Book David for Your Next Speaking Engagement
Bring practical, real-world CPE to your team—available for both live events and virtual sessions, tailored to your firm’s needs.
Instructor
CPA, CFP, CLU, CPCU, MST, MBA David Peters
David Peters is the Founder of Peters Professional Education in Richmond, VA, and a SEC-registered Investment Advisor Representative with Peters Financial LLC. With 20+ years in financial services—including hedge funds, insurance, and corporate leadership as the first CFO of Compare.com—he brings expert insight in accounting, finance, insurance, and financial planning. A nationally recognized CPE instructor, David has authored 125+ on-demand courses and leads live seminars and webinars across the U.S. He holds four master’s degrees, multiple professional certifications (CFP®, CLU®, ChFC®, CPCU®, CGMA®, CPA), and has earned awards including the AICPA Outstanding Facilitator Award and Surgent’s Outstanding Discussion Leader Award. David also co-authored the Virginia CPA Ethics course and serves on boards including Leadership Metro Richmond and the VCU Accounting Advisory Council.
Live & Online CPE Training for Teams That Actually Engages
Bring your firm together for interactive, expert-led continuing education designed for real-world application. Flexible scheduling makes it easy to fit training into your team’s workflow—whether in person or online.
Engaging Live CPE Classes for Teams & Firms
Bring your team together for interactive, expert-led continuing education. Our live classes are designed to keep your team learning, collaborating, and staying up-to-date—without the hassle of traditional training. Flexible scheduling make it easy to fit CPE into your firm’s workflow.
Interactive Online Classes for Your Whole Team
Bring your team together for engaging, instructor-led CPE from anywhere. Our group internet-based classes make learning convenient, collaborative, and tailored to your firm’s needs. Flexible scheduling, real-time interaction, and practical content ensure your team stays sharp and compliant—without leaving the office.
Download the CPE Pricing Sheet
Access our complete pricing guide for private and group CPE courses. See all course options, formats, and fees so your team can plan the perfect training. Quick and easy.
See David Live in Savannah for In-Person CPE & Tax Training
Join David in Savannah for expert-led, in-person CPE courses covering the latest tax updates, real-world strategies, and practical guidance for CPAs, advisors, and tax professionals.
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PPE LIVE BUNDLE | Savannah, GA | 2-Day Advanced Tax Training for CPAs and Financial Advisors
BundleEarn CPE on your vacation in Savannah, GA! Join us for 2 days of advanced tax training: Day 1: Partnership Taxation | Day 2: S-Corporation Taxation. Earn 16 CPE credits with real-world insights. Early bird pricing ends July 4!
Purchase$749
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PPE LIVE 2-Day Taxation Series | Day 1: Savannah, GA | Understanding Partnership Taxation
CourseEarn CPE on your vacation in Savannah! Thursday, September 24, 2026 | The Milan, 19 Martin Luther King Jr Blvd, Savannah, GA | 8 CPE Credits (Taxes) | Group Live Training — learn by day, enjoy Savannah after.
$499
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PPE LIVE 2-Day Taxation Series | Day 2: Savannah, GA | Understanding S-Corporation Taxation: The Next Level
CourseEarn CPE on your vacation in Savannah! Friday, September 25, 2026 | 119 Martin Luther King Jr Blvd, Savannah, GA | 8 CPE Credits | Group Live. Turn a getaway into professional growth with practical, real-world tax insights.
$499
What You Get When You Train With Us
Expert-led courses, flexible scheduling, and engaging content designed for your whole team. Everything you need to earn CPE credits and level up together.
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Direct access to David Peters for personalized Q&A and deeper insight into key talking points.
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Flexible, convenient formats available as Group Live or Group Internet-Based sessions ranging from one hour to multi-day programs.
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Fully NASBA-compliant CPE administration, with live and virtual attendance tracking plus issuance of CPE certificates.
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Optional IRS Enrolled Agent or CFP Board credit and reporting available for eligible courses when requested in advance.