Podcast thumbnail for AICPA Personal Financial Planning (PFP)

AICPA Personal Financial Planning (PFP)

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by AICPA & CIMA

4.6(57 reviews)
343 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
59

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality97
Social0
YouTube0
Engagement51

Podcast Overview

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.

Language

🇺🇲

Publishing Since

1/4/2019

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59

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality97
Social0
YouTube0
Engagement51
9
Excellent Areas
1
Good Performance
9
Growth Opportunities
excellent
Publishing Consistency
Every 8 days
Performing excellently!
good
iTunes Tags
6.5/10

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Recent Episodes

Episode thumbnail for Andrea Millar, From Financial Expert to Trusted Guide

May 29, 2026

Andrea Millar, From Financial Expert to Trusted Guide

Host Cary Sinnett interviews financial expert Andrea Millar on integrating life planning to uncover client purpose and drive intentional financial behavior.

Episode thumbnail for Small Planning Conversations That Lead to Bigger Engagements

May 15, 2026

Small Planning Conversations That Lead to Bigger Engagements

AICPA PFP host Cary Sinnett and guest Jackie Cummings Koski share five impactful planning ideas that deepen client conversations and uncover bigger opportunities in this interview.

Episode thumbnail for The Ripple Effect: How Financial Literacy Shapes Generations

May 1, 2026

The Ripple Effect: How Financial Literacy Shapes Generations

Host Cary Sinnett interviews Jackie Koski about how financial literacy, not just strategy, empowers better decisions and shapes generational financial well-being.

343 total episodes available with 59 transcripts

Recent guests on AICPA Personal Financial Planning (PFP)

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Andrea Millar

Guest

Cary Sinnett

Guest

Jackie Cummings Koski

Guest

Cameron Caprio

Guest

Matt Kidd

Guest

Bob Keebler

Guest

Deb Meyer

Guest

Dr Brianne Smith

Guest

Jeff Levine

Guest

Carl Richards

Guest

Chris Benson

Guest

Jimmy Williams

Guest

Deep-dive analytics for AICPA Personal Financial Planning (PFP)

Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is AICPA Personal Financial Planning (PFP)?

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.

How often does this podcast release new episodes?

This podcast updates weekly.

Where can I listen to this podcast?

This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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