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Peters Professional Education on LCvista Content Marketplace

Peters Professional Education delivers practical, engaging Client Advisory Services (CAS) courses designed by practitioners for practitioners.

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About Peters Professional Education

Founded by an experienced seasoned tax practitioner, financial advisor, and licensed insurance agent, Peters Professional Education was built on the idea that continuing education should do more than just check a box—it should make you better at what you do.

David Peters, CPA, CPCU, MST, MBA and his team have a long history of delivering high-quality, engaging courses that go beyond theory and give you real-world insights you can apply immediately.

Why choose Peters Professional Education courses?

Each of Peters Professional Education’s courses are designed for professionals who want to master their craft.

Each of their Client Advisory Services (CAS) courses is designed to help your firm strengthen client relationships, expand services, and deliver greater value beyond compliance work.

If you're serious about growing your expertise, you need training from someone who truly understands your daily challenges.

Complex Conversations, Made Easy

Breaking down complex business decisions into actionable insights for clients can be challenging. Fortunately, David Peters, CPA, CPCU, MST, MBA, has a unique ability to break them down in a way that makes sense. Using real-world examples, he makes learning engaging, practical, and easy to apply in your work.

Learn From a Practitioner Who’s Been in Your Shoes

David isn’t just an instructor—he’s a seasoned tax practitioner, financial advisor, and licensed insurance agent. He understands the real struggles professionals face every day, and his courses are built to help you navigate them with confidence.

Engaging, Professional-Quality Courses

Say goodbye to the dull “floating head” recordings. Our HD-filmed presentations are polished, dynamic, and designed to hold your attention while delivering actionable insights.

Content That Helps You Excel—Not Just Get Your Hours

These courses go beyond just about fulfilling CPE requirements. They’re for professionals who want to be the best in their field and understand complex topics, make informed decisions, and provide real value to their clients and businesses.

Real-World Application from Day One

Every course is designed to help you take what you learn and use it immediately. With practical examples and clear explanations, you’ll be ready to apply them in your daily practice.

What Customers 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).”

SCACPA Course Participant

“David is hands down one of the best. His presentations are clear; his materials are helpful. Few (at least that I've seen) can relate the technical to the observable like he can. Looking forward to more!”

Aaron Rosedale

CPA, Senior Accountant

“Second course with David Peters and it did not disappoint! His delivery is engaging, he’s super knowledgeable and the materials are easy to understand and refer back to. Win win win! Thanks for not delivering a snoozer!”

Nancy Guerra

CPA, Senior Manager

David Peters, CPA, CGMA, CPCU, ChFC, CLU, CFP, is the founder and owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for CFO Capital Management. David has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. In addition, David is a national instructor for the AICPA, Surgent, Kaplan and Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics.

David Peters

Founder/Owner, Peters Professional Education

Pricing

Individual Courses

LCvista clients get an exclusive 33% discount off Peters Professional Education standard catalog prices for individual courses within our U.S. GAAP, IFRS, and Audit eLearning libraries, with additional savings available for 100 seats or more.

Just navigate to the Marketplace in LCvista and search for Peters Professional Education. Add the courses you want to purchase to your cart and checkout via credit card. Once your payment is processed, the content will be immediately available to your learners via LCvista LMS.

Library Subscriptions

For the best value and the most flexibility, subscribe to one or more of Peters Professional Education eLearning libraries – starting at $599 per learner. Group discounts are available for groups of 50 learners or more.

Benefits of a subscription:

Access to every course in the library for 365 days to be a resource at your moment of need, including any updates to courses or new courses that we publish during your subscription period
Annual update course (2 CPE) in the topic area
Access to Peters Professional Education’ entire live webinar catalog

To purchase a subscription, contact your LCvista representative or reach out to Peters Professional Education at TK@TK.com to get your learners access to Peters Professional Education’ best-in-class eLearning courses.

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