The LivePlan Method for Strategic Advising

Learn the LivePlan Method for Strategic Advising

eLearning, live training events, webinars, recordings, and other resources to support your advisory work.

LivePlan eLearning is temporarily unavailable while we conduct improvements to better serve Strategic Advisors.

Check back soon for updates.


Self-paced training for everything you need to use the LivePlan as your platform for efficient and effective small business advising

  • LivePlan software training
  • Advisory meeting agendas and scripts
  • LivePlan Method advisory process
  • Staffing allocation and capacity planning
  • Bundling and pricing guidance

Use this training during your LivePlan free trial, or with your current paid account

We also offer live training events, free webinars, a video library, and a Certification program.

Webinars & Resources

Live webinars, recordings, and other resources to support your advisory work.

  • Strategic advising
  • Lean business planning
  • Financial forecasting
  • Management reporting
  • Client engagement
  • Video library by subject
  • Downloadable resources for workflow and meeting agendas

LivePlan Expert Advisor Certification

Take your LivePlan knowledge to the next level with our certification program.

  • Exclusive online directory listing published on and marketed to our LivePlan small business users
  • Official certificate and badge for your website
  • Group support
LivePlan Expert Advisor Certified Learn More
The LivePlan Method for Strategic Advising

Your clients are turning to you for advice on their business growth challenges and opportunities. You need to be able to offer efficient, and scalable client advisory services.

The LivePlan Method is a process for strategic advising: lean business planning, financial forecasting and management reporting.

Connect LivePlan to Quickbooks or Xero, and you're ready to offer maximum value to your clients.

Ready to build a scalable, efficient, and valuable client advisory practice with LivePlan?

Get Started Today