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INSTRUCTOR

David Peters

129 Courses • 6246 Reviews
CPA, CFP, CLU, CPCU, MST, MBA
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Courses from David Peters

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  • Financial Reporting & Statements

    Exploring Client Advisory Services: Tying Out Financial Statements

    David Peters
    1 CPD hour

Packages with David Peters courses

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  • Gold Tier CPD Package: The Complete Practitioner

    book
    25 courses
    5.0
    (2174)
    Writing Skills
    Strategic Writing for Leaders (SW4L)
    High-Value Writing
    2.5h
    Tax Update *
    Split, Shift, or Sink? Navigating PSI and Anti-Avoidance Law
    Stephen Lau
    1.5h
    Estate Taxation *
    Trust Losses in Practice: Rules, Tests, and Strategies
    Roelof van der Merwe
    1h
    + 22 more courses

  • PACKAGE: Business Communication for Accountants (2026)

    book
    13 courses
    4.9
    (1286)
    Writing Skills
    Clear & Concise Writing In 3 Strategies (CCW)
    High-Value Writing
    1h
    Writing Skills
    Strategic Writing for Leaders (SW4L)
    High-Value Writing
    2.5h
    Business Communication
    Client Advisory Services: Financial Results & Stakeholders
    David Peters
    1h
    + 10 more courses
  • Financial Reporting & Statements

    Client Advisory Services: Account Reconciliations, Software Best Practices, & Common Reports

    David Peters
    5
    (2)
    1 CPD hour
  • Bookkeeping

    Exploring Client Advisory Services: Debt Amortization

    David Peters
    1 CPD hour
  • Investing

    Lifecycle Financial Planning: Investment Planning - Alternative Investments

    David Peters
    5
    (3)
    1 CPD hour
  • Bookkeeping

    Exploring Client Advisory Services: Journal Entries - Cash

    David Peters
    5
    (7)
    1 CPD hour
  • Bookkeeping

    Exploring Client Advisory Services: Cash & Accrual Basis Concepts

    David Peters
    5
    (2)
    1 CPD hour
  • Financial Planning

    Lifecycle Financial Planning: Behavioral Finance Biases

    David Peters
    5
    (3)
    1 CPD hour
  • Corporate Finance

    Building a Better Budget in a Time of Uncertainty

    David Peters
    5
    (41)
    5.5 CPD hours

  • PACKAGE: Budgeting & Forecasting for Accountants (2026)

    book
    10 courses
    5.0
    (1159)
    Budgeting & Financial Forecasting
    Improving Financial Forecast Accuracy
    Rob Stephens
    2h
    Budgeting & Financial Forecasting
    Building Budget Spreadsheets in Microsoft Excel
    David Ringstrom
    2h
    Data Analytics, Visualization, and Science
    Artificial Intelligence for Financial Modeling
    Simon Sez IT
    2h
    + 7 more courses

  • 3-YEAR PACKAGE: 60 Verifiable CPDs for Accountants

    book
    26 courses
    4.8
    (8099)
    Equality, Diversity and Inclusion
    Implementing Diversity, Equity, and Inclusion
    Knowledge Group
    2h
    Business Ethics
    Beyond Binary: Artificial Intelligence and Ethics
    Elizabeth McDowell
    3h
    Artificial Intelligence
    Fundamentals of Generative AI, LLMs and ChatGPT
    Garrett Wasny
    2.5h
    + 23 more courses