New Series!
Earn Your Certificate of Completion as a
Financial Planning Specialist
In today’s market, clients don’t just need someone to file taxes, they need a trusted advisor who sees the full picture. By becoming a Financial Planning Specialist, you evolve from a seasonal service provider to a year-round strategic partner.
As a Financial Planning Specialist, you stop being seen as just a tax preparer, you become your clients’ most trusted financial advisor. You gain the power to help clients build wealth, reduce taxes, and plan for the future, all in one place.
This series was created by a Practitioner for Practitioners. Transform your business from seasonal and transactional into year-round, high-value advisory work. You attract better clients, earn more money, and future-proof your career in a way basic tax prep never could
David Peters is the Founder and Owner of Peters Professional Education and Peters Tax Preparation & Consulting, PC in Richmond, VA. He has over 15 years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. He was recently awarded AICPA’s Outstanding Facilitator Award.
If you have any questions regarding this offer or to inquire into volume discounts
for group training, please contact Kevin Forcier at ktf@lambers.com.
Financial Planning Certificate Series
9 Courses/18 Hours
18 Hours of NASBA Approved CPE
10 Hours of IRS Approved CE
Special Price 40% off
Only $299
Courses Feature
- Courses are on-demand, take at your own pace.
- Courses never expire, you have access to them forever.
- Earn up to 18 hours of NASBA approved CPE or 10 Hours of IRS Approved CE
- Earn a Certificate of Completion as a Financial Planning Specialist
If you have any questions regarding this offer or to inquire into volume discounts
for group training, please contact Kevin Forcier at ktf@lambers.com
What People Think about David Peters
“David Peters is a great instructor. He Breaks things down better than anybody else I have ever watched. His course has been very helpful in my practice”
“David Peters was one of the best instructors I’ve ever had. Made many of the more complex topics much simpler and easy to understand. Brought energy!”
“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 difficult thing to do with a CPE course, so its one of the biggest compliments one can give a speaker.”
“David Peters is a great speaker with abundant knowledge to share. I look forward to learning more from him.”
Included in this Financial Planning Series are the following nine titles:
- Assessing Client Needs & Building a Plan (2 Hours – NASBA CPE)
- Behavioral Finance Biases (1 Hour – NASBA CPE)
- Data Security on a Budget (2 Hours – NASBA CPE)
- Investment Policy Statements & Portfolio Risk (1 Hour – NASBA CPE)
- Dependency (2 Hours – NASBA CPE or IRS CE)
- Getting Money to Small Business Owners (2 Hours– NASBA CPE or IRS CE)
- Qualified Retirement Plans (2 Hours– NASBA CPE or IRS CE)
- Social Security Planning (5 Hours – NASBA CPE or IRS CE)
- Retirement Planning – IRAs (1 Hour– NASBA CPE or IRS CE))
Financial Planning Certificate Series
Why Become a Financial Planning Specialist?
1. Deepen Client Relationships
By offering financial planning, you become more than just a once-a-year tax pro—you become a trusted advisor. Clients are more likely to return and refer others when they view you as someone who helps with big picture financial decisions.
2. Create Year-Round Revenue
Tax season is busy, but it’s also short. Financial planning opens the door to steady, recurring income through ongoing consultations, investment advising (if licensed), insurance reviews, and retirement planning.
3. Uncover Hidden Tax Opportunities
Financial planning and tax planning go hand-in-hand. When you understand your clients’ goals—retirement, education, estate planning—you can proactively recommend tax-saving strategies that aren’t visible through the tax return alone.
4. Differentiate Yourself in a Crowded Market
Most tax preparers stop at compliance. By adding financial planning, you stand out from competitors and become the go-to for clients who want comprehensive financial guidance—not just tax prep.
5. Future-Proof Your Career
With AI and software automating basic tax tasks, the value of strategic advisory services is only increasing. Financial planning gives you skills that can’t be easily replaced, making your role more resilient and in-demand.
Become a Financial Planning Specialist Today!
Special Offer 40% off ONY $299!
If you have any questions regarding this offer or to inquire into volume discounts
for group training, please contact Kevin Forcier at ktf@lambers.com