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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, on-boarding assistance, and best practice industry focused training, all designed to help you grow your practice.

Free sales and marketing materials

Free sales and marketing materials

We will help you sell the value of strategic advising services to your clients by giving you free sales emails, brochures, presentations, and webinars.

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 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.

Why become a LivePlan Expert Advisor?

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:

  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 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
LivePlan t-shirt
Directory listing (with 3+ clients using LivePlan)

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