October 8, 2026

Webinar

1 CPE Credit

Financial Planning: Auto & Homeowners Insurance

October 8, 2026
Webinar
1 CPE Credit

Financial Planning: Auto & Homeowners Insurance

  • View Bio

    Instructor

    David
    Peters

    View Bio

    David Peters

    Bio

    David Peters, founder of David Peters Financial Group, Peters Tax Preparation & Consulting, and Peters Professional Education, is a nationally recognized financial advisor, educator, and multi-business owner with over 20 years of experience in finance, insurance, and tax. A former CFO of Compare.com and co-founder of two insurance companies, David holds four master’s degrees, contributes to CPA publications, and teaches accounting, finance, insurance, and financial planning courses across the U.S., helping clients and professionals navigate complex financial decisions with confidence.

  • While many financial services professionals advise their clients on tax, investment, and life insurance issues, far fewer venture to help in the area of property and casualty insurance. Auto and homeowners policies are mandatory products that everyone generally needs
  • yet they are also complex products. This complexity raises questions in clients' minds: Are all my belongings covered under my policy? Do I have to adjust my policy if I want to let my neighbor borrow my car? Do I need an additional policy if I want to work as a rideshare driver? And will my premium go up when I move? In this course, we will cover the fundamentals of auto and homeowners' policies. We will touch on these questions, explore basic coverages, and offer some guidance on what practitioners should cover with their clients in this area, so you can offer guidance and give them the peace of mind they need. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Recognize the major sections of an insurance policy.
  • Recall the sections of the personal auto insurance policy.
  • Identify key provisions in homeowners' insurance policies.

Major Topics

The major topics that will be covered in this course include:

  • Overview of Insurance types
  • Overview of Insurance policies and contract sections
  • Examples of types of policies and coverages

 

CPE Credits Available

1 CPE Credit
1
Finance

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Finance

Prerequisites

None

Advanced Preparation

None

Intended Audience

Financial services professionals who want to gain a better understanding of auto and homeowners' insurance, so that they can better address client questions.

Provider

CPA Crossings LLC

Register For This Event

  • ARCPA Member

    $ 55 55
    Join

  • ARCPA Non-Member

    $ 85 85
    Your Price

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