Go beyond basic formulas to understand how TVM drives real-world financial planning and business valuation accuracy.
Whether calculating the date when a client may retire, determining the feasibility of a client leaving an end-of-life bequest, or determining how much one needs to save for college, financial practitioners are utilizing time value of money concepts. Even though these concepts are pervasive in nearly everything a financial professional does, many do not feel comfortable with the mechanics or theory behind these calculations.
Utilizing real-world financial planning examples, this course will explore time value of money concepts. We will discuss the theory and mechanics behind common valuation models and utilize them in a unique application of the time value of money – determining the value of a business.
Who Should Attend:
CPAs and financial advisors who want to better apply the time value of money concepts to common financial planning and valuation issues.
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
