Aug 31, 2021
A lot of folks are saying "I WANT to make that leap, I want to go out on my own".
Thinking about going solo or starting your own practice sometime in the next year? This is the first in our miniseries of special monthly episodes, a useful companion on the journey. Our guest David Peters discusses making the decision to go out on your own.
Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. Connect with him on LinkedIn.
Further Resources. Use these links to find out more about this topic, or access free and paid-for resources to implement in your own team or organisation.
Share. Know someone who should hear this podcast? Click on these links to automatically share this episode with colleagues and friends. Recommend it to your LinkedIn connections, send to Twitter, auto-share on your Facebook page, or simply tell someone via email.
Social. Use #GoBeyondDisruption, @AICPANews or @CIMA_News.
About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.
Get in touch. How did you discover our podcast? Where do you listen? What would you like to hear more of? Finance pro or not, we're keen to know what you think. Email us here.
©2018-2020 Association of International Certified Professional Accountants (AICPA & CIMA)