Peters Professional Education

All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)

2022-41: Understanding Partnership Taxation - Debt Allocations (QAS)

All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning

2021-LFP02: Lifecycle Financial Planning - Behavioral Biases (QAS)

In this course, we will explore how we make decisions with less than perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them.

All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning

2021-LFP03: Lifecycle Financial Planning - Investment Policy Statements & Portfolio Risk (QAS)

This course will explore how financial planning changes over a client’s lifetime. We will discuss common investor types and approaches to financial planning, including traditional and reverse glidepath theory.

All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning

Lifecycle Financial Planning: Retirement Planning - IRAs (QAS)

1.0 NASBA QAS Credits (Taxes); 1.0 CFP QAS CE (Tax Planning)

All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Lifecycle Financial Planning

2021-LFP16: Lifecycle Financial Planning - Dependency (QAS)

Through true to life discussion questions and plain English explanations of code sections, this course explores the modern idea of dependency after the Tax Cuts and Jobs Act (TCJA).

All Courses, NASBA Certified, Self Study (QAS)

2020-23L: Building a Better Team - Being a Better Teammate (QAS)

Utilizing discussions and case studies, this course will explore how to become a better teammate. We will learn strategies for how to form better relationships with colleagues and others.