Learn how to identify, evaluate, and manage risk using proven risk control and risk financing strategies, not just insurance products.
Gain clear, practical knowledge of insurance policies, claims, accounting, financial statements, and policy structures used by professionals.
Apply enterprise risk management (ERM) principles to personal and commercial situations, helping businesses and individuals reduce losses and make smarter decisions.
Stop Guessing. Start Managing Risk Like a Pro.
This step-by-step ebook breaks down risk management and insurance in plain English—covering personal and commercial insurance, financial fundamentals, claims, policy structure, and enterprise risk management. Organized for easy learning, it equips readers with the skills to spot risk, choose the right coverage, and make confident decisions that protect businesses, careers, and financial futures.
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David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA
David is the Founder and Owner of Peters Professional Education in Richmond, VA. He is a national CPE Instructor/Discussion Leader for Surgent and Don Farmer Tax Seminars and regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four master’s degrees and 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 Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia.
Download the Ultimate Risk Management & Insurance Guide Today
Get instant access to a practical, easy-to-follow ebook that teaches risk management, insurance fundamentals, and enterprise risk strategies—designed to help professionals, students, and business owners make smarter, more confident decisions.
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Product Details
Publisher: David Peters Publication date: 01/29/2026 Sold by: Peters Professional Education Format: eBook File size: 3.7MB Number of pages: 323