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INSTRUCTOR
David Peters
129 Courses • 5915 Reviews
CPA, CFP, CLU, CPCU, MST, MBA
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Courses from David Peters
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Financial Reporting & Statements
Exploring Client Advisory Services: Tying Out Financial Statements
David Peters
workspace_premium
1 CPD hour
Financial Reporting & Statements
Client Advisory Services: Account Reconciliations, Software Best Practices, & Common Reports
David Peters
workspace_premium
1 CPD hour
Investing
Lifecycle Financial Planning: Investment Planning - Alternative Investments
David Peters
workspace_premium
1 CPD hour
Financial Planning
Lifecycle Financial Planning: Behavioral Finance Biases
David Peters
workspace_premium
1 CPD hour
Corporate Finance
Building a Better Budget in a Time of Uncertainty
David Peters
workspace_premium
5
(4)
5.5 CPD hours
Corporate Finance
How Much is My Business REALLY Worth? Exploring Business Valuation Fundamentals
David Peters
workspace_premium
4.7
(10)
3 CPD hours
Workforce Planning and Talent Management
Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About
David Peters
workspace_premium
5.5 CPD hours
Financial Planning
Lifecycle Financial Planning: Investment Policy Statements & Portfolio Risk
David Peters
workspace_premium
2
(1)
1.5 CPD hours
