LivePlan Training


LivePlan Training Self-Study

LivePlan Method Resource Guides

Best Practice Webinars

Expert Advisor Certification

Note: Please use the same email for webinar registration and LivePlan account usage. This ensures you receive credit for the courses and that we can communicate with you effectively.

LivePlan Training Self-Study:

A self-study video series that explains how to use LivePlan software for advisory services, following the LivePlan Method process.

Listen to the videos at your own pace, using chapter links where provided.

LivePlan Method Resource Guides:

Want additional assistance?

We will email you our free LivePlan Method resource guides which include steps, scripts, and tips to engage your clients. Request this email by submitting this form.

Best Practice Webinars

Live sessions and recordings offered monthly on topics relevant to Strategic Advising.

Previous webinars:

View our Best Practice library for recorded webinars and receive credit towards your certification renewal.

Live webinars:

Thurs. June 28, 2018 11:30 AM - 12:30 PM - LivePlan's Benchmarks & Dashboard for Strategic Advising

*More training dates will be added. Please check back regularly for an up-to-date schedule.

LivePlan Expert Advisor Certification:

The Expert Advisor Certification is for Strategic Advisors who would like certification status in LivePlan. Certification in LivePlan ensures you are always up-to-date with the latest upgrades and offers from LivePlan. Click here for Certification information.

Listen to this recorded webinar video to learn to use LivePlan software in your practice as your platform for standardized Strategic Advising. This 90 minute video is one step to becoming LivePlan certified as an Expert Advisor.

Within LivePlan you can accomplish all the work necessary for standardized Strategic Advising: establish the client's Lean Plan, build the full financial forecast, report benchmark data, and track and report on key performance indicators. Perform the work in LivePlan, as well as use LivePlan as the basis of your advisory meetings to easily communicate results and facilitate ongoing strategic planning.

Listen to the video at your own pace, using the chapter links.