LivePlan’s Expert Advisor
Certification Program

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:

Click here to check your Expert Advisor status

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

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.