LivePlan Partner Program Events

LivePlan Method Training Webinars

LivePlan Software Training Self Study

Best Practice Live 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 in the right way.

LivePlan Method Training:

A live webinar and CPE credits focused on our business process for client advisory services.

Attend this webinar to learn the LivePlan Method business process for strategic advisory services. A business process plus client engagement guidelines, the LivePlan Method is your support 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 regular way for scalability in your firm.

Watch this video for an overview of the LivePlan Method:

Attend an upcoming webinar and receive CPE credit:

Thurs. July 20, 2017 11:00 AM - 12:30 PM PST

Thurs. August 24, 2017 11:00 AM - 12:30 PM PST

Thurs. September 21, 2017 11:00 AM - 12:30 PM PST

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

LivePlan Software Training:

A self-study webinar video for use of LivePlan software.

Listen to this recorded webinar video to learn to use LivePlan software in your practice as your platform for standardized strategic advising. Using the framework of The LivePlan Method and our client engagement scripts, learn how to use the LivePlan software in the most efficient way to offer scalable client advisory services.

Within LivePlan you can: establish the client's lean plan, build the full financial forecast, report benchmark data, and track and report on key performance indicators. Learn to hold key meetings at the appropriate time using the LivePlan tools.

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

Using LivePlan In Your Practice Self Study

Best Practice and Special Events:

Best Practice sessions are offered monthly on industry subject matter that is relevant to LivePlan Strategic Advisors. See the list below for current offerings and upcoming dates.

Thurs. July 27 2017 11:30 AM - 12:15 PM PST - Migrating from QBD to QBO with our CFO

Wed. August 30 2017 11:30 AM - 12:15 PM PST - Back to "School": Forecasting Profit and Cash Flow and using Scenarios

Thurs. September 28 2017 11:30 AM - 12:15 PM PST - Back to "School": The LivePlan Scoreboard and secrets to Mapping

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

LivePlan Expert Advisor Certification:

The Expert Advisor program exists 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, The LivePlan Method business process, as well as the ancillary benefits. Click here for Certification information.

LivePlan Certification Program

For a limited time, certification is FREE.

Click here for a list of our LivePlan Expert Advisors

LivePlan Expert Advisor Certification

Requirements to Become a Certified LivePlan Expert Advisor:

  1. Complete the webinar recording: Using LivePlan in Your Practice
  2. Complete the Certification Exam, click here to access the exam
  3. Set up one LivePlan account with the following minimum requirements (if you do not already have your 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
    • 1 Financing Scenario
    • Cash flow neutral Forecast
    • Sync and Map accounting Software, or manually enter at least 1 month of actuals
    • Set up one Milestone Schedule event

Requirements to Maintain Certification:

Click here to check your Expert Advisor status

Complete 2 of the 3 options below in any combination prior to your ANNUAL Expert Advisor renewal date

NOTE: Please use the same email that your LivePlan account is under for registration and attendance to our webinars. This will ensure credit is received for certification requirements.

  1. Attend 2 Best Practice Webinars per year*
  2. Pass the Expert Advisor renewal exam click here for the certification renewal exam
  3. Actively be working with 3 or more client company licenses in your own advisor 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:

*To remain listed in the Directory you must continue to advise at least 3 clients with LivePlan, having 3 client company licenses in your own LivePlan advisor account. We review listings quarterly.