Continuing education doesn't have to be dull.
COURSES FOR CPAS & FINANCIAL PROFESSIONALS

We work with regulatory bodies and organizations to make engaging, relevant and authoritative courses you'll actually want to take.

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Webinars every weekday!

Elevate your lunch break with our weekday webinars covering a variety of topics. Webinars air every day Monday through Friday at 12pm ET.

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WHO WE SERVE
Courses for professionals across multiple industries
ACCOUNTING

Our courses have been certified by a host of state agencies to fulfill your CPE requirements and advance your accounting knowledge.

FINANCIAL ADVISORS

Our courses will keep you informed, motivated, and engaged while fulfilling your requirements as a financial advisor.

INSURANCE

Our education offerings are kept up to date to ensure you know the latest requirements and law changes that affect the insurance industry, your organization, and your clients.

SMALL BUSINESS

Our education offerings help small businesses with the latest developments in tax and insurance, taking the guesswork out of compliance.

HOW TO BE A BETTER CFO (SIM)

Webinar airing every Thursday 12pm-4pm ET
4.0 NASBA Credits

Gone are the days in which the CFO was just in charge of keeping the books. Today’s CFOs are involved in all parts of a company’s operations. Utilizing case studies, research, and discussion questions, this course will explore how to look at topics such as picking out the best retirement plan, managing remote employees, strategic forecasting, and managing the budgeting process through the lens of a CFO.

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Critical Skills for CFOs & Controllers - Budgeting & Forecasting Strategies for Today's World (SIM)

Webinar airing every Tuesday 12pm-2pm ET
2.0 NASBA Credits

The budget and the forecast are two common tools used by controllers and CFOs across almost every industry. However, are we really getting the most out of these tools? Or are we merely replicating whatever was done last year? In this course, we will use examples and illustrations to demonstrate various budgeting and forecasting techniques. We will discuss traditional approaches, as well as newer approaches such as flexible budgeting, in an effort to show how companies can gain more value.

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Seeing Beyond the Numbers - Financial Statement Analysis for CFOs & Controllers (SIM)

Webinar airing every Wednesday 12pm-3:30pm ET
4.0 NASBA Credits

Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company’s strengths and weaknesses are. However, financial statements can often have different messages depending on the user.

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TESTIMONIALS
What our students and course participants are saying

David is incredibly knowledgeable and a gifted speaker. He has a way of keeping things interesting and his CPE courses always seem to fly by quickly (this is a somewhat difficult thing to do with a CPE course so it's one of the biggest compliments one can possibly give a speaker).
SCACPA Course Participant

I've found David Peter's sessions to be the most helpful of the conference. Great speaker, and super relevant and helpful, actionable tips for improving cash and cut costs.
Session Attendee
MNCPA Management and Business Advisers Conference (MBAC)

David Peters is a great instructor. He breaks things down better than anybody else I have ever watched. His course has been very helpful in my practice.
Andrew P. Dragotto, CPA, P.C.

David Peters was one of the best instructors I've ever had. Made many of the more complex topics much simpler and easier to understand. Brought energy.
ISCPA Fall CPE Conference
Session Attendee

Dave Peters is excellent - making ethics very interesting and clearly relevant.
Session Attendee
MACPA Beach Retreat

David Peters is a great speaker with abundant knowledge to share. I look forward to learning more from him!
SCACPA Course Participant

Best ethics class I have ever had.
Session Attendee
MACPA Beach Retreat

Excellent teacher/speaker. This is my 3rd class conference with David. I have learned something and confirmed more things from all the sessions. Invite him back next year.
Session Attendee
MNCPA Management and Business Advisers Conference (MBAC)

Dave is good at reading the audience and encouraging/fostering interactive conversation.
MACPA Beach Retreat Attendee

My opinion is that David Peters is one of the best instructors I have had over the years. He was engaging, knew the topics, and had relevant information to share with us.
Session Attendee
ISCPA Fall CPE Conference

David is probably the best speaker we have the opportunity to listen to.
SCACPA CPE Event Attendee
A Controller's Guide to Assessing the Risk of Your Organization - Coverages and Exclusions for Basic Business Policies

David Peters does an excellent job with all of his seminars...I did not feel I was prepared for the upcoming tax season. He packed a lot in the four hours he had and I feel better about this tax season after today.
2024 SCACPA Federal Tax Update Session Attendee

Why choose Peters Professional Education?

If you're a practitioner, you likely want your content to come from other experienced practitioners. Our lessons are created and led by David Peters, a tax practitioner, financial advisor and licensed insurance agent who is deeply familiar with the day-to-day challenges financial professionals face.

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Go with a trusted authority

We have been acknowledged as experts with CPAs, financial advisors, insurance consultants, and small business owners.

  • Featured on news channels

  • Sought out by high profile podcasts

  • Traveling across the nation to teach industry professionals

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