Complete the Expert Advisor Certification Exam and LivePlan account setup and become a Certified LivePlan Expert Advisor! Unlock access to our enhanced marketing resources, on-boarding assistance, and best practice industry focused training, all designed to help you grow your practice.
We will help you sell the value of strategic advising services to your clients by giving you free sales emails, brochures, presentations, and webinars.
Proudly display your LivePlan Expert Advisor certification in your office, on your website, in your marketing materials, and anywhere you want to impress clients.
If you are a certified LivePlan Expert Advisor and have three or more clients on-boarded to LivePlan, you'll be listed in our exclusive online directory of "LivePlan Expert Advisors" and have your practice promoted to all of our LivePlan small business users.
Our Expert Advisor Program exists for those who would like certification status in LivePlan. All Partner Program members are eligible to become certified. Certification is a 3 step process:
Once Certified, our Expert Advisors receive access to a LivePlan marketing toolkit, and also receive a “badge” for their company's website and client correspondence: email, marketing materials, etc. Expert Advisors also have the opportunity to become listed in our online directory of Expert Advisors, for those working with 3 or more clients.
Expert Advisor Certification requires annual maintenance of continued education and LivePlan use. See maintenance requirements here.
|Partner Program Benefits||Partner||Expert Advisor|
|Free LivePlan account for your firm|
|Dedicated account manager|
|Print-ready LivePlan brochure|
|LivePlan sales presentation|
|Sample client email templates|
|Demo account access|
|Access to small business expert and sample content|
|Press release template|
|Printed client-facing brochures mailed to you|
|Certificate of expertise|
|LivePlan Expert Advisor badge for your website|
|Directory listing (with 3+ clients using LivePlan)|
Get listed in our exclusive online directory of "LivePlan Expert Advisors" and have your practice promoted to all of our small business users who are seeking financial and business planning advice.