LivePlan's Expert Advisor Program

Complete these steps to become a Certified LivePlan Expert Advisor:

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 one LivePlan account with the following minimum requirements (if you still need to get a LivePlan account, click here):
   • Connect accounting software, or manually enter at least one month of accounting data
   • Basic customer information in the Pitch section
   • Opportunity information in the Pitch section
   • Full forecast, including: revenue, direct costs, expenses, and assets
   • Set options in Benchmark tab header
   • View and double check beginning balances in Forecast tab
   • One financing type or scenario in Forecast tab
   • Cash flow neutral forecast
   • Set up one schedule event in Milestone tab
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.

Requirements to maintain certification:

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 attends 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.

†Requirements for Expert Advisor Directory listing:

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.