podcast for you.
  • srtrader70
    Essential for CPAs in Financial Services
    I get over 200 emails a week relating to the profession and the PFP emails are one of the few I always open upon receipt. The speakers for the podcasts are always top notch, and my only previous complaint was that I couldn’t access them from the podcasts app!
  • AJotkoff
    Blockchain
    The podcast is a good primer on the subject if you have not yet learned the basics.
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