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David Peters, CPA, CFP, CLU, CPCU, MST, MBA

Peters Professional Education, LLC
Founder and Owner
david@davidpetersfinancial.com
(804) 332-1373

Peters professional education
David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, and a Financial Advisor for Peters Financial, LLC. He has over fifteen years of financial services experience, including three years in the hedge fund industry and six years in the insurance industry.  David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years.  He is a national CPE Instructor/Discussion Leader for the AICPA, Kaplan, and Surgent and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for Business & Industry topics for the SC Association of CPAs and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four Master’s degrees and is currently pursuing his Ph.D. in Financial Planning. He regularly contributes to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia.

About Us: Peters Professional Education provides high quality continuing education courses to financial professionals across several industries, including insurance, financial planning, and accounting. We work with both CPA societies and financial firms to provide timely content that empowers financial professionals to better serve the evolving needs of their clients.

Self-Study CPE

ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES

Archived Webinars

A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
Recorded Date December 20, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Intermediate      Who Should Attend CFO / Controller, CPA - medium firm, CPA - large firm, Other     
CRITICAL SKILLS FOR CFOs & CONTROLLERS: BUDGETING & FORECASTING STRATEGIES
Recorded Date November 22, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Finance  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
DATA ANALYTICS FOR A COMPETITIVE ADVANTAGE: DATA TYPES, INQUIRIES & INTEGRITY
Recorded Date June 29, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Information Technology  Course Level Intermediate      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other     
UNDERSTANDING PARTNERSHIP TAXATION: TYPES OF BASIS & CONTRIBUTIONS
Recorded Date May 20, 2022  Cost $30.00 Presentation Length 2.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Intermediate      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other