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.
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.
We will teach you to implement a Strategic Advisory business process for your firm through webinar training and ad hoc consulting.
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 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.
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:
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 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
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.
*welcome packets are mailed to the US only, for non US clients, Certificates can be emailed upon request.