Becoming a
Certified LivePlan Expert Advisor

Complete the Expert Advisor Certification Exam and LivePlan account setup and become a Certified LivePlan Expert Advisor!

Unlock access to our enhanced marketing resources, implementation guidance, and industry focused training,
all designed to help you grow your practice.

Free sales and marketing materials

Enhanced Marketing Resources

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.

Official certificate and badge

Business Process and Implementation

We will teach you to implement a Strategic Advisory business process for your firm through webinar training and ad hoc consulting.

Official certificate and badge

Official certificate and badge

Proudly display your LivePlan Expert Advisor certification in your office, on your website, in your marketing materials, and anywhere you want to impress clients.

Exclusive directory listing

Exclusive Directory Listing

If you are a certified LivePlan Expert Advisor and are actively working with 3 or more clients in 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.

Why become a LivePlan Expert Advisor?

Our Expert Advisor Program exists for those who would like certification status in LivePlan as well as access to marketing materials. All Partner Program members are eligible to become certified. Certification is a 3 step process:

  1. Complete the webinar training
  2. Pass the Expert Advisor Exam
  3. Complete LivePlan account setup (see requirements here)

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.

Why become a LivePlan Expert Advisor?
Partner Program Benefits Partner Expert Advisor
Volume discounts
Free License for your firm*
LivePlan Method Training
Dedicated customer service
Strategic Advising business process implementation training
Print-ready LivePlan brochure
Sample client email templates
Demo account access
Access to small business expert and sample content
Press release template
Printed client-facing brochures mailed in the Welcome Kit
Certificate of expertise
LivePlan Expert Advisor badge for your website
LivePlan t-shirt mailed in the Welcome Kit
LivePlan sales presentation
Directory listing (with 3+ clients using LivePlan)

*with the purchase of at least one client license

Benefits of Becoming a LivePlan Expert Advisor

Confidently offer proactive advising services to clients

Confidently offer proactive advising services to clients

  • Financial Forecasting
  • Cash flow management
  • Industry benchmarking
  • Financial KPI dashboard
  • Financial insights
  • Business planning
Access to prospective clients

Access to prospective clients

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.

Confidently offer proactive advising services to clients

Receive a Free LivePlan welcome packet* that includes:

  • A certificate to show off your LivePlan official certification
  • LivePlan stickers
  • LivePlan Expert Advisor sticker badges
  • 25 printed copies of the LivePlan brochure for your clients
  • LivePlan Expert Advisor lapel pin
  • A stylish LivePlan t-shirt

*welcome packets are mailed to the US only, for non US clients, Certificates can be emailed upon request.