LivePlan's Expert Advisor
Certification Program

Watch the LivePlan recorded webinar, complete the Expert Advisor certification exam and LivePlan account set up, and become a Certified LivePlan Expert Advisor.

See below for full details of program requirements.

Why become a LivePlan Expert Advisor?

The Expert Advisor Certification is for Strategic Advisors who would like certification status in LivePlan. As well as the benefits listed below, certification in LivePlan ensures you are always up to date with the latest upgrades and offers from LivePlan.

Exclusive directory listing

Exclusive Directory Listing

If you are a certified LivePlan Expert Advisor and are actively working with three or more clients using LivePlan, you may request to be listed in our exclusive online directory of LivePlan Expert Advisors that is shared with thousands of LivePlan small business users.

Continuing Education

Continuing Education

Our monthly best practice webinar series, specifically designed for LivePlan Expert Advisors, offers education and information in a broad range of topics to support your whole business.

Free sales and marketing materials

Enhanced Promotional 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

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.

Why become a LivePlan Expert Advisor?

Complete these steps to become a Certified LivePlan Expert Advisor:

  1. Watch the Using LivePlan in Your Practice webinar recording
  2. Complete the certification exam
  3. Set up one LivePlan account with the following minimum requirements (if you still need to get a LivePlan account, click here):
    • Basic customer information in the Pitch section
    • Opportunity information in the Pitch section
    • Full forecast, including: revenue, direct costs, expenses, and assets
    • View benchmarks
    • Beginning balances
    • One financing scenario
    • Cash flow neutral forecast
    • Sync and map accounting software, or manually enter at least one month of actuals
    • Set up one milestone schedule event
Requirements to maintain certification:

Complete two of the three options below in any combination prior to your annual Expert Advisor Certification renewal date:

NOTE: Please use the same email that you used to set up your LivePlan account when you register for and attend our webinars. This will ensure that you receive credit for completing the requirements.

  1. Attend two best practice webinars per year*
  2. Pass the Expert Advisor Certification renewal exam
  3. Actively be working with three or more LivePlan client company licenses in your own Strategic Advising 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 email to accountants@liveplan.com to request listing

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

Ready to become a LivePlan Expert Advisor?

Get Started Today