Our November Event

David Peters,
CPA, CFP, CLU, CPCU, MST, MBA

COURSE DESCRIPTION:
Building the right portfolio is tough! You have a limited budget and a seemingly endless number of stocks to choose from. How do you spot undervalued stocks in the market and know which ones should be added in the portfolio? In this class, we will discuss common methods for approaching stock valuation. We will discuss how valuation can vary based on the perspective of the investor, and what assumptions go into discounted cash flow models. We will also show where each model is most useful and where they fall short.

LEARNING OBJRCTIVES
• State different ways to define value
• Recognize single-period and multi-period intrinsic valuation models and when to use both
• Identify limitations of intrinsic valuation models

David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA, and is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He has over fifteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. 

David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for Surgent, Kaplan and the Don Farmer Tax Seminars. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States.  David holds four master’s degrees and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses – a required c ourse for all CPAs licensed in the Commonwealth of Virginia.