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  • All Courses, NASBA Certified, Webinars (SIM), Course Bundles, Lifecycle Financial Planning, Quarterly Tax Updates

    Quarterly Webinars for Financial Advisors

    Bundle

    Three 4-hour LIVE webinars | Q2, Q3, & Q4 2025 | 12 NASBA Credits (Finance)

    $387

  • All Courses, NASBA Certified, CFP Certified, Lifecycle Financial Planning

    Lifecycle Financial Planning: Unique Tax Attributes of Different Entity Types for Entrepreneurs (QAS)

    Course

    2.5 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning) • 2.0 IRS Credits (Federal Taxation)

    $79

  • All Courses, Lifecycle Financial Planning

    Lifecycle Financial Planning: Tax Planning - Qualified Business Income Deduction (QAS)

    Course

    1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)

    $29

  • All Courses, Lifecycle Financial Planning

    Lifecycle Financial Planning - Getting Money to Small Business Owners (QAS)

    Course

    2.0 NASBA Credits (Taxes) • 1.5 CFP CE Credits (Tax Planning) • 2.0 IRS Credits (Federal Taxation)

    $69

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

    Lifecycle Financial Planning - Assessing Client Needs & Building a Plan (QAS)

    Course

    2.0 NASBA QAS Credits (Finance) • 1.5 CFP CE Credits (Financial Planning Process)

    $69

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

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

    Course

    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.

    $29

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Peters Professional Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

David Peters provides educational offerings through Peters Professional Education LLC. David Peters is also registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. Peters Professional Education LLC and Peters Financial LLC are not affiliated.

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