LivePlan's Expert Advisor Program

1. The Expert Advisor training materials and exam are built into the LivePlan Method online training program. Gain access to our training portal to get started.
2. Complete the certification exam found within the online training courses.
3. Set up a LivePlan account with the following minimum requirements (if you still need to get a LivePlan account, click here):

   Pitch

   • Basic customer information in the Pitch
   • Opportunity and Problem information

   Forecast

   • Set up a full forecast including: revenue, direct costs, expenses, and assets
   • View and check beginning balances in the forecasted balance sheet

   Benchmarks

   • Set an industry, region, and company size and review the benchmark metrics

   Schedule

   • Set up at least one milestone in the schedule tab

   Dashboard

   • Connect to your accounting software, or manually enter at least one month of accounting data
4. You'll receive an email from us confirming your certification after your exam is complete and the account has been set up. We track certifications weekly, so it may take up to five business days to hear back.

Complete the below items prior to your annual Expert Advisor Certification renewal date:

NOTE: To receive viewing credit, you must use the same email to register for webinars as is attached to your LivePlan account. Our system tracks automatically using your email address.

1. Attend or view four best practice webinars per year.*
   Register for live webinars here, or view our best practice video library for recorded webinars. Either type counts toward your certification renewal. Our system automatically tracks your viewing and attendance by your email address.
2. Actively be working in at least two company licenses in your own LivePlan advisor account.**

*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.

Click here to check your Expert Advisor status.

Interested in being included in our Expert Advisor Directory?

• Become certified and be advising at least three clients with LivePlan.***
• Send an email to accountants@liveplan.com to request your listing.

***To remain listed in the directory, you must continue to advise at least three clients with LivePlan and have three client company licenses in your own LivePlan advisor account. We review listings quarterly.