LivePlan Training Descriptions and Registration


LivePlan Method Live Webinars

LivePlan Training Self-Study

LivePlan Method Resource Guides

Best Practice and Special Events

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 Method Training:

A live webinar with CPE credits, which is focused on our business process for client advisory services.

Attend this webinar to learn the LivePlan Method business process and client engagement guidelines for Strategic Advisory services. The LivePlan Method is your system for offering scalable client advisory services. Learn the basics of Lean Planning, how to turn client goals into strategic metrics, and how to offer client advisory services in a standardized way for scalability in your firm.

Watch this video for an overview of the LivePlan Method:

Upcoming training opportunities coming soon. In the meantime, check out the self study training and best practice webinar schedule!

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

LivePlan Training Self-Study:

A self-study webinar video that explains how to use LivePlan software.

Listen to this recorded webinar video to learn to use LivePlan software in your practice as your platform for standardized Strategic Advising.

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.

Using LivePlan In Your Practice Self Study

LivePlan Method Resource Guides:

Want additional assistance?

Request our free LivePlan Method resource guides and receive steps, scripts, and tips to engage your clients.

LivePlan Help Center

Our help center includes information specifically for Strategic Advisors. You can access the full help center from LivePlan in the help and resources tab. Below are links to LivePlan Method articles that are currently available.

The LivePlan Method: Kickoff Phase - In the Kickoff phase, you'll set up several sections of LivePlan to help you demonstrate the benefits of having an ongoing strategic advisory relationship. Most of these steps will be very quick, consuming only a few minutes. The bulk of the time will be spent meeting with your client.

The LivePlan Method: Plan Phase - In the Plan phase, you'll have a one-hour meeting with your client to complete a Lean Business Plan, using the Pitch tab in LivePlan.

The LivePlan Method: Build Phase - In the Build phase, you'll build your client's forecast in LivePlan and update the mapping to the Scoreboard.

The LivePlan Method: Advise Phase -In the monthly advisory meetings with your client, you'll present a review of the previous month's performance, show how it compares to the goals set out in the forecast, and discuss any adjustments that may be needed to help the business stay on track toward those goals.


Best Practice and Special Events:

Best practice webinars are offered monthly on industry-related topics that are relevant to LivePlan Strategic Advisors. See the list below for current offerings and upcoming dates.

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

Live webinars:

Thurs. April 26, 2018 11:30 AM - 12:15 PM - LivePlan's Quick Pitch for Strategic Advising

Thurs. May 17, 2018 11:30 AM - 12:15 PM - LivePlan's Forecast feature 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.