[Program updated July 2016]
LivePlan offers 3 courses on a regular basis. These courses are intended to fully train the user in LivePlan, as well as the methodology for financial forecasting and strategic advising using LivePlan as a method.
Best Practice courses are also offered from time to time on industry subject matter that is relevant to Strategic Advisors. See the list below for current offerings.
Users may take our Expert Advisor Exam at any point during their training. Refer to our Expert Advisor description and standards for information on becoming a LivePlan Certified Expert Advisor. Below the training schedule is information on steps for obtaining and retaining LivePlan Expert Advisor status.
See what our current Expert Advisors are saying about LivePlan here.
Are you interested in joining the Partner Program? Click here to submit your request.
LivePlan Training Track:
LivePlan Method: Learn the concepts of Strategic Advising and Financial Forecasting: The LivePlan Method. Using the framework of The LivePlan Method, learn the difference between a budget and a forecast, and how to use a forecast to turn client goals into strategic metrics. Learn why a business plan is important and how the business model is the bedrock of the forecast. Learn how to monitor and report on Key Performance Indicators, versus standard monthly financials.
EARN CPE CREDITS WHEN YOU ATTEND OUR LIVEPLAN METHOD COURSE
Using LivePlan in Your Practice 1: Learn how to use LivePlan and how its feature sets work together. Using the framework of The LivePlan Method, learn how to systematically build a Business Plan and Financial Forecast, as well as how to work with your client to get the information and data necessary to build a plan and forecast.
Using LivePlan in Your Practice 2: Learn how to establish and implement a Strategic Advisory service offering within your practice. Using The LivePlan Method as a framework, learn how to organize the tasks of Strategic Advising, and how to use this process to establish pricing. In addition, learn how to prepare and present monthly strategic advising information to your clients.
*More training dates will be added. Please check back regularly for an up-to-date schedule
Best Practice Webinars:
Attention Expert Advisors – Please use the same email that your LivePlan account is under for registration and attendance to our webinars. This will ensure credit is received for certification requirements.
LivePlan Certification Program
Our Expert Advisor Program exists for those who would like certification status in LivePlan. In addition, Certified Expert Advisors receive access to a LivePlan marketing toolkit and website directory as a way to promote their business, and a “badge” for their company’s website and email correspondence.
For a limited time, certification is FREE.
Requirements to Become a Certified LivePlan Expert Advisor:
- Complete the 3 main courses: LivePlan Methodology, Using LivePlan I and Using LivePlan II
- Complete the Certification Exam, click here to access the exam
- Set up one LivePlan account with the following minimum requirements:
- Basic Customer Information in the Pitch section
- Opportunity Information in the Pitch section
- Full Forecast including: Revenue, Direct Costs, Expenses and Assets
- View Benchmarks
- Beginning Balances
- 1 Financing Scenario
- Cash flow neutral Forecast
- Synch and Map accounting Software, or manually enter at least 1 month of actuals
- Set up one Milestone Schedule event
Want access to LivePlan? Click here to apply to our Partner Program for Strategic Advisors.
Requirements to Maintain Certification:
Please use the same email that your LivePlan account is under for registration and attendance to our webinars. This will ensure credit is received for certification requirements.
Attend 2 Best Practice Webinars per *year AND pass a yearly exam, click here for the certification renewal exam
Attend 2 Best Practice Webinars per *year AND be **active with 3 or more client instances per account
*Year = one year from your individual date of Certification. Note: initial renewals will be given until the end of this calendar year or a year from original certification date, whichever is later.
**Active = using the client instances on a monthly or quarterly basis
Requirements for Expert Advisor Directory Listing:
- Become Certified AND be advising at least 3 clients with LivePlan*
- Have your practice promoted to all of our LivePlan small business users
*To remain listed in the Directory you must continue to advise at least 3 clients with LivePlan. Listings are reviewed quarterly