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INSTRUCTOR

David Peters

129 Courses • 6310 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
    1 CPD hour

Packages with David Peters courses

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  • Senior Manager CPA Package (2026)

    book
    12 courses
    5.0
    (398)
    Workforce Planning and Talent Management
    Understanding and Avoiding Overwhelm and Burnout
    Chris Croft
    1h
    Budgeting & Financial Forecasting
    Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World
    David Peters
    2.5h
    Conflict Management
    Leading Through Complexity: Communication, Alignment, and Buy-In
    Adam Mendler
    1h
    + 9 more courses

  • PACKAGE: Business Communication for Finance Managers (2026)

    book
    13 courses
    4.9
    (1441)
    Writing Skills
    Clear & Concise Writing In 3 Strategies (CCW)
    High-Value Writing
    1h
    Writing Skills
    Strategic Writing for Leaders (SW4L)
    High-Value Writing
    2.5h
    Business Communication
    Client Advisory Services: Financial Results & Stakeholders
    David Peters
    1h
    + 10 more courses
  • Financial Reporting & Statements

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

    David Peters
    5
    (3)
    1 CPD hour
  • Bookkeeping

    Exploring Client Advisory Services: Debt Amortization

    David Peters
    1 CPD hour
  • Investing

    Lifecycle Financial Planning: Investment Planning - Alternative Investments

    David Peters
    5
    (4)
    1 CPD hour
  • Bookkeeping

    Exploring Client Advisory Services: Journal Entries - Cash

    David Peters
    5
    (7)
    1 CPD hour
  • Bookkeeping

    Exploring Client Advisory Services: Cash & Accrual Basis Concepts

    David Peters
    5
    (2)
    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
    (52)
    5.5 CPD hours

  • 3-YEAR PACKAGE: 60 Verifiable CPD Hours for CPAs

    book
    17 courses
    5.0
    (1887)
    Team Development
    The Complete Team Leader: Build High-Performance Teams
    Mike Clayton
    6.5h
    Income Tax *
    Canadian Income Tax 2026
    Jason Fleming
    7h
    MS Excel
    Excel Nuances
    David Ringstrom
    2h
    + 14 more courses

  • PACKAGE: Budgeting & Forecasting for CPAs (2026)

    book
    7 courses
    5.0
    (544)
    Budgeting & Financial Forecasting
    Improving Financial Forecast Accuracy
    Rob Stephens
    2h
    Budgeting & Financial Forecasting
    Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World
    David Peters
    2.5h
    Corporate Finance
    Building a Better Budget in a Time of Uncertainty
    David Peters
    5.5h
    + 4 more courses