Got Questions? Let’s Talk.
Whether you're just getting started or need more details, we're ready when you are.
Customer Service
Available Monday-Friday 9am-5pm ET
Need support with an online course or webinar? Give us a call at 800-799-4526 or send us an email at [email protected].
Speaker Booking Inquiries
Request for David to teach at your online or in-person event
Hosting a live conference or webinar? Reach out to discuss opportunities to have Dave instruct at your event.
David R. Peters, CPA, CFP® , CLU, CPCU, MST, MBA
Founder & Owner, Peters Professional Education | Author & National Instructor
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance.
David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer.
David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia.
Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
Education
- The American College, Bryn Mawr, PA
- Ph.D. Financial Planning & Retirement Income – All but dissertation
- M.S. Financial Services - 2014
- Virginia Commonwealth University, Richmond, VA
- M.B.A. Master of Business Administration - 2011
- Pittsburgh Theological Seminary, Pittsburgh, PA
- M.Div. Master of Divinity - 2006
- University of Illinois, Champaign, IL
- M.S. Accounting – 2004
- M.S. Accounting – 2004
Certifications
- Certified Financial Planner (CFP) - Since December 2013
- Certified Life Underwriter (CLU) - Since June 2013
- Certified Financial Consultant (ChFC) - Since June 2013
- Certified Property & Casualty Underwriter (CPCU) - Since May 2013
- Certified Global Management Accountant (CGMA) - Since July 2012
- Certified Public Accountant (CPA) - Virginia, North Carolina, South Carolina
Activities & Associations
- Board Member at Leadership Metro Richmond – 2015
- Virginia Commonwealth University Accounting Advisory Council – Current
David's Awards
2021, 2023, 2024 AICPA Outstanding Facilitator Award
2020 Five Next Generations Financial Services Professionals to Watch
2021, 2022 Surgent Outstanding Discussion Leader Award
Danielle Eiler
Director Of Operations
As Director of Operations, Danielle oversees the full lifecycle of Peters Professional Education's 130+ course continuing professional education catalog, from course production and compliance to partner distribution, certificate delivery, and customer service.
Since joining Peters Professional Education in 2023, Danielle has built the systems and infrastructure to more than double PPE's course catalog, maintained compliance with NASBA, IRS, and CFP Board CE sponsor standards, and developed distribution partnerships that put PPE content in front of CPAs and financial professionals nationwide. She manages live event logistics and client relationships, collaborates with PPE's marketing manager on content strategy and brand direction, and coordinates the cross-functional workflows that keep a lean operation running smoothly.
Before Peters Professional Education, Danielle spent nearly a decade at the Association of International Certified Professional Accountants (AICPA), where she led operations and digital program management for platforms serving 700,000+ members globally.
She is based in Savannah, Georgia, where she lives with her fiancé, rescue dog, and foster dogs through Renegade Paws Rescue. In her free time, she enjoys playing Ultimate Frisbee, visiting her family in the Chicago suburbs, and working on home projects.
Sarah Berg, EA
Staff Accountant & Research Assistant
Sarah Berg, EA is a highly skilled tax professional and Enrolled Agent with nine years of experience in tax preparation and tax planning. She specializes in both individual and business tax returns, bringing sharp attention to detail and a practical, solutions-focused approach to complex tax matters.
As a Research Assistant and in-house content reviewer at Peters Professional Education, Sarah plays a key role in developing and refining course materials, ensuring they are accurate, relevant, and easy to apply. Known for her strong technical knowledge, she has a talent for breaking down complex tax concepts into clear, actionable guidance for professionals at all levels.
Currently pursuing her CPA designation, Sarah remains committed to staying at the forefront of the ever-evolving tax landscape.
David Peters Tax Preparation & Consulting
With over 14 years of experience helping individuals and small businesses navigate the intricacies of the U.S. Tax Code, Peters Tax Preparation & Consulting brings a breadth of knowledge and experience to your most difficult tax problems.
Peters Financial
We offer a wide range of financial services to help you reach your goals — all customized to your specific needs.
David Peters Insurance
The insurance market is complex. We get to know you and your specific needs, guiding you through coverage options. We take the guesswork out of protecting what means most to you.
Peters Mortgage
Explore tailored mortgage solutions that make sense for your budget and lifestyle. With our expert team, financing your home just got easier.
Alaruna Bookkeeping & Consulting
We help small-to-midsize businesses stay financially organized, confident, and compliant through expert bookkeeping and advisory support. With decades of experience and a focus on innovative, creative leaders, we provide the financial clarity businesses need to grow smarter and stronger.
What our 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).
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.
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.
Dave Peters is excellent - making ethics very interesting and clearly relevant.
David Peters is a great speaker with abundant knowledge to share. I look forward to learning more from him!
Best ethics class I have ever had.
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.
Dave is good at reading the audience and encouraging/fostering interactive conversation.
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.
David is probably the best speaker we have the opportunity to listen to.