Instructor
David Peters
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Instructor
David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA
Founder & Owner, Peters Professional Education
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA, and is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He has over fifteen years of experience in financial services, including 3 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 Surgent, Kaplan, the AICPA and Don Farmer Tax Courses. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States.
He holds four master’s degrees and contributes regularly 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 Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia.
Education
Certifications
Activities & Associations
The financial and tax regulatory world is constantly evolving, and staying informed is essential for financial advisors, CAS professionals, and tax practitioners. Our comprehensive course bundle provides the critical updates and insights you need to navigate complex regulations with confidence—all in one convenient package.
🔹 Quarterly Practice & Regulatory Update – Keep up with SEC, FINRA, IRS, and CFP Board changes without getting lost in technical jargon. This 4-hour session breaks down key regulatory updates with practical, real-world examples, ensuring you can confidently guide your clients through financial decisions.
🔹 Tax Updates for CAS Professionals – CAS professionals play a crucial role in CPA firms, and understanding tax law changes is a must. This course covers essential updates in payroll tax, information reporting, tax credits, deductions, and individual and business tax return changes—helping you better support your clients year-round.
🔹 Quarterly Federal Tax Update – The tax landscape is shifting rapidly, and staying current is more challenging than ever. Our quarterly updates go beyond new tax code sections, covering IRS focus areas, emerging issues, and industry best practices. With clear explanations and practical examples, you'll be equipped to handle client concerns throughout the year.
Don’t fall behind—stay informed, stay prepared, and stay ahead. Enroll in our course bundle today and gain the knowledge you need to succeed!
