Course Quick Facts

  • Course Length: Approximately 1.5 hours

  • Course Level: Intermediate

  • Field(s) of Study:

  • Taxation (1.5 CPE credits)

  • Who should attend: CFOs and Controllers who are interested in obtaining greater value and better utilizing the data that their company is collecting.

  • Required Knowledge: Basic knowledge of management information systems, data warehousing, data collection methods, and awareness of analytical tools.

  • Advanced Prep: None

Learning Objectives

Through case studies and discussion, this course will explore what data analytics and big data is, how it is being used by companies, and how it could be used in the future. Participants will be given scenarios in which to think about the data available, and how it can be applied within specific company contexts. The focus of the course will be on how to approach big data, so that participants can better utilize the data available to them in their current working lives.

  • Differentiate between data analytics and data mining

  • List the different types and dimensions of data

  • List the different types of data inquiries that one can make

  • Describe how to maintain data integrity in a corporate environment



David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen 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 - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees. He 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 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Course curriculum

  • 1


    • Course Overview & Instructions

    • About Your Instructor

    • How To Use The Course Interface

  • 2


    • Downloads

  • 3


    • Segment #1

  • 4


    • Knowledge Check #1

  • 5


    • Segment #2

  • 6


    • Knowledge Check #2

  • 7


    • Segment #3

  • 8


    • Knowledge Check #3

  • 9


    • Segment #4

  • 10


    • Knowledge Check #4

  • 11


    • Segment #5

  • 12


    • Knowledge Check #5

  • 13


    • Segment #6

  • 14


    • Knowledge Check #6

  • 15


    • Lecture #7

  • 16

    Qualified Assessment

    • Qualified Assessment

  • 17


    • Final Steps to Receive CE Credit(s)...

    • CE Credit Information

    • Thank You!

Single Course Price

     Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera are not affiliated. Carroll Financial and Cetera are under separate ownership from any other named entity. 

     This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at

     Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by Cetera Advisor Networks or Carroll Financial.

David Peters Financial

Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111

1657 West Broad Street, #5, Richmond, VA 23220