Skip to main content
by learnformula
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach professionals where they learn
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
INSTRUCTOR

David Peters

129 Courses • 6244 Reviews
CPA, CFP, CLU, CPCU, MST, MBA
  • Home
  • Courses
  • Packages
  • Posts
  • About

Courses from David Peters

See More Courses →
  • Financial Reporting & Statements

    Exploring Client Advisory Services: Tying Out Financial Statements

    David Peters
    1 CPD hour
  • Financial Reporting & Statements

    Client Advisory Services: Account Reconciliations, Software Best Practices, & Common Reports

    David Peters
    5
    (2)
    1 CPD hour
  • Investing

    Lifecycle Financial Planning: Investment Planning - Alternative Investments

    David Peters
    5
    (3)
    1 CPD hour
  • Financial Planning

    Lifecycle Financial Planning: Behavioral Finance Biases

    David Peters
    5
    (3)
    1 CPD hour
  • Corporate Finance

    Building a Better Budget in a Time of Uncertainty

    David Peters
    5
    (41)
    5.5 CPD hours
  • Corporate Finance

    How Much is My Business REALLY Worth? Exploring Business Valuation Fundamentals

    David Peters
    4.8
    (16)
    3 CPD hours
  • Workforce Planning and Talent Management

    Retaining Talent in a Competitive Marketplace: Creating a Benefits Program Employees Care About

    David Peters
    5.5 CPD hours
  • Financial Planning

    Lifecycle Financial Planning: Investment Policy Statements & Portfolio Risk

    David Peters
    2
    (1)
    1.5 CPD hours