Watch the LivePlan recorded webinar, complete the Expert Advisor certification exam and LivePlan account set up, and become a Certified LivePlan Expert Advisor.
The Expert Advisor Certification is for Strategic Advisors who would like certification status in LivePlan. As well as the benefits listed below, certification in LivePlan ensures you are always up to date with the latest upgrades and offers from LivePlan.
If you are a certified LivePlan Expert Advisor and are actively working with three or more clients using LivePlan, you may request to be listed in our exclusive online directory of LivePlan Expert Advisors that is shared with thousands of LivePlan small business users.
Our monthly best practice webinar series, specifically designed for LivePlan Expert Advisors, offers education and information in a broad range of topics to support your whole business.
We will help you communicate the value of Strategic Advising services to your clients with complimentary emails, brochures, presentations, and webinars, as well as a welcome kit of goodies.
Proudly display your LivePlan Expert Advisor certification in your office, on your website, in your marketing materials, and anywhere you want to impress clients.
Complete two of the three options below in any combination prior to your annual Expert Advisor Certification renewal date:
NOTE: Please use the same email that you used to set up your LivePlan account when you register for and attend our webinars. This will ensure that you receive credit for completing the requirements.
*Year = one year from your individual date of certification or your last renewal date. Click here to view your renewal date.
**Active = using the client company licenses in your own advisor account on a monthly or quarterly basis.
*To remain listed in the directory, you must continue to advise at least three clients with LivePlan, having three client company licenses in your own LivePlan advisor account. We review listings quarterly.